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Monthly8237MATSUYA CO.,LTD.Retail

Preliminary Sales Results for March 2026

Year-on-year sales in March 2026 increased 0.8% at Ginza Store, decreased 47.4% at Asakusa Store and decreased 4.3% at Ginza Main Store. The decline in sales at Asakusa Store was due to the reversal of the impact of a large custom-order sale recorded in the previous year.

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Mixed performance
Direction inferred from the company’s description.
Scale
-4.3
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Conditional
How definitive the wording is.

Sales for this month

March 2026
Net Sales / Ginza Store
-99.2%
Net Sales / Asakusa Store
-147.4%
Net Sales / Ginza Main Store
-104.3%
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
Asakusa store
-147.4%
Ginza flagship store
-104.3%
Ginza Main Store: tax-free sales
-104.0%
Ginza store
-99.2%
Ginza Main Store: domestic customer sales excluding tax-free sales
-96.0%
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

Sales at Ginza Store in March increased 0.8% year on year. Including Asakusa Store, Ginza Main Store sales declined by approximately 4%. Tax-free sales were supported by customers from other countries and the weaker yen, despite a decline in customers from China. Domestic customer sales increased by approximately 4%, driven by strong sales of women's apparel and fine jewelry and watches.

Factors Affecting the Change

Decrease in customers from China following the request to refrain from traveling to Japan, Purchases by customers from other countries, including Taiwan and Thailand, Yen depreciation, Strong sales of women's apparel and fine jewelry and watches in the prestige line, Reversal of the impact of the large custom-order sale recorded at Asakusa Store in the previous year

Measures from the following month onward

Expand sales through various measures, including initiatives to serve customers from a broad range of countries and measures to encourage domestic customers to visit the stores

Next Scheduled Disclosure

The March 2026 sales report is scheduled for disclosure at 16:00 on 10 April 2026

Scope of aggregation: Specified stores and business formats (Ginza Store, Asakusa Store and Ginza Main Store)

Sales for this month
ItemDetails
Month CoveredMarch 2026
Scope of aggregationSpecified stores and business formats (Ginza Store, Asakusa Store and Ginza Main Store)
Year-on-year change in monthly net salesGinza Store 0.8 / Asakusa Store -47.4 / Ginza Main Store -4.3
Year-on-year change by categoryName Ginza store / Year on year 0.8, Name Asakusa store / Year on year -47.4, Name Ginza flagship store / Year on year -4.3, Name Ginza Main Store: tax-free sales / Year on year -4, Name Ginza Main Store: domestic customer sales excluding tax-free sales / Year on year 4
Monthly CommentarySales at Ginza Store in March increased 0.8% year on year. Including Asakusa Store, Ginza Main Store sales declined by approximately 4%. Tax-free sales were supported by customers from other countries and the weaker yen, despite a decline in customers from China. Domestic customer sales increased by approximately 4%, driven by strong sales of women's apparel and fine jewelry and watches.
Factors Affecting the ChangeDecrease in customers from China following the request to refrain from traveling to Japan, Purchases by customers from other countries, including Taiwan and Thailand, Yen depreciation, Strong sales of women's apparel and fine jewelry and watches in the prestige line, Reversal of the impact of the large custom-order sale recorded at Asakusa Store in the previous year
Measures from the following month onwardExpand sales through various measures, including initiatives to serve customers from a broad range of countries and measures to encourage domestic customers to visit the stores
Next Scheduled DisclosureThe March 2026 sales report is scheduled for disclosure at 16:00 on 10 April 2026
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.

Asakusa Store reported a decline due to the reversal of the impact of a large custom-order sale recorded in the previous year. At Ginza Main Store, sales were affected by a decline in visitors from China, while visitors from other countries, including Taiwan and Thailand, the weaker yen, and strong sales of women's apparel and fine jewelry and watches in the prestige line provided support.

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Preliminary Sales Results for March 2026 | MATSUYA CO.,LTD. (8237) timely disclosure | Komori