and ST HD Co.,Ltd.
Notice of Month-over-Month and Year-over-Year Net Sales
Total store net sales year-over-year shows a monthly progression, with June at 95.7% and existing stores at 93.8% versus the previous year. The impact of rainy-season cool weather on summer demand and the number of holidays is estimated. Explanations of favorable factors by brand and by item are provided. The impact of temporary closures is also noted.
Key Figures
- Total store year-over-year net sales: 95.7%
- Existing store year-over-year net sales: 93.8%
- Number of stores with temporary closures/shortened hours: 99 stores (June 2026 early and late)
AI要約
Overview of performance
Adastria's monthly net sales year-over-year declined to 95.7% for total stores and 93.8% for existing stores in June, with estimated contributions from subdued summer demand due to rainy-season cool weather and the effect of the number of holidays. Brand-wise, Lepsim, Georges, and Today's Special performed well, while item-wise consumer trends pointed to short-sleeve T-shirts, summer pants, and sandals as key drivers. It is noted that in the past there were multiple temporary closures due to typhoons.
outlook and factor analysis
While weather conditions and holiday counts may continue to affect results, ongoing strength in brand- and item-level performance could contribute to an improvement in the first-half trend. Official updates may differ between preliminary and finalized figures, so revisions may occur in future monthly updates.
Adastria Co., Ltd.
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