Matsuya Co., Ltd.

8237.T
Department Stores
2026/10/02 11:38 Updated
Market Cap: $660.4M (¥104.3B)
Stock Price: $13.01 (¥2,056)
Exchange Rate: 1 USD = ¥157.98

September 2026 Sales Flash Report (Ginza Main Store & Asakusa Store)

Published September sales flash. Domestic sales including the Ginza Main Store were slightly down year-over-year (approx. 2% decline); duty-free sales were down about 5% year-over-year. However, general merchandise led by cosmetics grew 36%, and sales from domestic customers increased about 3.3% driven by jewelry, watches and men's clothing. The Ginza store was up 0.2% year-over-year, but the Ginza Main Store including the Asakusa store was down about 2%. Final figures will be announced in mid-month. Exercise caution regarding duty-free related figures.

Importance:
Page Updated: October 2, 2026
IR Disclosure Date: October 1, 2026

Key Figures

  • Ginza Store Sales Year-over-Year: 0.2% increase
  • Ginza Main Store Overall: approx. 2% decrease
  • Duty-free Sales: approx. 5% decrease
  • General Merchandise (cosmetics-centered): approx. 36% increase
  • Domestic Customer Sales (excluding duty-free): approx. 3.3% increase

AI要約

Overview

Matsuya Co., Ltd. released a September 2026 sales flash, providing provisional monthly sales trends centered on the Ginza Main Store. Sales at the Ginza store rose slightly by 0.2% year-over-year. However, the Ginza Main Store overall declined by approximately 2%. Duty-free sales decreased by about 5% compared with the prior year. In contrast, general merchandise, led by cosmetics, expanded substantially, rising approximately 36%. Sales from domestic customers were solid, increasing about 3.3% driven by jewelry, watches and men's clothing. Final figures are scheduled to be announced each mid-month.

Points of Interest / Impact Going Forward

Differences versus the prior year remain due to factors such as large luxury brand events, and the decline in duty-free sales could act as a restraining factor on overall results. On the other hand, strength in general merchandise and increases in domestic customers suggest potential for sales recovery depending on future store strategies and product assortment. When the finalized figures are published, straightforward comparisons will be possible, so monitoring the next release for trend confirmation is important.

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

Matsuya Co., Ltd.

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