Monthly Overview (August 2025)
FY2026
August
In the apparel market for the month, while luxury brands and other high-end products continued to struggle, the general apparel market performed steadily overall. This was due to strong sales of midsummer products as the intense heat continued throughout the month, in addition to a positive rebound from the temporary negative impact of typhoons in the previous year.
Similarly, we actively introduced full-priced midsummer products as a countermeasure against the extremely hot weather. At the same time, we promoted the final clearance of spring and summer items, resulting in progress significantly exceeding the previous year across all distribution channels.
As a consequence of the above, the monthly total sales of department stores, directly managed stores, outlets, and other brick-and-mortar stores in August reached 110% of the previous year's level, e-commerce sales were 118% of the previous year, and total company sales were 112% of the previous year's level.
In addition, the cumulative total company sales for the first half were 98% of the previous year. Breaking it down by quarters, the first quarter (March-May) was 96% of the previous year, and the second quarter (June-August) was 100% of the previous year's level.
Year-on-year Change in Retail Sales
| Mar. | Apr. | May | Jun. | Jul. | Aug. | First half | |
| Total | 96% | 94% | 97% | 94% | 99% | 112% | 98% |
|
By Brand |
|||||||
| MACKINTOSH LONDON | 97% | 96% | 94% | 98% | 104% | 121% | 100% |
| MACKINTOSH PHILOSOPHY | 97% | 94% | 102% | 96% | 106% | 121% | 101% |
| Paul Stuart | 98% | 98% | 102% | 96% | 97% | 109% | 99% |
| EPOCA | 95% | 97% | 98% | 97% | 99% | 109% | 98% |
| Womenswear*1 | 93% | 92% | 94% | 92% | 94% | 108% | 95% |
| Corporate brands*2 | 97% | 116% | 114% | 90% | 111% | 120% | 107% |
| LOVELESS | 77% | 108% | 98% | 92% | 105% | 101% | 96% |
|
By Channel |
|||||||
| Department stores | 92% | 89% | 92% | 90% | 91% | 107% | 92% |
| Directly managed stores | 85% | 96% | 98% | 95% | 95% | 100% | 94% |
| EC | 105% | 112% | 114% | 108% | 118% | 118% | 113% |
| Outlet stores | 114% | 103% | 109% | 108% | 120% | 123% | 113% |
- Corporate brands include SANYOCOAT, S.ESSENTIALS, Sanyo Yamacho and ECOALF.
- Womenswear includes AMACA, EVEX by KRIZIA, TO BE CHIC and TRANS WORK.
Year-on-year Change in Retail Sales
| Aug 2024 | Feb 2025 | Aug 2025 | ||||
|---|---|---|---|---|---|---|
| Actual | YoY | Actual | YoY | Actual | YoY | |
| Department stores | 702 | -24 | 706 | -25 | 697 | -5 |
| Directly managed stores | 41 | 1 | 37 | -5 | 35 | -6 |
| Outlet stores | 36 | 1 | 40 | 6 | 41 | 5 |
| Total | 779 | -22 | 783 | -24 | 773 | -6 |
- Number of shop-in-shops for department stores. Directly managed stores incude shops in department stores based on lease agreement and Marui.