Lawson

Major retail groups

The Japan read

From the company's own filing for Q1 (Mar–May 2026) · reported 2026-07-16 · the filing

JapanAt its Lawson and Natural Lawson stores, existing-store sales rose 2.8%, with customer numbers up 1.2% and spend per customer up 1.5%. Average daily sales per store were ¥594,000 against ¥584,000, the company's highest for a first quarter.
StoresThe group ran 14,629 convenience stores in Japan at the end of May, 68 fewer than in February: it opened 63 and closed 131, and Lawson Store 100 shrank by 66 to 524. Overseas it had 7,782 stores, of which 6,961 in China.
JapanThe company attributes the ¥5.2bn rise in business profit to ¥5.5bn more franchise charge income, offset by ¥2.5bn more marketing spend (its 'Hapiro!' campaign), plus ¥1.5bn more from group companies, including ¥1.0bn from entertainment.
JapanDelivery sales rose about 20% in March–May. Delivery was available at about 8,000 stores in all 47 prefectures by the end of May, and its own in-app 'Lawson Delivery powered by menu', rolled out from March, at about 2,600.

Other callouts in the filing

BasisBusiness profit is operating revenue minus cost of sales and SG&A, which the company says is equivalent to operating profit under Japanese accounting rules. Chain-wide store sales, covering Japan, overseas and Seijo Ishii's own stores, rose 3.2% to ¥758.2bn.

floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.

Show figures in

floortok holds 2 reported periods for this company.

Q1 (Mar–May 2026) · Year-to-Date

Reported 2026-07-16

Operating revenue¥310.6bn+4.5%

Business profit¥32.5bn+19.3%

Net income¥20.7bn+25.3%

Lawson runs the Lawson, Natural Lawson and Lawson Store 100 convenience chains — 14,629 stores in Japan — alongside Seijo Ishii supermarkets and entertainment, finance and overseas businesses; it is unlisted and owned 50:50 by KDDI and Mitsubishi Corporation. In March–May 2026 operating revenue rose 4.5% to ¥310.6bn, business profit 19.3% to ¥32.5bn and net income 25.3% to ¥20.7bn, all first-quarter records.

Full year to February 2026

Reported 2026-04-17

Operating revenue¥1.23tn+5.4%

Business profit¥112.3bn+7.0%

Net income¥65.2bn+8.8%

In the year to February 2026 operating revenue rose 5.4% to ¥1,234.0bn, business profit 7.0% to a record ¥112.3bn and net income 8.8% to a record ¥65.2bn.