Komori
Monthly3557UNITED&COLLECTIVE CO.LTD.Retail

Monthly Report for May 2026

Existing-store sales in May 2026 were 96.1% of the same month a year earlier, falling below the prior-year level. Customer numbers increased to 104.3%, but average spend per customer declined to 92.1%, weighing on sales.

Worth reading
68In 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
96.1
% (existing-store sales year on year, all formats)
Wording
Avoiding a definitive answer
How definitive the wording is.

Sales for this month

May 2026
Net Sales
-3.9%
Same-Store Sales
-3.9%
Number of Customers / All formats, comparable stores
+4.3%
Number of Customers / Teketeke format, comparable stores
+6.5%
Number of Customers / the 3rd Burger format, comparable stores
-6.9%
Number of Customers / Shintaro format, comparable stores
-18.4%
Average Spend per Customer / All formats, comparable stores
-7.9%
Average Spend per Customer / Teketeke format, comparable stores
-9.0%
Average Spend per Customer / the 3rd Burger format, comparable stores
-10.9%
Average Spend per Customer / Shintaro format, comparable stores
+21.5%
既存店売上高:Directly operated stores that had been open for at least 15 months as of the end of the reporting month. Stores that were closed temporarily or permanently are excluded.
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.
Year-on-year change by component
the 3rd Burger format sales
-17.1%
Teketeke format sales
-3.1%
Shintaro format sales
-0.9%
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 / Breakdown Yakitori Sakaba Teketeke 74 / the 3rd Burger 5 / 新太郎 2 / もつ焼てけ八 2
Monthly Commentary

Underlying year-on-year sales for all formats were 97.7%, with calendar-related factors and others having a negative impact of 1.6 percentage points. てけてけ reviewed its product design and revised prices, while also selling related products; the 3rd Burger introduced limited-time products.

Factors Affecting the Change

Negative impact of 1.6 percentage points from calendar-related factors and others, Increase in customer numbers and decline in average spend per customer, Review of product design and price revisions, Launch of related products, Sales of limited-time products

Scope of aggregation: Existing stores, all formats (company-operated stores that have been open for at least 15 months)

Sales for this month
ItemDetails
Month CoveredMay 2026
Scope of aggregationExisting stores, all formats (company-operated stores that have been open for at least 15 months)
Year-on-year change in monthly net sales96.1
Same-Store Sales, Year on YearRate 96.1 / Definition Directly operated stores that had been open for at least 15 months as of the end of the reporting month. Stores that were closed temporarily or permanently are excluded.
Year-on-Year Change in Customer CountAll formats, comparable stores 104.3 / Teketeke format, comparable stores 106.5 / the 3rd Burger format, comparable stores 93.1 / Shintaro format, comparable stores 81.6
Year-on-Year Change in Average Spend per CustomerAll formats, comparable stores 92.1 / Teketeke format, comparable stores 91 / the 3rd Burger format, comparable stores 89.1 / Shintaro format, comparable stores 121.5
Year-on-year change by categoryName Teketeke format sales / Year on year 96.9, Name the 3rd Burger format sales / Year on year 82.9, Name Shintaro format sales / Year on year 99.1
Key KPIsIndicator name Customer traffic at same-store locations across all formats / Value 104.3 % / Year on year Year on year, Indicator name Average spend per customer at same-store locations across all formats / Value 92.1 % / Year on year Year on year
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 CommentaryUnderlying year-on-year sales for all formats were 97.7%, with calendar-related factors and others having a negative impact of 1.6 percentage points. てけてけ reviewed its product design and revised prices, while also selling related products; the 3rd Burger introduced limited-time products.
Factors Affecting the ChangeNegative impact of 1.6 percentage points from calendar-related factors and others, Increase in customer numbers and decline in average spend per customer, Review of product design and price revisions, Launch of related products, Sales of limited-time products
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.

Underlying year-on-year sales for all formats were 97.7%, and calendar-related factors and others were cited as reducing the figure by 1.6 percentage points. てけてけ also reviewed its product design, revised prices and began selling related products, while the 3rd Burger introduced limited-time products.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Monthly Report for May 2026 | UNITED&COLLECTIVE CO.LTD. (3557) timely disclosure | Komori