Seria (100-yen shops)

The Japan read

From the company's own filing for Q1 (Apr–Jun 2026) · reported 2026-07-31 · the filing ↗

• JapanSame-store sales at company-run shops rose 11.6% in the quarter, ahead of its expectations. Lower-cost items sold well, cutting the cost-of-sales ratio 0.4 points to 58.2%, and the operating margin rose to 8.9% from 6.9%, the company says.
• JapanIts September 2026 report shows same-store sales up 8.3% (customers +6.0%, spend +2.2%); for April–September same-store sales rose 10.6%, with customers up 7.7% and spend 2.6%, and company-wide sales rose 14.2%.
• StoresIt opened 28 company-run shops and closed 7 in the quarter, ending June with 2,155 (2,122 company-run, 33 franchised); 16 openings were in Kanto–Koshinetsu, its largest region at ¥25.3bn of sales from 719 shops. It ran 2,140 company-run shops at end-September.

Other callouts in the filing

• OutlookIt raised full-year forecasts to net sales of ¥276.1bn (+8.0%), operating profit of ¥22.1bn (+5.4%) and net income of ¥15.4bn (+4.8%), from ¥273.6bn, ¥21.1bn and ¥14.8bn, citing stronger same-store sales and lower cost and expense ratios.

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.