Komori
Monthly8237MATSUYA CO.,LTD.Retail

January 2026 preliminary sales report

January 2026 sales fell 15.8% year on year at the Ginza main store, while sales at the Asakusa store fell 2.8%. At the Ginza main store, a decline in Chinese visitors and a shift in the timing of the Lunar New Year led to lower tax-free sales, while domestic customer sales were broadly in line with the previous year.

Worth reading
47Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Deterioration
Direction inferred from the company’s description.
Scale
-15.8
Year-on-year percentage for the same month
Wording
Conditional
How definitive the wording is.

Sales for this month

January 2026
Net Sales
-115.8%
The center line represents the same level as the same month of the previous year (100). The distance from the line represents the year-on-year change.
Year-on-year change by component
Ginza store
-116.3%
Ginza flagship store
-115.8%
Asakusa store
-102.8%
The bars use a logarithmic scale. This allows the relative sizes of the other items to be read even when one item is much larger than the others.
Monthly Commentary

銀座本店は前年同月比約16%減。免税売上高は中国人客の減少や春節時期の違いなどにより減少したが、国内客向け売上高はラグジュアリーブランドと婦人衣料品の伸長により前年と同程度を確保した。

Factors Affecting the Change

中国からの渡航自粛要請による中国人客の減少, 前年は1月末から春節、本年は2月15日から23日という営業条件の差異, 円安による台湾・韓国・タイなど他国からの客の売上増加, ラグジュアリーブランドの好調, 婦人衣料品の伸長

Measures from the following month onward

幅広い国々からのお客様への対応に注力し、国内客への来店促進策を含む各種施策で売上拡大を図る。

Next Scheduled Disclosure

2026年2月9日16時に『2026年1月売上報告』を開示予定

Scope of aggregation: 特定の子会社・業態(銀座本店・浅草店)

Sales for this month
ItemDetails
Month CoveredJanuary 2026
Scope of aggregation特定の子会社・業態(銀座本店・浅草店)
Year-on-year change in monthly net sales-15.8
Year-on-year change by categoryName Ginza store / Year on year -16.3, Name Asakusa store / Year on year -2.8, Name Ginza flagship store / Year on year -15.8, Name Tax-free sales / Year on year 約3割程度減少, Name ラグジュアリーブランド(国内客) / Year on year 約6%増, Name 婦人衣料品(国内客) / Year on year 8%増
Monthly Commentary銀座本店は前年同月比約16%減。免税売上高は中国人客の減少や春節時期の違いなどにより減少したが、国内客向け売上高はラグジュアリーブランドと婦人衣料品の伸長により前年と同程度を確保した。
Factors Affecting the Change中国からの渡航自粛要請による中国人客の減少, 前年は1月末から春節、本年は2月15日から23日という営業条件の差異, 円安による台湾・韓国・タイなど他国からの客の売上増加, ラグジュアリーブランドの好調, 婦人衣料品の伸長
Measures from the following month onward幅広い国々からのお客様への対応に注力し、国内客への来店促進策を含む各種施策で売上拡大を図る。
Next Scheduled Disclosure2026年2月9日16時に『2026年1月売上報告』を開示予定
Items this document does not state (14)
Fiscal Year CoveredNet sales for the monthTotal-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodSales by categoryKey KPIsNumber of Stores at Period-EndNumber of stores opened during the monthNumber of stores closed during the monthMonthly trend for the same period last year

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

中国からの渡航自粛要請による中国人客の減少、前年と本年の春節時期の違い、円安による台湾・韓国・タイなど他国からの客の売上増加、ラグジュアリーブランドと婦人衣料品の好調が挙げられている。

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
January 2026 preliminary sales report | MATSUYA CO.,LTD. (8237) timely disclosure | Komori