Komori
Monthly3557UNITED&COLLECTIVE CO.LTD.Retail

Monthly Report for March 2026

Same-store sales for all business formats in March 2026 were 93.5% of the prior-year level, falling below the previous year. Customer numbers increased year on year, but average spend per customer declined. By business format, only 新太郎 reported higher sales than the previous year.

Worth reading
56In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
93.5
Year-on-year (%)
Wording
Conditional
How definitive the wording is.

Sales for this month

March 2026
Year-on-year change by component
the 3rd Burger format sales
-8.6%
Teketeke format sales
-6.5%
Shintaro format sales
+2.9%
The bars use a logarithmic scale. This allows the relative sizes of the other items to be read even when one item is much larger than the others.
Number of Stores at Period-EndTotal 83 Location / By business type Name Yakitori Sakaba Teketeke / Number of stores 74, Name the 3rd Burger / Number of stores 5, Name 新太郎 / Number of stores 2, Name もつ焼てけ八 / Number of stores 2
Monthly Commentary

Same-store sales for all business formats were 93.5% of the prior-year level. At てけてけ, customer numbers exceeded 100% of the prior-year level for the first time since April 2025. At the 3rd Burger, limited-time new products were launched, portion sizes were reviewed, and prices were reduced. At 新太郎, sales of new products began, and seafood rice bowls began to be offered during dinner hours.

Factors Affecting the Change

てけてけ customer numbers exceeding 100% of the prior-year level, Sales of limited-time new products at the 3rd Burger, Review of portion sizes and price reductions at the 3rd Burger, Launch of 『UMAMI三貫の儀』 at 新太郎, Launch of seafood rice bowl service during dinner hours at 新太郎

Sales for this month
ItemDetails
Month CoveredMarch 2026
Same-Store Sales, Year on YearAll formats Rate 93.5 % / Definition Company-operated stores that had been open for at least 15 months as of the end of the reporting month. Stores that were temporarily closed or had closed as of the end of the reporting month are excluded. / Teketeke format Rate 93.5 % / the 3rd Burger format Rate 91.4 % / Shintaro format Rate 102.9 %
Year-on-Year Change in Customer CountAll formats Rate 102 % / Teketeke format Rate 103.9 % / the 3rd Burger format Rate 93.2 % / Shintaro format Rate 70.5 %
Year-on-Year Change in Average Spend per CustomerAll formats Rate 91.6 % / Teketeke format Rate 90 % / the 3rd Burger format Rate 98.1 % / Shintaro format Rate 145.9 %
Year-on-year change by categoryName Teketeke format sales / Year on year 93.5 %, Name the 3rd Burger format sales / Year on year 91.4 %, Name Shintaro format sales / Year on year 102.9 %
Key KPIsIndicator name All business formats: customer numbers / Value 102 Year-on-year (%), Indicator name All business formats: average spend per customer / Value 91.6 Year-on-year (%), Indicator name All business formats: number of eligible stores / Value 76 Location, Indicator name てけてけ business format: number of eligible stores / Value 69 Location, Indicator name the 3rd Burger business format: number of eligible stores / Value 5 Location, Indicator name 新太郎 business format: number of eligible stores / Value 2 Location
Number of Stores at Period-EndTotal 83 Location / By business type Name Yakitori Sakaba Teketeke / Number of stores 74, Name the 3rd Burger / Number of stores 5, Name 新太郎 / Number of stores 2, Name もつ焼てけ八 / Number of stores 2
Monthly CommentarySame-store sales for all business formats were 93.5% of the prior-year level. At てけてけ, customer numbers exceeded 100% of the prior-year level for the first time since April 2025. At the 3rd Burger, limited-time new products were launched, portion sizes were reviewed, and prices were reduced. At 新太郎, sales of new products began, and seafood rice bowls began to be offered during dinner hours.
Factors Affecting the Changeてけてけ customer numbers exceeding 100% of the prior-year level, Sales of limited-time new products at the 3rd Burger, Review of portion sizes and price reductions at the 3rd Burger, Launch of 『UMAMI三貫の儀』 at 新太郎, Launch of seafood rice bowl service during dinner hours at 新太郎
Items this document does not state (13)
Fiscal Year CoveredScope of aggregationNet sales for the monthYear-on-year change in monthly net salesTotal-store sales, year on yearCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodSales by categoryNumber of stores opened during the monthNumber 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.

At てけてけ, customer numbers exceeded 100% of the prior-year level for the first time since April 2025. At the 3rd Burger, limited-time new products were launched, portion sizes for hamburger items were reviewed, and prices were reduced. At 新太郎, sales of new products began, and seafood rice bowls began to be offered during dinner hours. No overall reason has been given for same-store sales falling below the previous year.

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Monthly Report for March 2026 | UNITED&COLLECTIVE CO.LTD. (3557) timely disclosure | Komori