1. Japan Stocks

  2. •

    Retail trade

  3. •

    Food retail
AEON Co., Ltd.

AEON Co., Ltd.

1,181.00
JPY
+51.00
(+4.51%)
31.59EPS
116.28P/E
3.13TMarket Cap
Jan 08Next Earn
AEON Co., Ltd.
TSE:8267
(Tokyo Stock Exchange)

Recent

price

1,181.00

P/E

ratio

116.28

div

yld

- -

ROIC.AI

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
TTM
JPY
2,220.31
2,275.3
2,428.63
2,613.98
2,816.59
3,260.07
3,268
3,333.96
3,376.57
3,407.35
3,394.19
3,433.85
3,568.38
3,723.06
3,941.32
3,961.66
- -
Revenue per Share
26
29.08
31.83
18.64
16.74
2.4
4.48
9.74
9.37
10.63
-28.02
2.56
8.37
17.42
10.57
26.87
- -
Basic EPS, GAAP
113.76
88.59
60.78
197.33
158.55
17.21
117.38
184.35
186.26
247.37
156.4
80.55
169.76
143.6
220.19
416.52
- -
Free Cash Flow per Basic Share
6.67
7
11.61
8.29
9.09
9.39
9.72
10.03
10.68
11.67
12.05
12.06
12.03
12.02
12.67
13.19
- -
Dividend per Share
387.06
405.98
435.68
446.27
482.08
455.64
450.65
457.96
433.88
422.22
383.13
377.43
387.5
410.98
412.15
441.03
- -
Book Value per Share
335.93
343.16
349.26
354.59
361.59
335.4
333.4
340.8
314.63
302.67
262.99
248.92
248.67
264.84
251.04
225.49
- -
Tangible Book Value per Share
2,295
2,296
2,341
2,447
2,513
2,508
2,512
2,517
2,523
2,525
2,535
2,538
2,555
2,566
2,571
2,705
2,701
Basic Weighted Avg Shares
5,096,569
5,223,343
5,685,301
6,395,141
7,078,575
8,176,731
8,210,143
8,390,011
8,518,215
8,604,206
8,603,909
8,715,955
9,116,822
9,553,556
10,134,876
10,715,341
- -
Sales/Revenue/Turnover
8.12
3.8
3.35
2.68
2
2.16
2.25
2.51
2.49
2.51
1.75
2
2.3
2.63
2.35
2.52
- -
Operating Margin (%)
129,840
143,585
160,694
183,862
211,307
237,733
250,962
255,240
262,286
307,056
310,651
321,025
337,272
344,933
362,059
382,499
- -
Depreciation Expense
59,688
66,750
74,511
45,600
42,069
6,008
11,255
24,522
23,637
26,838
-71,024
6,504
21,381
44,692
27,168
72,677
- -
Net Income, GAAP
40.83
34.54
43.44
43.68
45.19
64.06
49.3
44.92
47.49
57.1
170.98
52.79
49.88
42.21
57.41
39.97
- -
Effective Tax Rate (%)
1.17
1.28
1.31
0.71
0.59
0.07
0.14
0.29
0.28
0.31
-0.83
0.07
0.23
0.47
0.27
0.68
- -
Profit Margin (%)
90,549
-166,804
-38,922
-52,468
-70,509
-96,026
1,314
26,479
-48,495
114,131
257,776
137,700
203,881
272,003
249,863
392,156
- -
Working Capital
870,568
901,662
997,317
1,032,772
1,256,672
1,415,863
1,498,922
1,599,853
1,680,531
2,130,069
2,266,983
2,227,515
2,354,673
2,531,272
2,735,218
3,356,815
- -
LT Debt
1,219,236
1,282,065
1,446,674
1,684,566
1,829,977
1,819,471
1,862,408
1,916,734
1,875,361
1,849,276
1,755,773
1,812,421
1,970,228
2,087,197
2,135,268
2,204,265
- -
Total Equity
4.15
5.04
3.68
2.95
2.16
1.6
2.24
2.68
2.5
1.95
-2.15
1.62
1.96
2.53
1.69
2.52
- -
Return on Invested Capital (%)
1.41
1.96
1.61
0.48
0.34
-1.12
-1.11
-0.83
-0.73
-0.16
-2.59
-0.57
-0.45
0.13
0.05
0.81
- -
Return on Capital (%)
6.9
7.31
7.56
4.23
3.61
0.51
0.99
2.14
2.1
2.48
-6.97
0.67
2.19
4.36
2.56
6.36
- -
Return on Common Equity (%)

