Monthly Retail Data (Japan)

YOY changes in non-consolidated monthly sales in Japan in the fiscal year ending March 2027

  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. 96.8 99.8 96.5 100.3 100.2 99.5 11 2 787
May 107.1 110.5 107.5 111.9 99.6 98.8 5 4 788
June 86.8 89.2 88.5 91.9 98.1 97.1 4 1 791
July 103.7 106.2 105.2 108.7 98.6 97.7 2 0 793
Aug. 104.4 107.1 103.3 107.0 101.1 100.1 2 3 792
Sept. 102.3 104.7 104.1 107.5 98.2 97.3 0 0 792
Oct.
Nov.
Dec.
Jan.
Feb.
Mar.
Total 100.0 102.7 100.7 104.4 99.3 98.4 24 10 792
  • 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.

September, 2026 New Openings Store

Open

Sep 11  SHIMACHU HOME'S KAWASAKI DAISHI  (N PLUS)
Sep 11  SHIMACHU HOME'S KASAI  (N PLUS)

Close

Sep 15  TAIPEI ZHONGLUN PX MART STORE  (TAIWAN)
Sep 30  AEONMALL KYOTO KATSURAGAWA  (N PLUS)


Overseas store openings

Sep 17  HONG KONG TSING YI MARITIME SQUARE STORE  (HONG KONG)
Sep 24  NANJING LONGFOR LONGWAN PARADISE WALK STORE  (MAINLAND CHINA)

  • Note 1:As of September 30, the number of stores overseas is 215 (Taiwan 76, Mainland China 78, Malaysia 14, Singapore 6, Thailand 13, Hong Kong 5, South Korea 5, Vietnam 4, Philippines 7, Indonesia 6 and India 1).

September, 2026 Business Summary

In September, sales of living room furniture, bedroom furniture, kitchenware, bedding and related products performed well, supported by the Autumn Appreciation Sale, monthly themed promotions, and the impact of TV commercials.

As a result, same-store sales increased by 2.3% year on year, all-store sales increased by 4.7% year on year.
Cumulative same-store sales increased by 0.0% year on year, All-store sales increased by 2.7% year on year.

 

The impact of day-of-week differences was ▲0.2% for same-stores and ▲0.2% for all-stores.

Next update

Monthly results will be released on November 4, 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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