Worth reading
61In 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
45720
¥ millionWording
Conditional
How definitive the wording is.Sales for this month
September 2025Fiscal year ending March 202645,720¥ million
Net Sales
+6.9%
Total-store sales
+7.2%
Same-Store Sales
+4.0%
Cumulative from Start of Period
+8.9%
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
+7.2%
Product shipment performance at all stores in directly managed areas
+6.1%
Product shipment performance at existing stores in directly managed areas
+4.0%
Key KPI year-on-year change
Ordinary profit
+282.2%
Gross profit
+18.9%
Operating profit
+17.0%
Number of Stores at Period-EndTotal number of stores 1,117 / Franchise store count 1,113 / Number of company-operated stores 4
Number of stores opened during the monthNumber of Cases 3 / Store name and location Store name 浦堂店 / Location 大阪府高槻市浦堂 2-36-17, Store name エブリイ児島店 / Location 岡山県倉敷市児島赤崎 1-18-17, Store name 西尾店 / Location 愛知県西尾市上町泡原 15
Number of stores closed during the month0
Cumulative Sales from Start of Period¥275,297 million
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を上回った。業務スーパーは3店舗を新規出店し、商品出荷実績も好調に推移した。
Factors Affecting the Change
Coverage on television programs and social media, 厳しい残暑による飲料など夏物商材の好調, Contributions from products included in promotions, 前年の円高による為替予約の時価評価損の反動
Measures from the following month onward
10月末まで『お買い得まみれ！！2025年・秋 総力祭 日頃のご愛顧感謝セール』を開催する。
Next Scheduled Disclosure
2025年10月度月次IRニュースを2025年11月20日（木）に公表予定。ただし変更の可能性あり。
Scope of aggregation: Kobe Bussan on a standalone basis
| Item | Details |
|---|---|
| Month Covered | September 2025 |
| Fiscal Year Covered | Fiscal year ending March 2026 |
| Scope of aggregation | Kobe Bussan on a standalone basis |
| Net sales for the month | ¥45,720 million |
| Year-on-year change in monthly net sales | 106.9 |
| Total-store sales, year on year | 107.2 |
| Same-Store Sales, Year on Year | Rate 104 / Definition Not disclosed |
| Cumulative Sales from Start of Period | ¥275,297 million |
| Cumulative Year-on-Year Change from Start of Period | 108.9 |
| Year-on-year change by category | Name Product shipment performance at existing stores in directly managed areas / Year on year 104, Name Product shipment performance at all stores in directly managed areas / Year on year 106.1, Name Product shipment performance at all stores nationwide / Year on year 107.2 |
| Key KPIs | Indicator name Gross profit / Value ¥4,599 million / Year on year ¥118.9 million, Indicator name Operating profit / Value ¥2,540 million / Year on year ¥117 million, Indicator name Ordinary profit / Value ¥2,725 million / Year on year ¥382.2 million |
| Number of Stores at Period-End | Total number of stores 1,117 / Franchise store count 1,113 / Number of company-operated stores 4 |
| Number of stores opened during the month | Number of Cases 3 / Store name and location Store name 浦堂店 / Location 大阪府高槻市浦堂 2-36-17, Store name エブリイ児島店 / Location 岡山県倉敷市児島赤崎 1-18-17, Store name 西尾店 / Location 愛知県西尾市上町泡原 15 |
| Number of stores closed during the month | 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を上回った。業務スーパーは3店舗を新規出店し、商品出荷実績も好調に推移した。 |
| Factors Affecting the Change | Coverage on television programs and social media, 厳しい残暑による飲料など夏物商材の好調, Contributions from products included in promotions, 前年の円高による為替予約の時価評価損の反動 |
| Measures from the following month onward | 10月末まで『お買い得まみれ！！2025年・秋 総力祭 日頃のご愛顧感謝セール』を開催する。 |
| Next Scheduled Disclosure | 2025年10月度月次IRニュースを2025年11月20日（木）に公表予定。ただし変更の可能性あり。 |
Items this document does not state (4)
Year-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerSales by categoryMonthly 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、厳しい残暑による飲料など夏物商材の好調、セール対象商品の貢献が売上増加の要因として挙げられている。経常利益の大幅増加については、前年に円高による為替予約の時価評価損が多く計上された一方、当期は為替変動が軽微で影響が少なかったためとしている。
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.