Komori
Monthly3038KOBE BUSSAN CO.,LTD.Trading & Wholesale

November 2025 Monthly IR News

Standalone revenue at 神戸物産 in November increased 6.9% year on year, and gross profit and operating profit also increased. Gyomu Super opened 3 new stores, bringing the total number of stores to 1,124.

Worth reading
53Recurring
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
106.9
%
Wording
Conditional
How definitive the wording is.

Sales for this month

November 2025
47,188¥ million
Net Sales
+6.9%
Total-store sales
+7.2%
Same-Store Sales
+5.4%
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
Product shipment performance at all stores in directly managed areas
+7.2%
Product shipment performance at all stores nationwide
+7.2%
Product shipment performance at existing stores in directly managed areas
+5.4%
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.
Number of Stores at Period-EndTotal number of stores 1,124 / Franchise store count 1,120 / Number of company-operated stores 4
Number of stores opened during the monthNumber of Cases 3 / Store name and location Store name 大口松見町店 / Location 横浜市神奈川区松見町1-2-1, Store name 石岡東大橋店 / Location 茨城県石岡市東大橋3220-1, Store name 鶴岡城北店 / Location 山形県鶴岡市城北町25-25
Number of stores closed during the monthNumber of Cases 1 / Store name and location Not disclosed
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を上回った。業務スーパーは3店舗の新規出店により総店舗数が1,124店舗となり、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, 鶏肉関連商品が好調だったこと, 利便性の高い商品が好調だったこと, 為替予約による為替差益及び時価評価益

Next Scheduled Disclosure

2025年12月度月次IRニュースを2026年1月21日(水)に公表予定

Scope of aggregation: Kobe Bussan on a standalone basis

Sales for this month
ItemDetails
Month CoveredNovember 2025
Scope of aggregationKobe Bussan on a standalone basis
Net sales for the month¥47,188 million
Year-on-year change in monthly net sales106.9
Total-store sales, year on year107.2
Same-Store Sales, Year on YearRate 105.4 / Definition Not disclosed
Year-on-year change by categoryName Product shipment performance at existing stores in directly managed areas / Year on year 105.4 %, Name Product shipment performance at all stores in directly managed areas / Year on year 107.2 %, Name Product shipment performance at all stores nationwide / Year on year 107.2 %
Key KPIsIndicator name Total number of stores / Value 1,124 Location / Year on year 前年同期比35店舗増
Number of Stores at Period-EndTotal number of stores 1,124 / Franchise store count 1,120 / Number of company-operated stores 4
Number of stores opened during the monthNumber of Cases 3 / Store name and location Store name 大口松見町店 / Location 横浜市神奈川区松見町1-2-1, Store name 石岡東大橋店 / Location 茨城県石岡市東大橋3220-1, Store name 鶴岡城北店 / Location 山形県鶴岡市城北町25-25
Number of stores closed during the monthNumber of Cases 1 / Store name and location Not disclosed
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を上回った。業務スーパーは3店舗の新規出店により総店舗数が1,124店舗となり、商品出荷実績も好調に推移した。
Factors Affecting the ChangeCoverage on television programs and social media, 鶏肉関連商品が好調だったこと, 利便性の高い商品が好調だったこと, 為替予約による為替差益及び時価評価益
Next Scheduled Disclosure2025年12月度月次IRニュースを2026年1月21日(水)に公表予定
Items this document does not state (8)
Fiscal Year CoveredYear-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、鶏肉関連商品や利便性の高い商品が好調だったことが売上高の増加に貢献しました。経常利益については、為替予約による為替差益および時価評価益が計上されました。

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