Eternal Hospitality Group kept profits growing faster than sales in the first nine months to April, but the sharper clue for the next stretch came after quarter-end. May same-store sales at domestic company-operated Torikizoku stores rose just 1.0%, while average spend slipped to 99.0% of last year's level after the company lapped a May 2025 price revision. Management also said May and June are being compared with months that benefited from last year's 40th-anniversary campaign, which lifted customer numbers.
| Metric | Current | Prior-year period | Year-on-year |
|---|---|---|---|
| Revenue | ¥38,318mn | ¥33,822mn | +13.3% |
| Operating profit | ¥2,367mn | ¥2,025mn | +16.9% |
| Ordinary profit | ¥2,394mn | ¥1,988mn | +20.5% |
| Net profit attributable to owners | ¥1,532mn | ¥1,116mn | +37.2% |
In its third-quarter report, the restaurant group said revenue for the nine months ended April 30 rose to ¥38,318 million, operating profit to ¥2,367 million and ordinary profit to ¥2,394 million. Net profit attributable to owners reached ¥1,532 million. Domestic existing company-operated Torikizoku stores remained the engine, with customer numbers up 4.9%, average spend up 4.0% and sales up 9.1%. Management said last year's price revision did not lead to a large fall in customer traffic, a useful data point in a year when food, energy, labour and fit-out costs were still rising. Below the operating line, a relocation compensation gain and lighter special losses also helped net profit grow faster than operating profit.
The balance sheet still points to expansion. Total assets rose to ¥22,457 million, mainly because of new openings, while the equity ratio improved to 48.3% from 45.7% at the previous year-end. As of April 30, the group had 1,146 domestic stores and 27 overseas locations. Within Japan, Torikizoku counted 679 outlets, including 414 directly operated stores.
Management left its full-year forecast unchanged at revenue of ¥52,801 million, operating profit of ¥3,430 million and net profit of ¥2,113 million. The dividend plan was also unchanged at ¥46 per share for the year ending July 2026, made up of a ¥23 interim dividend and a planned ¥23 year-end payment. The near-term watchpoint is simple enough: customer traffic is still positive, with May guest count up 2.0%, but the price-led boost has become less helpful now that the prior revision has been lapped.