Monthly Retail Data (Japan)

YOY changes in non-consolidated monthly sales in Japan in the fiscal year ending March 2026

  Sales (%) Number of customers (%) Average spend per customer (%) Number of stores
Comparable stores All stores Comparable stores All stores Comparable stores All stores Open Close Total
Apr. 100.9 101.2 94.8 95.1 106.5 106.4 1 0 739
May 99.8 100.0 97.4 97.4 102.4 102.7 3 2 740
June 93.6 94.4 90.8 91.4 103.1 103.3 8 4 744
July 91.2 92.3 88.6 89.3 103.0 103.4 4 0 748
Aug. 100.5 101.6 95.2 95.9 105.6 105.9 4 2 750
Sept. 97.1 98.3 90.2 91.0 107.7 108.1 3 1 752
Oct. 96.5 97.9 92.2 93.4 104.6 104.8 7 1 758
Nov. 94.3 95.8 90.8 92.5 103.8 103.6 3 1 760
Dec. 90.8 92.8 89.5 91.7 101.4 101.2 16 3 773
Jan.
Feb.
Mar.
Total 95.7 96.9 92.0 93.0 104.0 104.2 49 14 773
  • Note 1:Figures for comparable stores and all stores include net sales for the mail-order business.
  • Note 2:Sales are posted on an order basis. sales for purchases using points are not deducted.
  • Note 3:No adjustment is made for days of the week.
  • Note 4:Including in the store which temporarily closed or shorten business hours.

December, 2025 New Openings Store

Open

Dec 5  HIGASHIOKAYAMA  (NITORI)
Dec 5  NAKANO  (NITORI)
Dec 5  AEONMALL HANYU  (DECOHOME)
Dec 5  ICHI*BIRU  (DECOHOME)
Dec 12  AEONTOWN MEISEI  (DECOHOME)
Dec 12  SUZUKA CHUO DORI  (NITORI)
Dec 19  IZUMIYA SC SHIRAUMECHO  (NITORI)
Dec 19  AMAGASAKI SHIMOSAKABE  (NITORI)
Dec 19  MAKUHARI SHINTOSHIN  (NITORI)
Dec 19  AEONTOWN CHIKUSA  (DECOHOME)
Dec 19  AEONMALL HAMAMATSU SHITORO  (DECOHOME)
Dec 19  CHIBA EKIMAE  (NITORI)
Dec 26  SOGA  (NITORI)
Dec 26  KOSHIGAYA  (NITORI)
Dec 26  MISATO CHUO  (NITORI)
Dec 26  KORIEN  (NITORI)

Close

Dec 7  TAIPEI NEIHU STORE  (TAIWAN)
Dec 7  SUZUKA  (NITORI)
Dec 14  AEONMALL KOBE KITA  (EXPRESS)
Dec 21  CHIBAICHIHARA  (NITORI)


Overseas store openings

Dec 5  TAIPEI NEIHU MIZU ZONG STORE  (TAIWAN)
Dec 11  ISS CARREFOUR CHONGQING STORE  (TAIWAN)
Dec 18  FASHION ISLAND  (THAILAND)
Dec 18  Parkway Parade  (SINGAPORE)
Dec 19  MyTOWN Shopping Centre  (MALAYSIA)

  • Note 1:As of December 31, the number of stores overseas is 202 (Taiwan 72, Mainland China 78, Malaysia 13, Singapore 6, Thailand 11, Hong Kong 3, South Korea 3, Vietnam 4, Philippines 6, Indonesia 5 and India 1).

December, 2025 Business Summary

In December, we held our anniversary festival as we did last year.
However, last year, we saw a significant increase in numbers compared to the previous year around the middle of the month.
As a result, same-store sales decreased by 9.2% year on year, all-store sales decreased by 7.2% year on year.
Cumulative same-store sales decreased by 4.3% year on year, All-store sales decreased by 3.1% year on year.

 

The impact of day-of-week differences was ▲1.8% for same-stores and ▲1.8% for all-stores.

Next update

Monthly results will be released on February 3, 2026.

The forecasts and projected operating results contained in this report are based on information available at the time of preparation, and thus involve inherent risks and uncertainties.
Accordingly, readers are cautioned that actual results may differ materially from those projected as a result of a variety of factors.

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