Komori
Monthly3175AP HOLDINGS CO.,LTD.Retail

Monthly Operating Report (April 2026)

Domestic restaurants recorded same-store sales of 105.7% and total-store sales of 97.3% of the prior-year level in April 2026. Demand for welcome parties and tourism demand in regional areas supported growth, while the Golden Week holiday period also led to a decline from the previous month in office districts.

Worth reading
57In focus
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Direction
Mixed performance
Direction inferred from the company’s description.
Scale
105.7
%
Wording
Definitive
How definitive the wording is.

Sales for this month

April 2026Fiscal year ending March 2027
Net Sales / All Stores
-2.7%
Net Sales / Existing stores
+5.7%
Total-store sales
-2.7%
Same-Store Sales
+5.7%
Number of Customers / All Stores
-2.3%
Number of Customers / Existing stores
+4.2%
Average Spend per Customer / All Stores
+0.8%
Average Spend per Customer / Existing stores
+1.0%
Cumulative from Start of Period
-2.7%
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.
Year-on-year change by component
Individual-store business centered on 『なきざかな』
+13.6%
Standing sushi format
+11.3%
四十八漁場 business
+10.3%
The bars use a logarithmic scale. This allows the relative sizes of the other items to be read even when one item is much larger than the others.
Number of Stores at Period-EndDomestic izakaya business 58 stores / Domestic specialty retail business 49 stores / Domestic restaurant business 16 stores / Domestic total 123 stores / Overseas expansion 15 stores / Total directly operated stores 138 stores
Number of stores opened during the month0 Engagements
Number of stores closed during the month0 Engagements
Monthly Commentary

Same-store sales were 105.7% of the prior-year level. Demand for welcome parties, group dining, strong performance across multiple formats and tourism demand in regional areas contributed to results, while the Golden Week holiday period led to a decline from the previous month in office districts.

Factors Affecting the Change

Demand for welcome parties, Group dining at locations in central Tokyo and near major station terminals, Strong performance by the 四十八漁場 business, Strong performance by the individual-store business centered on 『なきざかな』, Strong performance by the standing sushi format, Tourism demand in regional areas such as Miyazaki and Hokuriku, Decline from the previous month at locations in office districts due to the Golden Week holiday period

Measures from the following month onward

『焼鳥酒場 みのり堂』 will open in Gifu on 7 May 2026. Going forward, the company will continue developing brands that leverage its connections with primary industries.

Scope of aggregation: Domestic restaurants

Sales for this month
ItemDetails
Month CoveredApril 2026
Fiscal Year CoveredFiscal year ending March 2027
Scope of aggregationDomestic restaurants
Year-on-year change in monthly net salesAll Stores 97.3 % / Existing stores 105.7 %
Total-store sales, year on year97.3
Same-Store Sales, Year on Year105.7 %
Year-on-Year Change in Customer CountAll Stores 97.7 % / Existing stores 104.2 %
Year-on-Year Change in Average Spend per CustomerAll Stores 100.8 % / Existing stores 101 %
Cumulative Year-on-Year Change from Start of Period97.3
Year-on-year change by categoryName 四十八漁場 business / Year on year 110.3 %, Name Individual-store business centered on 『なきざかな』 / Year on year 113.6 %, Name Standing sushi format / Year on year 111.3 %
Number of Stores at Period-EndDomestic izakaya business 58 stores / Domestic specialty retail business 49 stores / Domestic restaurant business 16 stores / Domestic total 123 stores / Overseas expansion 15 stores / Total directly operated stores 138 stores
Number of stores opened during the month0 Engagements
Number of stores closed during the month0 Engagements
Monthly CommentarySame-store sales were 105.7% of the prior-year level. Demand for welcome parties, group dining, strong performance across multiple formats and tourism demand in regional areas contributed to results, while the Golden Week holiday period led to a decline from the previous month in office districts.
Factors Affecting the ChangeDemand for welcome parties, Group dining at locations in central Tokyo and near major station terminals, Strong performance by the 四十八漁場 business, Strong performance by the individual-store business centered on 『なきざかな』, Strong performance by the standing sushi format, Tourism demand in regional areas such as Miyazaki and Hokuriku, Decline from the previous month at locations in office districts due to the Golden Week holiday period
Measures from the following month onward『焼鳥酒場 みのり堂』 will open in Gifu on 7 May 2026. Going forward, the company will continue developing brands that leverage its connections with primary industries.
Items this document does not state (6)
Net sales for the monthCumulative Sales from Start of PeriodSales 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.

Demand for welcome parties from early to mid-month, group dining at locations in central Tokyo and near major station terminals, strong performance by the 四十八漁場 business, individual-store business and standing sushi format, and tourism demand in regional areas such as Miyazaki and Hokuriku contributed to results. In contrast, the extended Golden Week holiday period in the latter half of the month resulted in a decline from the previous month at locations in office districts.

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