Sales for this month
October 2026The Seller Business exceeded the prior-year level due to growth in customer numbers for sales to restaurants and a recovery in average spend per customer. The PF Business exceeded the prior-year level due to an increase in outsourced delivery services and the operation of paid delivery services. Consolidated sales were 103.3% of the prior-year level.
Steady growth in customer numbers for sales to restaurants, Recovery in average spend per customer due to stable weather conditions, Increase in contracted delivery services from seller business (intersegment transactions), Operation of paid delivery services using warehouses capable of handling three temperature zones
Scope of aggregation: Consolidated (segment-level figures for the Seller Business and PF Business are also included)
| Item | Details |
|---|---|
| Month Covered | October 2026 |
| Scope of aggregation | Consolidated (segment-level figures for the Seller Business and PF Business are also included) |
| Year-on-year change in monthly net sales | 103.3 |
| Cumulative Year-on-Year Change from Start of Period | 101.1 |
| Year-on-year change by category | Name Seller business / Year-on-year 103.2, Name PF Business / Year-on-year 113.4 |
| Monthly Commentary | The Seller Business exceeded the prior-year level due to growth in customer numbers for sales to restaurants and a recovery in average spend per customer. The PF Business exceeded the prior-year level due to an increase in outsourced delivery services and the operation of paid delivery services. Consolidated sales were 103.3% of the prior-year level. |
| Factors Affecting the Change | Steady growth in customer numbers for sales to restaurants, Recovery in average spend per customer due to stable weather conditions, Increase in contracted delivery services from seller business (intersegment transactions), Operation of paid delivery services using warehouses capable of handling three temperature zones |
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 for Kakuyasu's sales to restaurants continued to grow steadily, while average spend per customer, which had remained sluggish through the previous month, recovered as weather conditions stabilised. In the PF Business, growth in outsourced delivery services contracted by the Seller Business (internal transactions) and the operation of paid delivery services using warehouses capable of handling three temperature zones contributed to performance.