United Arrows reports strong November sales, driven by winter items

United Arrows Ltd. reported a 20.0% year-over-year increase in total company sales for November 2025, with existing store retail and online sales up 13.7%. This growth was attributed to lower temperatures compared to the previous year, which boosted sales of winter items like knitwear, outerwear, and scarves, in addition to consistent demand for jackets and pants. The company noted particularly strong momentum in physical stores, with both customer traffic and average transaction values surpassing prior-year levels.

The preliminary figures also indicate that an additional two holidays in November compared to the previous year contributed an estimated 3.5 percentage points to the year-over-year sales performance for existing stores. As of the end of November 2025, United Arrows operated 315 stores, including 229 retail stores, 55 online stores, and 31 outlet stores, with 248 stores counted as existing stores.

While the preliminary sales exclude the impact of revenue recognition standard changes, the final confirmed figures, which will reflect these changes, are expected to be a few points lower than the preliminary announcement. For October 2025, the confirmed report showed a 2.4 percentage point decrease in company-wide sales and a 2.2 percentage point decrease in existing store retail and online sales compared to the preliminary figures.