TABAYA HOLDINGS Co., Ltd.
Monthly Sales Overview (Flash Report) – October
Consolidated sales in October were 100.7% year-over-year, while existing stores for retail + e-commerce were 97.7% year-over-year, a low level. Summer item trends lagged and winter inventory movement is delayed, but autumn shirts and knits remained firm. Flash figures do not include the impact of the change in revenue recognition standards; final figures may be adjusted by a few percentage points. Total store count increased from 320 to 327 (retail + e-commerce).
Key Figures
- Sales Consolidated: 100.7% (Year-over-Year)
- Sales Retail + E-commerce Existing Stores: 97.7% (Year-over-Year)
- Store Count: Retail stores / E-commerce stores total 320→327 stores
AI要約
Overview and Market Trends
Consolidated sales in October grew by 1.0 percentage point year-over-year (100.7% YoY), but overall showed weakness versus both the prior month and the same month last year. In particular, retail + e-commerce existing stores decelerated to 97.7% YoY. Heavy apparel centered on summer outerwear was sluggish, and winter items showed delayed movement. Conversely, autumn shirts and knits performed steadily. Weather-related factors, such as an increased number of holidays, may have contributed approximately 1.5 percentage points. Note that flash figures do not include the impact of changes to revenue recognition standards and may be revised in the final figures.
Store Expansion and Outlook
Total store count increased from 320 to 327 stores (retail + e-commerce). Store opening details are listed under the retail and e-commerce sections and will be posted on the IR site. Existing-store trends follow the definitions used for monthly data; renovations, temporary closures and similar factors may cause exclusions or adjustments. Historical differences between flash and final figures can be around 2 percentage points, so attention should be paid to forthcoming final figures.
TABAYA HOLDINGS Co., Ltd.
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