Round One disclosed that September same-store sales rose 38.6%, powered by a 53.2% jump in the amusement segment. Accumulated sales for the first half of the fiscal year also showed robust growth of 21.8%.
Round One's total sales for September in the fiscal year ending March 2027 reached JPY 116.28 billion, marking a 38.6% increase in same-store sales compared to the previous year. This figure includes the impact of weekends and holidays, with the company estimating an underlying growth rate of approximately 36%.
The amusement segment drove this momentum with a 53.2% monthly surge. Karaoke also performed well with a 31.2% increase, as did Sports Cha Cha (Sportscha). While bowling saw a more modest gain of 16.8%, it contributed to a stable cumulative growth of 11.1% for the period.
Rapid Expansion Driven by New Initiatives
This sharp rise stems from the successful rollout of "ToreSugi~ no Island," a crane game area featuring food and daily necessities as prizes, alongside various store-specific collaboration campaigns. Weather also played a key role: increased rainy days on weekends in the Kanto region shifted consumer behavior toward indoor leisure rather than suppressing outings. Recent same-week sales from September 28 to October 4 remained strong, showing a 22% year-on-year increase.
Cumulative same-store sales for the April-September period reached JPY 660.74 billion, a 21.8% year-on-year increase. All segments outperformed the previous year's figures:
Table 1: Year-on-Year Change in Same-Store Sales
| Segment | September (YoY) | Cumulative Apr-Sep (YoY) |
|---|---|---|
| Bowling | +16.8% | +11.1% |
| Amusement | +53.2% | +29.3% |
| Karaoke | +31.2% | +25.2% |
| Sportscha | +31.2% | +13.3% |
| Others | +14.4% | +9.8% |
| Total | +38.6% | +21.8% |
__Balancing Store Expansion with Strong Same-Store Performance==
Round One currently operates 100 stores in Japan, including 98 existing locations. Achieving such high same-store growth rates at this scale indicates improvements in customer transaction value and frequency due to brand strength and enhanced store appeal, rather than just the effect of new openings. The company has stated its commitment to continued performance improvement. The key focus now is how well it can sustain these high levels of performance through the second half of the fiscal year.
Analyst take
Rainy Weekends Boost Indoor Leisure Demand
The standout figure in this disclosure is the exceptional 53.2% surge in amusement sales. This growth likely reflects a convergence of innovative product strategies, such as the "ToreSugi~ no Island" concept, and a shift in customer behavior driven by weather conditions. Investors should recognize Round One's ability to convert weather risks into business opportunities. For job seekers, it is crucial to understand how the company enhances its revenue structure across its 98 existing stores, transitioning from a mere leisure chain to an entertainment platform. Attention should also be paid to bowling sector performance in the latter half of the year and new initiatives for the year-end holidays.
