Skylark, Don Quijote Among Six High-Yield June Stock Benefits as Inflation Pressures Persist

2026-05-20

With an investment of about 300,000 yen, shareholders of Skylark Holdings receive 4,000 yen worth of annual dining coupons. The vouchers can be used at an overwhelmingly large number of restaurants, including Gusto and Shabu-Yo, making it an especially attractive benefit for families.

A miracle shareholder benefit month in June amid rising prices

While rising prices continue to hit household budgets, and consumption tax cuts remain unlikely, shareholder benefits are attracting attention as a smart self-defense strategy for managing living costs.

A representative example of a June shareholder benefit stock is McDonald’s Holdings Japan, which offers free meal vouchers. However, starting with the December 2024 shareholder record, one year of continuous holding is now required to receive the benefit, and with stock prices remaining high, investors now need around 800,000 yen to qualify. For existing shareholders, it can be considered a miracle benefit, but it has become less accessible for new investors.

Even so, June is a bonus month for shareholder benefits, with many companies in the restaurant, retail, and food sectors reaching their record dates. There is a wide range of highly practical benefits that directly help household finances—meal vouchers for family restaurants, discount coupons usable for food and daily necessities, and assortments of products.

This article introduces six carefully selected June benefit stocks that allow investors to maximize value even with limited capital.

Full stomach for families! Skylark benefits

Skylark Holdings operates major family restaurant chains such as Gusto, Bamiyan, and Shabu-Yo.

Shareholders who own 100 or more shares as of the end of June or December receive electronic shareholder vouchers usable at participating stores, including Gusto and Bamiyan, in 1-yen increments. The vouchers can also be shared or gifted to family and friends, making them very flexible.

The benefit amount depends on holdings: for 100 shares (about 300,000 yen investment), shareholders receive 2,000 yen annually (4,000 yen per year). For 300 shares (about 900,000 yen), they receive 5,000 yen annually (10,000 yen per year), and so on.

Holding 500 shares yields 16,000 yen annually, while 1,000 shares yields 34,000 yen annually. The combined return, including a forecast dividend yield of 0.87% and a benefit yield of 1.34%, is considered stable.

In 2024, Skylark Holdings acquired the operator of the famous Kyushu udon chain Sukesan Udon. In April 2026, it is also expected to acquire the company operating the charcoal-grilled dried fish set-meal chain Shinpachi Shokudo, advancing its strategy of M&A-driven expansion and a shift from suburban to urban formats.

While some view the acquisition price as expensive, it is seen as a strategic investment to overcome challenges such as population decline and rising costs. Whether this investment succeeds or fails remains uncertain, but the company is considered a stock with promising growth potential.

Holding 500 shares yields 16,000 yen annually, while 1,000 shares yields 34,000 yen annually. The combined return, including a forecast dividend yield of 0.87% and a benefit yield of 1.34%, is considered stable.

Extremely high 6% yield! Pepper Food Service

Pepper Food Service operates steak chain Ikinari Steak.

Shareholders holding 500 or more shares as of the end of June or December receive meal vouchers for Ikinari Steak and other participating stores, or alternatively company products such as garlic rice and hamburg steak.

With an investment of about 90,000 yen for 500 shares, shareholders receive 3,000 yen worth of benefits annually (6,000 yen total per year), resulting in a benefit yield exceeding 6%.

Although the company pays no dividend (0.00%), it returns value entirely through shareholder benefits. The benefit increases with larger holdings: 5,000 shares receive 12,000 yen annually, and 10,000 shares receive 18,000 yen annually. Benefits are distributed in October and the following April.

Pepper Food Service gained attention with the launch of Ikinari Steak in 2013, rapidly expanding to 500 stores within six years and even entering the New York market. Its stock price surged dramatically, briefly exceeding 8,000 yen in 2017 from around 100 yen in 2013.

However, overly rapid expansion hurt profitability, leading to losses in fiscal 2019. The COVID-19 pandemic worsened the situation, pushing the company close to collapse. It survived through selling its Pepper Lunch business and mass store closures, and is still in the process of restructuring. Although the stock remains depressed, there are signs of recovery, and it may be a reasonable entry point depending on timing.

In addition to the distribution of “majica points,” new experience-based benefits such as stamp cads and event invitations have been expanded for Pan Pacific International Holdings (PPIH). The company’s growth outlook—expected to achieve its 37th consecutive year of increased sales and profit—also represents a major attraction for investors.

Great deals for Don Quijote shopping! PPIH

Pan Pacific International Holdings (PPIH) operates the general discount store chain Don Quijote as well as general supermarkets such as Apita and Piago.

Shareholders who own 100 or more shares as of the end of June or December receive “majica points,” which can be used at group stores including Don Quijote and Apita. The amount depends on shareholding.

Starting with the December 2025 shareholder record, the benefits will be expanded, with new experience-based shareholder benefit menus that allow investors to directly engage with the company’s brands, products, and services. These include a digital stamp card system where shopping stamps can be exchanged for private-brand “Jōnetsu Kakaku” products, as well as lottery-based invitations to events such as the popular “Donkose Festival,” which offers large amounts of free merchandise.

Benefits are distributed twice a year (around September and March). Holding 100 shares yields about 600 yen per year, while 300 shares yield about 2,000 yen per year, and 500 shares yield about 4,000 yen per year, with the reward increasing according to shareholding.

For fiscal 2026, the company expects record results, with sales of 2.435 trillion yen and net profit of 107 billion yen, up 18.2% year-on-year. It is also expected to achieve 37 consecutive years of sales and profit growth, including pre-listing periods, maintaining strong “Donki-level” growth.

