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Kobe Bussan Co., Ltd. (JP:3038)
:3038
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Kobe Bussan Co., Ltd. (3038) Price & Analysis

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3038 Stock Chart & Stats

¥3859.00
-¥41.00(-1.20%)
At close: 4:00 PM EST
¥3859.00
-¥41.00(-1.20%)

Bulls Say, Bears Say

Bulls Say
Integrated Supply Chain & Private-brand ModelKobe Bussan’s vertically integrated model—franchise retail (Gyomu Super), wholesale distribution, and affiliated manufacturing—lets it capture margin across production-to-shelf, scale procurement, and offer private-label differentiation. That structural control supports durable gross-margin resilience and competitive pricing versus fragmented grocery peers.
Sustained Profitability And MarginsReported gross, EBIT and net margins indicate efficient operations for a low-margin grocery business. These persistent margins reflect scale, private-brand mix and logistics efficiency, supporting ongoing cash generation and the capacity to fund reinvestment, franchise support, and operating needs over the next several months.
Strong Balance Sheet And Cash ConversionLow leverage and a high equity ratio, combined with strong operating- and free-cash-flow conversion, provide durable financial flexibility. This lowers refinancing risk, supports store openings or capex, and creates a buffer to absorb margin shocks from input cost swings over a multi-month horizon.
Bears Say
Modest Recent Revenue GrowthRecent top-line expansion is described as modest, which may limit the company’s ability to leverage fixed costs and expand scale economics. In a competitive grocery market, slow revenue momentum can constrain investment capacity and make it harder to offset ongoing cost inflation without sustained same-store sales improvement.
Concentration In Gyomu Super FranchiseThe company’s earnings and growth rely heavily on the Gyomu Super franchise ecosystem. That concentration creates execution and brand risks: franchising slowdowns, regional saturation, or reputational issues could materially affect revenue and margins, since alternative channels currently play a smaller role in total results.
Procurement And Commodity/FX ExposureProfitability is sensitive to ingredient, commodity and FX-driven procurement cost swings. For a grocer reliant on import scale and thin margins, persistent input-cost inflation or adverse exchange rates can erode margins unless offset by price pass-throughs or sourcing improvements, a structural margin risk.

Kobe Bussan Co., Ltd. News

3038 FAQ

What was Kobe Bussan Co., Ltd.’s price range in the past 12 months?
Kobe Bussan Co., Ltd. lowest stock price was ¥2545.00 and its highest was ¥4700.00 in the past 12 months.
    What is Kobe Bussan Co., Ltd.’s market cap?
    Kobe Bussan Co., Ltd.’s market cap is ¥579.12B.
      When is Kobe Bussan Co., Ltd.’s upcoming earnings report date?
      Kobe Bussan Co., Ltd.’s upcoming earnings report date is Jun 12, 2026 which is in 7 days.
        How were Kobe Bussan Co., Ltd.’s earnings last quarter?
        Kobe Bussan Co., Ltd. released its earnings results on Mar 13, 2026. The company reported ¥26.66 earnings per share for the quarter, missing the consensus estimate of ¥27.349 by -¥0.689.
          Is Kobe Bussan Co., Ltd. overvalued?
          According to Wall Street analysts Kobe Bussan Co., Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Kobe Bussan Co., Ltd. pay dividends?
            Kobe Bussan Co., Ltd. pays a Annually dividend of ¥30 which represents an annual dividend yield of 0.78%. See more information on Kobe Bussan Co., Ltd. dividends here
              What is Kobe Bussan Co., Ltd.’s EPS estimate?
              Kobe Bussan Co., Ltd.’s EPS estimate is 31.62.
                How many shares outstanding does Kobe Bussan Co., Ltd. have?
                Kobe Bussan Co., Ltd. has 273,600,000 shares outstanding.
                  What happened to Kobe Bussan Co., Ltd.’s price movement after its last earnings report?
                  Kobe Bussan Co., Ltd. reported an EPS of ¥26.66 in its last earnings report, missing expectations of ¥27.349. Following the earnings report the stock price went down -0.08%.
                    Which hedge fund is a major shareholder of Kobe Bussan Co., Ltd.?
                    Currently, no hedge funds are holding shares in JP:3038
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Kobe Bussan Co., Ltd.

                      Kobe Bussan Co., Ltd. (3038) is a prominent player in the food distribution industry, primarily based in Japan. The company specializes in the wholesale distribution of food products, including processed foods, fresh produce, and various grocery items. Kobe Bussan serves a diverse clientele, including supermarkets, convenience stores, and restaurants, ensuring a wide reach in the food supply chain. Its operations are centered around providing high-quality products and efficient logistics services to meet the demands of the retail and food service sectors.

                      Kobe Bussan Co., Ltd. (3038) Earnings & Revenues

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