FoodBud
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RankingsInsightsMixue SeriesArchiveMethodologyDataSearch中文
FoodBud

Global foodservice chain intelligence. Every figure should link back to a source.

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中文

Company card

SKYLARK HOLDINGS CO.,LTD.

Medium
Group★Golden 50

JPX/TSE 3197 · Japan

Listing status
listed
Operating model
Direct / managed estate
Scale basis
Revenue proxy
Confidence
Medium
Segment
restaurant chain

Skylark 是日本家庭餐厅和多品牌直营网络样本;重点看同店、翻新、品牌转换和直接经营收入/店。

Scale basis note

Recognized company revenue. Useful for accounting scale, but not directly comparable with GMV/system sales.

Compare this operator
Every number has a source row

Metrics below keep source tier, quality, period, and source link visible at the metric level.

Source tiers
S1Official primary — filings, annual reports, prospectuses
S2Official secondary — IR decks, transcripts
S3Supplementary — vetted media, databases
S0Not usable — flagged, never published

Source tiers — S1 official primary · S2 official secondary · S3 supplementary · S0 not usable. Open “Provenance” on any number for its tier, basis, precision, and do-not-use note.

GMV is not revenue

GMV/system sales, revenue, and royalty pool sales are separate scale bases. Screening proxies are directional only.

MetricValuePeriod / basisQualitySource
Stores
Reported restaurant, coffee shop, tea shop, bakery, or comparable chain units.
3,107 stores
FY2025 (ended December 31, 2025): 当連結会計年度末時点での店舗数は3,111店舗(転換準備の為の未開店店舗4店舗を含む)となりました (operator store_count 3107; latest research 3111 FY2025 (ended December 31, 2025) — minor, within tolerance)
Source-backed
S1 official primary (opens in new tab)
Regulatory Filing · 当連結会計年度末時点での店舗数は3,111店舗(転換準備の為の未開店店舗4店舗を含む)となりました (operator store_count 3107; latest research 3111 FY2025 (ended December 31, 2025) — minor, within tolerance)
Provenance
Tier: S1 official primary
Source: Regulatory Filing
Scale
Recognized company revenue. Useful for accounting scale, but not directly comparable with GMV/system sales.
$3B
FY2025 (ended December 31, 2025): 2025年12月期 457,794 14.1 ... 売上収益 (2024年12月期 401,130 13.0)
Revenue proxyRecognized company revenue. Useful for accounting scale, but not directly comparable with GMV/system sales.
Source-backed
S1 official primary (opens in new tab)
Regulatory Filing · 2025年12月期 457,794 14.1 ... 売上収益 (2024年12月期 401,130 13.0)
Provenance
Tier: S1 official primary
Source: Regulatory Filing
Basis: Revenue proxy
Precision: Source-backed
Scale per store
Screening proxy: scale divided by store count. It is not audited AUV or unit profit.
$966,797
Screening proxy
Derived scale_per_store using scale ÷ store_count at the linked scale basis; not a separately reported company metric.
Revenue proxyRecognized company revenue. Useful for accounting scale, but not directly comparable with GMV/system sales.
Source-backed
S1 official primary (opens in new tab)
Operator Metric Source · Source used for operator metric extraction.
Provenance
Tier: S1 official primary
Source: Operator Metric Source
Basis: Revenue proxy
Precision: Derived
Profit signal
Profit signal from the source period. Read with local accounting and segment mix in mind.
$105.31M
FY2025 (ended December 31, 2025): 親会社の所有者に帰属する当期利益 2025年12月期 16,748 19.9 (2024年12月期13,965 192.1)
Profit-positiveScale basis not specified. Use as a screening signal until a source pack is attached.
Source-backed
S1 official primary (opens in new tab)
Regulatory Filing · 親会社の所有者に帰属する当期利益 2025年12月期 16,748 19.9 (2024年12月期13,965 192.1)
Provenance
Tier: S1 official primary
Source: Regulatory Filing
Basis: Profit-positive
Revenue
Source-backed operating metric from the locked research snapshot.
$2.88B
JPY 457,794 million
Revenue proxyRecognized company revenue. Useful for accounting scale, but not directly comparable with GMV/system sales.
Source-backed
S1 official primary (opens in new tab)
Official Filing · Official filing or primary source URL from Top 100 composite.
Provenance
Tier: S1 official primary
Source: Official Filing
Basis: Revenue proxy
Precision: Manual override

Market data (listed companies)

Market valuation · fluctuates · not operational scale · do not compare with GMV / system sales. Listed companies only.

