TABAYA Holdings (United Arrows)

Japanese apparel & fashion groups · 7606

The Japan read

From the company's own filing for Q1 (Apr–Jun 2026) · reported 2026-08-07 · the filing

JapanUnited Arrows' existing-store sales (shops plus online) rose 5.9% on 4.5% higher spend per customer; shop-only existing sales rose 2.7% on 2.6% fewer customers, while online grew 13.1%.
StoresSix domestic openings, no closures: BEAUTY&YOUTH and green label relaxing at Tennoji MIO, UNITED ARROWS womenswear at Daimaru Kyoto, NICE WEATHER at Shinsaibashi PARCO, plus atré Ebisu and AEON Mall Odaka.

Other callouts in the filing

SegmentThe trend market (UNITED ARROWS, BEAUTY&YOUTH and other labels) grew sales 10.3%, more than twice the 4.7% at the mid-trend market of green label relaxing and CITEN.
BasisThe sale of subsidiary Coen holds back group revenue; United Arrows alone grew sales 9.6%. A holding-company structure was set for 1 October 2026, marked by a ¥20 commemorative dividend.
One-offNet profit growth was flattered by a lower tax rate tied to a prior-year tax refund, which the company calls largely temporary, and by special losses shrinking to ¥53mn from ¥370mn.
OutlookGuidance was kept although the first quarter beat plan by about ¥0.5bn in both revenue and operating profit; June typhoons and cool weather left inventory high, so second-quarter margins are viewed cautiously.

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

Company total sales (flash)

Monthly sales, change on a year earlier
Month	Total sales	Same-store sales	Customers	Spend per customer	Online sales	Release
Sep 2026	+16.4%	+10.5%	+5.9%	+3.3%	+15.1%	2026-10-02
Aug 2026	+11.1%	+8.4%	+5.6%	+1.6%	+16.2%	2026-09-02
Jul 2026	+9.6%	+6.5%	−1.0%	+6.6%	+11.5%	2026-08-04
Jun 2026	+4.5%	+2.8%	−4.2%	+5.8%	+21.0%	2026-07-02
May 2026	+16.3%	+10.8%	+2.9%	+6.5%	+10.5%	2026-06-02
Apr 2026	+15.7%	+11.7%	+2.9%	+7.4%	+20.3%	2026-05-07
Mar 2026	+10.5%	+5.8%	−0.3%	+5.4%	+10.8%	2026-04-02
Feb 2026	+17.5%	+12.9%	+8.8%	+3.8%	+15.6%	2026-03-03
Jan 2026	+16.3%	+14.0%	+5.8%	+6.5%	+20.7%	2026-02-03
Dec 2025	+10.1%	+7.1%	+2.6%	+3.7%	+14.5%	2026-01-06
Nov 2025	+20.0%	+13.7%	+2.0%	+10.1%	+11.5%	2025-12-02
Oct 2025	+16.8%	+13.1%	+7.2%	+5.1%	+14.2%	2025-11-05
Sep 2025	+6.7%	+2.6%	+0.4%	+2.1%	+5.5%	2025-10-02
Aug 2025	+22.7%	+22.1%	+20.3%	+0.8%	+27.1%	2025-09-02
Jul 2025	+10.4%	+5.6%	−0.8%	+5.6%	+10.0%	2025-08-04
Jun 2025	+13.0%	+9.3%	+3.7%	+4.4%	+11.8%	2025-07-02
May 2025	+15.4%	+9.6%	+3.8%	+6.1%	+9.8%	2025-06-03
Apr 2025	+7.7%	+2.6%	−4.9%	+7.8%	0.0%	2025-05-02
Mar 2025	+13.5%	+11.9%	+11.6%	+0.3%	+19.6%	2025-04-02
Feb 2025	+8.6%	+8.8%	+2.2%	+4.8%	+14.7%	2025-03-04
Jan 2025	+11.7%	+8.7%	+3.8%	+4.5%	+9.1%	2025-02-04
Dec 2024	+23.1%	+17.2%	+12.3%	+4.4%	+21.9%	2025-01-07
Nov 2024	+19.4%	+13.7%	+11.9%	+2.8%	+9.7%	2024-12-03
Oct 2024	+11.6%	+9.1%	+8.2%	+0.4%	+17.6%	2024-11-05

Total sales: Company total sales (flash) (全社)
Same-store sales: Retail + online, existing stores (flash) (小売＋ネット通販既存店)
Customers: Customers, retail + online existing stores (買上客数小売＋ネット通販既存店)
Spend per customer: Spend per customer, retail + online existing stores (客単価小売＋ネット通販既存店)
Online sales: Online sales, all stores (ネット通販)

Source: United Arrows (TABAYA Holdings) monthly sales flash. Figures as reported; preliminary, and the company may revise them. Compiled by floortok.

Reported results

Show figures in

Q1 (Apr–Jun 2026) · Year-to-Date

Reported 2026-08-07

Revenue¥39.8bn+4.2%

Operating profit¥3.2bn+27.5%

Net income¥2.1bn+44.8%

United Arrows took revenue up 4.2% to ¥39.8bn in April–June 2026, operating profit up 27.5% to ¥3.2bn and net income up 44.8% to ¥2.1bn, ending the quarter with 236 retail stores and 264 including outlets. It occupies the tier between the mass chains and the maisons — the select-shop floor that department stores use to hold a younger, higher-spending customer. Full-year guidance is unchanged at ¥166.2bn revenue (+1.0%) and ¥10.0bn operating profit (+9.6%).