Matsuya Co., Ltd.

8237.T
Department Stores
2026/10/15 10:54 Updated
Market Cap: $701.6M (¥111.0B)
Stock Price: $13.83 (¥2,188)
Exchange Rate: 1 USD = ¥158.23

September 2026 Sales Report

Monthly sales trends for September 2026 by store and by product, reporting performance at Ginza Main Store, Ginza Store, and Asakusa Store, the impact of duty-free sales, and domestic customer trends. Year-on-year comparisons on a monthly basis and contributions by major segments are disclosed.

Importance:
Page Updated: October 15, 2026
IR Disclosure Date: October 15, 2026

Key Figures

  • Sales flash report to be updated for October/November/December 2026 (TBD)
  • Duty‑free sales year‑over‑year approx. 5% decrease
  • Domestic customer sales year‑over‑year approx. +3.3% (driven by jewelry & watches, men's apparel)

AI要約

Segment Trends and Overall Sales Situation

This document provides a monthly flash report of sales, reporting year‑over‑year changes for Ginza Main Store, Ginza Store, and Asakusa Store, and trends in duty‑free sales. In September, Ginza Store was up 0.2% year‑over‑year, while Ginza Main Store overall including Asakusa Store was down about 2%. Duty‑free sales were down approximately 5% year‑over‑year, but general merchandise centered on cosmetics remained firm. Meanwhile, domestic customer sales excluding duty‑free were driven by jewelry & watches and men's apparel, showing about a 3.3% increase year‑over‑year. Foreign exchange information is presented separately.

Outlook and Points of Focus

Monthly data is scheduled to be updated with the "October 2026 Sales Flash Report" to be released on November 2 at 16:00, which is expected to disclose additional information such as transaction counts and number of visitors for Ginza Main Store, Ginza Store, and Asakusa Store. The contrast between declining duty‑free sales and resilience of domestic customers suggests monitoring measures to recover duty‑free sales and trends in domestic customers' purchasing power will be important for future strategy.

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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