Monthly Sales Report

July, 2025

(YoY,Unit:%,Stores)

*Don Quijote Co., Ltd., Nagasakiya Co., Ltd., UD Retail Co., Ltd., Tachibana Departmentstore Co., Ltd., and UNY Co., Ltd.

In the domestic retail business, both segments recorded YoY growth in sales and customer traffic. Sales remained strong throughout July, particularly in food, fresh produce, and daily consumables. However, seasonal items such as home appliances and summer bedding were negatively impacted due to sluggish demand in the first half of the month.
In the DS business, customer traffic declined YoY in early July at stores located in busy commercial districts near train stations. However, traffic improved in the latter half of the month, resulting in solid YoY performance overall. Self-care products for home use such as protein supplements, fitness equipment and massage devices performed well. In addition, active collaboration with various IP contents such as popular characters, anime and online games contributed to sales. On the other hand, sales of consumer electronics declined YoY, mainly due to softer demand for a major gaming console.
In the UNY business, sushi and other prepared foods contributed to sales growth. Staple food categories such as rice, noodles and confectionery also continued to perform well. Among non-food categories, which we are actively expanding, cooking appliances, kitchen tools and utensils showed solid YoY growth. Beauty-related items such as facial cleansers, toners and hair care products also delivered strong YoY results.

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