MetricValuePeriod / basisQualitySource
Market cap
Public market capitalization captured in the locked source snapshot.
$4.04B
Directional proxy
May 22, 2026: Unverified: no citable primary disclosure with a verbatim excerpt found. Cannot confirm the exact May 22, 2026 market cap with a verbatim dated excerpt. Nearest data: Dec 30, 2025 = ¥765.54B; Jun 23, 2026 = ¥617.83B. No source provides a ve
Market cap (USD)Scale basis not specified. Use as a screening signal until a source pack is attached.
Directional proxy
S3 supplementary (opens in new tab)
Media Or Aggregator · Unverified: no citable primary disclosure with a verbatim excerpt found. Cannot confirm the exact May 22, 2026 market cap with a verbatim dated excerpt. Nearest data: Dec 30, 2025 = ¥765.54B; Jun 23, 2026 = ¥617.83B. No source provides a ve
Provenance
Tier: S3 supplementary
Source: Media Or Aggregator
Basis: Market cap (USD)
Precision: Market snapshot · not operational scale
⚠ Do not use for: Market valuation · not operational scale · never compare with GMV/system sales

Operator profile

9/19 source-backed

Classification, firmographics, ownership and operating dimensions — source-backed where disclosed, marked as a gap (never inferred) where not.

Format & positioning
Cuisine (primary)
casual variedS4 (opens in new tab)
Cuisine (secondary)
chineseS4 (opens in new tab)
Service model
casual diningS4 (opens in new tab)
Price tier
midS3 supplementary (opens in new tab)
Company
Founded
1,962S4 (opens in new tab)
HQ country
JapanS3 supplementary (opens in new tab)
CEO
Makoto TaniS3 supplementary (opens in new tab)
Employees
6,744 headcountS3 supplementary (opens in new tab)~
Ownership
Parent
Independent / public-standalone (Skylark Holdings; Gusto/Bamiyan operator; JPX:3197). No controlling shareholder — dispersed institutional ownershipS3 supplementary (opens in new tab)
PE / holding
Formerly Bain Capital-owned (LBO 2011 ~$2.1B, relisted 2014); Bain progressively exited (cut below 50% by 2015, further sell-downs 2017+) — no longer a controlling PE ownerS3 supplementary (opens in new tab)~
Recent M&A
not disclosed
Growth
Revenue YoY
14.1%S2 official secondary (opens in new tab)
Pricing & digital
Avg check
not disclosed
Digital sales
not disclosed
Off-premise
22%S3 supplementary (opens in new tab)~
Loyalty members
12,000,000 app members (registered)S3 supplementary (opens in new tab)~
Franchise terms
Royalty
not disclosed
Franchise fee
not disclosed
By-market footprint
Japan
3,107 storesS2 official secondary (opens in new tab)

Store counts by market/region — footprint context, not a same-basis comparison.

Disclosed store model

disclosed6/6 source-backed

Company-operated vs franchised footprint, AUV and store-level economics — taken verbatim from each operator's own filing, never inferred. A separate axis from company scale and single-store economics.

Total stores
3,111 stores
FY2025 (as of December 31, 2025; group total incl. franchise & 4 conversion-prep unopened stores)
Source-backedS1 official primary (opens in new tab)
Company-operated
3,107 stores
FY2025 (fiscal year ended December 31, 2025; period-end count)
Source-backedS1 official primary (opens in new tab)
Company-operated
3,068 stores
FY2024 (fiscal year ended December 31, 2024; period-end count, prior-year comparative)
Source-backedS1 official primary (opens in new tab)
JV / licensed
89 stores
FY2025 (as of December 31, 2025) — Taiwan licensed subsidiary 雲雀國際股份有限公司 (Lark International)
Source-backedS1 official primary (opens in new tab)
JV / licensed
Malaysia Shabu-yo 7; USA Shabu-yo 2; Malaysia Sukiya (CC group) 17
FY2025 (as of December 31, 2025) — other overseas licensed/consolidated brand subsidiaries
Source-backedS1 official primary (opens in new tab)
New units opened
77 stores
FY2025 (new openings during fiscal year ended December 31, 2025)
Source-backedS1 official primary (opens in new tab)

Single-store model

3/3 source-backed

Unit economics are a separate axis from company-level scale — never read as the same number. Each field keeps its source, period, and quality; derived/estimated rows and gaps are marked.