From April 2026, the company has begun rolling out a new fresh-food-focused store format called “Robin Hood,” which emphasizes groceries and prepared foods. The business model increases profitability through Don Quijote’s high-margin food and non-food products, while lowering prices for fresh goods to attract customers. In addition to domestic expansion, improvements are also seen in its previously challenging overseas operations, raising expectations for further growth.

Delicious salmon delivery! Okamura Foods

Okamura Foods (2938) is a company engaged in salmon aquaculture as well as the processing, wholesale, and sales of seafood products.

Shareholders who own 100 or more shares as of the end of June receive products depending on the number of shares held, including salmon raised by the company and processed seafood products. For fiscal year 2026, the shareholder benefit items are as follows: holding 100 shares grants “Aomori Salmon® sashimi” (worth approximately 3,000 yen), while holding 300 shares grants a set including “Aomori Salmon® sashimi / medium-salted grilled fish” as well as “ikura live-marinated roe” (worth approximately 5,500 yen), among other items.

For holdings of 600 shares or more, additional items such as salmon steak and flaked “ikura” (salmon roe) are included, bringing the total value to approximately 8,000 yen, making the shareholder benefit even more generous. The expected dividend yield is 0.66%, while the shareholder benefit yield is 2.48%, highlighting the strong presence of the benefit program.

The company’s core product, salmon, achieves stable supply through an integrated in-house system covering aquaculture, processing, and sales. It operates multiple bases domestically and overseas, and has built distribution and sales networks mainly across Southeast Asia, responding to diverse customer needs.

Business performance is strong, with fiscal year ending June 2026 projected to record sales of 39.03 billion yen and net profit of 2.57 billion yen—both expected to reach all-time highs. The company is also advancing efforts to expand aquaculture production both domestically and internationally, and is expected to see growth in both its farming and processing businesses.

With an investment of just under 50,000 yen, investors can receive up to 15,400 yen worth of discount coupons, and if fully utilized, the shareholder benefit yield exceeds 32% for istyle (3660).

11 consecutive years of dividend increases! Joyful Honda

Joyful Honda (3191) operates large-scale home centers such as “JOYFUL HONDA” in the Kanto region.

Shareholders who own 100 or more shares as of June 20 receive, depending on the number of shares held, either gift certificates usable at group stores or a catalog of local specialty products from areas connected to the company’s headquarters and store locations. Donations to organizations such as the Japanese Red Cross Society can also be selected.

The benefits start from 100 shares and increase step by step: 5,000 yen worth for 400 shares, 10,000 yen for 2,000 shares, and up to 20,000 yen for 4,000 shares.

Joyful Honda is also active in shareholder returns beyond its shareholder benefit program, having increased dividends for 11 consecutive years since its listing in 2014. For fiscal year 2026, it plans a significant dividend increase of 20 yen year-on-year, with an expected annual dividend yield exceeding 4%.

Yield exceeds 32%! istyle

istyle (3660) operates the cosmetics and beauty review website “@cosme.” It utilizes a proprietary database of vast cosmetic product information and user data, and also operates physical stores such as “@cosme STORE” and e-commerce sites such as “@cosme SHOPPING.”

Shareholders who own 100 or more shares as of the end of June receive discount coupons worth 6,400 yen usable on @cosme SHOPPING (four 600-yen coupons and four 1,000-yen coupons) as well as three 10% discount coupons usable at @cosme STORE.

Although the coupons cannot be used as standalone payment, investors can receive the benefit with an investment of just under 50,000 yen, and if fully utilized, the total shareholder benefit yield reaches an astonishing 32.98%. (Maximum benefit value = 6,400 yen from @cosme SHOPPING + 9,000 yen from @cosme STORE discounts = 15,400 yen total.)

EC discount coupons should be used under the following conditions: a 600-yen coupon can be used only for purchases of 3,300 yen or more, and a 1,000-yen coupon can be used only for purchases of 5,500 yen or more. It should also be noted that the expected dividend yield is 0.21%, and the shareholder benefit will arrive in September.

The products handled by @cosme SHOPPING and @cosme STORE are mainly cosmetics and beauty-related items for women, but they also include many products that can be used by anyone regardless of gender, such as hair dryers, shampoos and conditioners, styling products, and laundry detergents.

Business performance is also strong, with FY June 2026 projected to post sales of 83 billion yen and net profit of 3.8 billion yen, both expected to reach record highs. Having established itself as a beauty platform, the company has improved its earning power and is now also targeting 100 billion yen in sales. In FY June 2025, it is expected to return to dividend payments, and medium- to long-term stock price appreciation driven by sustained growth is also anticipated.

Beware of the trap of the shareholder rights cutoff date!

To receive shareholder benefits, investors must purchase shares by the rights-with-benefits final trading day and be recorded as shareholders on the record date. For the stocks introduced in this article, the record date is June 20 only for Joyful Honda (3191), while the other five stocks have a record date of June 30. In 2026, the rights-with-benefits final trading dates are June 17 (Wednesday) for Joyful Honda (3191), and June 26 (Friday) for the other five stocks.

This article is provided for informational purposes only and does not constitute a solicitation or recommendation to buy or sell any specific securities. Final investment decisions should be made at your own discretion. Figures such as required investment amount, expected annual dividend yield, and shareholder benefit yield (annual benefit value ÷ required investment amount) are calculated based on closing stock prices and benefit details at the time of writing (May 8, 2026). These values may change due to stock price fluctuations or changes in benefit programs. Please check the latest information before investing.

Interview and text： Hiroki Takekuni
Financial planner and representative of Rapport Consulting Office. After graduating from Nagoya University with a degree in engineering, he worked for a securities company and an insurance agency before setting up his own business. He is a certified financial planning technician, CFP®, licensed real estate agent, and sauna and spa professional.
PHOTO： Afro