Komori
Monthly3175AP HOLDINGS CO.,LTD.Retail

Monthly Operating Report (February 2026)

In February 2026, domestic restaurants generated all-store sales of 98.0% of the year-earlier level, below the previous year, while same-store sales were 105.3%, above the previous year. At existing locations, higher average spending per customer offset the decline in customer numbers, and sales recovered in the second half of the month.

Worth reading
54Recurring
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
105.3
%
Wording
Definitive
How definitive the wording is.

Sales for this month

2026年2月度Fiscal year ending March 2026
Net Sales
-2.0%
Total-store sales
-2.0%
Same-Store Sales
+5.3%
Number of Customers / All Stores
-5.4%
Number of Customers / Existing stores
-1.9%
Average Spend per Customer / All Stores
+2.8%
Average Spend per Customer / Existing stores
+4.8%
Cumulative from Start of Period
+5.0%
既存店売上高:オープン後13ヵ月経過した店舗。但し業態変更等により稼働しない期間は当該月のみ除外
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.
Number of Stores at Period-EndDomestic 123 / Overseas 15 / Total directly operated stores 138
Number of stores opened during the monthNumber of Cases 0 / Details Not applicable
Number of stores closed during the monthNumber of Cases 0 / Details Not applicable
Monthly Commentary

既存店売上高は前年同月比105.3%と堅調に推移。月初は降雪や衆議院選挙で客数が一時的に落ち込んだが、中旬以降の連休効果や気温上昇による人流回復を捉え、前年超過となった。既存店客単価も前年同月比104.8%と高い水準を維持した。

Factors Affecting the Change

月初の降雪, 衆議院選挙, 中旬以降の連休効果, 気温上昇に伴う人流の回復, 事業ポートフォリオの成果

Measures from the following month onward

3月の送別会シーズンに向けた施策を最大化する。変化し続ける消費環境に柔軟に対応し、一次産業との深い繋がりを活かしたブランドづくりを推進する。

Scope of aggregation: Domestic restaurants

Sales for this month
ItemDetails
Month Covered2026年2月度
Fiscal Year CoveredFiscal year ending March 2026
Scope of aggregationDomestic restaurants
Year-on-year change in monthly net sales98
Total-store sales, year on year98
Same-Store Sales, Year on YearRate 105.3 / Definition オープン後13ヵ月経過した店舗。但し業態変更等により稼働しない期間は当該月のみ除外
Year-on-Year Change in Customer CountAll Stores 94.6 / Existing stores 98.1
Year-on-Year Change in Average Spend per CustomerAll Stores 102.8 / Existing stores 104.8
Cumulative Year-on-Year Change from Start of Period105
Number of Stores at Period-EndDomestic 123 / Overseas 15 / Total directly operated stores 138
Number of stores opened during the monthNumber of Cases 0 / Details Not applicable
Number of stores closed during the monthNumber of Cases 0 / Details Not applicable
Monthly Commentary既存店売上高は前年同月比105.3%と堅調に推移。月初は降雪や衆議院選挙で客数が一時的に落ち込んだが、中旬以降の連休効果や気温上昇による人流回復を捉え、前年超過となった。既存店客単価も前年同月比104.8%と高い水準を維持した。
Factors Affecting the Change月初の降雪, 衆議院選挙, 中旬以降の連休効果, 気温上昇に伴う人流の回復, 事業ポートフォリオの成果
Measures from the following month onward3月の送別会シーズンに向けた施策を最大化する。変化し続ける消費環境に柔軟に対応し、一次産業との深い繋がりを活かしたブランドづくりを推進する。
Items this document does not state (7)
Net sales for the monthCumulative Sales from Start of PeriodYear-on-year change by categorySales by categoryKey KPIsMonthly 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.

月初の降雪や衆議院選挙などの外部要因で客数が一時的に落ち込んだものの、中旬以降の連休効果や気温上昇による人流回復を取り込んだことが前年超過の要因とされています。また、事業ポートフォリオの成果により既存店客単価が高い水準を維持したと説明されています。

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Monthly Operating Report (February 2026) | AP HOLDINGS CO.,LTD. (3175) timely disclosure | Komori