Sales for this month
June 2026Seller business sales fell below the prior year due to lower average spend per customer resulting from deteriorating market conditions for restaurants, and a decline in customer numbers due to higher prices in household sales. Platform business sales grew on increased contracts for outsourced delivery services and higher orders for paid delivery services. Consolidated net sales were 98.5% of the prior-year month.
Deteriorating market conditions surrounding restaurants, Higher prices, Increase in contracted delivery services from seller business (intersegment transactions), Increase in orders for paid delivery services
Scope of aggregation: Consolidated (the Group)
| Item | Details |
|---|---|
| Month Covered | June 2026 |
| Scope of aggregation | Consolidated (the Group) |
| Year-on-year change in monthly net sales | 98.5 |
| Cumulative Year-on-Year Change from Start of Period | 102 |
| Year-on-year change by category | Name Seller business / Year on year 98.6, Name Platform business (PF business) / Year on year 126.3 |
| Monthly Commentary | Seller business sales fell below the prior year due to lower average spend per customer resulting from deteriorating market conditions for restaurants, and a decline in customer numbers due to higher prices in household sales. Platform business sales grew on increased contracts for outsourced delivery services and higher orders for paid delivery services. Consolidated net sales were 98.5% of the prior-year month. |
| Factors Affecting the Change | Deteriorating market conditions surrounding restaurants, Higher prices, Increase in contracted delivery services from seller business (intersegment transactions), Increase in orders for paid delivery services |
Items this document does not state (15)
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.In the seller business, customer numbers increased in sales to restaurants, but average spend per customer declined as market conditions surrounding restaurants deteriorated. In sales to households, customer numbers decreased due to higher prices. In the platform business, higher revenues from outsourced delivery services commissioned by the seller business and increased orders for paid delivery services drove up sales.