Worth reading
47Recurring
Scored from 4 of 5 sectionsDirection
Mixed performance
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Conditional
How definitive the wording is.Sales for this month
April 2026Fiscal year ending March 2027Net Sales
-96.3%
Total-store sales
-91.4%
Number of Customers
-99.0%
Average Spend per Customer
-97.4%
Cumulative from Start of Period
-96.3%
Number of Stores at Period-End1,546 stores in total across the group. SM 365 stores (including 249 バロー stores), drugstores 575 stores, HC 164 stores, sports clubs 157 stores, pet shops 196 stores, and Other 89 stores
Number of stores opened during the month13 stores (SM 1, drugstores 4, HC 1, sports clubs 2, Other 5). Store names and locations were not disclosed
Number of stores closed during the month2 stores (1 pet shop and 1 sports club). Store names and locations were not disclosed
Monthly Commentary
Data for the latest month are preliminary and may subsequently be revised to finalized figures. The figures represent year-on-year growth rates and have been rounded to the nearest second decimal place
Monthly trend for the same period last year
not disclosed (columns other than April of the current fiscal year are blank; March figures are also shown for HC only)
Scope of aggregation: By major company and business format (バロー, 5 drugstore companies combined, and 3 home center companies combined)
| Item | Details |
|---|---|
| Month Covered | April 2026 |
| Fiscal Year Covered | Fiscal year ending March 2027 |
| Scope of aggregation | By major company and business format (バロー, 5 drugstore companies combined, and 3 home center companies combined) |
| Year-on-year change in monthly net sales | SM 3.7%, drugstores -1.2%, HC 0.4% |
| Total-store sales, year on year | SM 8.6%, drugstores 2.2%, HC -0.6% |
| Same-Store Sales, Year on Year | not disclosed (same-store customer numbers and average spend per customer were disclosed. For SM and drugstores, same stores are those that have been open for at least 14 months; for HC, stores newly opened or closed in the previous fiscal year are excluded) |
| Year-on-Year Change in Customer Count | SM same stores 1.0%, drugstore same stores -4.9%, HC same stores -4.6% |
| Year-on-Year Change in Average Spend per Customer | SM same stores 2.6%, drugstore same stores 3.9%, HC same stores 5.3% |
| Cumulative Year-on-Year Change from Start of Period | SM 3.7%, drugstores -1.2%, HC 0.4% (sales column) |
| Year-on-year change by category | SM: total-store sales 8.6%, sales 3.7%, same-store customer numbers 1.0%, same-store average spend per customer 2.6%. Drugstores: total-store sales 2.2%, sales -1.2%, same-store customer numbers -4.9%, same-store average spend per customer 3.9%. HC: total-store sales -0.6%, sales 0.4%, same-store customer numbers -4.6%, same-store average spend per customer 5.3%. |
| Key KPIs | Same-store customer numbers: SM 1.0%, drugstores -4.9%, HC -4.6%. Same-store average spend per customer: SM 2.6%, drugstores 3.9%, HC 5.3% (all year-on-year). |
| Number of Stores at Period-End | 1,546 stores in total across the group. SM 365 stores (including 249 バロー stores), drugstores 575 stores, HC 164 stores, sports clubs 157 stores, pet shops 196 stores, and Other 89 stores |
| Number of stores opened during the month | 13 stores (SM 1, drugstores 4, HC 1, sports clubs 2, Other 5). Store names and locations were not disclosed |
| Number of stores closed during the month | 2 stores (1 pet shop and 1 sports club). Store names and locations were not disclosed |
| Monthly Commentary | Data for the latest month are preliminary and may subsequently be revised to finalized figures. The figures represent year-on-year growth rates and have been rounded to the nearest second decimal place |
| Monthly trend for the same period last year | not disclosed (columns other than April of the current fiscal year are blank; March figures are also shown for HC only) |
Items this document does not state (6)
Net sales for the monthCumulative Sales from Start of PeriodSales by categoryFactors Affecting the ChangeMeasures from the following month onwardNext 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.No reasons were provided for the changes in operating figures. The disclosure states that 13 stores were opened in April, including 1 supermarket, 4 drugstores, and 1 home center, while 2 stores were closed.
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.