Komori
Monthly3557UNITED&COLLECTIVE CO.LTD.Retail

October 2026 Monthly Report

Same-store sales across all formats were 108.8% of the year-earlier month, a significant improvement from 100.8% in September. Customer numbers increased to 112.0%, while average spend per customer declined to 97.2%.

Worth reading
68In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
108.8
Year-on-year (%)
Wording
Conditional
How definitive the wording is.

Sales for this month

October 2026Fiscal year ending February 2027
Net Sales
+8.8%
Same-Store Sales / All formats
+8.8%
Number of Customers / All formats (existing stores)
+12.0%
Number of Customers / てけてけ
+12.2%
Number of Customers / the 3rd Burger
+10.2%
Number of Customers / 新太郎
+9.4%
Number of Customers / もつ焼てけ八
+14.3%
Average Spend per Customer / All formats (existing stores)
-2.8%
Average Spend per Customer / てけてけ
-2.1%
Average Spend per Customer / the 3rd Burger
-13.5%
Average Spend per Customer / 新太郎
-8.4%
Average Spend per Customer / もつ焼てけ八
-1.5%
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 80 / てけてけ 71 / the 3rd Burger 5 / 新太郎 2 / もつ焼てけ八 2 / Notes Includes new stores and franchised stores
Monthly Commentary

Same-store sales across all formats were 108.8% of the year-earlier month, customer numbers were 112.0%, and average spend per customer was 97.2%. Adjusted year-on-year sales across all formats were 108.1%, with calendar effects and other factors accounting for a positive impact of 0.7 percentage points.

Factors Affecting the Change

Growth in Customer Numbers, Positive impact of 0.7 percentage points from calendar effects and other factors, Launch of gyoza sales, Early-booking campaign, Menu revision, Launch of sales of limited-time products, Launch of new course sales

Measures from the following month onward

Early-booking campaign to capture demand for parties in December

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

Sales for this month
ItemDetails
Month CoveredOctober 2026
Fiscal Year CoveredFiscal year ending February 2027
Scope of aggregationExisting stores across all formats and each format (company-operated stores that have been open for at least 15 months)
Year-on-year change in monthly net sales108.8
Same-Store Sales, Year on YearAll formats 108.8 / 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 (existing stores) 112 / てけてけ 112.2 / the 3rd Burger 110.2 / 新太郎 109.4 / もつ焼てけ八 114.3
Year-on-Year Change in Average Spend per CustomerAll formats (existing stores) 97.2 / てけてけ 97.9 / the 3rd Burger 86.5 / 新太郎 91.6 / もつ焼てけ八 98.5
Cumulative Year-on-Year Change from Start of Period96.5
Year-on-year change by categoryName Teketeke format / Year-on-year monthly sales 109.8, Name the 3rd Burger format / Year-on-year monthly sales 95.3, Name Shintaro format / Year-on-year monthly sales 100.2, Name もつ焼てけ八 format / Year-on-year monthly sales 112.6
Key KPIsIndicator Customer numbers (existing stores across all formats) / Value 112 Year-on-year (%), Indicator Average spend per customer (existing stores across all formats) / Value 97.2 Year-on-year (%)
Number of Stores at Period-EndTotal 80 / てけてけ 71 / the 3rd Burger 5 / 新太郎 2 / もつ焼てけ八 2 / Notes Includes new stores and franchised stores
Monthly CommentarySame-store sales across all formats were 108.8% of the year-earlier month, customer numbers were 112.0%, and average spend per customer was 97.2%. Adjusted year-on-year sales across all formats were 108.1%, with calendar effects and other factors accounting for a positive impact of 0.7 percentage points.
Factors Affecting the ChangeGrowth in Customer Numbers, Positive impact of 0.7 percentage points from calendar effects and other factors, Launch of gyoza sales, Early-booking campaign, Menu revision, Launch of sales of limited-time products, Launch of new course sales
Measures from the following month onwardEarly-booking campaign to capture demand for parties in December
Items this document does not state (8)
Net 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 began selling gyoza at てけてけ, conducted an early-booking campaign to capture demand for parties in December, and revised its menu. It also began selling a limited-time product at the 3rd Burger and a new course at 新太郎. Same-store sales across all formats on an adjusted year-on-year basis were boosted by 0.7 percentage points by calendar effects and other factors.

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