Komori
Monthly3038KOBE BUSSAN CO.,LTD.Trading & Wholesale

Monthly IR News for March 2026

Kobe Bussan on a standalone basis reported sales of ¥49,071 million in March 2026, representing 102.9% of the prior-year level. Business Super opened 7 stores, bringing the total to 1,136, while product shipments to existing stores reached 99.7% of the prior-year level.

Worth reading
75Important
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
102.9
% (sales year-on-year)
Wording
Conditional
How definitive the wording is.

Sales for this month

March 2026
49,071¥ million
Net Sales
+2.9%
Total-store sales
+1.9%
Same-Store Sales
-0.3%
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
+1.9%
Product shipment performance at all stores in directly managed areas
+1.4%
Product shipment performance at existing stores in directly managed areas
-0.3%
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
-14.0%
Gross profit
+7.3%
Operating Profit
+1.9%
Number of Stores at Period-EndTotal number of stores 1,136 / Franchise store count 1,132 / Number of company-operated stores 4
Number of stores opened during the monthNumber of Cases 7 / Store name and location Store name 上熊本店 / Location 3-16-7 Kamikumamoto, Nishi-ku, Kumamoto City, Store name 霧島店 / Location 5-8-610 Kokubu Chuo, Kirishima City, Kagoshima Prefecture, Store name 大泉朝日店 / Location 4-20-3 Asahi, Oizumi Town, Ora District, Gunma Prefecture, Store name 宇和店 / Location 201-1 Uwamatsuba, Uwa Town, Seiyo City, Ehime Prefecture, Store name 大田原南店 / Location 1-3546-27 Asaka, Otawara City, Tochigi Prefecture, Store name マミー松野店 / Location 2677 Minamimatsuno, Fuji City, Shizuoka Prefecture, Store name 鈴鹿白子店 / Location 7-5-15 Jike, Suzuka City, Mie Prefecture
Number of stores closed during the month0
Monthly Commentary

Standalone sales were 102.9% of the prior-year level, gross profit was 107.3%, operating profit was 101.9%, and ordinary profit was 86.0%. The company opened 7 new stores, bringing the total number of stores to 1,136.

Factors Affecting the Change

Coverage on television programs and social media, Strong sales of chicken-related products, Customer support for promotional items offered for one consecutive month, Lower average customer spending due to falling rice prices, Moderation in demand for frozen vegetables as fresh vegetable prices stabilized, Foreign-exchange gains from forward contracts, Absence of the prior-year reversal income following the termination of forward contracts

Measures from the following month onward

The company will hold the “Bargains Galore!! 2026 Spring All-Out Festival: Customer Appreciation Sale” through the end of April.

Next Scheduled Disclosure

22 May 2026 (Friday)

Scope of aggregation: Kobe Bussan on a standalone basis

Sales for this month
ItemDetails
Month CoveredMarch 2026
Scope of aggregationKobe Bussan on a standalone basis
Net sales for the month¥49,071 million
Year-on-year change in monthly net sales102.9
Total-store sales, year on year101.9
Same-Store Sales, Year on YearRate 99.7 / Definition Not disclosed
Year-on-year change by categoryName Product shipment performance at existing stores in directly managed areas / Year on year 99.7, Name Product shipment performance at all stores in directly managed areas / Year on year 101.4, Name Product shipment performance at all stores nationwide / Year on year 101.9
Key KPIsIndicator name Gross profit / Value ¥5,279 million / Year on year ¥107.3 million, Indicator name Operating Profit / Value ¥2,931 million / Year on year ¥101.9 million, Indicator name Ordinary Profit / Value ¥3,548 million / Year on year ¥86 million
Number of Stores at Period-EndTotal number of stores 1,136 / Franchise store count 1,132 / Number of company-operated stores 4
Number of stores opened during the monthNumber of Cases 7 / Store name and location Store name 上熊本店 / Location 3-16-7 Kamikumamoto, Nishi-ku, Kumamoto City, Store name 霧島店 / Location 5-8-610 Kokubu Chuo, Kirishima City, Kagoshima Prefecture, Store name 大泉朝日店 / Location 4-20-3 Asahi, Oizumi Town, Ora District, Gunma Prefecture, Store name 宇和店 / Location 201-1 Uwamatsuba, Uwa Town, Seiyo City, Ehime Prefecture, Store name 大田原南店 / Location 1-3546-27 Asaka, Otawara City, Tochigi Prefecture, Store name マミー松野店 / Location 2677 Minamimatsuno, Fuji City, Shizuoka Prefecture, Store name 鈴鹿白子店 / Location 7-5-15 Jike, Suzuka City, Mie Prefecture
Number of stores closed during the month0
Monthly CommentaryStandalone sales were 102.9% of the prior-year level, gross profit was 107.3%, operating profit was 101.9%, and ordinary profit was 86.0%. The company opened 7 new stores, bringing the total number of stores to 1,136.
Factors Affecting the ChangeCoverage on television programs and social media, Strong sales of chicken-related products, Customer support for promotional items offered for one consecutive month, Lower average customer spending due to falling rice prices, Moderation in demand for frozen vegetables as fresh vegetable prices stabilized, Foreign-exchange gains from forward contracts, Absence of the prior-year reversal income following the termination of forward contracts
Measures from the following month onwardThe company will hold the “Bargains Galore!! 2026 Spring All-Out Festival: Customer Appreciation Sale” through the end of April.
Next Scheduled Disclosure22 May 2026 (Friday)
Items this document does not state (7)
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 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 growth was driven by coverage on television programs and social media, as well as strong sales of chicken-related products and promotional items. On the other hand, lower average customer spending due to falling rice prices and a moderation in demand for frozen vegetables as fresh vegetable prices stabilized weighed on existing-store sales. Ordinary profit was boosted by foreign exchange gains on forward contracts, but declined year on year due to the absence of the prior-year reversal income following the termination of those contracts.

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