Matsuya Co., Ltd.

8237.T
Department Stores
2026/02/20 Updated
Market Cap: $885.3M (¥136.6B)
Stock Price: $17.15 (¥2,647)
Exchange Rate: 1 USD = ¥154.32

Matsuya Co., Ltd. January 2026 Sales Report

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.

Importance:
Page Updated: February 9, 2026
IR Disclosure Date: February 9, 2026

Key Figures

  • Ginza Flagship Store Sales Year-over-Year Change: -16.3%
  • Ginza Flagship Store Domestic Customer Sales Growth: Luxury brands approximately 6% increase, women's apparel approximately 8% increase
  • Ginza Flagship Store Number of Visitors Year-over-Year Change: -6.4%

AI要約

Overview of Sales for January 2026

Sales at the Ginza flagship store in January 2026 decreased approximately 16% year-over-year. Duty-free sales significantly declined due to travel restrictions for visitors from China and operational differences during the Lunar New Year, resulting in about a 30% decrease compared to the same month in the period from March 2024 to February 2025, which recorded the highest sales on record. Conversely, visitors from other countries, such as Taiwan, Korea, and Thailand, increased sales partly due to the weak yen. Sales to domestic customers were strong, with luxury brands up about 6% and women's apparel up about 8%, achieving overall sales comparable to the previous year.

Future Challenges and Measures

It is important to continue strengthening customer engagement from a broad range of countries while promoting measures to encourage visits from the core domestic customer base to drive sales expansion. Various initiatives aimed at recovering duty-free sales and expanding domestic demand are expected to impact future performance.

Ginza Flagship Store Sales Year-over-Year Change Trend (Feb 2025 - Jan 2026)

Year-over-Year Sales Change by Store (January 2026)

Year-over-Year Sales Change by Product Category (January 2026)

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