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Monthly IR News

In July 2026, sales at all stores increased 7.5% year on year, while same-store sales increased 5.1%. At existing stores, customer traffic increased 0.3% and average spend per customer increased 4.8%.

Worth reading
40Recurring
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
7.5
Year-on-year change (all-store sales, %)
Wording
Definitive
How definitive the wording is.

Sales for this month

July 2026Fiscal year ending March 2027
Net Sales / All Stores
-92.5%
Net Sales / Existing stores
-94.9%
Total-store sales
-92.5%
Same-Store Sales
-94.9%
Number of Customers / Existing stores
-99.7%
Average Spend per Customer / Existing stores
-95.2%
Cumulative from Start of Period / All Stores
-92.0%
Cumulative from Start of Period / Existing stores
-94.1%
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

Sales at all stores increased 7.5% year on year in July 2026, while same-store sales increased 5.1% year on year.

Factors Affecting the Change

VIVA! World McDonald's, Pokémon 30th Anniversary Burger, McDonald's Morinaga Series, Cheese Bacon Potato Pie, Various Happy Set offerings, Free size-up campaign, Chicken McNuggets 15-piece ¥490 campaign

Measures from the following month onward

Pokémon 30th Anniversary Burger (scheduled through early September), McDonald's Morinaga Series (scheduled through mid-August), Cheese Bacon Potato Pie (scheduled through early September), トクニナルド Chicken McNuggets 15-piece ¥490 campaign (through 11 August)

Scope of aggregation: Specified subsidiary/business format (all stores and existing stores operated by McDonald's Japan)

Sales for this month
ItemDetails
Month CoveredJuly 2026
Fiscal Year CoveredFiscal year ending March 2027
Scope of aggregationSpecified subsidiary/business format (all stores and existing stores operated by McDonald's Japan)
Year-on-year change in monthly net salesAll Stores 7.5 % / Existing stores 5.1 %
Total-store sales, year on year7.5
Same-Store Sales, Year on Year5.1
Year-on-Year Change in Customer CountExisting stores 0.3 %
Year-on-Year Change in Average Spend per CustomerExisting stores 4.8 %
Cumulative Year-on-Year Change from Start of PeriodAll Stores 8 % / Existing stores 5.9 % / Period Covered January–June
Key KPIsIndicator name Same-store customer traffic / Value 0.3 % of the year-ago month, Indicator name Same-store spend per customer / Value 4.8 % of the year-ago month
Monthly CommentarySales at all stores increased 7.5% year on year in July 2026, while same-store sales increased 5.1% year on year.
Factors Affecting the ChangeVIVA! World McDonald's, Pokémon 30th Anniversary Burger, McDonald's Morinaga Series, Cheese Bacon Potato Pie, Various Happy Set offerings, Free size-up campaign, Chicken McNuggets 15-piece ¥490 campaign
Measures from the following month onwardPokémon 30th Anniversary Burger (scheduled through early September), McDonald's Morinaga Series (scheduled through mid-August), Cheese Bacon Potato Pie (scheduled through early September), トクニナルド Chicken McNuggets 15-piece ¥490 campaign (through 11 August)
Items this document does not state (9)
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 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 company cited July promotions and new products, including the “VIVA! World Mac,” “Pokémon 30th Anniversary Burger” and “McDonald's Morinaga Series,” but did not state that these were direct causes of 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