Skylark Holdings (Gusto, Bamiyan)

The Japan read

From the company's own filing for H1 (Jan–Jun 2026) · reported 2026-08-13 · the filing ↗

• JapanExisting-store sales in Japan rose 6.5% in the half, on 1.6% more customers and 4.8% higher average spend, its results presentation shows. The company credits low-priced small plates, chef and IP collaborations, and seasonal menus.
• StoresIt had 3,214 restaurants at end-June, including Gusto 1,217, Bamiyan 371, Shabu-Yo 331, Jonathan's 156 and Sukesan Udon 110. In the half it opened 21, converted 26 (mainly to Sukesan Udon), refurbished 113 and closed 27; buying Shinpachi added 109 Shinpachi Shokudo outlets.
• JapanIts September monthly report shows January–September existing-store sales up 5.8%, with customers up 1.1%. September alone rose 2.9% with customers down 0.7%; the company cites long spells of rain and typhoons. It had 3,219 restaurants at end-September.

Other callouts in the filing

• BasisSkylark's own headline measure, business profit (revenue less cost of sales and SG&A), rose 13.4% to ¥16.96bn. Operating profit rose faster, by 20.9%, as other operating expenses fell to ¥1.3bn from ¥2.0bn.
• OutlookIt raised full-year guidance to revenue of ¥500.0bn (+9.2%), operating profit of ¥35.0bn (+16.8%) and net income of ¥20.5bn (+22.4%), assuming 6% existing-store sales growth, and lifted its annual dividend forecast to ¥27 from ¥26.
• SegmentAbroad, it opened its first Sukesan Udon in Taiwan on 18 June, at Tianmu Dayeh Takashimaya, and plans three there this year and more than 100 in the medium to long term. At end-June it had 93 restaurants in Taiwan and 19 Sukiya outlets in Malaysia.

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.