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AEON Co
(OTC:8267)
AEON Co (8267) vs. iShares MSCI Japan ETF (EWJ)
AEON Co Business Overview & Revenue Model
AEON Co Earnings Call Summary
AEON Co Financial Statement Overview
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 10.00T | 10.13T | 9.55T | 9.12T | 8.72T | 8.60T |
| Gross Profit | 3.70T | 3.41T | 3.55T | 3.34T | 3.11T | 3.01T |
| EBITDA | 542.43B | 568.87B | 565.47B | 547.62B | 495.82B | 461.70B |
| Net Income | 10.66B | 28.78B | 44.69B | 21.38B | 6.50B | -71.02B |
Balance Sheet | ||||||
| Total Assets | 13.78T | 13.83T | 12.94T | 12.34T | 11.63T | 11.48T |
| Cash, Cash Equivalents and Short-Term Investments | 1.93T | 2.13T | 1.83T | 1.82T | 1.78T | 1.91T |
| Total Debt | 3.45T | 3.83T | 3.76T | 3.52T | 3.32T | 3.17T |
| Total Liabilities | 11.76T | 11.71T | 10.85T | 10.37T | 9.82T | 9.73T |
| Stockholders Equity | 968.11B | 1.05T | 1.06T | 993.75B | 958.72B | 971.87B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 100.26B | -27.75B | 62.86B | -148.07B | 95.21B |
| Operating Cash Flow | 0.00 | 566.22B | 368.49B | 433.71B | 204.45B | 396.46B |
| Investing Cash Flow | 0.00 | -478.72B | -508.88B | -335.12B | -343.85B | -341.81B |
| Financing Cash Flow | 0.00 | 792.00M | -15.87B | 1.85B | -2.21B | 24.29B |
AEON Co Technical Analysis
AEON Co Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
66 Neutral | $3.67T | 127.72 | 2.60% | 0.84% | 6.08% | -35.70% | |
56 Neutral | HK$23.97B | 4.08 | -1.57% | 8.88% | 0.06% | -64.88% | |
| $5.59B | 16.59 | 8.71% | 0.01% | ― | ― | ||
| $3.58B | 12.54 | 10.29% | 3.04% | ― | ― | ||
| $2.29B | 9.13 | 8.38% | 0.01% | ― | ― | ||
| €1.37B | 6.15 | 11.92% | 2.09% | ― | ― | ||
71 Outperform | ¥235.16B | 19.75 | 2.73% | 11.24% | -41.84% |
AEON Co Corporate Events
AEON Co., Ltd. has finalized the issue price for its 23rd series of stock acquisition rights, which are granted as stock-based compensation to executive officers and others for fiscal year 2024. This initiative reflects the company’s ongoing commitment to aligning executive interests with shareholder value, potentially enhancing its market positioning and operational efficiency.
The most recent analyst rating on (JP:8267) stock is a Sell with a Yen3500.00 price target. To see the full list of analyst forecasts on AEON Co stock, see the JP:8267 Stock Forecast page.
AEON Co., Ltd. has announced a series of strategic financial changes, including a stock split to enhance share liquidity and broaden its shareholder base. The company will also amend its Articles of Incorporation to reflect the increased number of authorized shares and has revised its dividend forecast upwards, indicating a positive outlook for shareholders. These measures are expected to strengthen AEON’s market position and provide greater value to its stakeholders.
The most recent analyst rating on (JP:8267) stock is a Sell with a Yen3500.00 price target. To see the full list of analyst forecasts on AEON Co stock, see the JP:8267 Stock Forecast page.
AEON Co., Ltd. reported a strong performance in May 2025, with same-store sales rising year on year for multiple consecutive months across various segments. The company introduced a new rice product to address rice shortages and price hikes, while also hosting successful promotional events during the Golden Week holiday. Despite challenges in the apparel segment due to weather conditions, AEON’s strategic initiatives in food, health, and beauty care, as well as community-focused supermarket operations, contributed to its positive sales trends.
The most recent analyst rating on (JP:8267) stock is a Sell with a Yen3500.00 price target. To see the full list of analyst forecasts on AEON Co stock, see the JP:8267 Stock Forecast page.
AEON Co., Ltd. has announced the issuance limit for its 24th series of stock acquisition rights as part of a compensation plan for its Executive Officers and Directors. This initiative aims to motivate these individuals to enhance business performance and corporate value. The stock options, which can be exercised from July 2026 to July 2041, are designed to align the interests of the company’s leadership with its long-term growth objectives, potentially impacting the company’s operational dynamics and stakeholder interests.
