Sales for this month
September 2026The Seller Business was 99.6% year on year, affected by adverse weather, the rebound from last year's stockpiled rice sales and higher prices. The Platform Business was 117.1%, driven by growth in outsourced delivery services and the launch of paid delivery services. Consolidated sales were 99.7%.
Adverse weather, including record rainfall, Pullback from the prior year's sales of stockpiled rice, Higher prices, Growth in outsourced delivery services commissioned by the Seller Business, Launch of paid delivery services using warehouses equipped for three temperature zones
Scope of aggregation: Consolidated (including the Seller Business and Platform Business)
| Item | Details |
|---|---|
| Month Covered | September 2026 |
| Scope of aggregation | Consolidated (including the Seller Business and Platform Business) |
| Year-on-year change in monthly net sales | 99.7 % |
| Year-on-Year Change in Customer Count | Household sales in Seller Business were below the prior year (rate: Not disclosed) |
| Cumulative Year-on-Year Change from Start of Period | 101.1 % |
| Year-on-year change by category | Name Seller business / Year on year 99.6, Name Platform Business / Year on year 117.1 |
| Monthly Commentary | The Seller Business was 99.6% year on year, affected by adverse weather, the rebound from last year's stockpiled rice sales and higher prices. The Platform Business was 117.1%, driven by growth in outsourced delivery services and the launch of paid delivery services. Consolidated sales were 99.7%. |
| Factors Affecting the Change | Adverse weather, including record rainfall, Pullback from the prior year's sales of stockpiled rice, Higher prices, Growth in outsourced delivery services commissioned by the Seller Business, Launch of paid delivery services using warehouses equipped for three temperature zones |
Items this document does not state (14)
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 Seller Business declined because adverse weather, including record rainfall, slowed growth in sales to restaurants, while the number of household customers fell below the previous year due to the rebound from last year's stockpiled rice sales and higher prices. The Platform Business increased due to growth in outsourced delivery services commissioned by the Seller Business and the launch of paid delivery services using warehouses equipped for three temperature zones.