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Monthly3197SKYLARK HOLDINGS CO.,LTD.Retail

Skylark Group IR Report for October 2026

In October 2026, consolidated domestic sales at all stores were 113.5% of the same month of the previous year, while same-store sales were 110.1%. The Group opened 6 new stores and converted 6 stores to different formats, increasing the total number of stores from 3,219 in the previous month to 3,228.

Worth reading
65In 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
113.5
% (year-on-year sales across all stores)
Wording
Definitive
How definitive the wording is.

Sales for this month

October 2026the fiscal year ending March 2027
Total-store sales
+13.5%
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 3,228 stores / Gusto 1,201 stores / Bamiyan 372 stores / Shabu-Yo 337 stores / Yume-an 171 stores / Jonathan 154 stores / Sukesan Udon 123 stores / Shinpachi Shokudo Group 118 stores / Overseas 127 stores / Other 625 stores / Temporarily closed for conversion preparations 1 stores
Number of stores opened during the monthNumber of Cases 6 / Breakdown 5 domestic stores (3 Shinpachi Shokudo stores, 1 Shabu-Yo store and 1 Kushiba store), 1 overseas store (Sukesan Udon)
Monthly Commentary

Fair menus and promotions contributed to attracting customers and increasing average spend per customer. The Group opened 6 new stores and converted 6 stores to different formats.

Factors Affecting the Change

Gusto fair menus and plans for the second November campaign, Shabu-Yo's return of its pork belly course and movie collaboration course, Nutritionally balanced menus jointly offered by 3 brands, including Jonathan, Yumean's new products and standard hot-pot menus, Sukesan Udon's Mapo fair, Bamiyan promotional giveaway campaign, New store openings and business-format conversion

Measures from the following month onward

Gusto will launch the second November campaign and increase the number of promotional goods distributed, Gusto plans to sell green apple mousse

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

Sales for this month
ItemDetails
Month CoveredOctober 2026
Fiscal Year Coveredthe fiscal year ending March 2027
Scope of aggregationDomestic consolidated basis (excluding overseas stores)
Year-on-year change in monthly net salesAll Stores 113.5% / Existing stores 110.1%
Total-store sales, year on year113.5%
Same-Store Sales, Year on YearRate 110.1% / 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 103.8%
Year-on-Year Change in Average Spend per CustomerExisting stores 106.0%
Cumulative Year-on-Year Change from Start of PeriodAll Stores 108.6% / Existing stores 106.2%
Key KPIsIndicator name Same-store customer traffic year on year / Value 103.8% / Year on year Not disclosed, Indicator name Same-store average spending per customer year on year / Value 106.0% / Year on year Not disclosed
Number of Stores at Period-EndTotal 3,228 stores / Gusto 1,201 stores / Bamiyan 372 stores / Shabu-Yo 337 stores / Yume-an 171 stores / Jonathan 154 stores / Sukesan Udon 123 stores / Shinpachi Shokudo Group 118 stores / Overseas 127 stores / Other 625 stores / Temporarily closed for conversion preparations 1 stores
Number of stores opened during the monthNumber of Cases 6 / Breakdown 5 domestic stores (3 Shinpachi Shokudo stores, 1 Shabu-Yo store and 1 Kushiba store), 1 overseas store (Sukesan Udon)
Monthly CommentaryFair menus and promotions contributed to attracting customers and increasing average spend per customer. The Group opened 6 new stores and converted 6 stores to different formats.
Factors Affecting the ChangeGusto fair menus and plans for the second November campaign, Shabu-Yo's return of its pork belly course and movie collaboration course, Nutritionally balanced menus jointly offered by 3 brands, including Jonathan, Yumean's new products and standard hot-pot menus, Sukesan Udon's Mapo fair, Bamiyan promotional giveaway campaign, New store openings and business-format conversion
Measures from the following month onwardGusto will launch the second November campaign and increase the number of promotional goods distributed, Gusto plans to sell green apple mousse
Items this document does not state (7)
Net sales for the monthCumulative Sales from Start of PeriodYear-on-year change by categorySales by categoryNumber of stores closed during the monthMonthly 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.

Fair menus and promotional initiatives across the brands contributed to increases in customer traffic and average spend per customer. Shabu-Yo collaboration courses, Yumean hot-pot menus and Bamiyan promotional giveaways contributed to higher sales and customer traffic, and 5 new stores were opened in Japan and 1 overseas.

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