Monthly Operations Summary FY2020 (May 2020)

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Convenience Store Business in Japan

Sales

(YOY)

Lawson, Inc. (Non-consolidated)
Existing Stores Sales 89.8%
Number of Customers 79.2%
Spending per Customer 113.3%
All Stores Sales 89.6%

*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) 94.4% → (correct) 89.6%
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 40
Closure 25
Total Number of Stores 14469

*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 May is as follows*1. Total sales at all stores in May amounted to 196,512 million yen, a 10.4% down year on year, and average daily sales per store (all stores) totaled 464 thousand yen*2.
  Existing-store sales (excluding ticket and gift card sales etc.) decreased 10.2% year on year over the same period and the average number of customers per store fell 20.8 % and the average customer spend rose 13.3% year on year.
COVID-19 showed signs of settling, the state of emergency was gradually lifted in May, and the closed schools and facilities were reopened. In particular, sales have been recovering due to a change in the number of customers since May 25, when the state of emergency was completely lifted nationwide.
We will continue to thoroughly prevent the spread of infections to our customers and employees, flexibly respond to the changing needs of our customers, and support the lives of local residents.

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

In the dessert category, existing stores sales increased significantly year on year due to the continued efforts to develop new-style sweets and the popularity of intensively launched matcha green tea menus with a sense of season.
Demand for daily foods, seasonings, frozen foods, and other products was high due to an increase in the number of people cooking at home and Merchandise inventories features that make storage easier. As a result, Existing stores sales increased significantly year on year. In addition, sales of fresh foods, which expanded the product lineup mainly in residential areas, and sales of cocktails and chuhai (a shochu-based beverage), also exceeded the previous year due to the penetration of stay-at-home consumption. Cigarette sales accounted for approximately 1.5 point decrease year on year of existing-store sales growth in May.

The Lawson Group operated 14,469 convenience stores in Japan at the end of May 2020, including 145 NATURAL LAWSON stores and 693 LAWSON STORE 100 stores. The existing LAWSON stores' sales in Japan (LAWSON and NATURAL LAWSON)*1 decreased 11.2% year on year.

Regarding LAWSON STORE 100, sales of daily foods, frozen foods, desserts, alcoholic beverages greatly exceeded the previous year, with sales increase of existing-stores in May totaling 8.4% (customer numbers: -7.5%; customer spend: +17.2%). This is because of people’s high awareness of lifestyle protection and increased demand as an alternative to the supermarket.

In the Entertainment-related Business, the effects of self-restraint and postponement of entertainment have continued, but United Cinemas, which had taken measures to close its entire movie theater, gradually resumed operations following the cancellation of the emergency declaration. The entire movie theater resumed operations on Jun. 1.

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.
In order to prevent the spread of infectious diseases, we are promoting the introduction of Uber Eats food delivery service at our stores in order to respond to the needs of people who are voluntarily refraining from going outside and reducing the number of contacts. From May, we expanded to some stores in 10 prefectures nationwide, including the Tokyo area we have been developing so far.
We will also support local producers by connecting producers and consumers through LAWSON stores, such as jointly developing products to support businesses across the country affected by COVID-19.

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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