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Monthly3197SKYLARK HOLDINGS CO.,LTD.Retail

Skylark Group IR Report for August 2026

Domestic all-store sales in August 2026 were 107.2% of the prior-year level, while same-store sales were 104.6%. Seven new stores opened, bringing the number of stores at month-end to 3,210.

Worth reading
55In 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
107.2
Year-on-year (%)
Wording
Definitive
How definitive the wording is.

Sales for this month

August 2026Fiscal year ending March 2027
Total-store sales
+7.2%
Cumulative from Start of Period
+8.4%
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 3,210 stores / Gusto 1,202 stores / Bamiyan 371 stores / Shabu-Yo 333 stores / Yume-an 171 stores / Jonathan 154 stores / Sukesan Udon 117 stores / Shinpachi Shokudo Group 116 overseas stores / Overseas expansion 125 stores / Other 621 stores / Temporarily closed in preparation for format conversion (not included above) 12 stores
Number of stores opened during the monthNumber of Cases 7 stores / Breakdown 2 Shinpachi Shokudo stores, 1 Bamiyan store, 1 Shabu-Yo store, 1 Yume-an store, and 2 overseas stores (Shabu-Yo and Shinpachi Shokudo)
Monthly Commentary

Opened 7 new stores and converted 4 stores. Each brand implemented collaborations, coupons, limited-time fairs, campaigns, and other initiatives to attract customers and increase customer numbers and average spend per customer.

Factors Affecting the Change

Gusto held a Minions collaboration, offered limited-time collaboration menu items, and ran coupon promotions, Bamiyan held a Kids Half-Price promotion and the Bami-nomi Appreciation Festival, distributed inserts and social media flyers, and gained exposure on television programs, Yume-an offered a limited-time fair menu featuring ingredients from the Setouchi region, Jonathan implemented coupon initiatives, including half-price children's menu items, to offset the impact of adverse weather conditions, Sukesan Udon expanded the number of stores participating in the Sukemi-nomi campaign, Opened Shinpachi Shokudo's first store in Singapore

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

Sales for this month
ItemDetails
Month CoveredAugust 2026
Fiscal Year CoveredFiscal year ending March 2027
Scope of aggregationDomestic consolidated basis (excluding overseas stores)
Year-on-year change in monthly net salesAll Stores 107.2% / Existing stores 104.6%
Total-store sales, year on year107.2%
Same-Store Sales, Year on YearRate 104.6% / Definition Stores with at least 13 months of operating history (including stores converted from another format; excluding overseas stores)
Year-on-Year Change in Customer CountExisting stores 100.4%
Year-on-Year Change in Average Spend per CustomerExisting stores 104.2%
Cumulative Year-on-Year Change from Start of Period108.4% (all stores), 106.1% (same stores)
Number of Stores at Period-EndTotal 3,210 stores / Gusto 1,202 stores / Bamiyan 371 stores / Shabu-Yo 333 stores / Yume-an 171 stores / Jonathan 154 stores / Sukesan Udon 117 stores / Shinpachi Shokudo Group 116 overseas stores / Overseas expansion 125 stores / Other 621 stores / Temporarily closed in preparation for format conversion (not included above) 12 stores
Number of stores opened during the monthNumber of Cases 7 stores / Breakdown 2 Shinpachi Shokudo stores, 1 Bamiyan store, 1 Shabu-Yo store, 1 Yume-an store, and 2 overseas stores (Shabu-Yo and Shinpachi Shokudo)
Monthly CommentaryOpened 7 new stores and converted 4 stores. Each brand implemented collaborations, coupons, limited-time fairs, campaigns, and other initiatives to attract customers and increase customer numbers and average spend per customer.
Factors Affecting the ChangeGusto held a Minions collaboration, offered limited-time collaboration menu items, and ran coupon promotions, Bamiyan held a Kids Half-Price promotion and the Bami-nomi Appreciation Festival, distributed inserts and social media flyers, and gained exposure on television programs, Yume-an offered a limited-time fair menu featuring ingredients from the Setouchi region, Jonathan implemented coupon initiatives, including half-price children's menu items, to offset the impact of adverse weather conditions, Sukesan Udon expanded the number of stores participating in the Sukemi-nomi campaign, Opened Shinpachi Shokudo's first store in Singapore
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.

Gusto's Minions collaboration, coupons, and other initiatives, Bamiyan's app and advertising campaigns, Yume-an's limited-time fair, Jonathan's coupon campaign, and Sukesan Udon's campaign contributed to customer traffic and increases in customer numbers and average spend per customer. At Jonathan, coupon initiatives offset the impact of adverse weather conditions.

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