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 | 88.5 | 89.3 | 103.0 | 103.4 | 4 | 0 | 748 |
| Aug. | 100.5 | 101.6 | 95.1 | 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. | |||||||||
| Dec. | |||||||||
| Jan. | |||||||||
| Feb. | |||||||||
| Mar. | |||||||||
| Total | 97.0 | 97.8 | 92.7 | 93.3 | 104.6 | 104.8 | 30 | 10 | 758 |
- 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.
October, 2025 New Openings Store
Open
Oct 3 CIINA CIINA KOTONI (DECOHOME)
Oct 17 GRAN 8 MALL YACHIMATA (NITORI)
Oct 24 GOSYOGAWARA ELM (NITORI)
Oct 24 ITOYOKADO SHONANDAI (EXPRESS)
Oct 31 TOMEKAGANO (NITORI)
Oct 31 SHIN SAPPORO SUNPIAZZA (DECOHOME)
Oct 31 AEON SAPPORO TEINE EKIMAE (DECOHOME)
Close
Oct 12 CHONGQING LONGHU YUNLING PARADISE WALK STORE (MAINLAND CHINA)
Oct 12 CHANGSHA BBG MEIXI XINTIANDI (MAINLAND CHINA)
Oct 19 BLUMER HAT KOBE (DECOHOME)
Oct 26 AEONMALL HAMAMATSUSHITORO (N PLUS)
Oct 31 Homeplus Incheon Yeonsu (SOUTH KOREA)
- Note 1：As of October 31, the number of stores overseas is 195 (Taiwan 70, Mainland China 77, Malaysia 11, Singapore 5, Thailand 10, Hong Kong 3, South Korea 3, Vietnam 4, Philippines 6, Indonesia 5 and India 1).
October, 2025 Business Summary
In October, temperatures remained significantly above average from early to mid-month. In late October, temperatures fell below the average, which led to a substantial increase in sales, especially for bedding products.
As a result, same-store sales decreased by 3.5% year on year, all-store sales decreased by 2.1% year on year.
Cumulative same-store sales decreased by 3.0% year on year, All-store sales decreased by 2.2% year on year.
The impact of day-of-week differences was +0.5% for same-stores and +0.5% for all-stores.
Next update
Monthly results will be released on December 2, 2025.
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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