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Monthly IR News

In May 2026, sales at all stores exceeded the same month of the previous year by 8.1%, while same-store sales increased 5.7%. At existing stores, customer numbers increased 0.6% and average spend per customer increased 5.0%.

Worth reading
37Immaterial
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
8.1
Year-on-year change in sales across all stores (%)
Wording
Definitive
How definitive the wording is.

Sales for this month

May 2026Fiscal 2026
Net Sales / All Stores
-91.9%
Net Sales / Existing stores
-94.3%
Total-store sales
-91.9%
Same-Store Sales
-94.3%
Number of Customers / Existing stores
-99.4%
Average Spend per Customer / Existing stores
-95.0%
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

In May 2026, sales at all stores increased 8.1% year on year, while same-store sales increased 5.7%.

Factors Affecting the Change

Chicken Tatsuta, Regional McDonald's, Samurai Mac, Grand Coke, Grand Fries and Grand Set, Spicy Chicken McNuggets, Various smoothies, Tokunald promotional campaign, Happy Meal

Measures from the following month onward

Regional McDonald's planned through mid-June, Grand Coke, Grand Fries and Grand Set planned through mid-June, Spicy Chicken McNuggets planned through late June, Peach smoothies and muscat smoothies planned through early July

Scope of aggregation: Not disclosed

Sales for this month
ItemDetails
Month CoveredMay 2026
Fiscal Year CoveredFiscal 2026
Scope of aggregationNot disclosed
Year-on-year change in monthly net salesAll Stores 8.1 % / Existing stores 5.7 %
Total-store sales, year on year8.1 %
Same-Store Sales, Year on Year5.7 %
Year-on-Year Change in Customer CountExisting stores 0.6 %
Year-on-Year Change in Average Spend per CustomerExisting stores 5 %
Key KPIsIndicator name Same-store customer traffic / Value 0.6 Year-on-year percentage for the same month, Indicator name Same-store spend per customer / Value 5 Year-on-year percentage for the same month
Monthly CommentaryIn May 2026, sales at all stores increased 8.1% year on year, while same-store sales increased 5.7%.
Factors Affecting the ChangeChicken Tatsuta, Regional McDonald's, Samurai Mac, Grand Coke, Grand Fries and Grand Set, Spicy Chicken McNuggets, Various smoothies, Tokunald promotional campaign, Happy Meal
Measures from the following month onwardRegional McDonald's planned through mid-June, Grand Coke, Grand Fries and Grand Set planned through mid-June, Spicy Chicken McNuggets planned through late June, Peach smoothies and muscat smoothies planned through early July
Items this document does not state (10)
Net sales for the monthCumulative Sales from Start of PeriodCumulative Year-on-Year Change 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 monthMonthly trend for the same period last yearNext 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.

The disclosure states that products and promotional initiatives including Chicken Tatsuta, Regional McDonald's, Samurai Mac and various smoothies were offered. It does not explicitly state in the text that these were the reasons for the increase in sales.

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