Kobe Bussan Co., Ltd.
Monthly IR News for September 2026 (Kobe Bussan Co., Ltd.)
The monthly IR news reports standalone September performance: net sales of 48,208.6 million yen, gross profit of 5,030 million yen, operating income of 2,922 million yen, and ordinary income of 785 million yen (with factors causing upside/downside versus the same month last year). The Gyomu Super chain added 7 new stores, expanding to 1,150 stores. Shipment performance in directly managed areas was approximately 104.8% year-over-year overall, and ordinary income was temporarily depressed due to mark-to-market losses on foreign exchange forward contracts. An autumn sale is being held through the end of October.
Key Figures
- Net Sales: 48,208.6 million yen (Year-over-Year 105.6%)
- Gross Profit: 5,030 million yen (Year-over-Year 109.4%)
- Operating Income: 2,922 million yen (Year-over-Year 115.0%)
AI要約
Performance Overview
Kobe Bussan Co., Ltd.'s standalone performance for September saw a significant increase in net sales year-over-year, with gross profit and operating income increasing accordingly. Ordinary income was temporarily suppressed due to recorded mark-to-market losses on foreign exchange forward contracts; however, management notes that in phases where the yen is stronger, import cost reductions are expected to provide benefits. Sales were supported by the expansion of the Gyomu Super store network and product trends (strong sales of frozen vegetables and contributions from promotional items).
Outlook and Key Drivers
Promotional factors in September, including exposure on TV programs and social media, contributed to sales. The addition of 7 new stores, bringing the total to 1,150 stores, is viewed as a future business opportunity. Shipment performance in directly managed areas has remained stable, and overall shipments are solid year-over-year. Although there are temporary impacts from exchange rate fluctuations, the company expects to leverage cost advantages in periods of yen appreciation.
Kobe Bussan Co., Ltd.
Company overview · Stock price · Financial data · All IR
