Sales for this month
July 2026Underlying year-on-year performance across all formats was 97.0% in July 2026, with calendar factors and other items contributing 2.6 percentage points. Reference sales on a year-on-year basis, adjusted for the impact of discounts from shareholder benefits and other items, were 99.4% for Teketeke, 96.6% for the 3rd Burger and 115.0% for Shintaro. As these are preliminary figures, they may differ from actual results.
Impact of calendar factors and other items: +2.6 percentage points, Impact of discounts from shareholder benefits and other factors, Promotional initiatives including revival products, all-you-can-drink offers and free course extensions, Sales of new products for a limited period, Conversion to a higher-price format and menu refresh, Store closures due to expiry of contract terms
At Teketeke, the company will offer revival products, ¥499 all-you-can-drink offers limited to certain times and days, free course extensions limited to certain days, and all-you-can-eat-and-drink offers at selected stores. At the 3rd Burger, it will sell limited-time products. At Shintaro, it will convert the format to a higher-price segment and refresh the menu.
Scope of aggregation: Same-store sales (all formats and by format; company-operated stores that had been open for at least 15 months as of the end of the reporting month)
| Item | Details |
|---|---|
| Month Covered | July 2026 |
| Scope of aggregation | Same-store sales (all formats and by format; 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 sales | All formats, comparable stores 99.6 % / Teketeke format, comparable stores 100.3 % / the 3rd Burger format, comparable stores 89.5 % / Shintaro format, comparable stores 102.7 % / All formats, underlying year on year 97 % |
| Same-Store Sales, Year on Year | All formats 99.6 / Teketeke format 100.3 / the 3rd Burger format 89.5 / Shintaro format 102.7 / 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 relevant month are excluded. |
| Year-on-Year Change in Customer Count | All formats, comparable stores 108.7 % / Teketeke format, comparable stores 110.8 % / the 3rd Burger format, comparable stores 98.6 % / Shintaro format, comparable stores 80.7 % |
| Year-on-Year Change in Average Spend per Customer | All formats, comparable stores 91.6 % / Teketeke format, comparable stores 90.6 % / the 3rd Burger format, comparable stores 90.8 % / Shintaro format, comparable stores 127.2 % |
| Cumulative Year-on-Year Change from Start of Period | All formats 95 % / Teketeke format 95.4 % / the 3rd Burger format 86.9 % / Shintaro format 100.1 % |
| Year-on-year change by category | Name Teketeke format / Year-on-year monthly sales 100.3, Name the 3rd Burger format / Year-on-year monthly sales 89.5, Name Shintaro format / Year-on-year monthly sales 102.7 |
| Key KPIs | Indicator name Customer count, comparable stores across all formats / Value 108.7 % of the year-ago month, Indicator name Average spend per customer, comparable stores across all formats / Value 91.6 % of the year-ago month |
| Number of Stores at Period-End | Total 81 Location / Breakdown Yakitori Sakaba Teketeke / Motsuyaki Sakaba Teketeke 72 / the 3rd Burger 5 / Kodama Shintaro 2 / もつ焼てけ八 2 |
| Number of stores closed during the month | Number of Cases 2 / Store name Teketeke Takadanobaba Waseda-dori Store, Teketeke Omori Store |
| Monthly Commentary | Underlying year-on-year performance across all formats was 97.0% in July 2026, with calendar factors and other items contributing 2.6 percentage points. Reference sales on a year-on-year basis, adjusted for the impact of discounts from shareholder benefits and other items, were 99.4% for Teketeke, 96.6% for the 3rd Burger and 115.0% for Shintaro. As these are preliminary figures, they may differ from actual results. |
| Factors Affecting the Change | Impact of calendar factors and other items: +2.6 percentage points, Impact of discounts from shareholder benefits and other factors, Promotional initiatives including revival products, all-you-can-drink offers and free course extensions, Sales of new products for a limited period, Conversion to a higher-price format and menu refresh, Store closures due to expiry of contract terms |
| Measures from the following month onward | At Teketeke, the company will offer revival products, ¥499 all-you-can-drink offers limited to certain times and days, free course extensions limited to certain days, and all-you-can-eat-and-drink offers at selected stores. At the 3rd Burger, it will sell limited-time products. At Shintaro, it will convert the format to a higher-price segment and refresh the menu. |
Items this document does not state (8)
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.The company explains that calendar factors and other items had a positive impact of 2.6 percentage points on underlying year-on-year performance across all formats. At Teketeke, the company conducted promotions including revival products, all-you-can-drink offers and free course extensions. At the 3rd Burger, it launched limited-time new products, while at Shintaro it converted the format to a higher-price segment and refreshed the menu. The Teketeke Omori store closed upon expiry of its contract term.