Komori
Monthly3557UNITED&COLLECTIVE CO.LTD.Retail

Monthly Report for September 2026

Same-store sales across all formats in September 2026 were 100.8% of the prior-year month, slightly exceeding the prior year. Meanwhile, the number of stores decreased by 1, from 81 at the end of the previous month to 80.

Worth reading
57In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Neutral
Direction inferred from the company’s description.
Scale
100.8
Year-on-year (%)
Wording
Conditional
How definitive the wording is.

Sales for this month

September 2026Fiscal year ending March 2027
Same-Store Sales / All formats
+0.8%
Same-Store Sales / てけてけ
+1.8%
Same-Store Sales / the 3rd Burger
-8.9%
Same-Store Sales / 新太郎
-21.9%
Same-Store Sales / もつ焼てけ八
+4.9%
Number of Customers / All formats
+8.4%
Number of Customers / てけてけ
+9.7%
Number of Customers / the 3rd Burger
+3.3%
Number of Customers / 新太郎
-24.2%
Number of Customers / もつ焼てけ八
+4.6%
Average Spend per Customer / All formats
-7.0%
Average Spend per Customer / てけてけ
-7.3%
Average Spend per Customer / the 3rd Burger
-11.8%
Average Spend per Customer / 新太郎
+3.1%
Average Spend per Customer / もつ焼てけ八
+0.3%
Cumulative from Start of Period / All formats
-3.5%
Cumulative from Start of Period / てけてけ
-2.8%
Cumulative from Start of Period / the 3rd Burger
-11.8%
Cumulative from Start of Period / 新太郎
-5.1%
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 80 Location / てけてけ 71 Location / the 3rd Burger 5 Location / 新太郎 2 Location / もつ焼てけ八 2 Location
Monthly Commentary

Same-store sales across all formats were 100.8% of the prior-year month. Underlying year-on-year sales were 101.6%, while calendar effects and other factors had a negative impact of 0.8 percentage points. As these are preliminary figures, they may differ from actual results.

Factors Affecting the Change

Negative impact of 0.8 percentage points from calendar effects and other factors, Impact of discounts from shareholder benefits and other factors, Expansion of the stores covered by all-you-can-drink and beverage initiatives, and revisions to the applicable days and time periods, Expansion of the stores offering the Shōjiki Shio Tsukune all-you-can-eat-and-drink option, Sales of new products for a limited period

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)

Sales for this month
ItemDetails
Month CoveredSeptember 2026
Fiscal Year CoveredFiscal year ending March 2027
Scope of aggregationSame-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)
Same-Store Sales, Year on YearAll formats 100.8 % / てけてけ 101.8 % / the 3rd Burger 91.1 % / 新太郎 78.1 % / もつ焼てけ八 104.9 %
Year-on-Year Change in Customer CountAll formats 108.4 % / てけてけ 109.7 % / the 3rd Burger 103.3 % / 新太郎 75.8 % / もつ焼てけ八 104.6 %
Year-on-Year Change in Average Spend per CustomerAll formats 93 % / てけてけ 92.7 % / the 3rd Burger 88.2 % / 新太郎 103.1 % / もつ焼てけ八 100.3 %
Cumulative Year-on-Year Change from Start of PeriodAll formats 96.5 % / てけてけ 97.2 % / the 3rd Burger 88.2 % / 新太郎 94.9 % / もつ焼てけ八 Not disclosed
Year-on-year change by categoryName てけてけ / Year-on-year monthly sales 101.8, Name the 3rd Burger / Year-on-year monthly sales 91.1, Name 新太郎 / Year-on-year monthly sales 78.1, Name もつ焼てけ八 / Year-on-year monthly sales 104.9
Key KPIsIndicator Customer count year-on-year for all formats / Value 108.4 %, Indicator Average spend per customer year-on-year for all formats / Value 93 %
Number of Stores at Period-EndTotal 80 Location / てけてけ 71 Location / the 3rd Burger 5 Location / 新太郎 2 Location / もつ焼てけ八 2 Location
Monthly CommentarySame-store sales across all formats were 100.8% of the prior-year month. Underlying year-on-year sales were 101.6%, while calendar effects and other factors had a negative impact of 0.8 percentage points. As these are preliminary figures, they may differ from actual results.
Factors Affecting the ChangeNegative impact of 0.8 percentage points from calendar effects and other factors, Impact of discounts from shareholder benefits and other factors, Expansion of the stores covered by all-you-can-drink and beverage initiatives, and revisions to the applicable days and time periods, Expansion of the stores offering the Shōjiki Shio Tsukune all-you-can-eat-and-drink option, Sales of new products for a limited period
Items this document does not state (10)
Net sales for the monthYear-on-year change in monthly net salesTotal-store sales, year on yearCumulative Sales 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.

The company reported underlying year-on-year sales of 101.6% across all formats and explained that calendar effects and other factors had a negative impact of 0.8 percentage points. At てけてけ, the company expanded the stores covered by its all-you-can-drink and beverage initiatives, revised the applicable days and time periods, and expanded the number of stores offering its all-you-can-eat-and-drink option. At the 3rd Burger, it sold a new product for a limited period.

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