Monthly Overview (May 2026)
FY2027
May
The apparel market in May remained solid, driven by strong sales of summer products due to rising temperatures, recovery in inbound sales due to the continued depreciation of the yen, and the increase of two holidays compared to the previous year.
In our company, as temperatures rose, early-summer products, particularly lightweight apparel, performed well. Additionally, membership customer sales increased driven by promotional campaigns. Consequently, monthly performance exceeded the previous year.
By sales channel, department stores’ sales fell below the previous year due to the impact of decrease in the number of stores resulting from the closure of some stores, while directly managed stores, e-commerce (EC), outlet stores continued to exceed the previous year, driving overall sales.
As a consequence of the above, sales at physical stores such as department stores, directly managed stores, and outlet stores were at 102% of previous year’s level, EC sales at 104%, and total company sales were at 102% of the previous year's level.
Year-on-year Change in Retail Sales
| Mar. | Apr. | May. | Jun. | Jul. | Aug. | First half | |
| Total | 100% | 101% | 102% | ||||
|
By Brand |
|||||||
| MACKINTOSH LONDON | 101% | 103% | 100% | ||||
| MACKINTOSH PHILOSOPHY | 108% | 107% | 108% | ||||
| Paul Stuart | 99% | 107% | 105% | ||||
| EPOCA | 104% | 108% | 102% | ||||
| Womenswear*1 | 99% | 98% | 92% | ||||
| Corporate brands*2 | 111% | 117% | 119% | ||||
| LOVELESS | 129% | 96% | 132% | ||||
|
By Channel |
|||||||
| Department stores | 94% | 98% | 98% | ||||
| Directly managed stores | 108% | 101% | 107% | ||||
| EC | 124% | 117% | 104% | ||||
| Outlet stores | 99% | 101% | 118% | ||||
- 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 2025 | Aug 2025 | Feb 2026 | ||||
|---|---|---|---|---|---|---|
| Actual | YoY | Actual | YoY | Actual | YoY | |
| Department stores | 706 | -25 | 690 | -12 | 672 | -34 |
| Directly managed stores | 37 | -5 | 35 | -6 | 39 | 2 |
| Outlet stores | 40 | 6 | 41 | 1 | 46 | 6 |
| Total | 783 | -24 | 766 | -13 | 757 | -26 |
- Number of shop-in-shops for department stores. Directly managed stores incude shops in department stores based on lease agreement and Marui.
