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Monthly3197SKYLARK HOLDINGS CO.,LTD.Retail

Skylark Group IR Report for May 2026

Domestic all-store sales in May 2026 were 114.8% of the prior-year month, while same-store sales were 111.4%. Both exceeded the prior year. Customer traffic also increased, driven by demand during the extended holiday period and the effects of fairs, collaborations and promotional activities. The number of stores reached 3,206, including stores added through M&A.

Worth reading
58In focus
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
114.8
Year-on-year (%)
Wording
Definitive
How definitive the wording is.

Sales for this month

May 2026Fiscal year ending December 2026
Total-store sales
+14.8%
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-EndTotal 3,206 stores / Gusto 1,220 stores / Bamiyan 371 stores / Shabu-Yo 331 stores / Yume-an 171 stores / Jonathan 157 stores / Sukesan Udon 106 stores / Shinpachi Shokudo 109 stores / Overseas expansion 118 stores / Other 623 stores / Temporarily closed in preparation for format conversion (not included above) 9 stores
Number of stores opened during the month6 stores
Monthly Commentary

In addition to capturing leisure demand during the extended holiday period, the rollout of collaboration and fair menus proved effective, bringing same-store customer traffic to 105.8% of the prior-year month.

Factors Affecting the Change

Leisure demand during the extended holiday period, Collaboration and fair menus, Menu revisions at major brands, Gusto's 26%-off coupons, Promotions for Bamiyan through television, radio and train-channel advertising, among other media, Shinpachi Shokudo's addition to the Group

Scope of aggregation: Domestic consolidated basis (excluding sales from overseas stores)

Sales for this month
ItemDetails
Month CoveredMay 2026
Fiscal Year CoveredFiscal year ending December 2026
Scope of aggregationDomestic consolidated basis (excluding sales from overseas stores)
Year-on-year change in monthly net salesAll Stores 114.8% / Existing stores 111.4%
Total-store sales, year on year114.8%
Same-Store Sales, Year on YearRate 111.4% / Definition Stores with at least 13 months of operating history (including stores that have changed format and Sukesan Udon stores)
Year-on-Year Change in Customer CountExisting stores 105.8%
Year-on-Year Change in Average Spend per CustomerExisting stores 105.2%
Cumulative Year-on-Year Change from Start of PeriodAll Stores 109.2% / Existing stores 107.3%
Number of Stores at Period-EndTotal 3,206 stores / Gusto 1,220 stores / Bamiyan 371 stores / Shabu-Yo 331 stores / Yume-an 171 stores / Jonathan 157 stores / Sukesan Udon 106 stores / Shinpachi Shokudo 109 stores / Overseas expansion 118 stores / Other 623 stores / Temporarily closed in preparation for format conversion (not included above) 9 stores
Number of stores opened during the month6 stores
Monthly CommentaryIn addition to capturing leisure demand during the extended holiday period, the rollout of collaboration and fair menus proved effective, bringing same-store customer traffic to 105.8% of the prior-year month.
Factors Affecting the ChangeLeisure demand during the extended holiday period, Collaboration and fair menus, Menu revisions at major brands, Gusto's 26%-off coupons, Promotions for Bamiyan through television, radio and train-channel advertising, among other media, Shinpachi Shokudo's addition to the Group
Items this document does not state (9)
Net sales for the monthCumulative Sales from Start of PeriodYear-on-year change by categorySales by categoryKey KPIsNumber of stores closed during the monthMeasures from the following month onwardMonthly 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.

Results benefited from capturing leisure demand during the extended holiday period, rolling out collaboration and fair menus, revising menus at major brands, and distributing coupons and running media-based promotions.

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Skylark Group IR Report for May 2026 | SKYLARK HOLDINGS CO.,LTD. (3197) timely disclosure | Komori