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Monthly3038KOBE BUSSAN CO.,LTD.Trading & Wholesale

Monthly IR News for June 2026

In June 2026, Kobe Bussan's non-consolidated net sales exceeded those of the same month a year earlier, while gross profit, operating profit and ordinary profit were lower year on year. Gyomu Super opened 2 stores, bringing the total number of stores to 1,139.

Worth reading
66In 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
105.4
Year-on-year (%) (non-consolidated net sales)
Wording
Conditional
How definitive the wording is.

Sales for this month

June 2026
47,520¥ million
Net Sales
+5.4%
Same-Store Sales
+3.0%
Cumulative from Start of Period
+5.2%
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
+5.8%
Product shipment performance at all stores in directly managed areas
+4.6%
Product shipment performance at existing stores in directly managed areas
+3.0%
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
Operating profit
-12.0%
Ordinary profit
-6.9%
Gross profit
-3.2%
Number of Stores at Period-EndTotal FC stores 1,135 Location / Total number of directly operated stores 4 Location / Total number of stores 1,139 Location / Directly managed area 722 / Regional area 413
Number of stores opened during the monthNumber of Cases 2 / Store name and location Store name 小見川店 / Location 2-1 Bungo, Katori, Chiba Prefecture, Store name 知井宮店 / Location 973 知井宮町, Izumo City, Shimane Prefecture
Number of stores closed during the monthNumber of Cases 0
Cumulative Sales from Start of Period¥289,480 million
Monthly Commentary

Non-consolidated net sales were 105.4% of the year-earlier level, gross profit was 96.8%, operating profit was 88.0% and ordinary profit was 93.1%. Gyomu Super opened 2 new stores, bringing the total to 1,139 stores. Product shipments remained firm.

Factors Affecting the Change

Coverage on television programs and social media contributed to sales growth, Chicken-related products and frozen vegetables performed strongly, Gross profit and operating profit declined year on year due to the reversal of the yen's appreciation in the previous year, Foreign exchange gains from forward contracts boosted ordinary profit

Next Scheduled Disclosure

The July 2026 Monthly IR News is scheduled to be released on Wednesday, 19 August 2026

Monthly trend for the same period last year

Month November / Net Sales 47,188 / Year-on-year sales 106.9, Month December / Net Sales 52,864 / Year-on-year sales 106.5, Month January / Net Sales 43,146 / Year-on-year sales 107.7, Month February / Net Sales 44,805 / Year-on-year sales 105.3, Month March / Net Sales 49,071 / Year-on-year sales 102.9, Month April / Net Sales 52,403 / Year-on-year sales 102.3, Month May / Net Sales 49,860 / Year-on-year sales 103, Month June / Net Sales 47,520 / Year-on-year sales 105.4

Scope of aggregation: Kobe Bussan on a standalone basis

Sales for this month
ItemDetails
Month CoveredJune 2026
Scope of aggregationKobe Bussan on a standalone basis
Net sales for the month¥47,520 million
Year-on-year change in monthly net sales105.4
Same-Store Sales, Year on YearRate 103 / Definition Not disclosed
Cumulative Sales from Start of Period¥289,480 million
Cumulative Year-on-Year Change from Start of Period105.2
Year-on-year change by categoryName Product shipment performance at existing stores in directly managed areas / Year on year 103, Name Product shipment performance at all stores in directly managed areas / Year on year 104.6, Name Product shipment performance at all stores nationwide / Year on year 105.8
Key KPIsIndicator name Gross profit / Value ¥4,818 million / Year on year ¥96.8 million, Indicator name Operating profit / Value ¥2,796 million / Year on year ¥88 million, Indicator name Ordinary profit / Value ¥3,736 million / Year on year ¥93.1 million, Indicator name Total Gyomu Super stores / Value 1,139 Location / Year on year Up 29 stores year on year
Number of Stores at Period-EndTotal FC stores 1,135 Location / Total number of directly operated stores 4 Location / Total number of stores 1,139 Location / Directly managed area 722 / Regional area 413
Number of stores opened during the monthNumber of Cases 2 / Store name and location Store name 小見川店 / Location 2-1 Bungo, Katori, Chiba Prefecture, Store name 知井宮店 / Location 973 知井宮町, Izumo City, Shimane Prefecture
Number of stores closed during the monthNumber of Cases 0
Monthly CommentaryNon-consolidated net sales were 105.4% of the year-earlier level, gross profit was 96.8%, operating profit was 88.0% and ordinary profit was 93.1%. Gyomu Super opened 2 new stores, bringing the total to 1,139 stores. Product shipments remained firm.
Factors Affecting the ChangeCoverage on television programs and social media contributed to sales growth, Chicken-related products and frozen vegetables performed strongly, Gross profit and operating profit declined year on year due to the reversal of the yen's appreciation in the previous year, Foreign exchange gains from forward contracts boosted ordinary profit
Monthly trend for the same period last yearMonth November / Net Sales 47,188 / Year-on-year sales 106.9, Month December / Net Sales 52,864 / Year-on-year sales 106.5, Month January / Net Sales 43,146 / Year-on-year sales 107.7, Month February / Net Sales 44,805 / Year-on-year sales 105.3, Month March / Net Sales 49,071 / Year-on-year sales 102.9, Month April / Net Sales 52,403 / Year-on-year sales 102.3, Month May / Net Sales 49,860 / Year-on-year sales 103, Month June / Net Sales 47,520 / Year-on-year sales 105.4
Next Scheduled DisclosureThe July 2026 Monthly IR News is scheduled to be released on Wednesday, 19 August 2026
Items this document does not state (6)
Fiscal Year CoveredTotal-store sales, year on yearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerSales 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.

Sales growth was driven by coverage on television programs and social media, as well as strong sales of chicken-related products and frozen vegetables. On the earnings side, gross profit and operating profit were lower year on year, partly due to the reversal of the yen's appreciation in the previous year, while foreign exchange gains from forward contracts boosted ordinary profit.

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