Takashimaya Company, Limited

8233.T
Department Stores
2026/03/03 Updated
Market Cap: $3.6B (¥566.5B)
Stock Price: $12.37 (¥1,934)
Exchange Rate: 1 USD = ¥156.25

Takashimaya January 2026 Sales Report

January 2026 sales increased by 5.5% year-over-year. Existing department store locations achieved a 6.7% increase in in-store sales, while duty-free sales declined by 18.9%. Domestic customers showed steady demand for winter apparel and food products, whereas inbound demand decreased.

Importance:
Page Updated: February 16, 2026
IR Disclosure Date: February 16, 2026

Key Figures

  • Total Sales: YoY +5.5%
  • Existing Department Store In-Store Sales: +6.7%
  • Duty-Free Sales: △18.9%

AI要約

Performance Overview

Total sales in January 2026 increased 5.5% year-over-year, with existing department store in-store sales rising by 6.7%. Conversely, duty-free sales declined by 18.9%. Domestic customers exceeded last year's results due to solid sales of winter apparel and food products; however, inbound customers fell below last year impacted by China’s travel advisory against visiting Japan. Corporate business declined following the absence of large orders from the previous year, while the cross-media business outperformed last year driven by strong mail-order catalog orders.

Store and Product Trends

Among stores, Sakai location ceased operations on January 7 and is excluded from the results. By product, confectionery performed strongly with a 23.0% increase, and women's clothing & accessories rose by 5.5%. Fresh foods, home electronics, and other apparel showed a declining trend. Cumulative results through February 15 indicate a 1.2% decrease in in-store sales, and a 28.6% decline in duty-free sales; however, in-store sales excluding duty-free rebounded with a 4.1% increase.

Year-over-Year Sales by Store (Selected)

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