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Monthly3547UNISIA HOLDINGS CO.Retail

Monthly Flash Report (July 2026)

July sales at both the 串カツ田中グループ and ピソラグループ exceeded the prior-year level. At month-end, the 串カツ田中グループ had 372 stores and the ピソラグループ had 73 stores. A total of 4 new stores opened during July.

Worth reading
79Important
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
139.4
% (year-on-year change in sales at all company-owned ピソラグループ stores)
Wording
Definitive
How definitive the wording is.

Sales for this month

July 2026Fiscal year ending November 2026
Number of Stores at Period-End串カツ田中 Group Company-operated stores 196 company-owned stores / Franchised stores 176 franchise stores / Total 372 stores / PISOLA Group Company-operated stores 58 company-owned stores / Franchised stores 15 franchise stores / Total 73 stores
Number of stores opened during the monthNumber of Cases 串カツ田中グループ: 3 stores (company-owned 0, franchise 3) / Store name and location 串カツ田中 一ノ関駅前店 (Iwate Prefecture, franchise store), 串カツ田中 広島橋本町店 (Hiroshima Prefecture, franchise store), 串カツ田中 伏見店 (Aichi Prefecture, franchise store), Number of Cases ピソラグループ: 1 store (company-owned 1) / Store name and location PISOLA 八千代大和田店 (Chiba Prefecture, company-owned store)
Monthly Commentary

The 串カツ田中グループ's existing-store sales slightly exceeded the prior-year level, while sales at all stores exceeded 110% of the prior-year level for the 29th consecutive month. At the ピソラグループ, sales, customer count and average spend per customer all exceeded the prior-year levels at existing stores, and new store openings also contributed to higher sales.

Factors Affecting the Change

The prior-year July had a high base, as the customer-attraction effect of media exposure continued, Strong reception for new and relaunched products, Higher average spend per customer driven by the appeal of core products, New Store Openings, High-value products prepared in-store, Introduction of seasonal and monthly limited-time products, Embedding of store operations

Measures from the following month onward

Begin selling new products on 13 August, Roll out new signature products following the Infinite Skewer series, Continue monthly craft menus, Create reasons to visit centered on signature products, Ensure rigorous QSC standards and roll out various initiatives and promotions

Monthly trend for the same period last year

串カツ田中 Group Monthly trends in store count, sales, customer count and average spend per customer from December to November of the fiscal year ended November 2025 / PISOLA Group Monthly trends in store count, sales, customer count and average spend per customer from December to November of the fiscal year ended November 2025

Scope of aggregation: Food service operations centered on company-owned stores of the 串カツ田中グループ and ピソラグループ

Sales for this month
ItemDetails
Month CoveredJuly 2026
Fiscal Year CoveredFiscal year ending November 2026
Scope of aggregationFood service operations centered on company-owned stores of the 串カツ田中グループ and ピソラグループ
Year-on-year change in monthly net sales串カツ田中 Group All Stores 117.4% / Existing stores 100.1% / PISOLA Group All Stores 139.4% / Existing stores 108.5%
Total-store sales, year on year串カツ田中 Group 117.4% / PISOLA Group 139.4%
Same-Store Sales, Year on Year串カツ田中 Group Rate 100.1% / Definition Stores that have been open for at least 18 months, excluding the month in which a new store opened / PISOLA Group Rate 108.5% / Definition Stores that have been open for at least 24 months, excluding the month in which a new store opened
Year-on-Year Change in Customer Count串カツ田中 Group All Stores 110.3% / Existing stores 96.4% / PISOLA Group All Stores 137.2% / Existing stores 107.6%
Year-on-Year Change in Average Spend per Customer串カツ田中 Group All Stores 106.4% / Existing stores 103.8% / PISOLA Group All Stores 101.6% / Existing stores 100.8%
Year-on-year change by categoryName 串カツ田中 Group – All-store sales / Year on year 117.4%, Name 串カツ田中 Group – Existing-store sales / Year on year 100.1%, Name PISOLA Group – All-store sales / Year on year 139.4%, Name PISOLA Group – Existing-store sales / Year on year 108.5%
Key KPIsIndicator name 串カツ田中 Group – All-store customer numbers / Value 110.3% / Year on year Not disclosed, Indicator name 串カツ田中 Group – All-store average spend per customer / Value 106.4% / Year on year Not disclosed, Indicator name PISOLA Group – All-store customer numbers / Value 137.2% / Year on year Not disclosed, Indicator name PISOLA Group – All-store average spend per customer / Value 101.6% / Year on year Not disclosed
Number of Stores at Period-End串カツ田中 Group Company-operated stores 196 company-owned stores / Franchised stores 176 franchise stores / Total 372 stores / PISOLA Group Company-operated stores 58 company-owned stores / Franchised stores 15 franchise stores / Total 73 stores
Number of stores opened during the monthNumber of Cases 串カツ田中グループ: 3 stores (company-owned 0, franchise 3) / Store name and location 串カツ田中 一ノ関駅前店 (Iwate Prefecture, franchise store), 串カツ田中 広島橋本町店 (Hiroshima Prefecture, franchise store), 串カツ田中 伏見店 (Aichi Prefecture, franchise store), Number of Cases ピソラグループ: 1 store (company-owned 1) / Store name and location PISOLA 八千代大和田店 (Chiba Prefecture, company-owned store)
Monthly CommentaryThe 串カツ田中グループ's existing-store sales slightly exceeded the prior-year level, while sales at all stores exceeded 110% of the prior-year level for the 29th consecutive month. At the ピソラグループ, sales, customer count and average spend per customer all exceeded the prior-year levels at existing stores, and new store openings also contributed to higher sales.
Factors Affecting the ChangeThe prior-year July had a high base, as the customer-attraction effect of media exposure continued, Strong reception for new and relaunched products, Higher average spend per customer driven by the appeal of core products, New Store Openings, High-value products prepared in-store, Introduction of seasonal and monthly limited-time products, Embedding of store operations
Measures from the following month onwardBegin selling new products on 13 August, Roll out new signature products following the Infinite Skewer series, Continue monthly craft menus, Create reasons to visit centered on signature products, Ensure rigorous QSC standards and roll out various initiatives and promotions
Monthly trend for the same period last year串カツ田中 Group Monthly trends in store count, sales, customer count and average spend per customer from December to November of the fiscal year ended November 2025 / PISOLA Group Monthly trends in store count, sales, customer count and average spend per customer from December to November of the fiscal year ended November 2025
Items this document does not state (6)
Net sales for the monthCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodSales by categoryNumber of stores closed during the monthNext 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.

At the 串カツ田中グループ, the relaunched "Infinite Garlic Hormone Skewers" and new "Infinite Spiced Hormone Skewers" products were well received, contributing to higher average spend per customer. At the ピソラグループ, performance was driven by the PISOLA 八千代大和田店, which opened on 18 July, high-value products prepared in-store, and seasonal and monthly limited-time offerings.

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Monthly Flash Report (July 2026) | UNISIA HOLDINGS CO. (3547) timely disclosure | Komori