Monthly Operations Summary FY2020 (Sep 2020)
Convenience Store Business in Japan
Sales
(YOY)
| Lawson, Inc. (Non-consolidated) | ||
| Existing Stores | Sales | 94.5% |
|---|---|---|
| Number of Customers | 86.6% | |
| Spending per Customer | 109.1% | |
| All Stores | Sales | 91.2% |
*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 | 21 |
|---|---|
| Closure | 24 |
| Total Number of Stores | 14497 |
*The number of stores in Lawson Group includes Lawson, Inc., Lawson Kochi, Inc., Lawson Minami-Kyushu, Inc., and Lawson Okinawa, Inc.
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The sales result of Lawson, Inc. in September is as follows*1. Existing-store sales (excluding ticket and gift card sales etc.) decreased 5.5% year on year over the same period and the average number of customers per store fell 13.4% and the average customer spend rose 9.1% year on year. Total sales at all stores in September amounted to 204,453 million yen, a 8.8 % down year on year, and average daily sales per store (all stores) totaled 493 thousand yen*2.
In September, there was a gradual downward trend in the number of new infections of COVID-19. In Tokyo, requests for shorter operating hours at restaurants and other venues were lifted in line with the 1-level reduction in warning levels, and restrictions on events held nationwide were relaxed. Amid this environment, the movement of people became brisk after the 4 consecutive holidays in late September, and sales trended toward improvement. On the other hand, Typhoon No. 10 caused significant damage, particularly in the Kyushu region, and LAWSON was forced to suspend its stores in the Kyushu region, Yamaguchi Prefecture, and Ehime Prefecture as planned.
Below is a breakdown of the existing-store sales performance by individual merchandise categories.
In the dessert category, in addition to standard products such as “BASCHEE(Basque-style cheesecake)”, new-style sweets such as “NAMAHYINE(Fresh cream financier)”, which are continuously developing new products, and products in collaboration with GODIVA performed well.
Sales of fresh foods, which are working to expand the product lineup to meet the needs of customers who cook at home, and frozen foods of the private brand “L Marche” significantly increased significantly year on year. In addition, sales of hygiene products increased significantly year on year.
Cigarette sales were a factor that pushed up existing-store sales in September by about 1.5 points year-on-year due to a last-minute surge in demand before the price increase.
The Lawson Group operated 14,497 convenience stores in Japan at the end of September 2020, including 146 NATURAL LAWSON stores and 685 LAWSON STORE 100 stores. The existing LAWSON stores' sales in Japan (LAWSON and NATURAL LAWSON)*1 decreased 5.5% 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 carried out collecting digital stamp campaigns of popular characters, etc., and which were well received.
We signed a joint business agreement with POPLAR Co., Ltd. to convert 140 of the 460 stores operating under the POPLAR, SEIKATSU SAIKA, and THREE EIGHT brands, to the LAWSON Poplar and LAWSON brands.
In August 2019, we introduced “Uber Eats” as a new last mile initiative to deliver products to our customers' homes, expanding our reach. It was newly launched in 10 prefectures on September 17, 2020, and the number of stores introduced was 1,146 in 22 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.
In September, there was a gradual downward trend in the number of new infections of COVID-19. In Tokyo, requests for shorter operating hours at restaurants and other venues were lifted in line with the 1-level reduction in warning levels, and restrictions on events held nationwide were relaxed. Amid this environment, the movement of people became brisk after the 4 consecutive holidays in late September, and sales trended toward improvement. On the other hand, Typhoon No. 10 caused significant damage, particularly in the Kyushu region, and LAWSON was forced to suspend its stores in the Kyushu region, Yamaguchi Prefecture, and Ehime Prefecture as planned.
Below is a breakdown of the existing-store sales performance by individual merchandise categories.
In the dessert category, in addition to standard products such as “BASCHEE(Basque-style cheesecake)”, new-style sweets such as “NAMAHYINE(Fresh cream financier)”, which are continuously developing new products, and products in collaboration with GODIVA performed well.
Sales of fresh foods, which are working to expand the product lineup to meet the needs of customers who cook at home, and frozen foods of the private brand “L Marche” significantly increased significantly year on year. In addition, sales of hygiene products increased significantly year on year.
Cigarette sales were a factor that pushed up existing-store sales in September by about 1.5 points year-on-year due to a last-minute surge in demand before the price increase.
The Lawson Group operated 14,497 convenience stores in Japan at the end of September 2020, including 146 NATURAL LAWSON stores and 685 LAWSON STORE 100 stores. The existing LAWSON stores' sales in Japan (LAWSON and NATURAL LAWSON)*1 decreased 5.5% 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 carried out collecting digital stamp campaigns of popular characters, etc., and which were well received.
We signed a joint business agreement with POPLAR Co., Ltd. to convert 140 of the 460 stores operating under the POPLAR, SEIKATSU SAIKA, and THREE EIGHT brands, to the LAWSON Poplar and LAWSON brands.
In August 2019, we introduced “Uber Eats” as a new last mile initiative to deliver products to our customers' homes, expanding our reach. It was newly launched in 10 prefectures on September 17, 2020, and the number of stores introduced was 1,146 in 22 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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