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Monthly9941TAIYO BUSSAN KAISHA,LTD.Trading & Wholesale

速報: Monthly performance (sales) for November of the fiscal year ending September 2026

Company-wide sales in November of the fiscal year ending September 2026 were ¥1,548 million, down ¥370 million from ¥1,918 million in the same month a year earlier, or 80.7% of the year-earlier level. Sales in the Food Division exceeded the year-earlier level, while the Lifestyle Industries Division, China-related sales and pork declined substantially.

Worth reading
62In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Deterioration
Direction inferred from the company’s description.
Scale
80.7
Year-on-year (%)
Wording
Avoiding a definitive answer
How definitive the wording is.

Sales for this month

November 2025Fiscal year ending September 2026
1,548¥ million
Net Sales
-19.3%
Cumulative from Start of Period
-69.4%
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.
Cumulative Sales from Start of Period¥3,133 million
Monthly Commentary

2025年11月度の全社売上高は前年同月比80.7%となり、370百万円減少した。牛肉は前年を上回ったが、農産品、豚肉、中国関連が減少した。

Factors Affecting the Change

牛肉は原料高の影響があったが取引が順調に推移, 農産品は三国間取引による商材の荷積みが遅延, 豚肉は価格高騰・在庫過剰感の市況等により減少, 中国関連は生活雑貨の受注減少と車両の出荷遅れにより減少

Monthly trend for the same period last year

Month October 2024 / Net Sales ¥2,150 million, Month November 2024 / Net Sales ¥1,918 million, Month December 2024 / Net Sales ¥1,816 million, Month January 2025 / Net Sales ¥1,541 million, Month February 2025 / Net Sales ¥1,473 million, Month March 2025 / Net Sales ¥1,339 million

Sales for this month
ItemDetails
Month CoveredNovember 2025
Fiscal Year CoveredFiscal year ending September 2026
Net sales for the month¥1,548 million
Year-on-year change in monthly net sales80.7
Cumulative Sales from Start of Period¥3,133 million
Cumulative Year-on-Year Change from Start of Period30.6
Year-on-year change by categoryName Beef / Year on year 131.1, Name Processed Foods / Year on year 111.3, Name Imported chicken / Year on year 116.2, Name Other chicken / Year on year 23.9, Name Domestic chicken / Year on year 110.8, Name Food Products Division Total / Year on year 114.3, Name Agricultural Products / Year on year 57.9, Name China-Related / Year on year 75.7, Name Pork / Year on year 10.4, Name Chemicals / Year on year 40.1, Name 生活産業部 計 / Year on year 14.3
Sales by categoryBeef ¥166 million, Processed Foods ¥353 million, Imported chicken ¥110 million, Other chicken ¥2 million, Domestic chicken ¥201 million, Food Products Division Total ¥833 million, Agricultural Products ¥184 million, China-Related ¥500 million, Pork ¥18 million, Chemicals ¥11 million, 生活産業部 計 ¥29 million
Monthly Commentary2025年11月度の全社売上高は前年同月比80.7%となり、370百万円減少した。牛肉は前年を上回ったが、農産品、豚肉、中国関連が減少した。
Factors Affecting the Change牛肉は原料高の影響があったが取引が順調に推移, 農産品は三国間取引による商材の荷積みが遅延, 豚肉は価格高騰・在庫過剰感の市況等により減少, 中国関連は生活雑貨の受注減少と車両の出荷遅れにより減少
Monthly trend for the same period last yearMonth October 2024 / Net Sales ¥2,150 million, Month November 2024 / Net Sales ¥1,918 million, Month December 2024 / Net Sales ¥1,816 million, Month January 2025 / Net Sales ¥1,541 million, Month February 2025 / Net Sales ¥1,473 million, Month March 2025 / Net Sales ¥1,339 million
Items this document does not state (11)
Scope of aggregationTotal-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerKey KPIsNumber of Stores at Period-EndNumber of stores opened during the monthNumber of stores closed during the monthMeasures from the following month onwardNext Scheduled Disclosure

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.

農産品は三国間取引向け商材の荷積みが遅れたため減少。豚肉は価格高騰・在庫過剰感などの市況により大幅に減少。中国関連は三国間取引による生活雑貨の受注減少と車両の出荷遅れにより大幅に減少した。牛肉は原料高の影響があったものの取引が順調に推移し、前年を上回った。

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速報: Monthly performance (sales) for November of the fiscal year ending September 2026 | TAIYO BUSSAN KAISHA,LTD. (9941) timely disclosure | Komori