Komori
Monthly3038KOBE BUSSAN CO.,LTD.Trading & Wholesale

July 2025 Monthly IR News

Standalone revenue at 神戸物産 in July 2025 increased to ¥47.073 billion, or 106.7% of the prior-year level. Gyomu Super opened 2 new stores, bringing the total number of stores at month-end to 1,112.

Worth reading
60In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
47073
¥ million
Wording
Conditional
How definitive the wording is.

Sales for this month

July 2025Fiscal year ending March 2026
47,073¥ million
Net Sales
+6.7%
Total-store sales
+7.2%
Same-Store Sales
+5.6%
The center line represents the same level as the same month of the previous year (100). The distance from the line represents the year-on-year change.
Year-on-year change by component
全国全店の商品出荷実績
+8.3%
直轄エリア全店の商品出荷実績
+7.2%
直轄エリア既存店の商品出荷実績
+5.6%
The 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.
Key KPI year-on-year change
Operating profit
+34.5%
Gross profit
+25.0%
Number of Stores at Period-EndTotal number of stores 1,112 / Franchise store count 1,108 / Number of company-operated stores 4 / Directly managed area 707 / Regional area 401
Number of stores opened during the monthNumber of Cases 2 / Store name and location Store name 富山婦中店 / Location 富山県富山市婦中町速星111, Store name 佐渡店 / Location 新潟県佐渡市泉甲646-4
Number of stores closed during the monthNumber of Cases 0
Monthly Commentary

個別売上高、売上総利益、営業利益、経常利益はいずれも前年同期比で増加した。業務スーパーの商品出荷実績も直轄エリア既存店、直轄エリア全店、全国全店で好調に推移した。

Factors Affecting the Change

Coverage on television programs and social media, 気温上昇に伴う飲料・アイスなど夏物商材の売上貢献, 業務スーパー2店舗の新規出店, Valuation gains on currency forward contracts due to yen depreciation

Next Scheduled Disclosure

2025年9月22日(月)に2025年8月度月次IRニュースを公表予定。ただし、予期せぬ理由により変更される場合がある。

Scope of aggregation: Standalone basis (Kobe Bussan)

Sales for this month
ItemDetails
Month CoveredJuly 2025
Fiscal Year CoveredFiscal year ending March 2026
Scope of aggregationStandalone basis (Kobe Bussan)
Net sales for the month¥47,073 million
Year-on-year change in monthly net sales106.7
Total-store sales, year on year107.2
Same-Store Sales, Year on Year105.6
Year-on-year change by categoryName 直轄エリア既存店の商品出荷実績 / Year on year 105.6, Name 直轄エリア全店の商品出荷実績 / Year on year 107.2, Name 全国全店の商品出荷実績 / Year on year 108.3
Key KPIsIndicator name Gross profit / Value ¥5,149 million / Year on year ¥125 million, Indicator name Operating profit / Value ¥3,166 million / Year on year ¥134.5 million, Indicator name Ordinary profit / Value ¥7,187 million / Year on year 前年同期は30億17百万円の経常赤字のため比較率記載なし
Number of Stores at Period-EndTotal number of stores 1,112 / Franchise store count 1,108 / Number of company-operated stores 4 / Directly managed area 707 / Regional area 401
Number of stores opened during the monthNumber of Cases 2 / Store name and location Store name 富山婦中店 / Location 富山県富山市婦中町速星111, Store name 佐渡店 / Location 新潟県佐渡市泉甲646-4
Number of stores closed during the monthNumber of Cases 0
Monthly Commentary個別売上高、売上総利益、営業利益、経常利益はいずれも前年同期比で増加した。業務スーパーの商品出荷実績も直轄エリア既存店、直轄エリア全店、全国全店で好調に推移した。
Factors Affecting the ChangeCoverage on television programs and social media, 気温上昇に伴う飲料・アイスなど夏物商材の売上貢献, 業務スーパー2店舗の新規出店, Valuation gains on currency forward contracts due to yen depreciation
Next Scheduled Disclosure2025年9月22日(月)に2025年8月度月次IRニュースを公表予定。ただし、予期せぬ理由により変更される場合がある。
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などで紹介されたこと、気温上昇に伴う飲料・アイスなど夏物商材の販売、業務スーパーの出店増加が売上高に貢献した。経常利益については、円安に伴う為替予約の時価評価益を計上した。

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.
July 2025 Monthly IR News | KOBE BUSSAN CO.,LTD. (3038) timely disclosure | Komori