Revised forecast
Fiscal year ending December 2026 · Full yearPrevious forecast published 13 February 2026The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.
The revision reflects strong interim-period results, same-store sales exceeding plan as a result of increases in customer traffic and average spend per customer, and recent business progress. The dividend revision is based on the policy of maintaining stable dividends targeting 30% of adjusted profit for the period while securing retained earnings for capital investment and other purposes.
| Item | Details |
|---|---|
| Net Sales | ¥490,000 million → ¥500,000 million（2.0%） |
| Operating profit | ¥33,500 million → ¥35,000 million（4.5%） |
| Profit attributable to owners of the parent | ¥19,500 million → ¥20,500 million（5.1%） |
| Net income per share | 85.71 yen and sen → 90.14 yen and sen |
| Fiscal Period Covered | Fiscal year ending December 2026 |
| Period Covered | Full year |
| Publication date of previous forecast | 13 February 2026 |
| Previous-period results | Annual dividend: ¥22.00 (interim dividend: ¥8.00; year-end dividend: ¥14.00) (fiscal year ended December 2025) |
| Reason for the revision | The revision reflects strong interim-period results, same-store sales exceeding plan as a result of increases in customer traffic and average spend per customer, and recent business progress. The dividend revision is based on the policy of maintaining stable dividends targeting 30% of adjusted profit for the period while securing retained earnings for capital investment and other purposes. |
| Dividend forecast revision | The year-end dividend was increased from ¥16.00 to ¥17.00, and the annual dividend from ¥26.00 to ¥27.00. The interim dividend is ¥10.00. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (2)
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.During the interim period, customer traffic and average spend per customer both increased, and same-store sales exceeded plan, driven by menu offerings addressing the polarization between consumers' preference for economy and their emphasis on experiential value, as well as timely promotions using media and social media. The full-year forecast was revised in light of recent business progress. The dividend revision is based on the policy of maintaining stable dividends targeting 30% of adjusted profit for the period while securing retained earnings for capital investment and other purposes.