Monthly Overview (December 2024)
FY2025
December
The apparel market this month remained strong, supported by strong inbound demand in the luxury market. Additionally, the general apparel market also showed steady progress, with the sales of heavy clothing items such as coats and outerwear progressing well due to lower temperatures.
We also saw a year-on-year increase mainly in department stores, our main sales channel, as heavy clothing items such as coats and outerwear, which had been slow to start, finally began full-scale operations.
As a consequence, the monthly sales of department stores, directly managed stores, outlet stores, and other brick-and-mortar stores for December totaled 103%, EC sales were 99%, and the company-wide sales were 102% compared with the previous year.
Year-on-year Change in Retail Sales
| Sep. | Oct. | Nov. | Dec. | Jan. | Feb. | Last half | |
| Total | 98% | 91% | 100% | 102% | |||
|
By Brand |
|||||||
| MACKINTOSH LONDON | 99% | 90% | 105% | 111% | |||
| MACKINTOSH PHILOSOPHY | 104% | 94% | 108% | 108% | |||
| Paul Stuart | 106% | 93% | 104% | 106% | |||
| EPOCA | 105% | 102% | 103% | 98% | |||
| Womenswear*1 | 98% | 99% | 95% | 94% | |||
| Corporate brands*2 | 105% | 90% | 99% | 88% | |||
| LOVELESS | 77% | 79% | 96% | 98% | |||
|
By Channel |
|||||||
| Department stores | 98% | 90% | 101% | 103% | |||
| Directly managed stores | 99% | 93% | 101% | 97% | |||
| EC | 101% | 101% | 95% | 99% | |||
| Outlet stores | 97% | 87% | 99% | 99% | |||
- 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
| Aug 2023 | Feb 2024 | Aug 2024 | ||||
|---|---|---|---|---|---|---|
| Actual | YoY | Actual | YoY | Actual | YoY | |
| Department stores | 726 | -54 | 731 | -7 | 702 | -24 |
| Directly managed stores | 40 | 2 | 42 | 2 | 41 | 1 |
| Outlet stores | 35 | 2 | 34 | 3 | 36 | 1 |
| Total | 801 | -50 | 807 | -2 | 779 | -22 |
- Number of shop-in-shops for department stores. Directly managed stores incude shops in department stores based on lease agreement and Marui.