Komori
Monthly8914Arealink Co.,Ltd.Real Estate

Monthly Results for March 2026

The total number of Hello Storage units and occupied units increased, while the overall occupancy rate declined. The occupancy rate at existing properties rose from the previous month but remained below the level recorded in March of the previous year.

Worth reading
63In focus
Scored from 4 of 5 sections
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
79.56
%
Wording
Conditional
How definitive the wording is.

Sales for this month

March 2026Fiscal year ending March 2026
Number of stores opened during the monthNumber of Cases 52 / Number of properties 52 / Number of units 1,869 / Breakdown Company-operated openings: 24 properties and 978 units; partner openings: 28 properties and 891 units
Number of stores closed during the monthNumber of Cases 6 / Number of properties 6 / Number of units 139
Monthly Commentary

Although substantial new openings have affected the overall occupancy rate, occupancy at existing properties has remained solid.

Factors Affecting the Change

Impact of substantial new openings on the overall occupancy rate, Occupancy rate at newly opened properties

Measures from the following month onward

The plan to open 18,000 new units by the end of fiscal 2026 remains unchanged. The company noted that unit counts may also change through expansions, partial removals and other measures in addition to openings and closures.

Scope of aggregation: Hello Storage business, including partner openings. Figures for the company’s own operations excluding partner openings are also provided separately.

Sales for this month
ItemDetails
Month CoveredMarch 2026
Fiscal Year CoveredFiscal year ending March 2026
Scope of aggregationHello Storage business, including partner openings. Figures for the company’s own operations excluding partner openings are also provided separately.
Key KPIsIndicator name Total units / Value 129,143 Rooms / Year on year Not disclosed, Indicator name Occupied units / Value 102,740 Rooms / Year on year Not disclosed, Indicator name Utilization rate / Value 79.56 % / Year on year Not disclosed, Indicator name Occupancy rate at existing locations / Value 87.03 % / Year on year 90.45% in March of the previous year, Indicator name Occupancy rate at new locations / Value 41.73 % / Year on year 51.01% in March of the previous year
Number of stores opened during the monthNumber of Cases 52 / Number of properties 52 / Number of units 1,869 / Breakdown Company-operated openings: 24 properties and 978 units; partner openings: 28 properties and 891 units
Number of stores closed during the monthNumber of Cases 6 / Number of properties 6 / Number of units 139
Monthly CommentaryAlthough substantial new openings have affected the overall occupancy rate, occupancy at existing properties has remained solid.
Factors Affecting the ChangeImpact of substantial new openings on the overall occupancy rate, Occupancy rate at newly opened properties
Measures from the following month onwardThe plan to open 18,000 new units by the end of fiscal 2026 remains unchanged. The company noted that unit counts may also change through expansions, partial removals and other measures in addition to openings and closures.
Items this document does not state (13)
Net sales for the monthYear-on-year change in monthly net salesTotal-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 PeriodYear-on-year change by categorySales by categoryNumber of Stores at Period-EndMonthly trend for the same period last yearNext Scheduled Disclosure

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.

The company explained that substantial new openings have affected the overall occupancy rate, while occupancy at existing properties has remained solid.

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.
Monthly Results for March 2026 | Arealink Co.,Ltd. (8914) timely disclosure | Komori