United & Collective Co., Ltd.
New Information: October 1, 2026 – Store Count Trends, Year-over-Year Comparison for Existing Stores, Monthly Topics
Total store count ranged between 74 and 83. Year-over-year for existing stores: sales 93.5%–100.8%, customer count 102.0%–108.7%, average spend 89.6%–93.0%. As of September 2026, the all-format real YoY is 101.6% with a calendar effect of -0.8pt. New discount promotions expanded in some stores and limited-time new products are planned.
Key Figures
- All-format real Year-over-Year: 101.6%
- Number of applicable stores: 76～83 (as disclosed at month-end)
- Customer count Year-over-Year: 102.0%〜108.7%
AI要約
Overview of Performance Trends
The store count has been maintained around 75, with disclosures covering both new openings and the operating status of existing stores. The all-format year-over-year comparison has generally hovered around 100%, with customer counts notably remaining above the prior year. However, average spend has been persistently low at around 90%, preventing improvement in sales mix. The real YoY for September 2026 was 101.6%, which is essentially flat once calendar effects are excluded. Monthly topics report expansion of all-you-can-drink and drink offerings at Teketeke and expansion of stores offering the Honjiki Salt Tsukune all-you-can-eat-and-drink, indicating continued strengthening of promotional activities.
Future Focus Areas and Outlook
Measures to expand the store network and stabilize sales and customer counts at existing stores will continue. In particular, expanded promotions for the Teketeke format and introduction of new menu items may contribute to increased customer counts in the next fiscal period. Meanwhile, sustained pricing strategies and enhancement of product added value will be required to improve average spend. In upcoming quarters, evaluating promotional effectiveness and the contribution of new stores are expected to be key indicators.
United & Collective Co., Ltd.
Company overview · Stock price · Financial data · All IR
