Japan: monthly trading updates from 7-Eleven, FamilyMart and Lawson

Charles Chan
Senior Retail Analyst
@RetailAnalysis

Date : 11 August 2020

We provide monthly trading updates from Japan’s three largest convenience chains, 7-Eleven, FamilyMart and Lawson, as they look to accelerate out of recovery from COVID-19.

July year-on-year trading update:

7-Eleven

  • All stores sales down 5.5%
  • Existing stores sales up down 5.1%
  • Existing stores number of customers down 12.1%
  • Existing stores spending per customer up 7.8%
  • Number of stores: 20,884

FamilyMart

  • Total stores sales down 10.3%
  • Existing stores daily sales down 10.8%
  • Existing stores number of customers down 16.2%
  • Existing stores spending per customer up 6.4%
  • Expanded its range of handmade desserts, premium ice creams, and alcoholic beverages
  • YoY sales increase in desserts, supported by popular products such as the Soufflé Pudding Series and the Kamadashi Torokeru Pudding
  • Sales of frozen noodles and frozen side dishes that can be easily prepared were robust

Lawson

  • All stores sales down 8.8%
  • Existing stores sales down 8.9%
  • Existing stores number of customers down 15.1%
  • Existing stores spending per customer up 7.3%

Lawson's minimart chain, Seijo Ishii (trades 162 stores in Japan)

  • All stores sales up 11.5%
  • Existing stores sales up 7%
  • Existing stores number of customers down 10.9%
  • Existing stores spending per customer up 20.1%

June year-on-year trading update:

7-Eleven

  • All stores sales down 0.1%
  • Existing stores sales up 1%
  • Existing stores number of customers down 7.9%
  • Existing stores spending per customer up 9.7%
  • Number of stores: 20,880

FamilyMart

  • Total stores sales down 8.3%
  • Existing stores daily sales down 8.2%
  • Existing stores number of customers down 14.7%
  • Existing stores spending per customer up 7.8%
  • YoY sales of desserts were significantly higher due to sales promotions
  • Sales of frozen noodles and frozen side dishes that can be easily prepared continued to be strong

Lawson

  • All stores sales down 9.9%
  • Existing stores sales down 5.8%
  • Existing stores number of customers down 14.4%
  • Existing stores spending per customer up 10%

Lawson's minimart chain, Seijo Ishii (trades 162 stores in Japan)

  • All stores sales up 12%
  • Existing stores sales up 8%
  • Existing stores number of customers down 10.3%
  • Existing stores spending per customer up 20.4%

May year-on-year trading update:

7-Eleven

  • All stores sales down 5.3%
  • Existing stores sales down 5.6%
  • Existing stores number of customers down 17%
  • Existing stores spending per customer up 13.7%
  • Number of stores: 20,884

FamilyMart

  • Total stores sales down 13.8%
  • Existing stores daily sales down 11%
  • Existing stores number of customers down 19.9%
  • Existing stores spending per customer up 11.2%
  • YoY sales of products such as cut vegetables, natto, butter, and margarine increased, due to demand for eating at home
  • YoY sales of frozen noodles, frozen side dishes, and other products that can be easily prepared increased
  • YoY sales of multipack ice cream and luxury ice cream increased

Lawson

  • All stores sales down 10.4%
  • Existing stores sales down 10.2%
  • Existing stores number of customers down 20.8%
  • Existing stores spending per customer up 13.3%

Lawson's minimart chain, Seijo Ishii (trades 159 stores in Japan)

  • All stores sales up 10.3%
  • Existing stores sales up 9.1%
  • Existing stores number of customers down 21.4%
  • Existing stores spending per customer up 38.8%

April year-on-year trading update:

7-Eleven

  • All stores sales down 5.6%
  • Existing stores sales down 5%
  • Existing stores number of customers down 14.7%
  • Existing stores spending per customer up 11.4%
  • Number of stores: 20,894

FamilyMart

  • Total stores sales down 15.2%
  • Existing stores daily sales down 14.8%
  • Existing stores number of customers down 22.2%
  • Existing stores spending per customer up 9.3%
  • Daily and Fresh Foods: exceeded sales recorded in April 2019, as the demand for eating at home led to an increase in sales of cut vegetables, tofu, natto, and other foods
  • Frozen Foods: sales were up year-on-year following robust performance of products such as frozen noodles and frozen prepared dishes

Lawson

  • All stores sales down 12%
  • Existing stores sales down 11.5%
  • Existing stores number of customers down 19.3%
  • Existing stores spending per customer up 9.7%

Lawson's minimart chain, Seijo Ishii (trades 158 stores in Japan)

  • All stores sales up 7.9%
  • Existing stores sales up 6.3%
  • Existing stores number of customers down 23.5%
  • Existing stores spending per customer up 38.9%

Looking for more insight?

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