Monthly Operations Summary FY2020 (Feb 2021)

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Convenience Store Business in Japan

Sales

(YOY)

Lawson, Inc. (Non-consolidated)
Existing Stores Sales 96.4%
Number of Customers 88.1%
Spending per Customer 109.4%
All Stores Sales 92.7%

*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 7
Closure 55
Total Number of Stores 14476

*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 February is as follows*1. Existing-store sales (excluding ticket and gift card sales etc.) decreased 3.6% year on year over the same period and the average number of customers per store fell 11.9% and the average customer spend rose 9.4% year on year. Total sales at all stores in February amounted to 184,218 million yen, a 7.3 % down year on year, and average daily sales per store (all stores) totaled 476 thousand yen*2.

The Lawson Group operated 14,476 convenience stores in Japan at the end of February 2021, including 143 NATURAL LAWSON stores and 679 LAWSON STORE 100 stores. The existing LAWSON stores' sales in Japan (LAWSON and NATURAL LAWSON)*1 decreased 3.5% year on year.

In February, the state of emergency declared in the previous month continued, restricting social activities in many areas and affecting customer traffic. Despite these circumstances, sales of Fresh foods, frozen foods, daily delivered foods, and room-temperature Japanese and Western sweets increased significantly year-on-year due to the success of our expanded and improved product offering initiatives implemented since last autumn. Other strong categories are as follows:

Sales of Dessert and Cooked Noodles rose year on year. Dessert was well received by new items under the supervision of GODIVA, and Cooked Noodles performed well in strong sales of Range noodle "Ramen Yokocho" series supervised by popular specialty stores all over the country. Sales of Books and Toys were up sharply year on year, driven by sales of Demon Slayer (Kimetsu no Yaiba) related products, a popular animations. Cigarette sales were a factor that pushed up existing-store sales in February by about 1 point year-on-year.

Character stamp rally, etc. were implemented as initiatives to provide enjoyment to a wide range of customers.

On February 4, we launched the OTC Drug Delivery Service, the first of its kind in the Japanese Uber Eats, at 3 LAWSON stores in Tokyo (stores that has obtained the license for store-based distribution). We will continue to expand the number of stores where this system has been introduced.

On February 17, we started selling hand soap, body soap, shampoo, and conditioner by weight at 5 Natural Lawson stores in Kanagawa, Tokyo, in addition to the detergents already sold by weight. This effort helps reduce the amount of plastic used in traditional off-the-shelf containers. In the future, we will consider expanding the categories we handle.

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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