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Aeon Co Ltd
F:JUS

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Aeon Co Ltd
F:JUS
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Price: 7.8 EUR 1.96% Market Closed
Market Cap: €21.7B

Aeon Co Ltd
Investor Relations

Aeon Co Ltd is one of Japan’s biggest retail groups. It sells everyday goods through supermarkets, hypermarkets, discount stores, convenience stores, drugstores, and specialty shops, and it also runs shopping malls and other commercial properties. The company serves households and local communities that buy food, household items, clothing, and daily necessities close to where they live. Aeon makes money mainly by selling products at its stores and by collecting rent and service fees from tenants in its shopping centers. It also earns income from related businesses such as private-label merchandise, store development, and some financial services tied to shopping and payments. That mix gives it several steady ways to earn from the same customer base. What makes Aeon’s business model different is that it combines retailing with real estate and community shopping centers. Instead of relying on one store format, it uses many store types under one group to capture more of a family’s weekly spending. This makes Aeon less like a single retailer and more like a broad consumer platform built around local shopping habits.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Oct 14, 2025
AI Summary
Q2 2026

Record Revenue: Aeon reported first half operating revenue of JPY 5,189.9 billion, up 3.8% year-on-year, marking its fifth consecutive period of record-breaking sales.

Profits Hit Highs: Operating profit reached a record JPY 118.1 billion for the interim period, up by JPY 19.5 billion year-on-year. Ordinary profit and net profit also improved, with net profit recovering after a first quarter loss.

Cost Control & Productivity: Labor productivity improved by about 5%, helping offset cost inflation. Initial cost increases in labor and utilities are now expected to be lower than planned.

Growth Drivers: Private brand TOPVALU sales exceeded JPY 590 billion and continued double-digit growth, supporting profit and revenue gains across segments.

Structural Reforms: The company highlighted ongoing structural reforms, including business consolidations, DX-driven efficiency, and focus on underperforming segments.

Strong Segment Performance: Health & Wellness and Shopping Center Development posted particularly strong results, while GMS showed notable recovery in profit, and My Basket continued to expand.

Guidance Unchanged: Full-year earnings forecast remains unchanged as the company anticipates strong sales events in the second half and ongoing cost control.

Key Financials
Operating Revenue
JPY 5,189.9 billion
Operating Profit
JPY 118.1 billion
Ordinary Profit
JPY 106.4 billion
TOPVALU Sales
JPY 590 billion
GMS Operating Loss
JPY 200 million loss
Aeon Retail Operating Loss
JPY 3.6 billion loss
My Basket Store Count
1,262 stores
Supermarket Operating Profit
JPY 12.9 billion
Health & Wellness Operating Profit
JPY 22.7 billion
Shopping Center Development Operating Profit
JPY 32.8 billion
Services & Specialty Store Operating Profit
JPY 16.8 billion
International Business Operating Profit
JPY 4.8 billion
Labor Productivity
105%
Planned Labor Cost Increase
JPY 40 billion (full year expected)
Utility Cost Increase
JPY 0–6 billion (full year expected)
Green Beans Membership
660,000 members
Green Beans Basket Size
Over JPY 10,000
Earnings Call Recording
Other Earnings Calls

Management

Mr. Motoya Okada
Chairman & Representative Executive Officer
No Bio Available
Mr. Akio Yoshida
President, Representative Executive Officer & Director
No Bio Available
Mr. Hiroaki Egawa
Executive Officer of Finance & Business Management
No Bio Available
Mr. Takeshi Miyazaki
In Charge of Finance & Accounting and Head of Finance Department
No Bio Available
Mr. Hiroyuki Watanabe
EVP, Exec. Officer of HR & AEON Living Zone Promotion and Supervisor of Risk Management
No Bio Available
Ms. Mitsuko Tsuchiya
Executive VP of Product Relations, Executive Officer & Director
No Bio Available
Ms. Yuki Habu
Executive VP of Digital Business, Executive Officer & Director
No Bio Available
Mr. Manabu Oike
Executive Officer of Discount Store Business
No Bio Available
Mr. Motoyuki Shikata
Executive Officer of Strategy & Chief Officer of Corporate Strategy
No Bio Available
Mr. Keiji Kamio
Executive Officer of Supermarket Business
No Bio Available

Contacts

Address
CHIBA-KEN
Chiba
1-5-1, Nakase, Mihama-ku
Contacts
+81432126012.0
www.aeon.info
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