{
  "timeline": [
    {
      "date": "1673",
      "category": "会社設立",
      "region": "",
      "importance": 3,
      "event": "三井高利が江戸本町に呉服店「越後屋」を創業",
      "detail": "後に三越の前身となる呉服店",
      "significance": "日本の百貨店の源流。「現銀掛値なし」など定価販売の革新で江戸の呉服商を変えた",
      "source": ""
    },
    {
      "date": "1886/11",
      "category": "会社設立",
      "region": "",
      "importance": 3,
      "event": "小菅丹治が神田旅籠町に呉服商「伊勢屋丹治呉服店」を創業",
      "detail": "後の伊勢丹の前身",
      "significance": "伊勢丹の起源。明治期の呉服店として出発",
      "source": ""
    },
    {
      "date": "1904/12",
      "category": "業態転換",
      "region": "",
      "importance": 3,
      "event": "越後屋呉服店が「デパートメントストア宣言」",
      "detail": "日本初の百貨店化",
      "significance": "日本の百貨店業の起点。三越百貨店の誕生",
      "source": ""
    },
    {
      "date": "1933/9",
      "category": "業態転換",
      "region": "",
      "importance": 3,
      "event": "伊勢屋丹治呉服店が新宿に進出し百貨店化",
      "detail": "新宿伊勢丹の出発",
      "significance": "新宿駅前商業地への進出。後の旗艦店「新宿伊勢丹」の原点",
      "source": ""
    },
    {
      "date": "2007/8",
      "category": "組織再編",
      "region": "",
      "importance": 3,
      "event": "三越と伊勢丹が経営統合に合意",
      "detail": "共同株式移転による持株会社設立で合意",
      "significance": "百貨店業界再編の起点。120年続いた百貨店モデル変革の出発点",
      "source": "有価証券報告書"
    },
    {
      "date": "2008/4",
      "category": "会社設立",
      "region": "",
      "importance": 4,
      "event": "三越伊勢丹ホールディングスを設立し東証上場",
      "detail": "株式移転により持株会社として発足。初代社長に石塚邦雄が就任",
      "significance": "百貨店業界再編の象徴。経営統合の実現",
      "source": "有価証券報告書"
    },
    {
      "date": "2009/3",
      "category": "",
      "region": "",
      "importance": 3,
      "event": "初の純損失計上",
      "detail": "統合直後にリーマンショック後の消費低迷で大幅損失",
      "significance": "統合効果発現前に業界構造不況の直撃を受け、改革の必要性が露呈",
      "source": "有価証券報告書",
      "amount": "純損失▲635億円"
    },
    {
      "date": "2009/6",
      "category": "企業買収",
      "region": "",
      "importance": 2,
      "event": "岩田屋を完全子会社化",
      "detail": "株式交換による",
      "significance": "九州地区の百貨店子会社化",
      "source": "有価証券報告書"
    },
    {
      "date": "2009/6",
      "category": "企業買収",
      "region": "",
      "importance": 1,
      "event": "丸井今井の事業を札幌・函館丸井今井経由で承継",
      "detail": "民事再生手続中の丸井今井から札幌事業・函館事業を譲受",
      "significance": "北海道地区の百貨店事業承継",
      "source": "有価証券報告書"
    },
    {
      "date": "2010/4",
      "category": "組織再編",
      "region": "",
      "importance": 2,
      "event": "百貨店事業の地域会社化を実施",
      "detail": "三越の札幌・仙台・名古屋・広島・高松・松山・福岡・新潟の各百貨店事業を地域事業会社へ承継",
      "significance": "地域別経営体制への移行。後の構造改革の前提作り",
      "source": "有価証券報告書"
    },
    {
      "date": "2010/10",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "岩田屋と福岡三越が合併し岩田屋三越に",
      "detail": "",
      "significance": "九州地区の百貨店事業の集約",
      "source": "有価証券報告書"
    },
    {
      "date": "2011/4",
      "category": "組織再編",
      "region": "",
      "importance": 3,
      "event": "三越と伊勢丹が合併し「三越伊勢丹」を発足",
      "detail": "事業会社レベルでの統合実現。同時に札幌丸井今井と札幌三越が合併し札幌丸井三越に",
      "significance": "統合の実質的完了。事業会社レベルでの一体化",
      "source": "有価証券報告書"
    },
    {
      "date": "2012/6",
      "category": "社長交代",
      "region": "",
      "importance": 2,
      "event": "大西洋が代表取締役社長に就任",
      "detail": "伊勢丹代表取締役社長（2009-2012）を経てHD社長へ昇格",
      "significance": "自主編集売場と販売現場重視を掲げ、ヴィトン導入を拒否するなど伊勢丹流改革を主導",
      "source": ""
    },
    {
      "date": "2012/3",
      "category": "事業撤退",
      "region": "",
      "importance": 1,
      "event": "三越新宿アルコット店の営業を終了",
      "detail": "",
      "significance": "不採算店の整理",
      "source": "有価証券報告書"
    },
    {
      "date": "2017/3",
      "category": "事業撤退",
      "region": "",
      "importance": 1,
      "event": "三越千葉店・三越多摩センター店の営業を終了",
      "detail": "",
      "significance": "不採算店の整理。地方百貨店の撤退",
      "source": "有価証券報告書"
    },
    {
      "date": "2017/3",
      "category": "社長交代",
      "region": "",
      "importance": 2,
      "event": "大西洋社長が突然退任",
      "detail": "構造改革の遅れと路線対立の中で任期途中に退任",
      "significance": "自主編集主義から構造改革優先への路線転換点。業界史的な転機として報じられた",
      "source": ""
    },
    {
      "date": "2017/4",
      "category": "社長交代",
      "region": "",
