Strong Performance Despite High Prices! Coffee Dominates 1st and 2nd Place in Sales Growth Rate

True Data Inc. (Headquarters: Minato-ku, Tokyo; President and CEO: Hiroyuki Yonekura; Securities Code: 4416), which supports data-driven decision making, announced the sales growth categories for March 2026 in drugstores and food supermarkets, based on our statistical data. Influenced by price increases, the coffee category occupied the 1st and 2nd rankings in both business formats. In food supermarkets, the sales amount of "regular coffee" increased by over 30% year-on-year, and the sales volume increased by over 10%. Additionally, sales of "toilet paper," for which major manufacturers announced price hikes, grew and ranked 3rd in both formats. ■ Growth Rate Ranking by Category ■ Coffee Sales Amount Grows Significantly Due to the rise in average unit prices caused by high raw material costs, the sales amount of all coffee categories increased by 20-30% year-on-year. Sales volume also increased, except for a slight decrease in "instant coffee" at drugstores. The coffee category monopolized 1st and 2nd place in both food supermarkets and drugstores, suggesting consumers' "home cafe demand." ■ Sales of Daily Necessities Grow Sales of "toilet paper" increased by 18.2% year-on-year at food supermarkets and 14.8% at drugstores. Furthermore, "aluminum foil" increased by 16.3% at food supermarkets, and "plastic wrap/wrapping film" increased by 14.2% at drugstores. It is inferred that this surge in demand was caused by a combination of "front-loaded demand" accompanying manufacturers' price revisions and consumer psychology fearing supply stagnation due to the unstable situation surrounding the Middle East and the Strait of Hormuz. Excluded fresh food/deli categories and items with "Other" at the beginning of the category name. Aggregated categories selling over 200 units per store. Figures... Rounded to the first decimal place Data aggregation period... March 1 - March 31, 2026 Data extraction date... April 8, 2026 *The figures in the press release are as of the data extraction date. Data source: True Data Aggregated using purchasing data statistically processed from POS data of drugstores and food supermarkets nationwide. The data does not include information identifying specific stores or individuals. ■ About True Data Inc. Operates a big data platform centered on POS and ID-POS data with an annual receipt scale of 5.5 trillion yen and 60 million annual active users at drugstores and food supermarkets. We provide data utilization solutions effective in the DX era—from customer understanding to product strategy, sales promotion measures, advertising optimization, and production/inventory management—for retailers, consumer goods manufacturers, and various other industries. True Data Inc. Company Name: True Data Inc. Representative: Hiroyuki Yonekura, President and CEO Location: 4F Shiba Daimon Center Building, 1-10-11 Shiba Daimon, Minato-ku, Tokyo 105-0012 Established: October 10, 2000 Listing Market: Tokyo Stock Exchange Growth [Securities Code 4416] URL: https://www.truedata.co.jp/ Contact: https://www.truedata.co.jp/contact ~Business Description~ Operates a big data platform handling consumer purchasing data nationwide. Develops and provides consumer data analysis and purchasing behavior analysis solutions such as POS/ID-POS to retailers and consumer goods manufacturers. Data marketing support.