Saizeriya

The Japan read

From the company's own filing for 9M FY2026 (Sep 2025–May 2026) · reported 2026-07-15 · the filing ↗

• JapanJapan sales rose 19.6% to ¥149.8bn and operating profit 120.7% to ¥5.59bn. Customers in Japan rose to 173.8m from 148.4m and average spend to ¥862 from ¥844; the company credits in-store teams built to keep restaurants in good order, menu measures and digital tools.
• JapanIts September monthly report shows existing-restaurant sales in Japan up 10.6%, on 8.6% more customers and 1.8% higher spend; the company says extra weekend and holiday days added about 2 points. For the full year to August 2026, existing sales rose 15.7% and customers 13.4%.
• StoresIt had 1,063 restaurants in Japan at end-May (22 opened and 12 closed since September) and 675 abroad, 1,738 in all. Ordering by QR code on customers' own phones reached every restaurant by end-December 2025, and a breakfast-only menu is being rolled out to more restaurants.

Other callouts in the filing

• SegmentAsia, mainly mainland China, grew sales 13.4% to ¥71.5bn on new restaurants, but operating profit fell 6.3% to ¥7.30bn; Shanghai's profit dropped to ¥1.80bn from ¥2.44bn. A new Guangzhou factory was completed in January 2026, and it opened its first restaurant in Wuhan.
• OutlookFull-year guidance is unchanged: net sales of ¥297.0bn (+15.7%), operating profit of ¥18.2bn (+17.4%) and net income of ¥11.8bn (+5.7%), including ¥204.0bn of sales in Japan on 16.0% existing-store growth. It raised its dividend forecast to ¥35 from ¥30.

floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.