Monthly Operations Summary FY2020 (Mar 2020)

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Convenience Store Business in Japan

Sales

(YOY)

Lawson, Inc. (Non-consolidated)
Existing Stores Sales 94.8%
Number of Customers 92.3%
Spending per Customer 102.7%
All Stores Sales 93.3%

*This chart shows the total sales of LAWSON, NATURAL LAWSON, and LAWSON STORE100 operated by Lawson, Inc. Sales of Lawson Kochi, Inc., Lawson Minami-Kyushu, Inc., and Lawson Okinawa, Inc. are not included.
*Existing stores: Figures of tickets and gift card etc. are not included.
*All stores sales (YoY) was corrected on Jun. 12.
(false) 96.8% → (correct) 93.3%
The calculation should be made compared to the same month of 2019, but it was wrongly calculated for the same month of 2018, so it was corrected.

 

Stores

（Number）

Lawson Group
Opening 33
Closure 52
Total Number of Stores 14425

*The number of stores in Lawson Group includes Lawson, Inc., Lawson Kochi, Inc., Lawson Minami-Kyushu, Inc., and Lawson Okinawa, Inc. 

▼　Detail Deta

▼　Business Report

The sales result of Lawson, Inc. in March is as follows*1. Total sales at all stores in March amounted to 204,916 million yen, a 6.7% down year on year, and average daily sales per store (all stores) totaled 480 thousand yen*2. Existing-store sales (excluding ticket and gift card sales etc.) decreased 5.2% year on year over the same period and the average number of customers per store fell 7.7 % and the average customer spend rose 2.7% year on year.

In March, the spread of COVID-19 throughout Japan had a major impact on Japanese society and people's lives. For example, schools are closed at once, events are restrained, and working at home is widely accepted. Accordingly, trends in customer visits and sales of products have also been affected at LAWSON stores.

Below is a breakdown of the existing-store sales performance by individual merchandise categories.

Sales of dessert category increased dramatically thanks to the launch of new dessert series in March.

Sales of products including daily foods, frozen foods, and processed foods increased year on year due to an increase in the number of people staying at home and high demand of products easy to store.
Sales of hygiene products and paper products also rose sharply, following on from February, resulting in a shortage of some products.

Cigarette sales accounted for approximately 0.5 point decrease year on year of existing-store sales growth in March.

The Lawson Group operated 14,425 convenience stores in Japan at the end of March 2020, including 144 NATURAL LAWSON stores and 706 LAWSON STORE 100 stores.

Regarding LAWSON STORE 100, sales of seasonings, desserts, etc., as well as instant noodles, frozen foods, dry noodles, rice, and other food related products, surpassing those of the previous year, with sales of existing-stores in March totaling 4.3%. This is because of people’s high awareness of lifestyle protection due to the spread of COVID-19 and increased demand as an alternative to the supermarket. Existing-store sales of Seijo Ishii Business also increased 0.7% compared with the same month of the previous year.

Meanwhile, in the Entertainment-related Business, there were successive suspensions and postponements of concerts and other events, as well as postponements of the release of movies and the theaters closed and shortened hours, which affected audience mobilization.

The existing LAWSON stores' sales in Japan (LAWSON and NATURAL LAWSON)*1 decreased 5.8% year on year.

Lawson conducted a campaign of collecting stamps in March and has been promoting a campaign of collecting stamps of Japanese popular films and characters to help broaden its customer base.

With the spread of the COVID-19, at Lawson, we think about what Lawson can do now. Accordingly, Lawson distributed rice balls free of charge to after-school facilities nationwide (a total of 7,163 facilities, 307,332 people, 584,983 units), sold hot milk at half price to support milk consumption and customer health, and offered coloring materials to help children waiting by in their homes.
Lawson stores are working to prevent the outbreak of COVID-19 by hand-washing, gargling, disintegrating alcohol, and wearing masks.

On April 7, the government issued a declaration of emergency for seven prefectures. The living environment surrounding our stakeholders is becoming increasingly challenging, but LAWSON will continue to support the local lives.

Note 1: Lawson, Inc. sales include sales generated by LAWSON stores (excluding Lawson Okinawa, Inc., Lawson Minami-Kyusyu, Inc., and Lawson Kochi, Inc.), NATURAL LAWSON stores, and LAWSON STORE100 stores. The LAWSON operation in Japan consists of sales generated by LAWSON, Inc. excluding sales of LAWSON STORE100 stores.
Note 2: Total sales at all stores include figures of tickets and gift card etc. These sales differ from “Net sales of convenience stores” in our other disclosed documents. 

 

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