Tsuruha Holdings Inc.

3391.T
Pharmaceutical Retailers
2026/01/16 Updated
Market Cap: $7.5B (¥1.2T)
Stock Price: $16.41 (¥2,600)
Exchange Rate: 1 USD = ¥158.48

Notice Regarding Monthly Sales Update for December 2025

In December 2025, Tsuruha Group’s existing store monthly sales increased by 0.3% year-over-year, customer numbers decreased by 1.6% year-over-year, and average spend per customer rose by 2.0% year-over-year.

Importance:
Page Updated: January 13, 2026
IR Disclosure Date: January 13, 2026

Key Figures

  • Existing Store Monthly Sales (December 2025): 0.3% (Year-over-Year)
  • Existing Store Customer Numbers (December 2025): ▲1.6% (Year-over-Year)
  • Number of Stores (December 2025): 2,690 stores

AI要約

Overview of Monthly Sales Update

In December 2025, Tsuruha Group’s existing store sales rose by 0.3% year-over-year, while customer numbers declined by 1.6%. Meanwhile, average spend per customer increased by 2.0%, supporting sales growth. Total store sales grew by 1.2% year-over-year, with 2,690 stores in operation. Following the business integration, the monthly update format was revised to include breakdowns between drugstore (retail) and dispensing segments.

Store Expansion and Sales Trends

In December 2025, 8 stores opened and 5 stores closed, resulting in a net increase in the number of stores. The drugstore segment experienced a sales decline compared to the same month last year, whereas the dispensing segment recorded a 9.4% increase in sales. Although the rise in average customer spend continues, the decline in customer numbers remains a challenge, drawing attention to future sales strategies.

Existing Store Monthly Sales Year-over-Year Growth Rate (March–December 2025)

Existing Store Customer Numbers Year-over-Year Growth Rate (March–December 2025)

Existing Store Average Spend per Customer Year-over-Year Growth Rate (March–December 2025)

Total Store Monthly Sales Year-over-Year Growth Rate (March–December 2025)

Number of Stores Trend (March–December 2025)

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