#Matsuya

February 2026 sales at the Ginza main store increased approximately 3% year-over-year. Duty-free sales declined about 20% due to fewer Chinese customers, but domestic customer sales grew strongly by approximately 24%.

Total store sales for February 2026 reached 105.9% year-over-year, with existing store sales at 101.3% year-over-year; both customer count and average spend exceeded the previous year, although no new stores opened and three stores were closed.

Approximately 8.3 billion yen in capital is planned to be raised through new share issuance. Share offering of 210,000 shares at an offering price of 5,936 yen per share. Payment date is March 3, 2026.

As of February 21, 2026, Nishimatsuya Chain Co., Ltd. has implemented multiple personnel changes involving executive officers and department managers. These position changes aim to strengthen the organizational structure.

Matsuya Foods Holdings Co., Ltd. has resolved to issue up to 1,610,000 new shares through new share issuance and secondary offering, intending to allocate approximately JPY 10,158,958,100 by the end of March 2027 towards capital investment for new store openings.

At the Board of Directors meeting on February 16, 2026, Director Yoshizumi Nezu decided to resign effective February 28, 2026. Changes to the delegation of duties for directors and executive officers, as well as manager-level personnel changes, will be implemented effective March 1, 2026.

For the third quarter of the fiscal year ending March 2026, net sales were 136.688 billion yen (20.5% increase YoY), operating income was 6.4 billion yen (53.0% increase YoY), and net income attributable to owners of parent for the quarter was 3.308 billion yen (52.4% increase YoY).

For the fiscal year ending March 2026, net sales have been upwardly revised by 1.9% to 182,400 million yen, operating income by 30.0% to 6,500 million yen, and net income attributable to owners of parent by 34.1% to 2,950 million yen.

January 2026 sales at the Ginza flagship store decreased approximately 16% year-over-year. Duty-free sales were affected by a decline in visitors from China, but sales of luxury brands and women's apparel to domestic customers remained steady compared to the previous year.

Ginza flagship store sales for January 2026 decreased approximately 16% year-over-year. The decline was mainly due to reduced duty-free sales, but domestic customers maintained sales levels for luxury brands and women's apparel comparable to the previous year.

Total store sales for January 2026 were 103.1% year-over-year, existing store sales were 99.3%, with 5 new store openings and 3 closures resulting in a total of 1,184 stores.

For the third quarter of the fiscal year ending February 2026, consolidated net sales were JPY 338.15 billion (down 6.3% YoY), operating income was JPY 1.825 billion (down 48.8% YoY), and net income attributable to owners of parent was JPY 596 million (down 71.2% YoY).