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Monthly IR News

In July 2025, sales at all stores increased 12.8% year on year, while same-store sales increased 11.2%. At existing stores, customer traffic increased 8.8% and average spend per customer increased 2.2%.

Worth reading
54Recurring
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
12.8
Year-on-year change in sales across all stores (%)
Wording
Definitive
How definitive the wording is.

Sales for this month

July 2025Fiscal year ending March 2026
Net Sales / All Stores
-87.2%
Net Sales / Existing stores
-88.8%
Total-store sales
-87.2%
Same-Store Sales
-88.8%
Number of Customers / Existing stores
-91.2%
Average Spend per Customer / Existing stores
-97.8%
Cumulative from Start of Period / All Stores
-93.6%
Cumulative from Start of Period / Existing stores
-95.1%
既存店売上高:Total sales at restaurants that have been open for at least 13 months
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.
Year-on-year change by component
Same-store spend per customer
-97.8%
Same-store customer traffic
-91.2%
Existing-store revenue
-88.8%
Sales at all stores
-87.2%
The bars use a logarithmic scale. This allows the relative sizes of the other items to be read even when one item is much larger than the others.
Monthly Commentary

夏季キャンペーン、新商品・期間限定商品の販売施策を実施し、多くのお客様に好評だったとしている。

Factors Affecting the Change

ハワイキャンペーンとハワイアンバーガーズ商品の販売, トクニナルドによるチキンマックナゲットの特別価格販売, トミカのジョブレイバーおよびハローキティのハッピーセット販売

Measures from the following month onward

チキンマックナゲット15ピースの特別価格キャンペーンを9月2日まで実施予定。年間を通じて、お得感・利便性・おもてなしを提供するとしている。

Monthly trend for the same period last year

January 2024 6.7 Year-on-year change in sales at all stores (%) / February 2024 7.3 Year-on-year change in sales at all stores (%) / March 2024 11.2 Year-on-year change in sales at all stores (%) / April 2024 7.9 Year-on-year change in sales at all stores (%) / May 2024 6.2 Year-on-year change in sales at all stores (%) / June 2024 12.1 Year-on-year change in sales at all stores (%) / July 2024 -0.2 Year-on-year change in sales at all stores (%) / August 2024 7 Year-on-year change in sales at all stores (%) / September 2024 4.5 Year-on-year change in sales at all stores (%) / October 2024 3.9 Year-on-year change in sales at all stores (%) / November 2024 13.5 Year-on-year change in sales at all stores (%) / December 2024 1.1 Year-on-year change in sales at all stores (%)

Scope of aggregation: 日本マクドナルド株式会社の国内店舗(直営店舗とフランチャイズ店舗)

Sales for this month
ItemDetails
Month CoveredJuly 2025
Fiscal Year CoveredFiscal year ending March 2026
Scope of aggregation日本マクドナルド株式会社の国内店舗(直営店舗とフランチャイズ店舗)
Year-on-year change in monthly net salesAll Stores 12.8 % / Existing stores 11.2 %
Total-store sales, year on year12.8
Same-Store Sales, Year on YearRate 11.2 / Definition Total sales at restaurants that have been open for at least 13 months
Year-on-Year Change in Customer CountExisting stores 8.8 %
Year-on-Year Change in Average Spend per CustomerExisting stores 2.2 %
Cumulative Year-on-Year Change from Start of PeriodAll Stores 6.4 % / Existing stores 4.9 % / Period Covered January–June
Year-on-year change by categoryName Sales at all stores / Year on year 12.8 %, Name Existing-store revenue / Year on year 11.2 %, Name Same-store customer traffic / Year on year 8.8 %, Name Same-store spend per customer / Year on year 2.2 %
Key KPIsIndicator name Same-store customer traffic / Value 8.8 Year-on-year (%), Indicator name Same-store spend per customer / Value 2.2 Year-on-year (%)
Monthly Commentary夏季キャンペーン、新商品・期間限定商品の販売施策を実施し、多くのお客様に好評だったとしている。
Factors Affecting the Changeハワイキャンペーンとハワイアンバーガーズ商品の販売, トクニナルドによるチキンマックナゲットの特別価格販売, トミカのジョブレイバーおよびハローキティのハッピーセット販売
Measures from the following month onwardチキンマックナゲット15ピースの特別価格キャンペーンを9月2日まで実施予定。年間を通じて、お得感・利便性・おもてなしを提供するとしている。
Monthly trend for the same period last yearJanuary 2024 6.7 Year-on-year change in sales at all stores (%) / February 2024 7.3 Year-on-year change in sales at all stores (%) / March 2024 11.2 Year-on-year change in sales at all stores (%) / April 2024 7.9 Year-on-year change in sales at all stores (%) / May 2024 6.2 Year-on-year change in sales at all stores (%) / June 2024 12.1 Year-on-year change in sales at all stores (%) / July 2024 -0.2 Year-on-year change in sales at all stores (%) / August 2024 7 Year-on-year change in sales at all stores (%) / September 2024 4.5 Year-on-year change in sales at all stores (%) / October 2024 3.9 Year-on-year change in sales at all stores (%) / November 2024 13.5 Year-on-year change in sales at all stores (%) / December 2024 1.1 Year-on-year change in sales at all stores (%)
Items this document does not state (7)
Net sales for the monthCumulative Sales from Start of PeriodSales 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.

夏季のハワイキャンペーン、新商品・期間限定商品の販売、「トクニナルド」キャンペーン、ハッピーセットの販売が好評だったことを挙げている。

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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.
Monthly IR News | McDonald's Holdings Company(Japan),Ltd. (2702) timely disclosure | Komori