Kobe Bussan Co., Ltd.
January 2026 Monthly IR News
In January 2026, the standalone sales reached 43.146 billion yen, up 107.7% year-over-year, operating income was 2.551 billion yen, up 127.6% YoY, while ordinary income recorded a loss of 1.295 billion yen.
Key Figures
- Net Sales: 43.146 billion yen (January 2026, Year-over-Year 107.7%)
- Operating Income: 2.551 billion yen (January 2026, Year-over-Year 127.6%)
- Total Number of Stores: 1,126 stores (January 2026, Year-over-Year +32 stores)
AI要約
Performance Overview
In January 2026, standalone results showed net sales of 43.146 billion yen (107.7% YoY), gross profit of 4.558 billion yen (122.7% YoY), and operating income of 2.551 billion yen (127.6% YoY), indicating strong progress. On the other hand, ordinary income declined to a loss of 1.295 billion yen due to the booking of mark-to-market losses on forward foreign exchange contracts, down from a profit of 2.36 billion yen in the same period last year.
Number of Stores and Shipment Results
The number of Gyomu Super stores reached 1,126, an increase of 32 stores compared to the same period last year. Shipment results showed steady progress with 104.8% year-over-year at directly managed existing stores and 106.5% at all stores nationwide. Price competitiveness of poultry products and eggs contributed to sales growth.
Foreign Exchange Impact and Future Outlook
The decrease in ordinary income is explained as a temporary effect due to the mark-to-market losses on forward foreign exchange contracts. Benefits from purchasing cost advantages of imported products due to the appreciation of the yen are expected to support operating income.
