Monthly Overview (June 2024)
FY2025
June
During this month, the apparel market was generally favorable, reflecting continued strong inbound demand under the steady yen depreciation and the start of clearance sale of spring and summer at many stores from the end of the month.
We enjoyed steady full price sales from the beginning through the middle of the month, due to the expanded lineup of mid-summer products and the company-wide promotion for both brick-and-mortar stores and EC. In addition, sales were boosted by the start of clearance sale from the end of the month. As a result, the sales of the whole month recorded a significant year-on-year increase.
As a consequence, monthly sales at department stores, directly managed stores, outlets, and other brick-and-mortar stores in June were 113% of the previous year, EC sales were 111% of the previous year, and the total company sales were 113% of the previous year.
Year-on-year Change in Retail Sales
| Mar. | Apr. | May | Jun. | Jul. | Aug. | First half | |
| Total | 96% | 98% | 98% | 113% | |||
|
By Brand |
|||||||
| MACKINTOSH LONDON | 108% | 103% | 102% | 121% | |||
| MACKINTOSH PHILOSOPHY | 103% | 104% | 102% | 125% | |||
| Paul Stuart | 98% | 95% | 99% | 114% | |||
| EPOCA | 93% | 91% | 96% | 105% | |||
| Womenswear*1 | 90% | 98% | 95% | 108% | |||
| Corporate brands*2 | 107% | 97% | 96% | 118% | |||
| LOVELESS | 53% | 56% | 62% | 69% | |||
|
By Channel |
|||||||
| Department stores | 95% | 102% | 101% | 115% | |||
| Directly managed stores | 100% | 94% | 97% | 99% | |||
| EC | 90% | 90% | 90% | 111% | |||
| Outlet stores | 106% | 96% | 96% | 112% | |||
- Corporate brands include SANYOCOAT, S.ESSENTIALS, Sanyo Yamacho and ECOALF.
- Womenswear includes AMACA, EVEX by KRIZIA, TO BE CHIC and TRANS WORK.
Number of Stores
| Feb 2023 | Aug 2023 | Feb 2024 | ||||
|---|---|---|---|---|---|---|
| Actual | YoY | Actual | YoY | Actual | YoY | |
| Department stores | 738 | -59 | 726 | -54 | 731 | -7 |
| Directly managed stores | 40 | 1 | 40 | 2 | 42 | 2 |
| Outlet stores | 31 | -2 | 35 | 2 | 34 | 3 |
| Total | 809 | -60 | 801 | -50 | 807 | -2 |
- Number of shop-in-shops for department stores. Directly managed stores incude shops in department stores based on lease agreement and Marui.