Komori
Monthly3038KOBE BUSSAN CO.,LTD.Trading & Wholesale

Monthly IR News for July 2026

Standalone net sales in July 2026 increased to 107.6% of the prior-year level. Gross profit, operating profit and ordinary profit were below the prior-year levels, while Gyomu Super opened 5 stores, bringing the total number of stores to 1,144.

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
107.6
Year-on-year %
Wording
Conditional
How definitive the wording is.

Sales for this month

July 2026Fiscal year ending March 2027
50,636¥ million
Net Sales
+7.6%
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
+6.5%
Product shipment performance at all stores in directly managed areas
+6.1%
Product shipment performance at existing stores in directly managed areas
+4.5%
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 1,144 / Franchise store count 1,140 / Number of company-operated stores 4
Number of stores opened during the monthNumber of Cases 5 / Store name and location Store name Nishinomiya Koshimizu Store / Location 3-22 Koshimizu-cho, Nishinomiya, Hyogo, Store name Tamashima Store / Location 2-1-47 Tamashima-Agasaki, Kurashiki, Okayama, Store name Chikusei Store / Location 937-14 Okaseru, Chikusei, Ibaraki, Store name Sakaiminato Store / Location 105 Takenouchi Danchi, Sakaiminato, Tottori, Store name Akita Hotono Store / Location 15-1 Hotono Haranomachi, Akita, Akita
Number of stores closed during the monthNumber of Cases 0
Cumulative Sales from Start of Period¥289,480 million
Monthly Commentary

Sales increased, while profit declined. Gyomu Super opened 5 new stores, and product shipment performance remained solid.

Factors Affecting the Change

Coverage on television programs and social media, Strong demand for products included in the Monthly Specials and Bomb Prices promotions, Strong sales of chicken-related products and frozen vegetables, Reversal of the prior year's gain on the mark-to-market valuation of foreign exchange contracts, Mark-to-market loss on foreign exchange contracts caused by the stronger yen in the current month

Next Scheduled Disclosure

18 September 2026 (Friday)

Monthly trend for the same period last year

Month November of the previous year / Year-on-year monthly sales 106.9, Month December of the previous year / Year-on-year monthly sales 106.5, Month January of the previous year / Year-on-year monthly sales 107.7, Month February of the previous year / Year-on-year monthly sales 105.3, Month March of the previous year / Year-on-year monthly sales 102.9, Month April of the previous year / Year-on-year monthly sales 102.3, Month May of the previous year / Year-on-year monthly sales 103, Month June of the previous year / Year-on-year monthly sales 105.4, Month July of the prior year / Year-on-year monthly sales 107.6

Scope of aggregation: Kobe Bussan on a standalone basis

Sales for this month
ItemDetails
Month CoveredJuly 2026
Fiscal Year CoveredFiscal year ending March 2027
Scope of aggregationKobe Bussan on a standalone basis
Net sales for the month¥50,636 million
Year-on-year change in monthly net sales107.6
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 104.5, Name Product shipment performance at all stores in directly managed areas / Year on year 106.1, Name Product shipment performance at all stores nationwide / Year on year 106.5
Key KPIsGross profit ¥5,088 million, Operating profit ¥2,860 million, Ordinary profit ¥1,355 million
Number of Stores at Period-EndTotal number of stores 1,144 / Franchise store count 1,140 / Number of company-operated stores 4
Number of stores opened during the monthNumber of Cases 5 / Store name and location Store name Nishinomiya Koshimizu Store / Location 3-22 Koshimizu-cho, Nishinomiya, Hyogo, Store name Tamashima Store / Location 2-1-47 Tamashima-Agasaki, Kurashiki, Okayama, Store name Chikusei Store / Location 937-14 Okaseru, Chikusei, Ibaraki, Store name Sakaiminato Store / Location 105 Takenouchi Danchi, Sakaiminato, Tottori, Store name Akita Hotono Store / Location 15-1 Hotono Haranomachi, Akita, Akita
Number of stores closed during the monthNumber of Cases 0
Monthly CommentarySales increased, while profit declined. Gyomu Super opened 5 new stores, and product shipment performance remained solid.
Factors Affecting the ChangeCoverage on television programs and social media, Strong demand for products included in the Monthly Specials and Bomb Prices promotions, Strong sales of chicken-related products and frozen vegetables, Reversal of the prior year's gain on the mark-to-market valuation of foreign exchange contracts, Mark-to-market loss on foreign exchange contracts caused by the stronger yen in the current month
Monthly trend for the same period last yearMonth November of the previous year / Year-on-year monthly sales 106.9, Month December of the previous year / Year-on-year monthly sales 106.5, Month January of the previous year / Year-on-year monthly sales 107.7, Month February of the previous year / Year-on-year monthly sales 105.3, Month March of the previous year / Year-on-year monthly sales 102.9, Month April of the previous year / Year-on-year monthly sales 102.3, Month May of the previous year / Year-on-year monthly sales 103, Month June of the previous year / Year-on-year monthly sales 105.4, Month July of the prior year / Year-on-year monthly sales 107.6
Next Scheduled Disclosure18 September 2026 (Friday)
Items this document does not state (6)
Total-store sales, year on yearSame-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.

The increase in sales was attributed to products being featured on television programs and social media, strong demand for products included in the "Monthly Specials" and "Bomb Prices" promotions, and solid sales of chicken-related products and frozen vegetables. The decrease in ordinary profit was attributed to the reversal of the gain on the prior year's mark-to-market valuation of foreign exchange contracts and a mark-to-market loss caused by the stronger yen in the current month.

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