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 | 99.7 | 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. | 94.2 | 95.8 | 90.8 | 92.5 | 103.8 | 103.6 | 3 | 1 | 760 |
| Dec. | 90.8 | 92.8 | 89.6 | 91.7 | 101.4 | 101.2 | 16 | 3 | 773 |
| Jan. | 99.0 | 101.7 | 98.3 | 101.2 | 100.7 | 100.5 | 5 | 3 | 775 |
| Feb. | |||||||||
| Mar. | |||||||||
| Total | 96.0 | 97.3 | 92.6 | 93.7 | 103.7 | 103.8 | 54 | 17 | 775 |
- 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.
January, 2026 New Openings Store
Open
Jan 16 KUWANA SUNCITY (NITORI)
Jan 16 NAKANOSHIMA (NITORI)
Jan 23 CHITA (NITORI)
Jan 23 OKAYAMAMINAMI (NITORI)
Jan 30 BEANS TODAKOEN (DECOHOME)
Close
Jan 4 DAIEI HIGASHIOSHIMA (DECOHOME)
Jan 12 AEONMALL TOKONAME (N PLUS)
Jan 12 AEONMALL FUKUTSU (N PLUS)
Jan 12 LALAPORT TACHIKAWA TACHIHI (N PLUS)
Jan 13 SEIBU HONKAWAGOE PEPE (DECOHOME)
Jan 18 RASPA OTAGAWA (NITORI)
Jan 31 Homeplus Yeongdeungpo (SOUTH KOREA)
Overseas store openings
Jan 15 Lotte Department Store Dongtan (SOUTH KOREA)
- Note 1：As of January 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).
January, 2026 Business Summary
In January, sales performed strongly, particularly for window covering products and bedding and bedroom items, driven by the effects of our TV commercials and the drop in temperatures from the latter half of the month.
On the other hand, the longest cold wave of the season made it difficult for customers to go out in snowy regions, which affected customer traffic.
As a result, same-store sales decreased by 1.0% year on year, all-store sales increased by 1.7% year on year.
Cumulative same-store sales decreased by 4.0% year on year, All-store sales decreased by 2.7% year on year.
The impact of day-of-week differences was ▲1.4% for same-stores and ▲1.4% for all-stores.
Next update
Monthly results will be released on March 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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