Komori
Monthly3197SKYLARK HOLDINGS CO.,LTD.Retail

Skylark Group IR Report for June 2026

Domestic sales at all stores in June 2026 were 105.1% of the prior-year level, while same-store sales were 101.7%. At existing stores, customer numbers declined to 98.6%, while average spend per customer rose to 103.2%.

Worth reading
69In 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
105.1
Year-on-year (%)
Wording
Avoiding a definitive answer
How definitive the wording is.

Sales for this month

June 2026Fiscal year ending March 2027
Net Sales
+5.1%
Total-store sales
+5.1%
Same-Store Sales
+1.7%
Number of Customers / Existing stores
-1.4%
Average Spend per Customer / Existing stores
+3.2%
Cumulative from Start of Period
+8.6%
既存店売上高:Stores with at least 13 months of operating history (including stores that have changed format and Sukesan Udon stores)
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-EndGusto 1,211 / Bamiyan 370 / Shabu-Yo 331 / Yume-an 171 / Jonathan 156 / Sukesan Udon 110 / Shinpachi Shokudo Group 111 / Overseas expansion 121 / Other 622 / Total 3,203 / Stores temporarily closed in preparation for format changes (not included above) 11
Number of stores opened during the monthNumber of Cases 5 / Store name and location 2 しゃぶ葉 stores, 1 資さんうどん store and 2 しんぱち食堂グループ stores (1 しんぱち食堂 store and 1 越後屋 store)
Monthly Commentary

Customer numbers declined 1.4% year on year. In addition to the day-of-week mix, there were significant differences in weather and temperatures from the prior year, which had an unusually dry rainy season, as well as the impact of typhoons. Multiple brands implemented coupons, menu revisions, app initiatives, limited-time campaigns and radio promotions.

Factors Affecting the Change

Day-of-week mix, Significant differences in weather and temperatures from the prior year, which had an unusually dry rainy season, Impact of typhoons, Coupon distributions, Grand menu revision and the return of the original Japanese-style salad udon, Yumcha lottery, Jonathan Kanpai Festival, Expansion of the 資たま丼 range, Radio promotions

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

Sales for this month
ItemDetails
Month CoveredJune 2026
Fiscal Year CoveredFiscal year ending March 2027
Scope of aggregationDomestic consolidated basis (excluding sales from overseas stores)
Year-on-year change in monthly net sales105.1
Total-store sales, year on year105.1
Same-Store Sales, Year on YearRate 101.7 / 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 98.6
Year-on-Year Change in Average Spend per CustomerExisting stores 103.2
Cumulative Year-on-Year Change from Start of Period108.6
Number of Stores at Period-EndGusto 1,211 / Bamiyan 370 / Shabu-Yo 331 / Yume-an 171 / Jonathan 156 / Sukesan Udon 110 / Shinpachi Shokudo Group 111 / Overseas expansion 121 / Other 622 / Total 3,203 / Stores temporarily closed in preparation for format changes (not included above) 11
Number of stores opened during the monthNumber of Cases 5 / Store name and location 2 しゃぶ葉 stores, 1 資さんうどん store and 2 しんぱち食堂グループ stores (1 しんぱち食堂 store and 1 越後屋 store)
Monthly CommentaryCustomer numbers declined 1.4% year on year. In addition to the day-of-week mix, there were significant differences in weather and temperatures from the prior year, which had an unusually dry rainy season, as well as the impact of typhoons. Multiple brands implemented coupons, menu revisions, app initiatives, limited-time campaigns and radio promotions.
Factors Affecting the ChangeDay-of-week mix, Significant differences in weather and temperatures from the prior year, which had an unusually dry rainy season, Impact of typhoons, Coupon distributions, Grand menu revision and the return of the original Japanese-style salad udon, Yumcha lottery, Jonathan Kanpai Festival, Expansion of the 資たま丼 range, Radio promotions
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.

Customer numbers were below the prior-year level due to the day-of-week mix, significant differences in weather and temperatures from the prior year, which had an unusually dry rainy season, and the impact of typhoons. At the same time, the Group implemented coupon distributions, menu revisions, app initiatives, limited-time campaigns and radio promotions to support customer numbers and increase average spend per customer.

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