TOKYO BASE Co.,Ltd.
Monthly Sales Briefing August 2026【TOKYO BASE】
Monthly sales briefing for August 2026. Company-wide actual results at 117.2% YoY, with physical stores 101.3% and e-commerce 119.8%; Japan overall 101.3% (physical stores 103.4%, e-commerce 118.1%), overseas 116.2% (physical stores 148.9%, e-commerce 141.3%), indicating a recovery trend. Growth driven by expansion of new formats and improvements at existing stores. Key focus moving forward is progress in spring-summer inventory digestion and contribution from new formats.
Key Figures
- Total Net Sales (Company-wide): 117.2% (August)
- Retail Store Net Sales (Company-wide): 101.3% (August)
- EC Net Sales (Company-wide): 119.8% (August)
AI要約
Business Performance Overview
August saw solid company-wide sales at 117.2% YoY. Retail stores at 101.3% and e-commerce at 119.8% remained at high levels. In Japan, physical stores were 113.4% and EC 118.1%, continuing the recovery trend. Overseas, physical stores were 148.9% and EC 141.3%, with substantial growth. New formats (CONZ, RITAN, JAPAN EDITION, KEY TIMEZ) continued to drive growth. While existing store growth was modest, per-customer spend contributed consistently.
Outlook and Key Points
Autumn-winter merchandise is performing well and inventory digestion is progressing, while procurement restraint for spring-summer items is expected to temper growth for the current spring-summer period. Customer events held last month contributed to sales of limited items. In overseas markets, the gap between regions with sustained inbound demand and those with declines highlights the importance of store opening strategies and inventory management for future growth.
TOKYO BASE Co.,Ltd.
Company overview · Stock price · Financial data · All IR
