Ichibanya's interim results for the fiscal year ending February 2027 showed revenue up 10.0% year on year to ¥35.2 billion, while operating profit fell 17.2% to ¥2.091 billion and net profit fell 20.9% to ¥1.095 billion. Same-store sales rose 2.4%, but customer numbers were flat and average spending per customer increased 2.5%.
Ichibanya's interim results for the fiscal year ending February 2027 showed revenue of ¥35.2 billion (+10.0% year on year), operating profit of ¥2.091 billion (down 17.2%) and interim net profit attributable to owners of the parent of ¥1.095 billion (down 20.9%). Domestic same-store sales rose 2.4%, customer numbers were unchanged at 0.0%, and average spending per customer increased 2.5%.
Average spending per customer rose under the cost-plus pricing structure, but higher prices for food ingredients including rice and higher logistics costs squeezed profit. In the short term, customer growth is sluggish, and improvements in profitability in the second half are expected to require further initiatives.
Among peers, Torikizoku's consolidated profit declined despite a 3.8% increase in customer numbers and a 2.8% rise in average spending per customer. McDonald's Japan maintained higher average spending per customer at existing stores, while Saizeriya expanded profit in Japan and overseas while limiting price increases.
Based on companies' disclosure materials, this article examines how differences in pricing structures and cost structures affected profit generation. Results in the second half and overseas expansion will be key areas of focus.