Worth reading
64In 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
5.6
% (year-on-year change in standalone net sales)Wording
Conditional
How definitive the wording is.Sales for this month
September 2026Fiscal year ending March 202748,286¥ million
Net Sales
+5.6%
Total-store sales
+4.8%
Same-Store Sales
+2.1%
Year-on-year change by componentThe 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.
Product shipment performance at all stores nationwide
+4.8%
Product shipment performance at all stores in directly managed areas
+3.8%
Product shipment performance at existing stores in directly managed areas
+2.1%
Key KPI year-on-year change
Ordinary profit
-71.2%
Operating profit
+15.0%
Gross profit
+9.4%
Number of Stores at Period-EndTotal number of stores 1,150 / Franchise store count 1,146 / Number of company-operated stores 4
Number of stores opened during the monthNumber of Cases 7 / Store name Iseda Store, Sendai Store, Semba-Honmachi Store, Uki Store, Kengun Store, Nakaizumi Store, Tsuyama-Yamakita Store / Location 58 Ukimō, Iseda-chō, Uji, Kyoto Prefecture, 1715-1 Miyazaki-chō, Satsumasendai, Kagoshima Prefecture, 4-3-1 Kyūtarōmachi, Chūō-ku, Osaka, 261-1 Sumiyoshi, Ogawa-machi, Uki, Kumamoto Prefecture, 1-27-10 Kengun, Higashi-ku, Kumamoto, 627-6 Nakaizumi-chō, Takasaki, Gunma Prefecture, 63-4 Yamakita, Tsuyama, Okayama Prefecture
Number of stores closed during the monthNumber of Cases 1 / Store name Not disclosed / Location Not disclosed
Monthly Commentary
Standalone net sales, gross profit and operating profit exceeded the prior-year period, but ordinary profit fell below the prior-year period due to valuation losses on foreign exchange forwards. Product shipments by Gyomu Super remained firm.
Factors Affecting the Change
Increase in the number of Gyomu Super stores, Coverage on television programs and social media, Strong sales of frozen vegetables, Contributions from products included in promotions, Valuation losses on foreign exchange forwards due to yen appreciation
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 Monthly IR News for October 2026 is scheduled for release on Friday, 20 November 2026
Scope of aggregation: Standalone basis (Kobe Bussan)
| Item | Details |
|---|---|
| Month Covered | September 2026 |
| Fiscal Year Covered | Fiscal year ending March 2027 |
| Scope of aggregation | Standalone basis (Kobe Bussan) |
| Net sales for the month | ¥48,286 million |
| Year-on-year change in monthly net sales | 105.6 |
| Total-store sales, year on year | 104.8 |
| Same-Store Sales, Year on Year | Rate 102.1 / Definition Not disclosed |
| Year-on-year change by category | Name Product shipment performance at existing stores in directly managed areas / Year on year 102.1, Name Product shipment performance at all stores in directly managed areas / Year on year 103.8, Name Product shipment performance at all stores nationwide / Year on year 104.8 |
| Key KPIs | Indicator name Gross profit / Value ¥5,030 million / Year on year ¥109.4 million, Indicator name Operating profit / Value ¥2,922 million / Year on year ¥115 million, Indicator name Ordinary profit / Value ¥785 million / Year on year ¥28.8 million, Indicator name Total Gyomu Super stores / Value 1,150 Location / Year on year Up 33 stores year on year |
| Number of Stores at Period-End | Total number of stores 1,150 / Franchise store count 1,146 / Number of company-operated stores 4 |
| Number of stores opened during the month | Number of Cases 7 / Store name Iseda Store, Sendai Store, Semba-Honmachi Store, Uki Store, Kengun Store, Nakaizumi Store, Tsuyama-Yamakita Store / Location 58 Ukimō, Iseda-chō, Uji, Kyoto Prefecture, 1715-1 Miyazaki-chō, Satsumasendai, Kagoshima Prefecture, 4-3-1 Kyūtarōmachi, Chūō-ku, Osaka, 261-1 Sumiyoshi, Ogawa-machi, Uki, Kumamoto Prefecture, 1-27-10 Kengun, Higashi-ku, Kumamoto, 627-6 Nakaizumi-chō, Takasaki, Gunma Prefecture, 63-4 Yamakita, Tsuyama, Okayama Prefecture |
| Number of stores closed during the month | Number of Cases 1 / Store name Not disclosed / Location Not disclosed |
| Monthly Commentary | Standalone net sales, gross profit and operating profit exceeded the prior-year period, but ordinary profit fell below the prior-year period due to valuation losses on foreign exchange forwards. Product shipments by Gyomu Super remained firm. |
| Factors Affecting the Change | Increase in the number of Gyomu Super stores, Coverage on television programs and social media, Strong sales of frozen vegetables, Contributions from products included in promotions, Valuation losses on foreign exchange forwards due to yen appreciation |
| 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 Monthly IR News for October 2026 is scheduled for release on Friday, 20 November 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 increased due to an increase in the number of Gyomu Super stores, exposure on television programs and social media, strong sales of frozen vegetables, and contributions from products included in promotions. Ordinary profit was reduced by valuation losses on foreign exchange forwards, recorded as non-operating expenses, as the yen strengthened toward the end of September.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.