Fiscal Year Ending February 2027 Monthly Flash Report (September) | Comparable Store Sales YoY 100.0% · Customer Traffic 100.4% — Some Stores Affected by Kumamoto Earthquake

Monthly Performance Trends

The September monthly flash report shows comparable store sales at 100.0% year-over-year and customer traffic at 100.4%, exceeding the prior year for the first time in four months. Pre-tax-revision rush demand boosted sales of third-category beer and happoshu (low-malt beer). Despite inflationary pressures, strong contributions came from items with intensified price promotions (televisions, pet supplies, processed foods, etc.), leading overall performance above last year’s results. On the other hand, prolonged rain in the Kanto region suppressed seasonal product demand, and a pullback from last year’s rice stockpiling affected sales; stores impacted by the Kumamoto earthquake have also experienced partial reductions in selling floor area.

Outlook and Points to Note

Stores affected by the Kumamoto earthquake continue to operate with reduced selling floor area, and the impact on results is under review. Although September exceeded the prior year, uncertainties remain due to weather factors and demand pullbacks. The fiscal second-quarter financial results for the year ending February 2027 are scheduled for release on October 8, and further performance trends are expected to be disclosed in the upcoming earnings announcement.