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Monthly3197SKYLARK HOLDINGS CO.,LTD.Retail

Skylark Group IR Report for July 2026

Domestic sales at all stores in July 2026 were 108.5% of the prior-year level, while same-store sales were 105.8%. The Group opened 6 new stores, increasing the total store count by 1 from 3,203 at the end of the previous month to 3,204.

Worth reading
57In 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
108.5
% (all-store sales year on year)
Wording
Definitive
How definitive the wording is.

Sales for this month

July 2026Fiscal year ending December 2026
Total-store sales
+8.5%
Cumulative from Start of Period
+8.6%
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 3,204 stores / Gusto 1,206 stores / Bamiyan 370 stores / Shabu-Yo 332 stores / Yume-an 170 stores / Jonathan 154 stores / Sukesan Udon 114 stores / Shinpachi Shokudo Group 114 stores / Overseas expansion 122 stores / Other 622 stores / Temporarily closed in preparation for format conversion (not included above) 14 stores
Number of stores opened during the month6 stores
Monthly Commentary

Eel dishes offered ahead of the Day of the Ox and summer-limited menus performed well across multiple brands, contributing to higher average spending per customer. Summer fairs and promotions across the brands also remained firm.

Factors Affecting the Change

Strong performance by fairs featuring eel dishes and summer-limited menus, Strong sales of summer menus, Campaign to register new app members, Movie tie-in campaign, Promotions aimed at the summer holidays, Sales promotion through social media and video advertising

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

Sales for this month
ItemDetails
Month CoveredJuly 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 108.5% / Existing stores 105.8%
Total-store sales, year on year108.5%
Same-Store Sales, Year on YearRate 105.8% / Definition Stores with at least 13 months of operating history (including stores converted to different formats and the Shinpachi Shokudo Group)
Year-on-Year Change in Customer CountExisting stores 100.7%
Year-on-Year Change in Average Spend per CustomerExisting stores 105.0%
Cumulative Year-on-Year Change from Start of Period108.6%
Key KPIsIndicator Same-store customer traffic year on year / Value 100.7% / Year on year Not disclosed, Indicator Same-store average spending per customer year on year / Value 105.0% / Year on year Not disclosed
Number of Stores at Period-EndTotal 3,204 stores / Gusto 1,206 stores / Bamiyan 370 stores / Shabu-Yo 332 stores / Yume-an 170 stores / Jonathan 154 stores / Sukesan Udon 114 stores / Shinpachi Shokudo Group 114 stores / Overseas expansion 122 stores / Other 622 stores / Temporarily closed in preparation for format conversion (not included above) 14 stores
Number of stores opened during the month6 stores
Monthly CommentaryEel dishes offered ahead of the Day of the Ox and summer-limited menus performed well across multiple brands, contributing to higher average spending per customer. Summer fairs and promotions across the brands also remained firm.
Factors Affecting the ChangeStrong performance by fairs featuring eel dishes and summer-limited menus, Strong sales of summer menus, Campaign to register new app members, Movie tie-in campaign, Promotions aimed at the summer holidays, Sales promotion through social media and video advertising
Items this document does not state (8)
Net sales for the monthCumulative Sales from Start of PeriodYear-on-year change by categorySales by categoryNumber 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.

Strong performance by promotional campaigns featuring eel dishes and summer-limited menus contributed to higher average spending per customer. Summer menus across the brands, a campaign to register new app members, movie tie-ins and promotions aimed at the summer holidays also drove customer visits and sales. In addition, 6 new stores were opened and 5 stores were converted to different formats.

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