Worth reading
62In 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
43146
¥ millionWording
Conditional
How definitive the wording is.Sales for this month
January 202643,146¥ million
Net Sales
+7.7%
Same-Store Sales
+4.8%
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.
全国・全店への商品出荷実績
+6.5%
直轄エリア・全店への商品出荷実績
+6.4%
直轄エリア・既存店への商品出荷実績
+4.8%
Key KPI year-on-year change
Operating profit
+27.6%
Gross profit
+22.7%
Number of Stores at Period-EndTotal FC stores 1,122 / Total number of directly operated stores 4 / Total number of stores 1,126
Number of stores opened during the monthNumber of Cases 2 / Store name and location Store name 旭川東光店 / Location 北海道旭川市東光16条5-3-22, Store name 堅田店 / Location 滋賀県大津市真野2-14-30
Number of stores closed during the monthNumber of Cases 2 / Store name and location Not disclosed
Monthly Commentary
売上高、売上総利益、営業利益は前年同期を上回りました。業務スーパーの商品出荷実績も好調でしたが、経常利益は為替予約の時価評価損により赤字となりました。
Factors Affecting the Change
テレビ番組やSNSで紹介されたこと, 鶏肉関連商品の売上貢献, 価格高騰下で卵など日常商品群の価格優位性が支持されたこと, 円高に伴う為替予約の時価評価損
Next Scheduled Disclosure
2026年3月24日（火）
Monthly trend for the same period last year
Month November / Year-on-year monthly sales 106.9, Month December / Year-on-year monthly sales 106.5, Month January / Year-on-year monthly sales 107.7
Scope of aggregation: Kobe Bussan on a standalone basis
| Item | Details |
|---|---|
| Month Covered | January 2026 |
| Scope of aggregation | Kobe Bussan on a standalone basis |
| Net sales for the month | ¥43,146 million |
| Year-on-year change in monthly net sales | 107.7 |
| Same-Store Sales, Year on Year | Rate 104.8 / Definition of existing stores Not disclosed |
| Year-on-year change by category | Name 直轄エリア・既存店への商品出荷実績 / Year on year 104.8, Name 直轄エリア・全店への商品出荷実績 / Year on year 106.4, Name 全国・全店への商品出荷実績 / Year on year 106.5 |
| Key KPIs | Indicator name Gross profit / Value ¥4,558 million / Year on year ¥122.7 million, Indicator name Operating profit / Value ¥2,551 million / Year on year ¥127.6 million, Indicator name Ordinary profit / Value ¥-1,295 million / Year on year Not disclosed, Indicator name 直轄エリア・既存店への商品出荷実績 / Value 104.8 % / Year on year Not disclosed, Indicator name 直轄エリア・全店への商品出荷実績 / Value 106.4 % / Year on year Not disclosed, Indicator name 全国・全店への商品出荷実績 / Value 106.5 % / Year on year Not disclosed |
| Number of Stores at Period-End | Total FC stores 1,122 / Total number of directly operated stores 4 / Total number of stores 1,126 |
| Number of stores opened during the month | Number of Cases 2 / Store name and location Store name 旭川東光店 / Location 北海道旭川市東光16条5-3-22, Store name 堅田店 / Location 滋賀県大津市真野2-14-30 |
| Number of stores closed during the month | Number of Cases 2 / Store name and location Not disclosed |
| Monthly Commentary | 売上高、売上総利益、営業利益は前年同期を上回りました。業務スーパーの商品出荷実績も好調でしたが、経常利益は為替予約の時価評価損により赤字となりました。 |
| Factors Affecting the Change | テレビ番組やSNSで紹介されたこと, 鶏肉関連商品の売上貢献, 価格高騰下で卵など日常商品群の価格優位性が支持されたこと, 円高に伴う為替予約の時価評価損 |
| Monthly trend for the same period last year | Month November / Year-on-year monthly sales 106.9, Month December / Year-on-year monthly sales 106.5, Month January / Year-on-year monthly sales 107.7 |
| Next Scheduled Disclosure | 2026年3月24日（火） |
Items this document does not state (8)
Fiscal Year CoveredTotal-store sales, year on yearYear-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 onward
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、鶏肉関連商品や、価格高騰下で価格優位性が支持された卵などの日常商品群が売上増に貢献しました。経常利益については、円高により為替予約の時価評価損を営業外で計上したことが理由とされています。
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.