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Monthly9941TAIYO BUSSAN KAISHA,LTD.Trading & Wholesale

Preliminary Monthly Results (Sales) for February 2026, Fiscal Year Ending September 2026

Company-wide sales in February 2026 were ¥1,366 million, down ¥106 million from ¥1,473 million in the same month of the previous year, representing 92.7% of the prior-year level. Processed foods increased, while pork and China-related products declined significantly.

Worth reading
48Recurring
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
92.7
Year-on-year (%)
Wording
Conditional
How definitive the wording is.

Sales for this month

February 2026Fiscal year ending September 2026
1,366¥ million
Net Sales
-7.3%
Cumulative from Start of Period
-24.7%
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¥7,707 million
Monthly Commentary

Company-wide sales in February 2026 were 92.7% of the same month of the previous year, a decrease of ¥106 million. Processed foods exceeded the prior-year level, but pork and China-related products declined significantly.

Factors Affecting the Change

Processed food shipments brought forward, Market conditions for pork, including soaring prices and concerns about excess inventory, Suspension of pork imports from Spain, Logistics disruptions affecting China-related products following the Lunar New Year

Monthly trend for the same period last year

Month October / Net Sales for the Current Period 1,584 / Prior-Period Net Sales 2,150 / Year on year 73.7, Month November / Net Sales for the Current Period 1,548 / Prior-Period Net Sales 1,918 / Year on year 80.7, Month December / Net Sales for the Current Period 1,761 / Prior-Period Net Sales 1,816 / Year on year 97, Month January / Net Sales for the Current Period 1,447 / Prior-Period Net Sales 1,541 / Year on year 93.9, Month February / Net Sales for the Current Period 1,366 / Prior-Period Net Sales 1,473 / Year on year 92.7

Sales for this month
ItemDetails
Month CoveredFebruary 2026
Fiscal Year CoveredFiscal year ending September 2026
Net sales for the month¥1,366 million
Year-on-year change in monthly net sales92.7
Cumulative Sales from Start of Period¥7,707 million
Cumulative Year-on-Year Change from Start of Period75.3
Year-on-year change by categoryName Food Products Division Total / Year on year 133, Name Beef / Year on year 135.1, Name Processed Foods / Year on year 137.6, Name Imported chicken / Year on year 136.6, Name Other chicken / Year on year 989.2, Name Domestic chicken / Year on year 112.6, Name China Development Division Total / Year on year 61, Name Agricultural Products / Year on year 113.9, Name China-Related / Year on year 58, Name Chemicals / Year on year 142.2, Name Lifestyle Industries Division, pork / Year on year 8.8
Sales by categoryFood Products Division Total ¥830 million, Beef ¥74 million, Processed Foods ¥378 million, Imported chicken ¥146 million, Other chicken ¥22 million, Domestic chicken ¥208 million, China Development Division Total ¥361 million, Agricultural Products ¥164 million, China-Related ¥331 million, Chemicals ¥30 million, Lifestyle Industries Division, pork ¥9 million
Monthly CommentaryCompany-wide sales in February 2026 were 92.7% of the same month of the previous year, a decrease of ¥106 million. Processed foods exceeded the prior-year level, but pork and China-related products declined significantly.
Factors Affecting the ChangeProcessed food shipments brought forward, Market conditions for pork, including soaring prices and concerns about excess inventory, Suspension of pork imports from Spain, Logistics disruptions affecting China-related products following the Lunar New Year
Monthly trend for the same period last yearMonth October / Net Sales for the Current Period 1,584 / Prior-Period Net Sales 2,150 / Year on year 73.7, Month November / Net Sales for the Current Period 1,548 / Prior-Period Net Sales 1,918 / Year on year 80.7, Month December / Net Sales for the Current Period 1,761 / Prior-Period Net Sales 1,816 / Year on year 97, Month January / Net Sales for the Current Period 1,447 / Prior-Period Net Sales 1,541 / Year on year 93.9, Month February / Net Sales for the Current Period 1,366 / Prior-Period Net Sales 1,473 / Year on year 92.7
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.

Processed foods increased due to shipments being brought forward. Pork sales declined because of market conditions, including soaring prices and concerns about excess inventory, as well as the impact of the suspension of pork imports from Spain. China-related sales declined due to logistics disruptions following the Lunar New Year.

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Preliminary Monthly Results (Sales) for February 2026, Fiscal Year Ending September 2026 | TAIYO BUSSAN KAISHA,LTD. (9941) timely disclosure | Komori