Worth reading
66In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
96.3
% (all-store sales year on year)Wording
Conditional
How definitive the wording is.Sales for this month
September 2025Fiscal year ended March 2026Net Sales / All Stores
-3.7%
Net Sales / Existing stores
+0.3%
Total-store sales
-3.7%
Same-Store Sales
+0.3%
Number of Customers / All Stores
-3.1%
Number of Customers / Existing stores
-5.9%
Average Spend per Customer / All Stores
-0.1%
Average Spend per Customer / Existing stores
+4.6%
Cumulative from Start of Period
+9.2%
Number of Stores at Period-EndDomestic 124 stores / Overseas 17 stores / Total directly operated stores 141 stores
Number of stores opened during the monthNumber of Cases 0 / Details Not applicable
Number of stores closed during the monthNumber of Cases 2 / Store name and location Ushidoki Wagyu kaiseki（シンガポール）, Tsukada Shokudo EPC（香港）
Monthly Commentary
全店売上高は前年に実施された39円キャンペーンの影響等により前年実績を下回った。一方、既存店売上高は中高級業態が好調だったことで前年実績をわずかに上回った。各業態で秋の季節メニューを開始したことにより、既存店客単価は堅調に推移した。
Factors Affecting the Change
前年に実施された39円キャンペーンの影響等, 中高級業態の好調, 各業態で開始した秋の季節メニュー, Rationalization of unprofitable stores
Measures from the following month onward
一次産業との深い繋がりを活かした魅力あるブランドづくりを推進する。塚田農場ではオリジナル芋焼酎を数量限定販売中。
Scope of aggregation: 国内飲食店（全店・既存店）および海外店舗数
| Item | Details |
|---|---|
| Month Covered | September 2025 |
| Fiscal Year Covered | Fiscal year ended March 2026 |
| Scope of aggregation | 国内飲食店（全店・既存店）および海外店舗数 |
| Year-on-year change in monthly net sales | All Stores 96.3 % / Existing stores 100.3 % |
| Total-store sales, year on year | 96.3 |
| Same-Store Sales, Year on Year | Rate 100.3 / Definition of existing stores Stores that have been open for 13 months or more (months in which a store was not operational due to a change in business format or other reasons are excluded only for that month) |
| Year-on-Year Change in Customer Count | All Stores 96.9 % / Existing stores 94.1 % |
| Year-on-Year Change in Average Spend per Customer | All Stores 99.9 % / Existing stores 104.6 % |
| Cumulative Year-on-Year Change from Start of Period | 109.2 |
| Key KPIs | Indicator name Customer count at all stores / Value 96.9 % / Year on year Year-on-year, Indicator name Average spend per customer at all stores / Value 99.9 % / Year on year Year-on-year, Indicator name Existing-store customer count / Value 94.1 % / Year on year Year-on-year, Indicator name Existing-store average spend per customer / Value 104.6 % / Year on year Year-on-year |
| Number of Stores at Period-End | Domestic 124 stores / Overseas 17 stores / Total directly operated stores 141 stores |
| Number of stores opened during the month | Number of Cases 0 / Details Not applicable |
| Number of stores closed during the month | Number of Cases 2 / Store name and location Ushidoki Wagyu kaiseki（シンガポール）, Tsukada Shokudo EPC（香港） |
| Monthly Commentary | 全店売上高は前年に実施された39円キャンペーンの影響等により前年実績を下回った。一方、既存店売上高は中高級業態が好調だったことで前年実績をわずかに上回った。各業態で秋の季節メニューを開始したことにより、既存店客単価は堅調に推移した。 |
| Factors Affecting the Change | 前年に実施された39円キャンペーンの影響等, 中高級業態の好調, 各業態で開始した秋の季節メニュー, Rationalization of unprofitable stores |
| Measures from the following month onward | 一次産業との深い繋がりを活かした魅力あるブランドづくりを推進する。塚田農場ではオリジナル芋焼酎を数量限定販売中。 |
Items this document does not state (6)
Net sales for the monthCumulative Sales from Start of PeriodYear-on-year change by categorySales by categoryMonthly 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.全店売上高の減少は、前年に実施された39円キャンペーンの影響等によるもの。既存店売上高が前年を上回った主因は中高級業態の好調で、居酒屋事業の売上をカバーした。客単価の上昇は各業態で秋の季節メニューを開始したことによる。不採算店舗の整理の一環として海外2店舗を撤退した。
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.