TABAYA HOLDINGS Co., Ltd.

2026/10/09 12:26 Updated
Market Cap: $411.2M (¥65.0B)
Stock Price: $15.34 (¥2,423)
Exchange Rate: 1 USD = ¥157.98

Monthly Sales Overview for June 2026 (Preliminary)〔Fiscal year ending March 2027〕

Company-wide sales for June were up 4.5% YoY, with Retail + Online existing stores up 2.8% YoY, showing solid performance. Online sales led the growth, and overall YoY growth is in single digits. The change in revenue recognition standards is not included in the速報値 and will be reflected in the確報値.

Importance:
Page Updated: September 22, 2026
IR Disclosure Date: July 2, 2026

Key Figures

  • Sales (Company-wide): 104.5% (YoY)
  • Sales (Retail + Online Existing Stores): 102.8% (YoY)
  • The provisional figures do not include the impact of changes in revenue recognition standards, and are reflected in the confirmed figures.

AI要約

Key Performance Highlights

This month's company-wide sales were solid at 104.5% of the prior period (YoY 4.5%), with particularly strong contribution from online commerce. On the other hand, retail shows a softening trend compared with the prior month and the same month last year due to unfavorable weather and typhoon impact, with customer counts down. However, average spending remained above the previous year, driven by outerwear and mid-weight apparel. The impact of the revenue recognition standards change is not included in the速報値 and will be reflected in the確報値.

Forward-looking Highlights

Be mindful of differences between速報値 and確報値. The impact of revenue recognition standards is expected to be a few percentage points lower in確報値. The contribution from online commerce is viewed as durable, so close attention to monthly trends going forward is required. Store opening/closing information can be found in the monthly disclosure list.

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

TABAYA HOLDINGS Co., Ltd.

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