The most recent analyst rating on (JP:8267) stock is a Sell with a Yen3500.00 price target. To see the full list of analyst forecasts on AEON Co stock, see the JP:8267 Stock Forecast page.
AEON Co. reported strong sales growth across its various business segments in April 2025, driven by strategic initiatives such as enhancing product lineups for the Golden Week holiday and offering value-for-money pricing amidst rising living costs. The company’s efforts to capture demand for outings and expand sales of its private brand, TOPVALU, have resulted in consecutive months of same-store sales growth, particularly in the General Merchandise and Supermarket businesses. The Discount Store segment also saw robust sales due to increased price appeal and bulk sales, while AEON KYUSHU CO., LTD. achieved significant growth through promotions and original products.
AEON Co., Ltd. has successfully completed a tender offer to acquire common shares and stock acquisition rights of AEON Delight Co., Ltd., which is also listed on the Tokyo Stock Exchange. This strategic acquisition is expected to enhance AEON Co.’s market position and operational capabilities, potentially impacting stakeholders by consolidating its influence in the retail sector.
AEON Co., Ltd. has announced its decision to make AEON Mall Co., Ltd. a wholly owned subsidiary through a share exchange agreement, effective July 1, 2025. This strategic move aims to enhance corporate value by leveraging AEON Mall’s expertise and AEON Group’s scalability, focusing on expanding business opportunities and driving growth in the developer business.
AEON Co., Ltd., along with TSURUHA Holdings Inc. and WELCIA Holdings Co., Ltd., has entered into a definitive agreement for a capital and business alliance. This strategic move aims to address regional disparities in medical and health services in Japan, particularly in rural areas, by leveraging economies of scale and combining resources to offer comprehensive health and wellness solutions. The alliance is expected to enhance the companies’ market positioning and meet the increasing demand for integrated medical and retail services.
AEON Co., Ltd. has announced a strategic move to acquire shares of TSURUHA HOLDINGS INC. through a tender offer, aiming to make it a consolidated subsidiary. This acquisition is part of a broader capital and business alliance involving WELCIA HOLDINGS CO., LTD., which will see AEON increase its stake in TSURUHA and facilitate a share exchange to integrate Welcia as a wholly-owned subsidiary. The move is expected to enhance AEON’s market positioning and operational synergy within the retail sector.
AEON Co., Ltd. has announced the issuance of stock acquisition rights as part of its compensation strategy for executive officers and directors within its group entities. This move, approved by the Compensation Committee and the Board of Directors, aims to motivate leadership, improve business performance, and increase corporate value. The stock acquisition rights, which are set to be exercised over a 15-year period, are designed to align the interests of the company’s leadership with its long-term growth objectives.
AEON Co., Ltd. announced the recording of an extraordinary impairment loss of 52,030 million yen for the fourth quarter of the fiscal year ending February 28, 2025. This loss, related to fixed assets of stores and facilities, impacts the company’s financial results for the fiscal year, reflecting challenges in asset valuation and potential implications for future financial performance.
AEON Co., Ltd. reported its financial results for the fiscal year ending February 28, 2025, showing a 6.1% increase in operating revenue to 10,134,877 million yen. However, the company faced declines in operating profit and ordinary profit, with a significant drop of 35.6% in profit attributable to owners of the parent. Despite these challenges, AEON increased its annual dividend per share to 40 yen, indicating a commitment to returning value to shareholders. The company also forecasts a positive outlook for the next fiscal year, with expected growth in operating revenue and profit.
AEON Co. reported strong sales performance in March 2025, despite rising prices and market challenges. The company launched new product offerings and promotional initiatives, such as the ‘AEON Super! Spring Bargain Festival,’ which contributed to increased sales across various categories, including groceries and health products. AEON’s supermarket business also saw growth, with same-store sales increasing for 25 consecutive months. However, the Service & Specialty Store Business faced challenges due to temperature fluctuations affecting sales of seasonal items. Overall, AEON’s strategic initiatives and product expansions have positively impacted its market positioning and customer engagement.
AEON Co., Ltd. has revised its earnings forecast for the fiscal year ending February 2025, expecting a record high in operating revenue at 10,134 billion yen due to strong sales of essential items and effective private brand strategies. However, operating profit is projected to decline due to higher costs and climate change-driven consumer behavior shifts, impacting the Retail Business. Despite these challenges, AEON anticipates profit increases in its Financial Services, Shopping Center Development, and Services and Specialty Store segments. The company is addressing cost structures and productivity to improve margins, although net income will be affected by one-off losses related to fraudulent credit card use and impairments in China and other segments.