Worth reading
65In focus
Scored from 4 of 5 sectionsDirection
Deterioration
Direction inferred from the company’s description.Scale
99.5
%Wording
Definitive
How definitive the wording is.Sales for this month
September 2026Fiscal year ending August 2027Net Sales / Existing stores
-0.5%
Net Sales / All Stores
-2.3%
Total-store sales
-2.3%
Same-Store Sales
-0.5%
Number of Customers / Existing stores
-4.3%
Number of Customers / All Stores
-5.4%
Average Spend per Customer / Existing stores
+4.0%
Average Spend per Customer / All Stores
+3.3%
Cumulative from Start of Period
-0.5%
Number of Stores at Period-EndCompany-operated 214 Location
Number of stores opened during the monthNumber of Cases 0
Number of stores closed during the monthNumber of Cases 3
Monthly Commentary
The company disclosed monthly sales for September 2026. At both existing stores and all stores, revenue and customer numbers were below the prior-year levels, while average spend per customer was above the prior-year level.
Scope of aggregation: Company-Owned Branches
| Item | Details |
|---|---|
| Month Covered | September 2026 |
| Fiscal Year Covered | Fiscal year ending August 2027 |
| Scope of aggregation | Company-Owned Branches |
| Year-on-year change in monthly net sales | Existing stores 99.5 % / All Stores 97.7 % |
| Total-store sales, year on year | 97.7 |
| Same-Store Sales, Year on Year | Rate 99.5 / Definition Stores that have been operating for at least 13 months, including the opening month |
| Year-on-Year Change in Customer Count | Existing stores 95.7 % / All Stores 94.6 % |
| Year-on-Year Change in Average Spend per Customer | Existing stores 104 % / All Stores 103.3 % |
| Cumulative Year-on-Year Change from Start of Period | 99.5 |
| Number of Stores at Period-End | Company-operated 214 Location |
| Number of stores opened during the month | Number of Cases 0 |
| Number of stores closed during the month | Number of Cases 3 |
| Monthly Commentary | The company disclosed monthly sales for September 2026. At both existing stores and all stores, revenue and customer numbers were below the prior-year levels, while average spend per customer was above the prior-year level. |
Items this document does not state (9)
Net sales for the monthCumulative Sales from Start of PeriodYear-on-year change by categorySales by categoryKey KPIsFactors 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 provided an explanation for the change in sales.
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.