Worth reading
59In focus
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
%（銀座本店の売上高前年同月比）Wording
Definitive
How definitive the wording is.Sales for this month
January 2026Net Sales / Ginza Main Store
-115.8%
Net Sales / Matsuya Ginza
-116.3%
Net Sales / Matsuya Asakusa
-102.8%
Number of Customers / Ginza Main Store
-106.4%
Number of Customers / Ginza Store
-112.4%
Number of Customers / Asakusa Store
-95.0%
Monthly Commentary
銀座本店の売上高は前年に対して約16％減少した。中国からの客の減少や春節時期の違いで免税売上高が減少した一方、他国からの客、国内客向けのラグジュアリーブランド、婦人衣料品は伸長した。
Factors Affecting the Change
日本への渡航自粛要請による中国からの来店客減少, 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伸長, 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
The company will focus on serving customers from a broad range of countries and seek to increase sales through various initiatives, including measures to encourage domestic customers to visit its stores.
Next Scheduled Disclosure
2026年2月売上速報を2026年3月2日（月）16時に開示予定
| Item | Details |
|---|---|
| Month Covered | January 2026 |
| Year-on-year change in monthly net sales | Ginza Main Store -15.8 % / Matsuya Ginza -16.3 % / Matsuya Asakusa -2.8 % |
| Year-on-Year Change in Customer Count | Ginza Main Store -6.4 % / Ginza Store -12.4 % / Asakusa Store 5 % |
| Year-on-year change by category | By product category Ginza Main Store Men's apparel and accessories 2.4 / Women's apparel and accessories -2.2 / Children's apparel and accessories -2.8 / Kimono, bedding and other -44 / Total apparel -4.2 / Personal items and accessories -25.1 / General merchandise -4.3 / Furniture 18.4 / Home appliances 167.7 / Household products 9 / Total household goods 21.4 / Foods -5.6 / Restaurants and cafés -3.2 / Services and other -26 / Total -15.8 / Matsuya Ginza Men's apparel and accessories 1.8 / Women's apparel and accessories -2.3 / Children's apparel and accessories -2.8 / Kimono, bedding and other -46.5 / Total apparel -4.5 / Personal items and accessories -25.1 / General merchandise -4.3 / Furniture 18.4 / Home appliances 167.7 / Household products 9.1 / Total household goods 21.5 / Foods -6.6 / Restaurants and cafés -3.5 / Services and other -26.1 / Total -16.3 |
| Key KPIs | Store Visitors Ginza Main Store -6.4 % / Ginza Store -12.4 % / Asakusa Store 5 % |
| Monthly Commentary | 銀座本店の売上高は前年に対して約16％減少した。中国からの客の減少や春節時期の違いで免税売上高が減少した一方、他国からの客、国内客向けのラグジュアリーブランド、婦人衣料品は伸長した。 |
| Factors Affecting the Change | 日本への渡航自粛要請による中国からの来店客減少, 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伸長, 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 | The company will focus on serving customers from a broad range of countries and seek to increase sales through various initiatives, including measures to encourage domestic customers to visit its stores. |
| Next Scheduled Disclosure | 2026年2月売上速報を2026年3月2日（月）16時に開示予定 |
Items this document does not state (13)
Fiscal Year CoveredScope of aggregationNet sales for the monthTotal-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodSales by categoryNumber 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.銀座店では、日本への渡航自粛要請による中国からの来店客減少、前年と本年の春節時期の違いが免税売上の減少要因となった。一方、台湾・韓国・タイなど他国からの客は円安の影響で売上を伸ばし、国内客向けではラグジュアリーブランドと婦人衣料品が好調だった。
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.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.