Komori
Monthly9956VALOR HOLDINGS CO.,LTD.Retail

Notice Regarding Monthly Operating Information for September of the Fiscal Year Ending March 2027

Monthly results for September 2026 are presented year on year by business format: supermarkets, drugstores and home centers. Supermarkets reported higher revenue in September, while drugstores and home centers reported lower revenue. During the month, 4 stores opened and 1 store closed.

Worth reading
33Immaterial
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
—
Displayed only when the document provides numerical figures.
Wording
Conditional
How definitive the wording is.

Sales for this month

September 2026Fiscal year ending March 2027
Net Sales / Supermarkets
-98.6%
Net Sales / Drugstores
-100.8%
Net Sales / Home centers
-101.8%
Total-store sales / Supermarkets
-96.1%
Total-store sales / Drugstores
-98.7%
Total-store sales / Home centers
-103.2%
Number of Customers / Supermarkets
-102.3%
Number of Customers / Drugstores
-105.3%
Number of Customers / Home centers
-107.4%
Average Spend per Customer / Supermarkets
-96.2%
Average Spend per Customer / Drugstores
-95.2%
Average Spend per Customer / Home centers
-93.9%
Cumulative from Start of Period / Supermarkets
-97.4%
Cumulative from Start of Period / Drugstores
-100.5%
Cumulative from Start of Period / Home centers
-101.8%
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
Home centers - sales
-101.8%
Drugstores - sales
-100.8%
Supermarkets - sales
-98.6%
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.
Number of Stores at Period-EndGroup total 1,563 Location / Supermarkets 368 Location / of which, ㈱バロー 251 Location / Drugstores 585 Location / Home centers 165 Location / Sports clubs 157 Location / Pet stores 196 Location / Other 92 Location
Number of stores opened during the monthTotal 4 Location / Supermarkets 2 Location / Drugstores 1 Location / Other 1 Location
Number of stores closed during the monthTotal 1 Location / Pet stores 1 Location
Monthly Commentary

The latest month's data are preliminary and may subsequently be revised to final figures. The figures shown are year-on-year growth rates, comparing figures prior to the application of the revenue recognition accounting standard and other standards.

Scope of aggregation: By major company and business format (㈱バロー; 中部薬品㈱ and 4 subsidiaries, 5 companies in total; 3 home center companies in total)

Sales for this month
ItemDetails
Month CoveredSeptember 2026
Fiscal Year CoveredFiscal year ending March 2027
Scope of aggregationBy major company and business format (㈱バロー; 中部薬品㈱ and 4 subsidiaries, 5 companies in total; 3 home center companies in total)
Year-on-year change in monthly net salesSupermarkets 1.4 % / Drugstores -0.8 % / Home centers -1.8 %
Total-store sales, year on yearSupermarkets 3.9 % / Drugstores 1.3 % / Home centers -3.2 %
Year-on-Year Change in Customer CountSupermarkets -2.3 % / Drugstores -5.3 % / Home centers -7.4 % / Category Existing Stores
Year-on-Year Change in Average Spend per CustomerSupermarkets 3.8 % / Drugstores 4.8 % / Home centers 6.1 % / Category Existing Stores
Cumulative Year-on-Year Change from Start of PeriodSupermarkets 2.6 % / Drugstores -0.5 % / Home centers -1.8 %
Year-on-year change by categoryName Supermarkets - sales / Year on year 1.4 %, Name Drugstores - sales / Year on year -0.8 %, Name Home centers - sales / Year on year -1.8 %
Key KPIsIndicator name Same-store customer traffic / Supermarkets -2.3 % / Drugstores -5.3 % / Home centers -7.4 %, Indicator name Same-store spend per customer / Supermarkets 3.8 % / Drugstores 4.8 % / Home centers 6.1 %
Number of Stores at Period-EndGroup total 1,563 Location / Supermarkets 368 Location / of which, ㈱バロー 251 Location / Drugstores 585 Location / Home centers 165 Location / Sports clubs 157 Location / Pet stores 196 Location / Other 92 Location
Number of stores opened during the monthTotal 4 Location / Supermarkets 2 Location / Drugstores 1 Location / Other 1 Location
Number of stores closed during the monthTotal 1 Location / Pet stores 1 Location
Monthly CommentaryThe latest month's data are preliminary and may subsequently be revised to final figures. The figures shown are year-on-year growth rates, comparing figures prior to the application of the revenue recognition accounting standard and other standards.
Items this document does not state (8)
Net sales for the monthSame-Store Sales, Year on YearCumulative Sales from Start of PeriodSales by categoryFactors Affecting the ChangeMeasures from the following month onwardMonthly 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 has not explained the reasons for the changes in the figures. It states that the latest month's figures are preliminary and may be revised at a later date.

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.
Notice Regarding Monthly Operating Information for September of the Fiscal Year Ending March 2027 | VALOR HOLDINGS CO.,LTD. (9956) timely disclosure | Komori