Takashimaya Company, Limited

8233.T
Department Stores
2026/01/16 Updated
Market Cap: $3.6B (¥565.2B)
Stock Price: $12.17 (¥1,929)
Exchange Rate: 1 USD = ¥158.48

Takashimaya Sales Report for December 2025

Takashimaya's sales in December 2025 increased by 3.4% YoY, with in-store sales up 4.1% and duty-free sales down 11.1%. Domestic customers showed steady demand for winter apparel, sundries, and food products, while inbound demand declined.

Importance:
Page Updated: January 15, 2026
IR Disclosure Date: January 15, 2026

Key Figures

  • Sales: YoY +3.4%
  • In-store Sales: YoY +4.1%
  • Duty-free Sales: YoY △11.1%

AI要約

Overview of Sales

Takashimaya’s sales in December 2025 increased 3.4% year-over-year, with in-store sales rising by 4.1%. However, duty-free sales declined by 11.1%. Domestic customers maintained steady demand for winter apparel, sundries, and year-end food products, exceeding prior-year results. Meanwhile, inbound customers decreased due to China’s travel restraint requests. Corporate business declined following the previous year’s large orders, but the cross-media business outperformed the prior year, driven by strong online catalog orders for 'Osechi' (traditional New Year’s cuisine).

Sales Trends by Store and Product and Future Outlook

By store, sales increased at locations such as Kyoto and Nihonbashi. By product category, services (+10.9%), art, jewelry and precious metals (+28.2%), and furniture (+17.5%) performed well. Conversely, consumer electronics (△31.4%) and other apparel (△13.1%) declined. In-store sales for January 2026 through the 14th showed a firm 2.0% YoY increase. Going forward, Takashimaya aims to expand sales focusing on domestic customer demand.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.