Komori
Monthly3038KOBE BUSSAN CO.,LTD.Trading & Wholesale

February 2026 Monthly IR News

Kobe Bussan's standalone sales in February 2026 were ¥4,480.5 million, representing 105.3% of the prior-year level. Gyomu Super opened 4 stores, bringing the total number of stores to 1,129.

Worth reading
64In 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
105.3
Year-on-year (%)
Wording
Definitive
How definitive the wording is.

Sales for this month

February 2026Fiscal year ending March 2026
44,805¥ million
Net Sales
+5.3%
Total-store sales
+4.1%
Same-Store Sales
+1.6%
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
Product shipment performance at all stores nationwide
+4.1%
Product shipment performance at all stores in directly managed areas
+3.5%
Product shipment performance at existing stores in directly managed areas
+1.6%
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
Ordinary profit
+642.4%
Gross profit
+7.9%
Operating profit
+6.0%
Number of Stores at Period-EndTotal number of stores 1,129 / Franchise store count 1,125 / Number of company-operated stores 4
Number of stores opened during the monthNumber of Cases 4 / Store name and location Store name Sakai Chuo Kanjo Store / Location 1-1 Yashita-kita, Kita-ku, Sakai, Osaka, Store name Higashiosaka Ohaasu Store / Location 4-5-6 Ohasu-higashi, Higashiosaka, Osaka, Store name Kurashiki Hashima Store / Location 680-1 Hashima, Kurashiki, Okayama, Store name Sagae Minami Store / Location 121-1 Sagae Yokomichi, Sagae, Yamagata
Number of stores closed during the monthDirectly managed area 0 / Regional area 1
Monthly Commentary

Standalone sales, gross profit, operating profit and ordinary profit all exceeded the prior-year levels. The opening of 4 new stores brought the total number of stores to 1,129, while product shipments remained strong and exceeded the prior-year level despite the impact of snowfall.

Factors Affecting the Change

Coverage on television programs and social media, Sales of chicken-related products, Price competitiveness of everyday products such as eggs, Sales of products related to seasonal events, Snowfall in early February, Valuation gains on currency forward contracts due to yen depreciation

Measures from the following month onward

The "Great Value Everywhere!! 2026 Spring All-Out Festival: Customer Appreciation Sale" will run through the end of April 2026.

Next Scheduled Disclosure

The March 2026 Monthly IR News is scheduled to be released on 20 April 2026.

Scope of aggregation: Standalone basis (Kobe Bussan)

Sales for this month
ItemDetails
Month CoveredFebruary 2026
Fiscal Year CoveredFiscal year ending March 2026
Scope of aggregationStandalone basis (Kobe Bussan)
Net sales for the month¥44,805 million
Year-on-year change in monthly net sales105.3
Total-store sales, year on year104.1
Same-Store Sales, Year on YearRate 101.6 / Definition Not disclosed
Year-on-year change by categoryName Product shipment performance at existing stores in directly managed areas / Year on year 101.6, Name Product shipment performance at all stores in directly managed areas / Year on year 103.5, Name Product shipment performance at all stores nationwide / Year on year 104.1
Key KPIsIndicator name Gross profit / Value ¥4,524 million / Year on year ¥107.9 million, Indicator name Operating profit / Value ¥2,580 million / Year on year ¥106 million, Indicator name Ordinary profit / Value ¥6,662 million / Year on year ¥742.4 million
Number of Stores at Period-EndTotal number of stores 1,129 / Franchise store count 1,125 / Number of company-operated stores 4
Number of stores opened during the monthNumber of Cases 4 / Store name and location Store name Sakai Chuo Kanjo Store / Location 1-1 Yashita-kita, Kita-ku, Sakai, Osaka, Store name Higashiosaka Ohaasu Store / Location 4-5-6 Ohasu-higashi, Higashiosaka, Osaka, Store name Kurashiki Hashima Store / Location 680-1 Hashima, Kurashiki, Okayama, Store name Sagae Minami Store / Location 121-1 Sagae Yokomichi, Sagae, Yamagata
Number of stores closed during the monthDirectly managed area 0 / Regional area 1
Monthly CommentaryStandalone sales, gross profit, operating profit and ordinary profit all exceeded the prior-year levels. The opening of 4 new stores brought the total number of stores to 1,129, while product shipments remained strong and exceeded the prior-year level despite the impact of snowfall.
Factors Affecting the ChangeCoverage on television programs and social media, Sales of chicken-related products, Price competitiveness of everyday products such as eggs, Sales of products related to seasonal events, Snowfall in early February, Valuation gains on currency forward contracts due to yen depreciation
Measures from the following month onwardThe "Great Value Everywhere!! 2026 Spring All-Out Festival: Customer Appreciation Sale" will run through the end of April 2026.
Next Scheduled DisclosureThe March 2026 Monthly IR News is scheduled to be released on 20 April 2026.
Items this document does not state (6)
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 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.

Sales were supported by products featured on television programs and social media, competitively priced products such as chicken-related products and eggs, and products related to seasonal events. Although snowfall in early February had an impact, product shipments exceeded the prior-year level. The substantial increase in ordinary profit was due to the recognition of valuation gains on currency forward contracts as a result of yen depreciation.

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February 2026 Monthly IR News | KOBE BUSSAN CO.,LTD. (3038) timely disclosure | Komori