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Monthly IR News

Company-wide sales in March 2025 increased 6.6% year on year, while same-store sales increased 5.1%. Customer traffic also increased 4.8%, and the company offered limited-time products, discount campaigns and price revisions.

Worth reading
45Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
6.6
Year-on-year change (all-store sales, %)
Wording
Definitive
How definitive the wording is.

Sales for this month

March 20252025年12月期相当(資料表記:2025年度)
Total-store sales
-93.4%
The center line represents the same level as the same month of the previous year (100). The distance from the line represents the year-on-year change.
Monthly Commentary

3月は全店売上高が前年同月比6.6%、既存店売上高が5.1%となった。期間限定商品やキャンペーンなどの施策により、多くの顧客が来店したとしている。

Factors Affecting the Change

期間限定商品『てりたまファミリー』の販売, 『トクニナルド』キャンペーン, セット500などの価格訴求施策, 単品を中心とした店頭価格の10~30円改定

Measures from the following month onward

年間を通じてお得感を提供し、マクドナルドらしいおもてなし、ワクワク感、利便性の高いサービスを届けるとしている。

Monthly trend for the same period last year

January 2024 Total-store sales 6.7% / Same-Store Sales 5.4% / Number of Customers 1.1% / Average Spend per Customer 4.2% / February 2024 Total-store sales 7.3% / Same-Store Sales 5.8% / Number of Customers 3.2% / Average Spend per Customer 2.5% / March 2024 Total-store sales 11.2% / Same-Store Sales 9.6% / Number of Customers 5.4% / Average Spend per Customer 4.0% / April 2024 Total-store sales 7.9% / Same-Store Sales 6.3% / Number of Customers 3.0% / Average Spend per Customer 3.2% / May 2024 Total-store sales 6.2% / Same-Store Sales 4.9% / Number of Customers 2.3% / Average Spend per Customer 2.5% / June 2024 Total-store sales 12.1% / Same-Store Sales 10.5% / Number of Customers 4.4% / Average Spend per Customer 5.8% / July 2024 Total-store sales -0.2% / Same-Store Sales -1.6% / Number of Customers -2.1% / Average Spend per Customer 0.5% / August 2024 Total-store sales 7.0% / Same-Store Sales 5.3% / Number of Customers 2.6% / Average Spend per Customer 2.6% / September 2024 Total-store sales 4.5% / Same-Store Sales 2.8% / Number of Customers 0.2% / Average Spend per Customer 2.7% / October 2024 Total-store sales 3.9% / Same-Store Sales 2.3% / Number of Customers 0.8% / Average Spend per Customer 1.5% / November 2024 Total-store sales 13.5% / Same-Store Sales 11.6% / Number of Customers 9.5% / Average Spend per Customer 2.0% / December 2024 Total-store sales 1.1% / Same-Store Sales -0.4% / Number of Customers -0.1% / Average Spend per Customer -0.3%

Scope of aggregation: 日本マクドナルド店舗全体(連結・単体の明記なし)

Sales for this month
ItemDetails
Month CoveredMarch 2025
Fiscal Year Covered2025年12月期相当(資料表記:2025年度)
Scope of aggregation日本マクドナルド店舗全体(連結・単体の明記なし)
Year-on-year change in monthly net salesAll Stores 6.6% / Existing stores 5.1%
Total-store sales, year on year6.6%
Same-Store Sales, Year on YearRate 5.1% / Definition 少なくとも13ヵ月以上開店している店舗
Year-on-Year Change in Customer CountExisting stores 4.8%
Year-on-Year Change in Average Spend per CustomerExisting stores 0.3%
Cumulative Year-on-Year Change from Start of PeriodTotal-store sales 5.0% / Same-Store Sales 3.5%
Key KPIsIndicator name Same-store customer traffic / Value 4.8%, Indicator name Same-store spend per customer / Value 0.3%
Monthly Commentary3月は全店売上高が前年同月比6.6%、既存店売上高が5.1%となった。期間限定商品やキャンペーンなどの施策により、多くの顧客が来店したとしている。
Factors Affecting the Change期間限定商品『てりたまファミリー』の販売, 『トクニナルド』キャンペーン, セット500などの価格訴求施策, 単品を中心とした店頭価格の10~30円改定
Measures from the following month onward年間を通じてお得感を提供し、マクドナルドらしいおもてなし、ワクワク感、利便性の高いサービスを届けるとしている。
Monthly trend for the same period last yearJanuary 2024 Total-store sales 6.7% / Same-Store Sales 5.4% / Number of Customers 1.1% / Average Spend per Customer 4.2% / February 2024 Total-store sales 7.3% / Same-Store Sales 5.8% / Number of Customers 3.2% / Average Spend per Customer 2.5% / March 2024 Total-store sales 11.2% / Same-Store Sales 9.6% / Number of Customers 5.4% / Average Spend per Customer 4.0% / April 2024 Total-store sales 7.9% / Same-Store Sales 6.3% / Number of Customers 3.0% / Average Spend per Customer 3.2% / May 2024 Total-store sales 6.2% / Same-Store Sales 4.9% / Number of Customers 2.3% / Average Spend per Customer 2.5% / June 2024 Total-store sales 12.1% / Same-Store Sales 10.5% / Number of Customers 4.4% / Average Spend per Customer 5.8% / July 2024 Total-store sales -0.2% / Same-Store Sales -1.6% / Number of Customers -2.1% / Average Spend per Customer 0.5% / August 2024 Total-store sales 7.0% / Same-Store Sales 5.3% / Number of Customers 2.6% / Average Spend per Customer 2.6% / September 2024 Total-store sales 4.5% / Same-Store Sales 2.8% / Number of Customers 0.2% / Average Spend per Customer 2.7% / October 2024 Total-store sales 3.9% / Same-Store Sales 2.3% / Number of Customers 0.8% / Average Spend per Customer 1.5% / November 2024 Total-store sales 13.5% / Same-Store Sales 11.6% / Number of Customers 9.5% / Average Spend per Customer 2.0% / December 2024 Total-store sales 1.1% / Same-Store Sales -0.4% / Number of Customers -0.1% / Average Spend per Customer -0.3%
Items this document does not state (8)
Net sales for the monthCumulative Sales from Start of PeriodYear-on-year change by categorySales by categoryNumber of Stores at Period-EndNumber of stores opened during the monthNumber of stores closed during the monthNext Scheduled Disclosure

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

3月5日からの「てりたまファミリー」の販売、3月10日からの「トクニナルド」キャンペーン、3月12日からのセット価格施策などにより、多くの顧客が来店したとしている。また、エネルギーコスト、物流費、人件費などの上昇を受け、3月12日から一部商品の店頭価格を10~30円改定した。

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
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