Worth reading
47Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
2.7
Year-on-year percentage for the same monthWording
Conditional
How definitive the wording is.Sales for this month
February 2026Fiscal year ending March 2027Net Sales / Ginza Main Store
-97.3%
Net Sales / Ginza Store
-96.9%
Net Sales / Asakusa Store
-104.7%
Number of Customers / 春節の客数
-125.0%
Year-on-year change by componentThe 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.
春節売上高
-141.0%
Tax-free sales
-120.0%
Asakusa store
-104.7%
Ginza flagship store
-97.3%
Ginza store
-96.9%
国内客売上高（免税売上高除く）
-76.0%
Monthly Commentary
銀座本店の売上高は前年に対して約3％増。免税売上高は中国からの顧客減少や春節売上の減少により全体で約20％減となったが、他国からの顧客や国内客向け売上が下支えした。
Factors Affecting the Change
Decrease in customers from China following the request to refrain from traveling to Japan, 春節の会期の前年とのずれ, 台湾・韓国・タイなど他国からの顧客増加, Impact of the weaker yen, ラグジュアリーブランドや宝飾等の好調
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3月11日16時（2026年2月売上報告）
| Item | Details |
|---|---|
| Month Covered | February 2026 |
| Fiscal Year Covered | Fiscal year ending March 2027 |
| Year-on-year change in monthly net sales | Ginza Main Store 2.7 / Ginza Store 3.1 / Asakusa Store -4.7 |
| Year-on-Year Change in Customer Count | 春節の客数 -25 |
| Year-on-year change by category | Name Ginza store / Year on year 3.1, Name Asakusa store / Year on year -4.7, Name Ginza flagship store / Year on year 2.7, Name Tax-free sales / Year on year -20, Name 春節売上高 / Year on year -41, Name 国内客売上高（免税売上高除く） / Year on year 24 |
| Monthly Commentary | 銀座本店の売上高は前年に対して約3％増。免税売上高は中国からの顧客減少や春節売上の減少により全体で約20％減となったが、他国からの顧客や国内客向け売上が下支えした。 |
| Factors Affecting the Change | Decrease in customers from China following the request to refrain from traveling to Japan, 春節の会期の前年とのずれ, 台湾・韓国・タイなど他国からの顧客増加, Impact of the weaker yen, ラグジュアリーブランドや宝飾等の好調 |
| 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3月11日16時（2026年2月売上報告） |
Items this document does not state (13)
Scope 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 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.中国からの訪日客減少や春節時期のずれなどにより免税売上高が減少しました。一方、台湾・韓国・タイなどからの訪日客の売上が円安の影響も受けて堅調に推移し、ラグジュアリーブランドや宝飾品など国内客向け売上も好調でした。
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.