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Monthly3557UNITED&COLLECTIVE CO.LTD.Retail

Monthly Report for August 2026

Same-store sales in August were 96.0% of the prior-year level, falling below the prior year. Customer traffic exceeded the prior-year level, while average spend per customer declined significantly.

Worth reading
62In 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
Year-on-year (%)
Wording
Conditional
How definitive the wording is.

Sales for this month

August 2026
Net Sales
-4.0%
Same-Store Sales
-4.0%
Number of Customers / All formats
+7.2%
Average Spend per Customer / All formats
-10.4%
Cumulative from Start of Period
-3.5%
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 81 Location / Yakitori Sakaba Teketeke / Motsuyaki Sakaba Teketeke 72 Location / the 3rd Burger 5 Location / Shintaro and Kodama Shintaro restaurant formats 2 Location / もつ焼てけ八 2 Location
Monthly Commentary

Same-store sales across all business formats in August were 96.0% of the prior-year level. On an underlying basis, sales were 99.7% of the prior-year level, with calendar factors and other effects having a negative 3.7-percentage-point impact. Discounts and other sales initiatives were implemented across all business formats.

Factors Affecting the Change

Negative 3.7-percentage-point impact from calendar factors and other effects, Impact of discounts related to shareholder benefits and other programs across the business formats, Teketeke's ¥499 all-you-can-drink offering, ¥44 highballs and lemon sours, and expansion of stores offering all-you-can-eat and all-you-can-drink options, Shintaro's launch of courses including free-flow drinks

Measures from the following month onward

At Teketeke, ¥44 highballs and lemon sours will be offered at selected stores, times and days, and the number of stores offering all-you-can-eat and all-you-can-drink options will be expanded. Shintaro will offer courses including free-flow drinks.

Scope of aggregation: Existing stores (all business formats; directly 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 CoveredAugust 2026
Scope of aggregationExisting stores (all business formats; directly 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 sales96 %
Same-Store Sales, Year on Year96 %
Year-on-Year Change in Customer CountAll formats 107.2 %
Year-on-Year Change in Average Spend per CustomerAll formats 89.6 %
Cumulative Year-on-Year Change from Start of Period96.5 %
Year-on-year change by categoryName Teketeke format / Year-on-year monthly sales 96.5, Name the 3rd Burger format / Year-on-year monthly sales 91.7, Name Shintaro format / Year-on-year monthly sales 89
Key KPIsIndicator name Customer traffic (all business formats) / Value 107.2 Year-on-year (%), Indicator name Average spend per customer (all business formats) / Value 89.6 Year-on-year (%), Indicator name Number of reporting stores (all business formats) / Value 74 Location
Number of Stores at Period-EndTotal 81 Location / Yakitori Sakaba Teketeke / Motsuyaki Sakaba Teketeke 72 Location / the 3rd Burger 5 Location / Shintaro and Kodama Shintaro restaurant formats 2 Location / もつ焼てけ八 2 Location
Monthly CommentarySame-store sales across all business formats in August were 96.0% of the prior-year level. On an underlying basis, sales were 99.7% of the prior-year level, with calendar factors and other effects having a negative 3.7-percentage-point impact. Discounts and other sales initiatives were implemented across all business formats.
Factors Affecting the ChangeNegative 3.7-percentage-point impact from calendar factors and other effects, Impact of discounts related to shareholder benefits and other programs across the business formats, Teketeke's ¥499 all-you-can-drink offering, ¥44 highballs and lemon sours, and expansion of stores offering all-you-can-eat and all-you-can-drink options, Shintaro's launch of courses including free-flow drinks
Measures from the following month onwardAt Teketeke, ¥44 highballs and lemon sours will be offered at selected stores, times and days, and the number of stores offering all-you-can-eat and all-you-can-drink options will be expanded. Shintaro will offer courses including free-flow drinks.
Items this document does not state (9)
Fiscal Year CoveredNet sales for the monthTotal-store sales, year on yearCumulative Sales from Start of PeriodSales by categoryNumber of stores opened during the monthNumber of stores closed during the monthMonthly 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.

The Company explained that calendar factors and other effects had a negative 3.7-percentage-point impact across all business formats in August 2026. It also implemented sales initiatives in each format, including all-you-can-drink and free-flow courses.

How to read this page

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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 August 2026 | UNITED&COLLECTIVE CO.LTD. (3557) timely disclosure | Komori