and ST HD Co.,Ltd.

2685.T
Apparel Manufacturing
2026/11/05 12:54 Updated
Market Cap: $935.7M (¥148.3B)
Stock Price: $20.10 (¥3,185)
Exchange Rate: 1 USD = ¥158.48

Notice Regarding Monthly Year-on-Year Sales and Store Trends

Monthly year-on-year sales trends for the first half are presented; October is estimated at 101.2% for all stores and 100.1% for existing stores year-on-year. There were impacts such as temporary store closures and partial suspension of operations, but brands like niko and ... performed well. Store openings/closings and breakdowns of traffic and average spend are also disclosed.

Importance:
Page Updated: November 4, 2026
IR Disclosure Date: November 4, 2026

Key Figures

  • All-store Year-on-Year Sales: 101.2% (October)
  • Existing-store Year-on-Year Sales: 100.1% (October)
  • Breakdown of Openings and Closures: Figures for directly managed stores, franchise, and web
  • Autumn and Winter Merchandise Trends: Strong real demand in early month, full-scale winter movement in late month

AI要約

Monthly Sales Trends and Impact Factors

This IR focuses on monthly year-on-year sales trends and store dynamics, showing solid performance as of October with all-store year-on-year sales at 101.2% and existing-store at 100.1%. It describes consumer behavior changes including an increase in holidays compared to the previous year and shifts in autumn/winter merchandise movements, with robust demand for autumn items in early October and a full-scale start of winter item movement in late October. There were some impacts such as service suspension due to a cyberattack, but stores and the web store have maintained normal operations.

Store Strategy and Merchandise Trends

By brand, niko and, Studio Clip, LEPSIM, and Today's Special performed well. By item, knit tops, jackets, and cardigans were popular; in lifestyle goods, tote bags and collaboration items were well received. The breakdown of openings and closures includes new store launches and temporary closures or suspensions, but overall it can be interpreted that the company is maintaining a balance between stable existing-store performance and new store openings while continuing to expand channels including online.

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

and ST HD Co.,Ltd.

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