For Foreign Investors

English Document

■IR Topics 2026
■IR Topics 2025
■Medium-term management plan
■Result Summary
FY Ending Feb. 2027
FY Ending Feb. 2026
FY Ending Feb. 2025
FY Ending Feb. 2024
FY Ending Feb. 2023
FY Ending Feb. 2022
FY Ending Feb. 2021
FY Ending Feb. 2020
■Research Report
FY Ending Feb. 2022
■Monthly sales information
Monthly Retail Sales (YoY) of September 2026
(unit%)
Mar.
Apr.
May
June
July
Aug.
First half total
All Stores Physical stores
119.5
116.7 124.4 113.8 126.6 122.6 120.5
E-commerce
190.0
194.5 197.5 214.2 217.1 210.9
203.8
Total
136.2
134.6 141.0 137.7 151.1 143.1 140.5
Existing
Retail
Stores
Physical stores
106.5
103.0 107.8 97.8 105.9 105.7 104.5
E-commerce
103.5
104.0 97.6 102.2 104.5 103.0 102.5
Total
105.8
103.3 105.4 98.9 105.5 105.1 104.0
Sep.
Oct.
Nov.
Dec.
Jan.
Feb.
Second half total
Full year total
All Stores Physical stores
108.2
118.7
E-commerce
110.5

183.9
Total
109.0

135.2
Existing
Retail
Stores
Physical stores
108.5

105.1
E-commerce
110.0

104.1
Total
109.0
104.9

<Remarks>
1. The above data is based on sales (retail price basis) at the group's own retail stores and e-commerce sales channels in Japan, which is available to be aggregated on a monthly basis.
2. Sales of the Existing Retail Channels are calculated pursuant to sales at stores that were open for at least twenty days during the same months of the previous year and this year.
3. Monthly Retail Sales (YoY) are calculated on a retail price basis. Hence, there is no impact from the change in revenue recognition standards.
4. The figures for the latest month are preliminary and subject to revision. They will be considered final upon publication of the Monthly Sales Report for the following month. Any revised figures are underlined for clarity.
5. If there is a significant variance between preliminary and finalized figures, we will release the corrected information immediately.

< September Overview>
Sales for the month were 109.0% and 109.0% year-on-year for the All Retail Channels and the Existing Retail Channels, respectively.

Excluding the impact of Waterfront Co., Ltd., which became a consolidated subsidiary in December of the previous year, sales for the All Retail Channels were 108.7% year-on-year. (Sales of Daytona International Co., Ltd. are included in the Existing Retail Channels from this month.)

In September, lower temperatures supported strong full-price sales of early-fall items, particularly at physical stores.
E-commerce sales also exceeded the previous year's level, contributing to solid overall performance.

The month had one more holiday than the same month of the previous year, which is estimated to have boosted year-on-year sales by approximately 2.1 percentage points.

Some stores operated with shortened business hours due to natural disasters in various regions, but the impact on sales for the Existing Retail Channels was minimal. These stores remained included in the Existing Retail Channels.

Please note that Toyo Enterprise Co., Ltd., which became a consolidated subsidiary in August of this year, has not yet been reflected in the figures. Once the necessary preparations for data compilation are complete, the figures will be revised retroactively from August and disclosed accordingly.

Note: This document has been translated from the Japanese original for reference purposes only. In the event of any discrepancy between this translated document and the Japanese original, the original shall prevail.

■Corporate Governance
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