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Monthly3038KOBE BUSSAN CO.,LTD.Trading & Wholesale

Monthly IR News for August 2026

In August 2026, non-consolidated sales were 105.9% of the prior-year level, while operating profit declined to 94.9%. Gyomu Super opened 2 stores and closed 2 stores, leaving the total number of stores at 1,144 at month-end, unchanged from the previous month.

Worth reading
65In 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
105.9
Year-on-year (%) (non-consolidated net sales)
Wording
Definitive
How definitive the wording is.

Sales for this month

August 2026Fiscal year ending October 2026
48,242¥ million
Net Sales
+5.9%
Same-Store Sales
+2.8%
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
+5.6%
Product shipment performance at all stores in directly managed areas
+4.7%
Product shipment performance at existing stores in directly managed areas
+2.8%
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 income
+52.9%
Operating profit
-5.1%
Gross profit
+1.2%
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 2 / Store name and location Store name Every Kasaoka-Satosho Store / Location 25-1 Hamanaka, Satosho Town, Asakuchi District, Okayama Prefecture, Store name Naha Akebono Store / Location 1196 Aza Ameku, Naha, Okinawa Prefecture
Number of stores closed during the monthNumber of Cases 2 / Store name and location Not disclosed
Monthly Commentary

Sales were 105.9% of the prior-year level, while product shipments also remained solid at 102.8% for existing stores in directly managed areas, 104.7% for all stores in directly managed areas and 105.6% for all stores nationwide. The number of stores was 1,144, unchanged from the previous month, as the number of openings equaled the number of closures resulting from relocations.

Factors Affecting the Change

Coverage on television programs and social media, Strong sales of chicken-related products and frozen vegetables, Contribution from seasonal-event products, Valuation gains on currency forward contracts due to yen depreciation

Measures from the following month onward

Gyomu Super is holding the “Bargain Bonanza!! 2026 Autumn All-Out Festival: Customer Appreciation Sale” through the end of October 2026.

Next Scheduled Disclosure

The September 2026 Monthly IR News is scheduled for release on 26 October 2026.

Scope of aggregation: Kobe Bussan on a standalone basis

Sales for this month
ItemDetails
Month CoveredAugust 2026
Fiscal Year CoveredFiscal year ending October 2026
Scope of aggregationKobe Bussan on a standalone basis
Net sales for the month¥48,242 million
Year-on-year change in monthly net sales105.9
Same-Store Sales, Year on YearRate 102.8 / Definition Not disclosed
Year-on-year change by categoryName Product shipment performance at existing stores in directly managed areas / Year on year 102.8, Name Product shipment performance at all stores in directly managed areas / Year on year 104.7, Name Product shipment performance at all stores nationwide / Year on year 105.6
Key KPIsIndicator name Gross profit / Value ¥4,998 million / Year on year ¥101.2 million, Indicator name Operating profit / Value ¥2,944 million / Year on year ¥94.9 million, Indicator name Ordinary income / Value ¥5,288 million / Year on year ¥152.9 million, Indicator name Total Gyomu Super stores / Value 1,144 Location / Year on year Not disclosed
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 2 / Store name and location Store name Every Kasaoka-Satosho Store / Location 25-1 Hamanaka, Satosho Town, Asakuchi District, Okayama Prefecture, Store name Naha Akebono Store / Location 1196 Aza Ameku, Naha, Okinawa Prefecture
Number of stores closed during the monthNumber of Cases 2 / Store name and location Not disclosed
Monthly CommentarySales were 105.9% of the prior-year level, while product shipments also remained solid at 102.8% for existing stores in directly managed areas, 104.7% for all stores in directly managed areas and 105.6% for all stores nationwide. The number of stores was 1,144, unchanged from the previous month, as the number of openings equaled the number of closures resulting from relocations.
Factors Affecting the ChangeCoverage on television programs and social media, Strong sales of chicken-related products and frozen vegetables, Contribution from seasonal-event products, Valuation gains on currency forward contracts due to yen depreciation
Measures from the following month onwardGyomu Super is holding the “Bargain Bonanza!! 2026 Autumn All-Out Festival: Customer Appreciation Sale” through the end of October 2026.
Next Scheduled DisclosureThe September 2026 Monthly IR News is scheduled for release on 26 October 2026.
Items this document does not state (7)
Total-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 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.

Coverage on television programs and social media, along with strong sales of chicken-related products, frozen vegetables and seasonal-event products, contributed to the increase in sales. Ordinary profit was boosted by a gain on the fair value of foreign exchange forwards, recorded as non-operating income due to the weaker yen.

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