Monthly Overview (September 2026)
FY2027
September
In September, although there were many rainy days, temperatures were lower than in the previous year and autumn-like weather continued, and full-price sales remained strong as a result of our continued focus since July on strengthening full-price sales as the top priority for KPI improvement. Therefore, net sales significantly exceeded the previous year's level, mainly driven by physical stores.
By product category, in addition to lightweight apparel, which continued to perform well, autumn products such as outerwear and jackets drove sales overall. By sales channel, new autumn products sold well at department stores, directly managed stores, and EC, while outlet stores performed strongly during the major holiday shopping period, with all sales channels exceeding the previous year's level.
As a result, sales at physical stores such as department stores, directly managed stores, and outlet stores were at 113% of the previous year's level, EC sales were at 102%, and total company sales were at 111% of the previous year's level.
Year-on-year Change in Retail Sales
| Sep. | Oct. | Nov. | Dec. | Jan. | Feb. | Last half | |
| Total | 111% | ||||||
|
By Brand |
|||||||
| MACKINTOSH LONDON | 117% | ||||||
| MACKINTOSH PHILOSOPHY | 116% | ||||||
| Paul Stuart | 108% | ||||||
| EPOCA | 100% | ||||||
| Womenswear*1 | 110% | ||||||
| Corporate brands*2 | 134% | ||||||
| LOVELESS | 127% | ||||||
|
By Channel |
|||||||
| Department stores | 111% | ||||||
| Directly managed stores | 123% | ||||||
| EC | 102% | ||||||
| Outlet stores | 119% | ||||||
- Womenswear includes AMACA, EVEX by KRIZIA, TO BE CHIC and TRANS WORK.
- Corporate brands include SANYOCOAT, S.ESSENTIALS, Sanyo Yamacho and ECOALF.
Number of Stores
| Aug 2025 | Feb 2026 | Aug 2026 | ||||
|---|---|---|---|---|---|---|
| Actual | YoY | Actual | YoY | Actual | YoY | |
| Department stores | 690 | -12 | 672 | -34 | 651 | -39 |
| Directly managed stores | 35 | -6 | 39 | 2 | 39 | 4 |
| Outlet stores | 41 | 1 | 46 | 6 | 47 | 6 |
| Total | 766 | -13 | 757 | -26 | 737 | -29 |
- Number of shop-in-shops for department stores. Directly managed stores incude shops in department stores based on lease agreement and Marui.