AUV / unit sales
Derived revenue/store; reasonable for direct operators; not disclosed AUV.
Derived: revenue_usd 2,878,473,699 / 3,107 stores = ~USD926,448/store.
FY2024_or_latest_L1
EstimatedNeeds source
Same-store sales
Preliminary YTD figure via monthly disclosure; confirm vs full FY2025/12 kessan when published.
Skylark same-store sales ~108% YoY (+~8%) YTD through Nov-2025 (preliminary monthly release); FY ends Dec.
FY2025_YTD_Nov
Source-backedS2 official secondary (opens in new tab)
Company-operated share
Inferred ~100% company-operated from model tier; confirm exact split if disclosed.
Model tier "direct_or_managed_estate" -> inferred company-operated share 1.0.
current
EstimatedNeeds source

Cost structure

3/6 source-backed

Where each revenue dollar goes, latest disclosed year. Slices use each operator's reported base — % of revenue unless the row notes otherwise (% of GMV, restaurant-level, franchise goods-supply COGS). Grey = not separately disclosed. This is a separate axis from company scale and single-store economics.

Food / COGS32.6%
FYE2024-12· 売上原価 ≈ food materials only (IFRS)S1 official primary (opens in new tab)Source-backed
IFRS. 売上原価 32.6 food materials; store labor&rent in SG&A. Labor 32.6 from IR deck. Rent not clean ratio/ads gap. Mostly direct.
Labor32.6%
FYE2024-12S1 official primary (opens in new tab)Source-backed
IFRS. 売上原価 32.6 food materials; store labor&rent in SG&A. Labor 32.6 from IR deck. Rent not clean ratio/ads gap. Mostly direct.
Rent / occupancy—
FYE2024-12Gap
IFRS. 売上原価 32.6 food materials; store labor&rent in SG&A. Labor 32.6 from IR deck. Rent not clean ratio/ads gap. Mostly direct.
Delivery commission—
FYE2024-12Gap
IFRS. 売上原価 32.6 food materials; store labor&rent in SG&A. Labor 32.6 from IR deck. Rent not clean ratio/ads gap. Mostly direct.
Marketing—
FYE2024-12Gap
IFRS. 売上原価 32.6 food materials; store labor&rent in SG&A. Labor 32.6 from IR deck. Rent not clean ratio/ads gap. Mostly direct.
Operating margin6%
FYE2024-12· groupS1 official primary (opens in new tab)Source-backed
IFRS. 売上原価 32.6 food materials; store labor&rent in SG&A. Labor 32.6 from IR deck. Rent not clean ratio/ads gap. Mostly direct.
Not separately disclosed28.8%

Supply chain

2 suppliers · 0 with S1 filing

Who supplies this brand — reverse-extracted from each supplier's own filing (top-customer / related-party disclosure). The % is the supplier's revenue share from this brand (supplier-side, not procurement spend), unless a note says otherwise. Each edge keeps its period, source tier, and audit link; named relationships without a disclosed % are shown as such.

Pudu Robotics (Pudu Technology Inc. / 普渡科技)
Tech / SaaS
discloses as: SKYLARK HOLDINGS CO.,LTD.
—named (no % disclosed)S3 newssource (opens in new tab)
Toshiba Tec Corporation (東芝テック)6588.T
Tech / SaaS
discloses as: SKYLARK HOLDINGS CO.,LTD.
—named (no % disclosed)S3 newssource (opens in new tab)

Peers in this segment

HaidilaoRevenue proxyFOOD & LIFE COMPANIES LTD.Company-operated revenue (proxy)SAIZERIYA CO.,LTD.Revenue proxyTORIDOLL Holdings CorporationCompany-operated revenue (proxy)COLOWIDE CO.,LTD.Revenue proxyKura Sushi,Inc.Company-operated revenue (proxy)

Same segment — each operator keeps its own scale basis; this is navigation, not a like-for-like comparison.