Komori
Monthly3557UNITED&COLLECTIVE CO.LTD.Retail

Monthly Report for April 2026

Same-store sales in April 2026 were 95.4% of the level in the same month of the previous year, falling below the prior-year level. Although customer traffic exceeded the prior-year level, the decline in average spend per customer weighed on sales.

Worth reading
69In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Deterioration
Direction inferred from the company’s description.
Scale
95.4
Year-on-year (%)
Wording
Conditional
How definitive the wording is.

Sales for this month

April 2026
Net Sales
-4.6%
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 83 Location / Breakdown Yakitori Sakaba Teketeke 74 / the 3rd Burger 5 / 新太郎 2 / もつ焼てけ八 2
Monthly Commentary

Teketeke rolled out the new “Bakusoku Tsumami” (quick-serve snacks) category and reviewed its preparation process and optimized operating hours. Motsuyaki Teke-Hachi and Shintaro began selling their monthly “Seasonal Recommendations.”

Factors Affecting the Change

Impact of calendar effects and other factors: +1.3 percentage points, Rollout of the new “Bakusoku Tsumami” (quick-serve snacks) category, Review of the preparation process, Optimization of operating hours at selected stores, Launch of seasonal recommendations

Scope of aggregation: Same-store locations across all formats (company-operated stores that had been open for at least 15 months as of the end of the reporting month)

Sales for this month
ItemDetails
Month CoveredApril 2026
Scope of aggregationSame-store locations across all formats (company-operated stores that had been open for at least 15 months as of the end of the reporting month)
Year-on-year change in monthly net sales95.4% (all formats, same-store)
Same-Store Sales, Year on YearRate 95.4% (all formats) / 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 permanently closed as of the end of the reporting month are excluded.
Year-on-Year Change in Customer CountAll formats, comparable stores 103.4% / Teketeke · Same-store 105.3% / the 3rd Burger · Same-store 94.5% / Shintaro · Same-store 70.6%
Year-on-Year Change in Average Spend per CustomerAll formats, comparable stores 92.2% / Teketeke · Same-store 91.1% / the 3rd Burger · Same-store 91.5% / Shintaro · Same-store 139.1%
Year-on-year change by categoryName Teketeke format sales / Year on year 96.0%, Name the 3rd Burger format sales / Year on year 86.5%, Name Shintaro format sales / Year on year 98.2%
Key KPIsIndicator name Customer traffic at same-store locations across all formats / Value 103.4% / Year on year Not disclosed, Indicator name Average spend per customer at same-store locations across all formats / Value 92.2% / Year on year Not disclosed
Number of Stores at Period-EndTotal 83 Location / Breakdown Yakitori Sakaba Teketeke 74 / the 3rd Burger 5 / 新太郎 2 / もつ焼てけ八 2
Monthly CommentaryTeketeke rolled out the new “Bakusoku Tsumami” (quick-serve snacks) category and reviewed its preparation process and optimized operating hours. Motsuyaki Teke-Hachi and Shintaro began selling their monthly “Seasonal Recommendations.”
Factors Affecting the ChangeImpact of calendar effects and other factors: +1.3 percentage points, Rollout of the new “Bakusoku Tsumami” (quick-serve snacks) category, Review of the preparation process, Optimization of operating hours at selected stores, Launch of seasonal recommendations
Items this document does not state (11)
Fiscal Year CoveredNet sales for the monthTotal-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 Teketeke, the new “Bakusoku Tsumami” (quick-serve snacks) category was rolled out from 16 April, with the aim of increasing service speed by reviewing the preparation process and increasing the number of items ordered. Selected stores also optimized their operating hours to match customer demand. Motsuyaki Teke-Hachi and Shintaro began selling their monthly “Seasonal Recommendations.” Same-store sales across all formats were 94.1% of the prior-year level on an adjusted basis, with calendar effects and other factors estimated to have had a positive impact of 1.3 percentage points.

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