Worth reading
58In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
108.5
% (year-on-year change in sales)Wording
Conditional
How definitive the wording is.Sales for this month
2025年1月度Fiscal year ending March 202540,053¥ million
Net Sales
+8.5%
Total-store sales
+9.7%
Same-Store Sales
+5.1%
Year-on-year change by componentThe bars use a logarithmic scale. This allows the relative sizes of the other items to be read even when one item is much larger than the others.
Product shipment performance at all stores nationwide
+9.7%
Product shipment performance at all stores in directly managed areas
+9.2%
Product shipment performance at existing stores in directly managed areas
+5.1%
Key KPI year-on-year change
Ordinary profit
-74.4%
Gross profit
+8.4%
Operating profit
+8.4%
Number of Stores at Period-EndTotal FC stores 1,090 / Total number of directly operated stores 4 / Total number of stores 1,094
Number of stores opened during the monthNumber of Cases 3 / Store name and location Store name 甘木店 / Location 福岡県朝倉市甘木390-1, Store name 邑久店 / Location 岡山県瀬戸内市邑久町山田庄196-1, Store name 米沢金池店 / Location 山形県米沢市金池8-1-11
Number of stores closed during the monthNumber of Cases 1 / Breakdown 地方エリア1店舗
Monthly Commentary
個別売上高、売上総利益、営業利益は前年同期を上回り、業務スーパーの商品出荷実績も好調に推移した。経常利益は前年実績を下回った。
Factors Affecting the Change
Coverage on television programs and social media, 青果価格の高騰による冷凍野菜の売上好調, 時短食品の売上貢献, 為替予約の消滅などによる時価評価損の戻入, 前年同期に一部契約の終了や為替変動による時価の回復で、より大きな時価評価損の戻入があったこと
Next Scheduled Disclosure
2025年3月21日（金）に2025年2月度月次IRニュースを公表予定
Scope of aggregation: Kobe Bussan on a standalone basis
| Item | Details |
|---|---|
| Month Covered | 2025年1月度 |
| Fiscal Year Covered | Fiscal year ending March 2025 |
| Scope of aggregation | Kobe Bussan on a standalone basis |
| Net sales for the month | ¥40,053 million |
| Year-on-year change in monthly net sales | 108.5 |
| Total-store sales, year on year | 109.7 |
| Same-Store Sales, Year on Year | Rate 105.1 / Definition Not disclosed |
| Year-on-year change by category | Name Product shipment performance at existing stores in directly managed areas / Year on year 105.1 %, Name Product shipment performance at all stores in directly managed areas / Year on year 109.2 %, Name Product shipment performance at all stores nationwide / Year on year 109.7 % |
| Key KPIs | Indicator name Gross profit / Value ¥4,034 million / Year on year ¥108.4 million, Indicator name Operating profit / Value ¥2,301 million / Year on year ¥108.4 million, Indicator name Ordinary profit / Value ¥2,642 million / Year on year ¥25.6 million, Indicator name Total number of stores / Value 1,094 Location / Year on year 前年同期比43店舗増 |
| Number of Stores at Period-End | Total FC stores 1,090 / Total number of directly operated stores 4 / Total number of stores 1,094 |
| Number of stores opened during the month | Number of Cases 3 / Store name and location Store name 甘木店 / Location 福岡県朝倉市甘木390-1, Store name 邑久店 / Location 岡山県瀬戸内市邑久町山田庄196-1, Store name 米沢金池店 / Location 山形県米沢市金池8-1-11 |
| Number of stores closed during the month | Number of Cases 1 / Breakdown 地方エリア1店舗 |
| Monthly Commentary | 個別売上高、売上総利益、営業利益は前年同期を上回り、業務スーパーの商品出荷実績も好調に推移した。経常利益は前年実績を下回った。 |
| Factors Affecting the Change | Coverage on television programs and social media, 青果価格の高騰による冷凍野菜の売上好調, 時短食品の売上貢献, 為替予約の消滅などによる時価評価損の戻入, 前年同期に一部契約の終了や為替変動による時価の回復で、より大きな時価評価損の戻入があったこと |
| Next Scheduled Disclosure | 2025年3月21日（金）に2025年2月度月次IRニュースを公表予定 |
Items this document does not state (7)
Year-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodSales by categoryMeasures from the following month onwardMonthly trend for the same period last year
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.テレビ番組やSNSで紹介されたこと、青果価格の高騰による冷凍野菜の好調、時短食品の貢献が売上増加の要因として挙げられています。経常利益については、当月に為替予約の消滅などによる時価評価損の戻入があった一方、前年同期は一部契約の終了や為替変動による時価の回復により、さらに大きな戻入が計上されていたと説明されています。
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.