Investor Presentaiton
Performance trends of stores in the portfolio (2/2)
Performance trends of End tenants in the portfolio (Note 1)
99%
98.0%
98%
98.6%
98.2%
98.2%
98.3%
98.2%
98.2%
98.1%
97.9%
97.7%
97.8%
97%
96%
95%
Nov 2020
Feb 2021
May 2021
Aug 2021
Nov 2021
Feb 2022
May 2022
Aug 2022
Nov 2022
Feb 2023
May 2023
Sales status of end tenants (every 3 months sales compared to the same period of the previous year) (Note 2)
150%
130%
144.9%
107.3%
106.7%
108.8%
106.1%
107.5%
110%
100.9%
95.0%
95.5%
92.0%
89.4%
90%
Reaction from the
previous year's
self-restraint in
specialty stores
70%
50%
Sep-Nov
2020
Dec 2020-
Feb 2021
Mar-May
2021
Jun-Aug
2021
Sep-Nov
2021
Dec 2021-
Feb 2022
Mar-May
2022
Jun-Aug
2022
Sep-Nov
2022
Dec 2022-
Feb 2023
Mar-May
2023
71
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