Cosmos Pharmaceutical

Major retail groups · 3349

The Japan read

From the company's own filing for Q1 (Jun–Aug 2026) · reported 2026-10-13 · the filing

StoresIt opened 13 stores in the quarter — its first two in Tohoku, four in Kanto, three in Chubu, two each in Kansai and Kyushu — and closed four, ending August with 1,717.
JapanGrowth came from the newer regions: Kanto sales rose 16.0% to ¥30.2bn and Chubu 13.1% to ¥29.1bn, while home-base Kyushu, still by far its biggest region, grew 3.4% to ¥122.9bn and Shikoku 0.6%.
JapanGeneral food took 63.0% of sales (62.8% a year earlier) at ¥180.5bn; medicines brought in ¥38.4bn, household goods ¥39.9bn and cosmetics ¥25.6bn.
Not disclosedThe quarterly filing gives no existing-store or tax-free figure and reports a single drugstore segment; same-store trends appear only in its monthly reports.

Other callouts in the filing

OutlookForecasts from July stand: first-half sales of ¥582.7bn (+8.5%) with operating profit of ¥20.8bn (+0.5%), and for the year ¥1,190.0bn (+8.2%) and ¥43.0bn (+1.5%).

floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.

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floortok holds 2 reported periods for this company.

Q1 (Jun–Aug 2026) · Year-to-Date

Reported 2026-10-13

Net sales¥286.7bn+5.2%

Operating profit¥12.0bn+3.1%

Net income¥8.3bn+1.0%

Cosmos Pharmaceutical, the food-heavy discount drugstore chain spreading out from Kyushu, opened its year (June–August 2026) with net sales up 5.2% to ¥286.7bn, operating profit up 3.1% to ¥12.0bn and net income up 1.0% to ¥8.3bn. Profit grew more slowly than sales as it kept opening stores, including its first two in Tohoku, and it left its full-year forecast unchanged.

Full year to May 2026

Reported 2026-07-13

Net sales¥1.10tn+8.7%

Operating profit¥42.4bn+4.8%

Net income¥32.0bn+3.4%

Cosmos Pharmaceutical runs discount drugstores where general food makes up 62.9% of sales, with 1,708 stores from Kyushu to Kanto. In the year to May 2026 net sales rose 8.7% to ¥1,099.6bn, operating profit 4.8% to ¥42.4bn and net income 3.4% to ¥32.0bn — its 35th straight year of sales growth.

StoresIt opened 105 stores (25 in Kyushu, 24 Kanto, 23 Chubu, 17 Kansai, 9 Shikoku, 7 Chugoku) and closed 6, ending May with 1,708, 59 with pharmacies. It says builders' labour shortages held up some construction, yet it opened 5 more than planned.
JapanGeneral food is 62.9% of sales and grew 11.7% to ¥691.7bn; medicines rose 2.3% to ¥143.9bn, cosmetics 5.1% to ¥97.9bn and household goods 4.4% to ¥157.6bn.
JapanExisting-store sales, which the company says improved from the second quarter, rose 5.5% in May 2026. Its latest monthly report shows −0.6% in June, +1.2% in July and +1.4% in August 2026, with 1,717 stores at end-August.
SegmentKyushu remains its biggest region at ¥471.5bn of sales from 673 stores, followed by Chugoku (¥151.8bn), Kansai (¥151.4bn), Kanto (¥112.1bn from 202 stores), Chubu (¥109.6bn) and Shikoku (¥102.9bn).
OutlookFor the year to May 2027 it forecasts net sales of ¥1,190.0bn (+8.2%), operating profit of ¥43.0bn (+1.5%) and net income of ¥30.7bn (−4.2%), with 120 openings including its first stores in Fukushima and Nagano.