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Monthly IR News

Total sales in August 2026 increased 5.8% year on year, while same-store sales increased 3.5%. At existing stores, customer numbers increased 1.3% and average spend per customer increased 2.2%.

Worth reading
29Immaterial
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
5.8
Year-on-year change (all-store sales, %)
Wording
Definitive
How definitive the wording is.

Sales for this month

August 2026Equivalent to the fiscal year ending December 2026 (stated in the materials as FY2026)
Net Sales / All Stores
-94.2%
Net Sales / Existing stores
-96.5%
Total-store sales
-94.2%
Same-Store Sales
-96.5%
Number of Customers / Existing stores
-98.7%
Average Spend per Customer / Existing stores
-97.8%
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

Total sales in August 2026 increased 5.8% year on year, while same-store sales increased 3.5% year on year.

Factors Affecting the Change

Limited-time products such as the Pokémon 30th Anniversary Burger, Product offerings such as Samurai Mac, Various Happy Set promotions, “Tokuninarudo” campaign

Measures from the following month onward

The Pokémon 30th Anniversary Burger will be sold through early September, Samurai Mac products will be sold through 1 September, Cheese Bacon Potato Pie and Cookie & Choco Mint Frappé will be sold through early September

Sales for this month
ItemDetails
Month CoveredAugust 2026
Fiscal Year CoveredEquivalent to the fiscal year ending December 2026 (stated in the materials as FY2026)
Year-on-year change in monthly net salesAll Stores 5.8 % / Existing stores 3.5 %
Total-store sales, year on year5.8
Same-Store Sales, Year on Year3.5 %
Year-on-Year Change in Customer CountExisting stores 1.3 %
Year-on-Year Change in Average Spend per CustomerExisting stores 2.2 %
Cumulative Year-on-Year Change from Start of PeriodAll Stores 8 % / Existing stores 5.9 % / Period Covered January–June
Key KPIs1.3 %, 2.2 %
Monthly CommentaryTotal sales in August 2026 increased 5.8% year on year, while same-store sales increased 3.5% year on year.
Factors Affecting the ChangeLimited-time products such as the Pokémon 30th Anniversary Burger, Product offerings such as Samurai Mac, Various Happy Set promotions, “Tokuninarudo” campaign
Measures from the following month onwardThe Pokémon 30th Anniversary Burger will be sold through early September, Samurai Mac products will be sold through 1 September, Cheese Bacon Potato Pie and Cookie & Choco Mint Frappé will be sold through early September
Items this document does not state (10)
Scope of aggregationNet 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 document states that promotions were conducted for the Pokémon 30th Anniversary Burger, Samurai Mac, various sweets and pies, Happy Set, and the “Tokunaru-do” campaign. However, it does not explicitly state that these were direct factors behind 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.
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