Monthly Operations Summary FY2020 (Apr 2020)

Convenience Store Business in Japan

Sales

(YOY)

Lawson, Inc. (Non-consolidated)
Existing Stores Sales 88.5%
Number of Customers 80.7%
Spending per Customer 109.7%
All Stores Sales 88.0%

*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) 93.5% → (correct) 88.0%
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 56
Closure 27
Total Number of Stores 14454

*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 April is as follows*1. Total sales at all stores in April amounted to 193,528 million yen, a 12.0% down year on year, and average daily sales per store (all stores) totaled 471 thousand yen*2.
Existing-store sales (excluding ticket and gift card sales etc.) decreased 11.5% year on year over the same period and the average number of customers per store fell 19.3 % and the average customer spend rose 9.7% year on year.

In Apr., the outbreak of COVID-19 spread seriously and has had a significant impact on society, people's lives, and economic activities, including the continued suspension of schools, the announcement of an emergency declaration, and its subsequent nationwide spread.
In the convenience store business, the number of people visiting the store has decreased significantly, mainly in urban areas, as people refrain from going out and the number of people working at home has increased. Sales trends are changing drastically.
In this environment, LAWSON will continue to operate as an infrastructure that handles foods and daily necessities in order to thoroughly prevent infections among customers and all employees and to support the lives of local residents.

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

Sales of products including daily foods, frozen foods, and processed foods increased year on year due to an increase in the number of people cooking at home and the ease of stocking Merchandise inventories.
Sales of cocktails, chuhai (a shochu-based beverage), and other products also increased year on year due to permeation of consumption from staying at home.
Cigarette sales accounted for approximately 2.5 point decrease year on year of existing-store sales growth in April.

The Lawson Group operated 14,454 convenience stores in Japan at the end of April 2020, including 144 NATURAL LAWSON stores and 700 LAWSON STORE 100 stores.

The existing LAWSON stores' sales in Japan (LAWSON and NATURAL LAWSON)*1 decreased 12.6% year on year.

Regarding LAWSON STORE 100, sales of daily foods and frozen foods, desserts and chuhai (a shochu-based beverage) ,surpassing those of the previous year, with sales increase of existing-stores in April totaling 8.4% (customer numbers: -7.0%; customer spend: +16.6%). 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.

The entertainment-related business was significantly impacted by business activities due to the suspension and postponement of concerts and other exhibitions, and the closure of the entire movie theater to prevent the spread of infectious diseases.

With the spread of the COVID-19, at Lawson, we are thinking and doing what Lawson can do now for our customers, employees, local communities, and business partners.
At stores, we place the highest priority on ensuring customer safety and ensuring the safety of store staff. In order to prevent the spread of infection, we installed a vinyl sheet at the cashier counter, secured a social distance, recommended the distribution of customers' visit times, promoted hand washing and gargling, thoroughly sterilized alcohol, and wear a mask. We also ask our customers for their understanding and cooperation regarding the temporary suspension of toilets, trash cans, and ashtrays.

We also donated food to the Japan Food Bank Association in response to the increase in the number of households and facilities that need food support due to the absence of school lunch and the decrease in income. In order to thank the medical staff, we post a support message at the Hospital Lawson store. We provide a service to deliver meals from nearby stores to accommodations that accept people with mild or asymptomatic COVID-19 infection.
On the other hand, in the management of franchised stores, some stores have experienced a sharp drop in sales due to the new coronavirus. We will support the stable management of such stores by utilizing government funds and providing management support through the headquarters.
Going forward, we will continue to work to prevent the spread of infections to our customers and employees of our stores, and aim to be Lawson as a living infrastructure that supports society and is close to everyone in the community.

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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