and ST HD Co.,Ltd.
Notice Regarding Year-over-Year Monthly Sales Growth
Monthly sales for the fiscal year ending February 2026 have remained roughly flat year-over-year across all stores. In December 2025, total store sales were up 103.4% YoY, while existing stores were at 99.8% YoY. The absorption merger of Today's Special Co., Ltd. in March 2025 contributed to net increases in total store sales.
Key Figures
- December 2025 Total Store Sales YoY Growth: 103.4%
- December 2025 Existing Store Sales YoY Growth: 99.8%
- February 2026 Number of Directly Managed Stores: 1,267 stores
AI要約
Performance Overview
For the fiscal year ending February 2026, monthly sales across all stores have hovered around flat to slightly positive year-over-year. In December 2025, total store sales increased 103.4% YoY, while existing stores recorded 99.8% YoY. Sales of winter merchandise remained firm, though existing stores fell slightly short of the previous year. On March 1, 2025, Adastria absorbed Today's Special Co., Ltd., resulting in a net increase in total store sales. Brands such as Global Work, niko and..., LEPSIM, and HARE performed well, with strong demand for cold-weather outerwear, knit tops, boots, household goods including blankets, and collaboration products.
Store Expansion and Influencing Factors
In fiscal 2025, store openings totaled 56 while closures were 24, resulting in an increasing store count. There were 1,267 directly managed stores, 6 franchise stores, and 62 WEB store locations as of February 2026. The earthquake off the east coast of Aomori Prefecture in December 2025 caused temporary closures or shortened hours at 8 stores, but the impact on sales was minimal. The effect of having one fewer holiday compared to the prior year was also estimated to be minor due to the year-end and New Year holiday period.
