Worth reading
55In focus
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
October 2026Fiscal year ending March 2027Net Sales
-93.8%
Total-store sales
-92.1%
Cumulative from Start of Period
-96.9%
Number of Stores at Period-EndGroup total 1,568 / SM 371 (including 252 Valor stores) / Drugstores 587 / HC 167 / Sports clubs 156 / Pet stores 195 / Other 92
Number of stores opened during the monthNumber of Cases 8 / Breakdown Supermarkets 3, drugstores 2, home centers 2, other 1
Number of stores closed during the monthNumber of Cases 2 / Breakdown Sports clubs 1, pet shops 1
Monthly trend for the same period last year
Monthly year-on-year changes for each month from April through October
Scope of aggregation: Specific subsidiaries and business formats (supermarkets, drugstores and home centers)
| Item | Details |
|---|---|
| Month Covered | October 2026 |
| Fiscal Year Covered | Fiscal year ending March 2027 |
| Scope of aggregation | Specific subsidiaries and business formats (supermarkets, drugstores and home centers) |
| Year-on-year change in monthly net sales | Supermarkets 6.2%, drugstores 0.8%, home centers 1.4% |
| Total-store sales, year on year | Supermarkets 7.9%, drugstores 3.0%, home centers -0.3% |
| Same-Store Sales, Year on Year | Supermarkets Rate 6.2% / Definition Stores that have been open for at least 14 months / Drugstores Rate 0.8% / Definition Stores that have been open for at least 14 months / Home-center business Rate 1.4% / Definition Stores excluding those newly opened or closed in the previous fiscal year (fiscal year ended February 2026) |
| Year-on-Year Change in Customer Count | Supermarkets Existing stores 2.3% / Drugstores Existing stores -3.1% / Home-center business Existing stores -2.8% |
| Year-on-Year Change in Average Spend per Customer | Supermarkets Existing stores 3.9% / Drugstores Existing stores 4.1% / Home-center business Existing stores 4.3% |
| Cumulative Year-on-Year Change from Start of Period | Supermarkets 3.1%, drugstores -0.3%, home centers -1.5% |
| Year-on-year change by category | Name Supermarkets - total-store sales / Year on year 7.9%, Name Drugstores - total-store sales / Year on year 3.0%, Name Home centers - total-store sales / Year on year -0.3% |
| Key KPIs | Indicator name Existing-store customer count (supermarkets) / Value 2.3% / Year on year Not disclosed, Indicator name Average spend per customer at existing stores (supermarkets) / Value 3.9% / Year on year Not disclosed, Indicator name Existing-store customer count (drugstores) / Value -3.1% / Year on year Not disclosed, Indicator name Average spend per customer at existing stores (drugstores) / Value 4.1% / Year on year Not disclosed, Indicator name Existing-store customer count (home centers) / Value -2.8% / Year on year Not disclosed, Indicator name Average spend per customer at existing stores (home centers) / Value 4.3% / Year on year Not disclosed |
| Number of Stores at Period-End | Group total 1,568 / SM 371 (including 252 Valor stores) / Drugstores 587 / HC 167 / Sports clubs 156 / Pet stores 195 / Other 92 |
| Number of stores opened during the month | Number of Cases 8 / Breakdown Supermarkets 3, drugstores 2, home centers 2, other 1 |
| Number of stores closed during the month | Number of Cases 2 / Breakdown Sports clubs 1, pet shops 1 |
| Monthly trend for the same period last year | Monthly year-on-year changes for each month from April through October |
Items this document does not state (7)
Net sales for the monthCumulative Sales from Start of PeriodSales by categoryMonthly CommentaryFactors 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.The company has not provided specific reasons for the changes in sales. In October, it opened 8 stores in total, including 3 supermarkets, 2 drugstores and 2 home centers, and closed 2 stores.
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.