Monthly Operations Summary FY2020 (Nov 2020)

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Convenience Store Business in Japan

Sales

(YOY)

Lawson, Inc. (Non-consolidated)
Existing Stores Sales 95.3%
Number of Customers 88.4%
Spending per Customer 107.8%
All Stores Sales 97.3%

*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.


Stores

（Number）

Lawson Group
Opening 31
Closure 22
Total Number of Stores 14503

*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 November is as follows*1. Existing-store sales (excluding ticket and gift card sales etc.) decreased 4.7% year on year over the same period and the average number of customers per store fell 11.6% and the average customer spend rose 7.8% year on year. Total sales at all stores in November amounted to 206,961 million yen, a 2.7 % down year on year, and average daily sales per store (all stores) totaled 499 thousand yen*2.

The Lawson Group operated 14,503 convenience stores in Japan at the end of November 2020, including 145 NATURAL LAWSON stores and 685 LAWSON STORE 100 stores. The existing LAWSON stores' sales in Japan (LAWSON and NATURAL LAWSON)*1 decreased 4.6% year on year.

We are advancing Merchandise assortment in response to changes in customer behavior and demand. The categories with strong sales are as follows.
In response to rising demand during the COVID-19 pandemic, the 5 categories in which we are working to strengthen (perishable food goods, frozen foods, daily foods, alcoholic drinks, and room temperature Japanese confectionery) all greatly exceeded the same month of the previous year. Paper and hygiene products also continued to significantly exceed year-on-year.
Sales of cooked noodles increased year-on-year due to strong sales of RAMEN YOKOCHO series of range noodles, which were supervised by popular stores around the country. Ice cream sales were significantly higher than year-on-year , mainly due to the favorable performance of 4 products in the Uchi Café Ice series, a pistachio flavor launched in stages from late October - November.
In toys, the related products of Demon Slayer (Kimetsu no Yaiba), which was implemented in-store campaign, became popular and exceeded year-on-year. Cigarette sales were a factor that pushed up existing-store sales in November by about 0.5 points year-on-year.

As an initiative to provide enjoyment to a wide range of customers, we conducted campaigns such as digital stamps, stamp plies in apps, and smartphone lottery.

We are promoting the introduction of food delivery services as part of our final mile initiative to deliver products at convenience stores to their homes. In November, Uber Eats was newly expanded to include LAWSON stores in Gunma, Wakayama, Oita, Kumamoto, and Miyazaki prefectures, bringing the total number of stores installed to 1,471 in 27 prefectures. In addition, on Tuesday, Nov. 17, we began offering foodpanda, a food delivery service, at 7 Company-operated stores Total stores in Sapporo City, Hokkaido and Fukuoka City, Fukuoka Prefecture, for the first time at a Japanese convenience store.

A dedicated box of SMARI, a non-face-to-face baggage shipment service that has been introduced in approximately 2,500 stores in the Metropolitan Area and Kinki District, was expanded to the Central District and was introduced in 249 stores in Aichi Prefecture since Nov. 19.

On Nov. 30, based on the content of the“Fact-Finding Survey Report on Transactions between the Headquarters of Convenience Stores (Franchisers) and their Franchisees” (September 2020) and the“Fact-Finding Survey on Transactions between the Headquarters of Convenience Stores (Franchisers) and their Franchisees (Overall Questionnaire Results)”compiled by the Japan Fair Trade Commission, Lawson, Inc. has implemented self-inspection measures and formulated an improvement plan.


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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