Sales for this month
July 2026In seller business, sales to restaurants posted solid growth in both customer numbers and average spend per customer. In platform business, orders for contracted delivery services and paid delivery increased.
Growth in customer numbers for sales to restaurants, Growth in average spend per customer for sales to restaurants, Increase in contracted delivery services from seller business (intersegment transactions), Increase in orders for paid delivery through the use of warehouses capable of handling three temperature zones
Scope of aggregation: Consolidated (the Group)
| Item | Details |
|---|---|
| Month Covered | July 2026 |
| Scope of aggregation | Consolidated (the Group) |
| Year-on-year change in monthly net sales | 101.7 |
| Year-on-year change by category | Name Seller business / Year on year 101.2, Name Platform Business / Year on year 130.7 |
| Monthly Commentary | In seller business, sales to restaurants posted solid growth in both customer numbers and average spend per customer. In platform business, orders for contracted delivery services and paid delivery increased. |
| Factors Affecting the Change | Growth in customer numbers for sales to restaurants, Growth in average spend per customer for sales to restaurants, Increase in contracted delivery services from seller business (intersegment transactions), Increase in orders for paid delivery through the use of warehouses capable of handling three temperature zones |
Items this document does not state (16)
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.Seller business benefited from solid growth in both customer numbers and average spend per customer in sales to restaurants. Platform business benefited from an increase in contracted delivery services for the seller business and higher orders for paid delivery through the use of warehouses capable of handling three temperature zones.