Takashimaya Company, Limited
Takashimaya Operating Report for February 2026
February 2026 sales declined by 2.7% year-over-year overall. Existing store sales declined by 2.1% at storefronts and duty-free sales dropped 13.0%. Cumulative sales through March 15 showed recovery with storefront sales up 15.0%.
Key Figures
- Total Sales: Year-over-Year △2.7%
- Existing Store Storefront Sales: Year-over-Year △2.1% (Storefront sales excluding duty-free +1.6%)
- Cumulative Storefront Sales through March 15: Year-over-Year +15.0%
AI要約
Overview of Sales
Sales for February 2026 declined 2.7% year-over-year. Existing store storefront sales decreased 2.1%, and duty-free sales fell 13.0%. Domestic customers exceeded the previous year, driven by Valentine's Day events and demand for spring apparel and miscellaneous goods. However, inbound customers declined due to China’s continued travel restrictions. Corporate business declined due to a reactionary decrease after large orders in the previous year. The cross-media business saw steady mail order catalogs, but overall declined due to decreases in other segments, resulting in lower performance than the previous year.
March Trends and Sales by Product Category
Cumulative storefront sales through March 15 rose 15.0% year-over-year, along with duty-free sales increasing 15.5%, indicating a recovery trend. By product category, confectionery sales increased significantly by 24.0%, and furniture sales surged 124.2%, while women's clothing, accessories, and apparel continued to decline. Future attention will focus on demand recovery among domestic customers and the outlook for inbound tourists.
