Kobe Bussan Co., Ltd.(KOBNF)

$24.10—Stale · unknown old

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Kobe Bussan Co., Ltd.(KOBNF)

OTCMARKET • Last print unknown ago

$24.10—Stale · unknown old

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KOBNF(KOBNF)

KOBNF

9/26/26

Kobe Bussan (KOBNF)

Saturday

4:09 AM

ThesisStrong growth in private label sales and online grocery expansion are driving a more positive outlook for Kobe Bussan.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$552.2B	$575.5B	$636.3B
Rev. Growth	+8.7%	+4.2%	+10.6%
EPS	$143.98	$138.00	$146.98
EPS Growth	+48.3%	-4.2%	+6.5%
P/E (fwd)	0.2×	0.2×	0.2×

★ Analysts see FY2027 revenue reaching $636.3B — +10.6% growth in a single year.

What’s Driving the Stock

01Kobe Bussan's private label products have seen a 25% increase in sales volume over the past year, indicating strong consumer preference.
02The company plans to open 50 new stores in the Kanto region by the end of FY2027, targeting urban areas with high foot traffic.
03The company's online grocery sales have grown by 30% YoY, reflecting a shift in consumer behavior towards e-commerce.
04Shift towards online grocery shopping
05Increased consumer focus on health and sustainability
06Changes in consumer spending patterns in Japan
07Fluctuations in food commodity prices impacting margins
08Expansion of store footprint in urban areas

FY2025 Snapshot

Revenue: $552.2B
Rev. Growth: +8.7%
Gross Margin: 11.8%
Op. Margin: 7.2%
Net Margin: 5.8%
Net Income: $31.9B
NI Growth: +48.8%
EPS: $143.98
1Y Return: -18.0%

KOBNF Chart

My Notes

"Our commitment to enhancing customer experience through diverse product offerings is yielding significant results."
Moat: Kobe Bussan's competitive advantage lies in its strong brand loyalty and efficient supply chain management.
value - The company's strong cash flow and low debt levels appeal to value investors seeking stability.
Moderate - While grocery stores are less affected by interest rates than other sectors…
Watch on earnings: Consumer Sentiment (UMCSENT), Retail Sales (ex Auto) (RSXFS), Gross Margin Percentage.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $575.5B to $636.3B as kobe bussan's private label products have seen a 25% increase in sales volume over the past year.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

0.2×

What’s Driving the Stock

01Kobe Bussan's private label products have seen a 25% increase in sales volume over the past year, indicating strong consumer preference.

02The company plans to open 50 new stores in the Kanto region by the end of FY2027, targeting urban areas with high foot traffic.

03The company's online grocery sales have grown by 30% YoY, reflecting a shift in consumer behavior towards e-commerce.

04Shift towards online grocery shopping

05Increased consumer focus on health and sustainability

06Changes in consumer spending patterns in Japan

07Fluctuations in food commodity prices impacting margins

08Expansion of store footprint in urban areas

My Notes

"Our commitment to enhancing customer experience through diverse product offerings is yielding significant results."

Moat: Kobe Bussan's competitive advantage lies in its strong brand loyalty and efficient supply chain management.

value - The company's strong cash flow and low debt levels appeal to value investors seeking stability.

Moderate - While grocery stores are less affected by interest rates than other sectors…

Watch on earnings: Consumer Sentiment (UMCSENT), Retail Sales (ex Auto) (RSXFS), Gross Margin Percentage.