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Monthly9941TAIYO BUSSAN KAISHA,LTD.Trading & Wholesale

Preliminary Monthly Sales Report for August, Fiscal Year Ending September 2026

Company-wide sales in August 2026 were ¥1,692 million, or 91.7% of the prior-year level, falling below the same month of the previous year. Sales of beef and processed products increased, while China-related business and pork, among others, declined, resulting in an overall decrease in sales.

Worth reading
79Important
Scored from 4 of 5 sections
Direction
Deterioration
Direction inferred from the company’s description.
Scale
91.7
Year-on-year (%)
Wording
Avoiding a definitive answer
How definitive the wording is.

Sales for this month

August 2026Fiscal year ending September 2026
1,692¥ million
Net Sales
-8.3%
Cumulative from Start of Period
-4.1%
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.
Year-on-year change by component
Beef
+129.7%
Other chicken
-79.9%
China-Related
-73.7%
China Development Division total
-70.6%
Lifestyle Industries Division / Pork
-61.2%
Processed Foods
+59.2%
Imported chicken
+52.5%
Food Division total
+46.0%
Chemicals
+8.2%
Agricultural Products
+6.8%
Domestic chicken
-1.3%
The 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.
Cumulative Sales from Start of Period¥18,827 million
Monthly Commentary

Company-wide sales in August 2026 were approximately ¥1.7 billion, or 91.7% of the same month of the previous fiscal year.

Factors Affecting the Change

Deliveries of beef progressed, Deliveries of processed products were brought forward and progressed, China-related sales declined as sales from triangular trade fell below expectations

Monthly trend for the same period last year

Month October 2025 / Year on year 73.7, Month November 2025 / Year on year 80.7, Month December 2025 / Year on year 97, Month January 2026 / Year on year 93.9, Month February 2026 / Year on year 92.7, Month March 2026 / Year on year 140.7, Month April 2026 / Year on year 134.7, Month May 2026 / Year on year 139, Month June 2026 / Year on year 148, Month July 2026 / Year on year 133.2, Month August 2026 / Year on year 91.7

Sales for this month
ItemDetails
Month CoveredAugust 2026
Fiscal Year CoveredFiscal year ending September 2026
Net sales for the month¥1,692 million
Year-on-year change in monthly net sales91.7
Cumulative Sales from Start of Period¥18,827 million
Cumulative Year-on-Year Change from Start of Period95.9
Year-on-year change by categoryName Food Division total / Year on year 146, Name Beef / Year on year 229.7, Name Processed Foods / Year on year 159.2, Name Imported chicken / Year on year 152.5, Name Other chicken / Year on year 20.1, Name Domestic chicken / Year on year 98.7, Name China Development Division total / Year on year 29.4, Name Agricultural Products / Year on year 106.8, Name China-Related / Year on year 26.3, Name Chemicals / Year on year 108.2, Name Lifestyle Industries Division / Pork / Year on year 38.8
Sales by categoryFood Division total ¥1,225 million, China Development Division total ¥188 million, Lifestyle Industries Division / Pork ¥64 million, Total ¥1,692 million
Monthly CommentaryCompany-wide sales in August 2026 were approximately ¥1.7 billion, or 91.7% of the same month of the previous fiscal year.
Factors Affecting the ChangeDeliveries of beef progressed, Deliveries of processed products were brought forward and progressed, China-related sales declined as sales from triangular trade fell below expectations
Monthly trend for the same period last yearMonth October 2025 / Year on year 73.7, Month November 2025 / Year on year 80.7, Month December 2025 / Year on year 97, Month January 2026 / Year on year 93.9, Month February 2026 / Year on year 92.7, Month March 2026 / Year on year 140.7, Month April 2026 / Year on year 134.7, Month May 2026 / Year on year 139, Month June 2026 / Year on year 148, Month July 2026 / Year on year 133.2, Month August 2026 / Year on year 91.7
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.

Beef sales increased as deliveries progressed, while sales of processed products increased as deliveries were brought forward. China-related sales declined significantly because triangular-trade sales fell below plan.

How to read this page

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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Preliminary Monthly Sales Report for August, Fiscal Year Ending September 2026 | TAIYO BUSSAN KAISHA,LTD. (9941) timely disclosure | Komori