Capital Structure

JPY

•

in mil. unless spec.
May'25
Aug'25
May'27
ST Debt
950,486
1,027,351
- -
LT Borrowings
2,485,021
2,447,484
- -
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
2,569
2,570
2,768
Market Capitalization
2,899,845
3,125,378
3,851,515

Working Capital

JPY

•

in mil. unless spec.
May'25
Aug'25
May'27
Total Current Assets
8,053,297
8,714,716
- -
Cash, Cash Equivalents & STI
1,575,281
2,126,524
- -
Accounts Receivable, Net
1,838,101
1,923,009
- -
Inventories
651,748
627,696
- -
Total Current Liabilities
7,671,112
8,374,204
- -
Payables & Accruals
- -
- -
- -
ST Debt
950,486
1,027,351
- -
Deferred Revenue
- -
- -
- -

Growth Rates

JPY

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
2.01%
4.68%
3.23%
Free Cash Flow
83.96%
40.26%
98.97%
Net Income, GAAP
20.74%
71.38%
167.51%
Sales/Revenue/Turnover
- -
4.5%
5.73%
Total Cash Common Dividend
4.29%
3.22%
9.56%

Quarterly Revenue

JPY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
2,449,216
2,550,218
- -
- -
10,134,876
2026
- -
- -
- -
- -
10,715,341
2027
- -
- -
- -
- -
- -

Quarterly Earnings Per Share

JPY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
2
0.14
- -
- -
10.57
2026
- -
- -
- -
- -
26.87
2027
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

JPY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
- -
- -
- -
- -
12.67
2026
- -
- -
- -
- -
13.19
2027
- -
- -
- -
- -
- -
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Business
Aeon Co., Ltd. (8267.T) operates as a leading Japanese retail conglomerate, engaging in the development and operation of retail stores including supermarkets, department stores, discount stores, and specialty stores; provision of financial services such as credit cards, consumer finance, and insurance through its banking and non-life insurance subsidiaries; and management of shopping centers and real estate leasing activities. The company offers a wide range of products encompassing groceries, apparel, household goods, electronics, and health and beauty items across its core brands like Maxvalu supermarkets, Aeon Mall shopping centers, and Aeon Bank financial services; it also provides e-commerce platforms and logistics support to facilitate omnichannel retail experiences. Founded in 1758 as a textile wholesaler and headquartered in Mihama-ku, Chiba, Japan, Aeon conducts operations primarily in Japan, with significant presence in China, Malaysia, Thailand, Indonesia, Vietnam, Cambodia, the Philippines, Laos, and Myanmar through joint ventures and subsidiaries focused on hypermarkets, convenience stores, and e-commerce. In recent developments, Aeon Co., Ltd. expanded its international footprint in 2024 by acquiring additional stakes in key Asian joint ventures, including increased ownership in China Resources Vanguard for hypermarket operations; launched new sustainable product lines under its "Aeon Good for Earth" initiative to promote eco-friendly groceries and packaging amid growing ESG demands; and formed strategic alliances with technology partners for AI-driven inventory management and digital payment systems across its stores. The company also completed a major funding round for its Aeon Credit Service subsidiary to bolster fintech expansions in Southeast Asia and announced reorganizations to integrate its e-commerce arm more closely with physical retail networks following robust post-pandemic recovery. These changes underscore Aeon's shift toward digital transformation and sustainability, targeting urban millennials and families in Asia-Pacific markets while maintaining its position as Japan's largest retail group by sales.