Business description: Aeon Co., Ltd.

Aeon Co Ltd is a pure holding company that develops comprehensive finance, developers and services focusing on retail businesses. The Company operates in eight segments. The General Merchandise Stores (GMS) segment mainly operates general supermarkets. The Supermarket (SM) segment operates supermarkets, convenience stores and small supermarkets. The Discount Store (DS) segment operates discount store business. The Health & Wellness segment operates drug stores, dispensing pharmacies. The Integrated Financial segment operates credit card business, fee business, banking business and insurance business. The Developer segment develops and leases shopping centers. The Service and Specialty Store segment operates specialty stores that sell general facility management services, amusement, food service, family casual fashion and shoes. The International segment operates retail businesses in the ASEAN region and China. The others include mobile marketing business and digital business.

Number of employees: 179,230

Sales by Activity: Aeon Co., Ltd.

Fiscal Period: February 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY) 2026 (JPY)

General Merchandise Stores (GMS)

3,300B 3,269B 3,389B 3,559B 3,692B

International

412B 497B 509B 549B 568B

Discount Store (DS)

388B 383B 400B 411B 431B

Supermarket (SM)

2,521B 2,642B 2,782B 3,060B 3,086B

Health & Wellness

1,031B 1,150B 1,235B 1,323B 1,633B

Services and Specialty Store

703B 766B 797B 729B 760B

Financial Services

473B 457B 484B 530B 568B

Shopping Center Development

367B 443B 468B 496B 522B

Others

53.3B 49.1B 59.09B 68.19B 80.62B

Unallocated Adjustment

-533B -540B -571B -592B -625B

Geographical breakdown of sales: Aeon Co., Ltd.

Fiscal Period: February 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY) 2026 (JPY)

Japan

7,991B 8,350B 8,739B 9,237B 9,781B

ASEAN

345B 447B 487B 555B 606B

China

276B 319B 326B 342B 328B

Other

104B 1.13B 756M 601M 663M

Executive Committee: Aeon Co., Ltd.

Manager TitleAgeSince
Director of Finance/CFO 60 28/02/2022
Director of Finance/CFO - -
President 66 29/02/2020
Corporate Officer/Principal 58 28/02/2014
Corporate Officer/Principal 62 28/02/2001

Composition of the Board of Directors: Aeon Co., Ltd.

Director TitleAgeSince
Director/Board Member 62 30/04/2024
Director/Board Member 58 30/04/2022
Director/Board Member 75 30/04/2017
Director/Board Member 68 30/04/2018
Director/Board Member 66 30/04/2020
Director/Board Member 67 30/04/2020
Director/Board Member 69 30/04/2023
Director/Board Member 73 30/04/2024
Chairman 75 29/02/2020

Shareholders: Aeon Co., Ltd.

NameStocks%Valuation
Nomura Asset Management Co., Ltd.
3.992 %
111,130,482 3.992 % 917 M ¥
3.665 %
102,023,000 3.665 % 842 M ¥
BlackRock Fund Advisors
2.516 %
70,031,514 2.516 % 578 M ¥
Cultural Foundation of Okada
2.379 %
66,210,000 2.379 % 546 M ¥
AEON Environment Foundation
2.351 %
65,454,000 2.351 % 540 M ¥
NameStocks%Valuation
RhumbLine Advisers LP
0.001002 %
27,882 0.001002 % 230 054 ¥
GAMMA Investing LLC
0.000214 %
5,948 0.000214 % 49 077 ¥
Salomon & Ludwin LLC
0.000033 %
920 0.000033 % 7 591 ¥
Westside Investment Management LLC
0.00003 %
843 0.00003 % 6 956 ¥
Ancora Private Wealth Advisors LLC
0.000019 %
528 0.000019 % 4 357 ¥

Holdings: Aeon Co., Ltd.

NameStocks%Valuation
231,623,38050.98% 2 933 M $
104,001,00048.15% 938 M $
114,741,40454.48% 565 M $
44,094,38350.77% 539 M $
91,606,80065.71% 470 M $
24,577,63670.56% 423 M $
20,363,00063.69% 397 M $
368,16917.51% 279 M $
9,720,10010.17% 216 M $
11,963,00060.47% 191 M $

Company details: Aeon Co., Ltd.

AEON Co., Ltd.

Aeon Tower

261-8515, Chiba

+81 43 212 6042

https://www.aeon.info
address Aeon Co., Ltd.(8267)

Group companies: Aeon Co., Ltd.

NameCategory and Sector
ACS Digital Bhd.
Finance/Rental/Leasing
Regional Banks
Finance/Rental/Leasing
Real Estate Development

Other Food Retail & Distribution

Change 5-day change 1-year change 3-year change Capi.($)
+1.75%+1.31%-10.44%+45.34% 23.78B
-0.62%+0.30%+20.19%+121.65% 909B
+0.57%+2.04%+18.62%+120.78% 54.05B
-1.04%+2.59%+12.94%+84.47% 40.64B
-0.68%-2.55%+4.18%+10.17% 39.06B
-0.66%+1.26%+2.85%+14.83% 36.56B
+0.36%-2.84%-17.61%+25.20% 36.04B
+0.33%-1.28%+25.94%+2.34% 33.44B
+0.73%+2.86%+17.90%+103.47% 27.85B
-1.88%-3.67%+17.00%+119.32% 21.42B
Average -0.12%-0.11%+9.16%+64.76% 122.2B
Weighted average by Cap. -0.48%+0.23%+17.19%+105.57%
Trader
Investor
Global
Quality
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
UNDERPERFORM
Number of Analysts
9
Last Close Price
1,395.00JPY
Average target price
1,395.56JPY
Spread / Average Target
+0.04%

Quarterly revenue - Rate of surprise

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