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Monthly IR News

In September 2026, systemwide sales increased 12.2% year on year, while same-store sales increased 10.0%. At same-store locations, customer numbers increased 3.3% and average spend per customer increased 6.5%.

Worth reading
44Recurring
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
12.2
Year-on-year change in sales across all stores (%)
Wording
Conditional
How definitive the wording is.

Sales for this month

September 2026Fiscal year ending December 2026
Net Sales / All Stores
-87.8%
Net Sales / Existing stores
-90.0%
Total-store sales
-87.8%
Same-Store Sales
-90.0%
Number of Customers / Existing stores
-96.7%
Average Spend per Customer / Existing stores
-93.5%
Cumulative from Start of Period / All Stores
-91.8%
Cumulative from Start of Period / Existing stores
-94.0%
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.
Monthly Commentary

In September 2026, systemwide sales increased 12.2% year on year, while same-store sales increased 10.0% year on year. The main promotions and other highlights, including Tsukimi Burger, are listed.

Factors Affecting the Change

Sales of Tsukimi Burger-related products, Sales of Puri Puri Ebi Purio, Sales of McFlurry Meiji Almond Chocolate, Sales of Happy Meals

Measures from the following month onward

Some Tsukimi Burger-related products are scheduled to remain on sale through late October., Puri Puri Ebi Purio is scheduled to remain on sale through late October., McFlurry Meiji Almond Chocolate is scheduled to remain on sale through mid-October., Continuation of Happy Meal product sales

Scope of aggregation: Systemwide / same-store (McDonald's Japan restaurants)

Sales for this month
ItemDetails
Month CoveredSeptember 2026
Fiscal Year CoveredFiscal year ending December 2026
Scope of aggregationSystemwide / same-store (McDonald's Japan restaurants)
Year-on-year change in monthly net salesAll Stores 12.2 / Existing stores 10
Total-store sales, year on year12.2
Same-Store Sales, Year on YearRate 10 / Definition Total sales at restaurants that have been open for at least 13 months
Year-on-Year Change in Customer CountExisting stores 3.3
Year-on-Year Change in Average Spend per CustomerExisting stores 6.5
Cumulative Year-on-Year Change from Start of PeriodAll Stores 8.2 / Existing stores 6
Key KPIsIndicator name Same-store customer traffic / Value 3.3 Year-on-year percentage for the same month, Indicator name Same-store spend per customer / Value 6.5 Year-on-year percentage for the same month
Monthly CommentaryIn September 2026, systemwide sales increased 12.2% year on year, while same-store sales increased 10.0% year on year. The main promotions and other highlights, including Tsukimi Burger, are listed.
Factors Affecting the ChangeSales of Tsukimi Burger-related products, Sales of Puri Puri Ebi Purio, Sales of McFlurry Meiji Almond Chocolate, Sales of Happy Meals
Measures from the following month onwardSome Tsukimi Burger-related products are scheduled to remain on sale through late October., Puri Puri Ebi Purio is scheduled to remain on sale through late October., McFlurry Meiji Almond Chocolate is scheduled to remain on sale through mid-October., Continuation of Happy Meal product sales
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.

Promotional campaigns and product offerings, including Tsukimi Burger-related products, Puri Puri Ebi Purio, McFlurry and Happy Meals, are described. However, it is not explicitly stated 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.
Monthly IR News | McDonald's Holdings Company(Japan),Ltd. (2702) timely disclosure | Komori