Monthly Operations Summary FY2020 (Aug 2020)

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Convenience Store Business in Japan

Sales

(YOY)

Lawson, Inc. (Non-consolidated)
Existing Stores Sales 91.3%
Number of Customers 86.8%
Spending per Customer 105.1%
All Stores Sales 89.5%

*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 26
Closure 17
Total Number of Stores 14500

*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 August is as follows*1. Existing-store sales (excluding ticket and gift card sales etc.) decreased 8.7% year on year over the same period and the average number of customers per store fell 13.2% and the average customer spend rose 5.1% year on year. Total sales at all stores in July amounted to 216,662 million yen, a 10.5 % down year on year, and average daily sales per store (all stores) totaled 506 thousand yen*2.

In August, the number of people infected with COVID-19 increased significantly from the latter half of July, and some local governments called for refraining from moving outside the prefecture, such as unnecessary homecoming such as the Obon period and travel. In addition, restrictions on holding large-scale events are continuing. On the other hand, in terms of weather, record hot weather had an impact on store visits.

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

Sales in the dessert category, in addition to standard products such as “BASCHEE（Basque-style cheesecake）”, new-style sweets, which we are continuously working on product development, performed well.
Sales of fresh foods and frozen foods, which we are working to expand our product lineup to meet the needs of customers who cook at home, increased significantly year on year. In addition, sales of paper and sanitary products increased significantly year-on-year, centering on masks with a stable supply system.
Cigarette sales accounted for approximately 1.5 point decrease year on year of existing-store sales growth in June.

The Lawson Group operated 14,500 convenience stores in Japan at the end of July 2020, including 146 NATURAL LAWSON stores and 687 LAWSON STORE 100 stores. The existing LAWSON stores' sales in Japan (LAWSON and NATURAL LAWSON)*1 decreased 9.0% year on year.

In the Entertainment-related Business, despite restrictions on large-scale events, we are working to expand the handling of tickets for leisure facilities and sports games, as well as tickets for live streaming of famous artists.

As an initiative to expand our customer base and provide enjoyment to customers, we started collecting stamps and smartphone lottery campaigns of popular characters, etc., and which were well received.

In August 2019, we introduced “Uber Eats” for the first time at a Japanese convenience store as a new last mile initiative to deliver products to customers' homes. About a year later, in August this year, the number of installed stores has expanded to more than 1,000 (12 prefectures).

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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