Worth reading
55In 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
94
Decrease (¥ millions)Wording
Avoiding a definitive answer
How definitive the wording is.Sales for this month
January 2026Fiscal year ending September 20261,447¥ million
Net Sales
-6.1%
Cumulative from Start of Period
-38.1%
Cumulative Sales from Start of Period¥6,341 million
Monthly Commentary
2026年1月度の全社売上高は前期同月比93.9％となり、94百万円減少した。牛肉は増加したが、豚肉と中国関連は減少した。
Factors Affecting the Change
牛肉：荷動きの改善, 牛肉：原料高の影響, 豚肉：船積みの遅れ, 豚肉：在庫過剰感のある市況, 中国関連：旧正月前の物流停滞, 中国関連：車両の出荷減少
Monthly trend for the same period last year
¥2,150 million, ¥1,918 million, ¥1,816 million, ¥1,541 million
| Item | Details |
|---|---|
| Month Covered | January 2026 |
| Fiscal Year Covered | Fiscal year ending September 2026 |
| Net sales for the month | ¥1,447 million |
| Year-on-year change in monthly net sales | 93.9 |
| Cumulative Sales from Start of Period | ¥6,341 million |
| Cumulative Year-on-Year Change from Start of Period | 61.9 |
| Year-on-year change by category | Name Beef / Year on year 202.3, Name Processed Foods / Year on year 91.3, Name Imported chicken / Year on year 187.8, Name Other chicken / Year on year Not disclosed, Name Domestic chicken / Year on year 106.5, Name Food Division total / Year on year 124.7, Name Agricultural Products / Year on year 72.6, Name China-Related / Year on year 69.6, Name Chemicals / Year on year 151.8, Name China Development Division total / Year on year 74.7, Name Pork / Year on year 18.3, Name Total / Year on year 93.9 |
| Sales by category | Beef ¥213 million, Processed Foods ¥330 million, Imported chicken ¥160 million, Other chicken ¥23 million, Domestic chicken ¥203 million, Food Division total ¥930 million, Agricultural Products ¥118 million, China-Related ¥327 million, Chemicals ¥46 million, China Development Division total ¥374 million, Pork ¥23 million, Total ¥1,447 million |
| Monthly Commentary | 2026年1月度の全社売上高は前期同月比93.9％となり、94百万円減少した。牛肉は増加したが、豚肉と中国関連は減少した。 |
| Factors Affecting the Change | 牛肉：荷動きの改善, 牛肉：原料高の影響, 豚肉：船積みの遅れ, 豚肉：在庫過剰感のある市況, 中国関連：旧正月前の物流停滞, 中国関連：車両の出荷減少 |
| Monthly trend for the same period last year | ¥2,150 million, ¥1,918 million, ¥1,816 million, ¥1,541 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.牛肉は荷動きが改善したものの原料高の影響があった。豚肉は船積みの遅れ・在庫過剰感のある市況、中国関連は旧正月前の物流停滞と車両の出荷減少が減収要因となった。
How to read this page
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