From the company's own filing for H1 (Mar–Aug 2026) · reported 2026-10-15 · the filing ↗
JapanAt its Lawson and Natural Lawson stores, existing-store sales rose 1.9%, with customer numbers up 0.5% and spend per customer up 1.4%; average daily sales per store reached a record ¥608,000, ¥5,000 more than a year earlier, and gross margin rose 0.3 points to 32.0%.
JapanThe company attributes the ¥4.6bn rise in business profit to about ¥8.0bn more franchise charge income and ¥3.0bn more from group companies (Japanese convenience stores, entertainment and overseas about ¥1.0bn each), against about ¥5.5bn more marketing and ¥1.5bn more labour and IT costs.
StoresThe group ran 14,630 convenience stores in Japan at the end of August, 52 fewer than a year earlier, and 7,837 overseas, 7,010 of them in China; new formats included 'Happy Lawson Town' neighbourhood projects in Ikeda, Osaka, and Hino, Tokyo, a trailer-house store in Ebina and a 'with LAWSON' store in Ishinomaki.
Other callouts in the filing
SegmentIts supermarket business grew its store count 6.8% and began testing three 'L mini mart' mini-supermarkets, and it plans its first supermarket move into Kyushu, in Fukuoka City, next spring.
BasisBusiness profit is operating revenue minus cost of sales and SG&A, which the company says is equivalent to operating profit under Japanese accounting rules. Chain-wide store sales rose ¥39.2bn to ¥1,563.6bn.
floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.
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floortok holds 3 reported periods for this company.
Quarter-alone and year-to-date rows are floortok's arithmetic on the company's own filings — the quarter alone under a cumulative filing, the year to date under a quarter — shown only where the filings they need are on file. A period tagged Year-to-Date runs from the start of the company's fiscal year.
H1 (Mar–Aug 2026) · Year-to-Date
Reported 2026-10-15
Operating revenue¥641.5bn▲ +3.2%
Business profit¥66.0bn▲ +7.6%
Net income¥40.5bn▲ +5.7%
Q2 alone (Jun–Aug 2026)
Operating revenue¥330.9bn—
Business profit¥33.5bn—
Net income¥19.8bn—
Lawson, which is unlisted, runs 14,630 convenience stores in Japan — Lawson, Natural Lawson and Lawson Store 100 — plus supermarket, entertainment, finance and overseas businesses. In March–August 2026 operating revenue rose 3.2% to ¥641.5bn, business profit 7.6% to ¥66.0bn and net income 5.7% to ¥40.5bn, as existing-store sales grew for a sixth straight year and average daily sales hit a record.
Q1 (Mar–May 2026) · Year-to-Date
Reported 2026-07-16
Operating revenue¥310.6bn▲ +4.5%
Business profit¥32.5bn▲ +19.3%
Net income¥20.7bn▲ +25.3%
Lawson runs the Lawson, Natural Lawson and Lawson Store 100 convenience chains — 14,629 stores in Japan — alongside Seijo Ishii supermarkets and entertainment, finance and overseas businesses; it is unlisted and owned 50:50 by KDDI and Mitsubishi Corporation. In March–May 2026 operating revenue rose 4.5% to ¥310.6bn, business profit 19.3% to ¥32.5bn and net income 25.3% to ¥20.7bn, all first-quarter records.
JapanAt its Lawson and Natural Lawson stores, existing-store sales rose 2.8%, with customer numbers up 1.2% and spend per customer up 1.5%. Average daily sales per store were ¥594,000 against ¥584,000, the company's highest for a first quarter.
StoresThe group ran 14,629 convenience stores in Japan at the end of May, 68 fewer than in February: it opened 63 and closed 131, and Lawson Store 100 shrank by 66 to 524. Overseas it had 7,782 stores, of which 6,961 in China.
JapanThe company attributes the ¥5.2bn rise in business profit to ¥5.5bn more franchise charge income, offset by ¥2.5bn more marketing spend (its 'Hapiro!' campaign), plus ¥1.5bn more from group companies, including ¥1.0bn from entertainment.
JapanDelivery sales rose about 20% in March–May. Delivery was available at about 8,000 stores in all 47 prefectures by the end of May, and its own in-app 'Lawson Delivery powered by menu', rolled out from March, at about 2,600.
BasisBusiness profit is operating revenue minus cost of sales and SG&A, which the company says is equivalent to operating profit under Japanese accounting rules. Chain-wide store sales, covering Japan, overseas and Seijo Ishii's own stores, rose 3.2% to ¥758.2bn.
Full year to February 2026
Reported 2026-04-17
Operating revenue¥1.23tn▲ +5.4%
Business profit¥112.3bn▲ +7.0%
Net income¥65.2bn▲ +8.8%
In the year to February 2026 operating revenue rose 5.4% to ¥1,234.0bn, business profit 7.0% to a record ¥112.3bn and net income 8.8% to a record ¥65.2bn.