Sugi Holdings (Sugi Pharmacy)

Major retail groups · 7649

The Japan read

From the company's own filing for H1 (Mar–Aug 2026) · reported 2026-10-08 · the filing

JapanSugi Pharmacy's same-store sales rose 4.4% in the half: customer numbers fell 1.2% and spend per customer rose 5.6%. Merchandise sales at existing drugstores rose 2.5% and prescription sales 9.4% (company figures, excluding subsidiaries).
StoresIt opened 60 stores, closed 21 and refurbished 92 in the half, ending August with 2,360 outlets. On 1 September it raised its stake in Seki Yakuhin, a drugstore and pharmacy chain, to 51.0%, making it a subsidiary.

Other callouts in the filing

One-offNet income fell 54.6% because the year-earlier half included deferred tax assets, mainly for tax losses carried forward, booked when it absorbed the former I&H; tax went from a ¥6.29bn credit to an ¥8.04bn charge.
OutlookIt raised full-year sales guidance to ¥1,117.9bn (+10.6%) from ¥1,092.0bn by adding Seki Yakuhin from September, but cut operating profit to ¥51.0bn (+5.0%) from ¥54.0bn and net income to ¥27.4bn (−39.1%) from ¥32.8bn, citing weak summer seasonal sales in poor weather.

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.

Monthly sales

Change on the same month a year earlier, as the company reports it. Latest: Sep 2026

Sugi Pharmacy, all stores

Monthly sales, change on a year earlier
Month	Total sales	Same-store sales	Customers	Spend per customer	Release
Sep 2026	+5.5%	+3.4%	−1.1%	+6.6%	2026-10-15
Aug 2026	+6.7%	+4.3%	+2.5%	+4.1%	2026-09-15
Jul 2026	+5.2%	+2.7%	+1.6%	+3.6%	2026-08-14
Jun 2026	+4.5%	+2.0%	−0.3%	+4.8%	2026-07-15
May 2026	+9.3%	+6.4%	+5.6%	+3.6%	2026-06-15
Apr 2026	+8.2%	+5.3%	+1.9%	+6.2%	2026-05-15
Mar 2026	+8.5%	+5.7%	+2.7%	+5.6%	2026-04-15
Feb 2026	+7.8%	+5.4%	+1.8%	+5.9%	2026-03-13
Jan 2026	+6.0%	+3.5%	−0.3%	+6.3%	2026-02-13
Dec 2025	+2.3%	+0.7%	−4.1%	+6.6%	2026-01-15
Nov 2025	+8.4%	+5.4%	+3.3%	+4.9%	2025-12-15
Oct 2025	+8.3%	+5.3%	+1.8%	+6.3%	2025-11-14
Sep 2025	+9.3%	+5.8%	+3.1%	+6.0%	2025-10-15
Aug 2025	+13.9%	+2.4%	+3.4%	+10.1%	2025-09-12
Jul 2025	+17.4%	+5.2%	+3.9%	+13.0%	2025-08-15
Jun 2025	+17.0%	+4.7%	+3.8%	+12.7%	2025-07-15
May 2025	+17.8%	+4.7%	+4.9%	+12.2%	2025-06-13
Apr 2025	+19.6%	+6.2%	+6.6%	+12.2%	2025-05-15
Mar 2025	+19.4%	+6.6%	+7.2%	+11.4%	2025-04-15
Feb 2025	+15.6%	+2.3%	+4.6%	+10.6%	2025-03-14
Jan 2025	+20.4%	+5.9%	+7.6%	+11.9%	2025-02-14
Dec 2024	+21.6%	+7.8%	+7.9%	+12.7%	2025-01-15
Nov 2024	+21.2%	+6.7%	+9.3%	+10.8%	2024-12-10
Oct 2024	+20.1%	+5.4%	+7.8%	+11.5%	2024-11-08

Total sales: Sugi Pharmacy, all stores (スギ薬局全店売上高)
Same-store sales: Sugi Pharmacy, existing stores (スギ薬局既存店売上高)
Customers: Customers, all stores (スギ薬局全店客数)
Spend per customer: Average spend per customer, all stores (スギ薬局全店客単価)

Source: Sugi Holdings monthly sales bulletin (Sugi Pharmacy, excluding subsidiaries). Figures as reported; preliminary, and the company may revise them. Compiled by floortok.

Reported results

Show figures in

H1 (Mar–Aug 2026) · Year-to-Date

Reported 2026-10-08

Net sales¥540.7bn+8.1%

Operating profit¥24.7bn+4.4%

Net income¥13.0bn−54.6%

Sugi Holdings runs the Sugi Pharmacy drugstore and dispensing chain — 2,360 outlets at end-August, with new stores concentrated in Kanto, Chubu and Kansai. In March–August 2026 net sales rose 8.1% to ¥540.7bn and operating profit 4.4% to ¥24.7bn, while net income fell 54.6% to ¥13.0bn against a one-off tax gain a year earlier.