AP Holdings Co.,Ltd.

2026/09/28 18:47 Updated
Market Cap: $80.9M (¥12.7B)
Stock Price: $6.25 (¥984)
Exchange Rate: 1 USD = ¥157.48

Trends in Net Sales, Customer Counts, and Average Spend; Monthly Sales Report (August 2026)

Domestic food service business in August 2026 saw existing-store sales at 98.9% of the prior-year month, Tsukada Farm Plus monthly sales exceeded the prior-year actual, and a Grand Menu refresh was implemented for Tsukada Farm.

Importance:
Page Updated: September 10, 2026
IR Disclosure Date: September 10, 2026

Key Figures

  • Existing store sales YoY: 98.9% (August 2026)
  • Tsukada Farm Plus monthly sales: Over about 130% (YoY)
  • New openings: Tsukada Farm OBENTO & DELI Nihonbashi Mitsukoshi store, Tsukada Farm OBENTO & DELI ITO Rimine Shinjuku store

AI要約

Performance overview

In August 2026, the domestic food service business faced weather factors such as typhoons and heavy rain, but the restaurant segment including standing sushi formats performed well, with existing-store sales at 98.9% of the prior-year month. Tsukada Farm Plus recorded record highs in monthly sales and manufactured meals, with all channels including wholesale and home delivery surpassing the previous year. New openings included Tsukada Farm OBENTO & DELI Nihonbashi Mitsukoshi store and Tsukada Farm OBENTO & DELI ITO Rimine Shinjuku store. Going forward, initiatives will be pursued across channels to expand profits in the foodservice segment.

Outlook and initiatives

Tsukada Farm, which refreshed its Grand Menu, will aim to standardize poultry dishes and roll out new menu items featuring regional and young chicken. We will strengthen collaboration with producers and continue brand-building that accommodates both everyday use and special occasions.

Existing Store Sales YoY

Customer Count Trend

Average Spend Trend

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

AP Holdings Co.,Ltd.

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