      "importance": 2,
      "event": "杉江俊彦が代表取締役社長に就任",
      "detail": "大西路線から「構造改革優先」へ方針転換",
      "significance": "基幹3店舗集中と「小売もできるIT企業」を掲げ、収益体質立て直しを志向",
      "source": ""
    },
    {
      "date": "2018/3",
      "category": "事業撤退",
      "region": "",
      "importance": 1,
      "event": "伊勢丹松戸店の営業を終了",
      "detail": "",
      "significance": "郊外百貨店の整理",
      "source": "有価証券報告書"
    },
    {
      "date": "2018/3",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "純損失に転落",
      "detail": "構造改革に伴う特別損失計上",
      "significance": "",
      "source": "有価証券報告書",
      "amount": "純損失▲9.6億円"
    },
    {
      "date": "2019/9",
      "category": "事業撤退",
      "region": "",
      "importance": 1,
      "event": "伊勢丹相模原店・伊勢丹府中店の営業を終了",
      "detail": "",
      "significance": "郊外型百貨店からの本格的撤退",
      "source": "有価証券報告書"
    },
    {
      "date": "2020/3",
      "category": "事業撤退",
      "region": "",
      "importance": 1,
      "event": "新潟三越の営業を終了",
      "detail": "",
      "significance": "地方百貨店事業の整理",
      "source": "有価証券報告書"
    },
    {
      "date": "2020/3",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "純損失に転落",
      "detail": "コロナ禍前夜の消費減速と特別損失",
      "significance": "コロナ禍直前の業績悪化で構造改革の遅れが顕在化",
      "source": "有価証券報告書",
      "amount": "純損失▲112億円"
    },
    {
      "date": "2020/6",
      "category": "ガバナンス改革",
      "region": "",
      "importance": 1,
      "event": "監査役会設置会社から指名委員会等設置会社に移行",
      "detail": "",
      "significance": "ガバナンス体制の刷新",
      "source": "有価証券報告書"
    },
    {
      "date": "2020/11",
      "category": "経営計画",
      "region": "",
      "importance": 1,
      "event": "中期経営計画（2019-2021年度）取り下げ",
      "detail": "コロナ禍の影響により従来中計を白紙化",
      "significance": "",
      "source": "IR"
    },
    {
      "date": "2021/3",
      "category": "",
      "region": "",
      "importance": 3,
      "event": "初の営業赤字計上",
      "detail": "コロナ禍で百貨店休業・インバウンド消失により大規模赤字",
      "significance": "百貨店事業の危機を象徴。ビジネスモデル抜本見直しの契機となった",
      "source": "有価証券報告書",
      "amount": "営業赤字▲210億円/純損失▲411億円"
    },
    {
      "date": "2021/4",
      "category": "社長交代",
      "region": "",
      "importance": 2,
      "event": "細谷敏幸が代表執行役社長CEOに就任",
      "detail": "「百貨店は特別なときに行く場所」を掲げる",
      "significance": "識別顧客拡大とDXによる外商強化を推進し、120年来の百貨店モデルからの脱却を主導",
      "source": ""
    },
    {
      "date": "2021/11",
      "category": "経営計画",
      "region": "",
      "importance": 4,
      "event": "2022-2024年度中期経営計画を発表",
      "detail": "高感度上質戦略・個客とつながるCRM戦略・連邦戦略の3本柱を提示。2024年度営業利益350億円を掲げる",
      "significance": "コロナ禍からの再構築を示すと同時に、識別顧客戦略と連邦戦略でグループ横断改革に踏み込んだ転換点",
      "source": "IR",
      "amount": "営業利益350億円/ROE5.3%"
    },
    {
      "date": "2022/4",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "東証プライム市場に移行",
      "detail": "市場区分見直しに伴う",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2024/3",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "営業利益が過去最高水準に回復",
      "detail": "インバウンド復活と識別顧客戦略の奏功",
      "significance": "コロナ前最高益を上回り、識別顧客戦略の正当性を業績で証明",
      "source": "有価証券報告書",
      "amount": "営業利益544億円/純利益556億円"
    },
    {
      "date": "2024/3",
      "category": "上場廃止",
      "region": "",
      "importance": 1,
      "event": "証券会員制法人福岡証券取引所における上場を廃止",
      "detail": "",
      "significance": "地方証取の上場整理",
      "source": "有価証券報告書"
    },
    {
      "date": "2024/11",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "グループ横断の人材出向を本格化",
      "detail": "不動産領域中心に約20人を外部企業へ出向させ百貨店人財に不動産・金融経験を積ませる",
      "significance": "人材流動化による事業領域の越境",
      "source": "IR",
      "amount": "出向約20人"
    },
    {
      "date": "2025/3",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "営業利益763億円と再び最高益更新",
      "detail": "経費構造改革と識別顧客売上拡大の継続",
      "significance": "2027年度営業利益850億円目標達成へオンライン進捗を確認",
      "source": "有価証券報告書",
      "amount": "営業利益763億円"
    },
    {
      "date": "2025/3",
      "category": "新規事業",
      "region": "",
      "importance": 1,
      "event": "エムアイカードベーシックを導入",
      "detail": "アプリ経由入会で事務コスト圧縮、若年・エントリー層取り込み",
      "significance": "",
      "source": "IR",
      "amount": "入会者の3割が再入会"
    }
  ]
}