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Aeon Co., Ltd. Stock Price

TSE:8267 Community·JP¥3.7t Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author

8267 Share Price Performance

JP¥1,339.00
-274.33 (-17.00%)
JP¥1,440.00
Fair Value
JP¥1,339.00
-274.33 (-17.00%)
7.0% undervalued intrinsic discount
JP¥1,440.00
Fair Value
Price JP¥1,339.00
AnalystConsensusTarget JP¥1,440.00
AnalystLowTarget JP¥810.00
AnalystHighTarget JP¥2,195.67

8267 Community Narratives

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Fair Value JP¥1.44k 7.0% undervalued intrinsic discount

Aging Demographics And Digital Trends Will Shape Retail Profits Ahead

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3users have followed this narrative
·
Fair Value JP¥810 65.3% overvalued intrinsic discount

Overvaluation Will Exacerbate Legacy Retail Struggles Despite Digital Upside

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·
Fair Value JP¥2.2k 39.0% undervalued intrinsic discount

Margin Worries Will Persist And Aging Digital Trends Revitalize Retail

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JP¥2.2k
39.0% undervalued intrinsic discount
Revenue
5.18% p.a.
Profit Margin
1.26%
Future PE
45.02x
Price in 2029
JP¥2.63k
JP¥1.44k
7.0% undervalued intrinsic discount
Revenue
5.26% p.a.
Profit Margin
0.95%
Future PE
49.44x
Price in 2029
JP¥1.74k
JP¥810
65.3% overvalued intrinsic discount
Revenue
5.02% p.a.
Profit Margin
0.64%
Future PE
41.57x
Price in 2029
JP¥977.02

Trending Discussion

No trending discussion available.

Updated Narratives

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8267: Dividend Stability And Margin Improvement Will Support Future Earnings Upside

Fair Value: JP¥2.2k 39.0% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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8267: Strong Sales And New Underperform View Will Shape Returns Despite Impairment

Fair Value: JP¥1.44k 7.0% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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8267: Impairment Charges Will Keep Shares Overpriced Despite Consumer Sector Optimism

Fair Value: JP¥810 65.3% overvalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Solid track record with adequate balance sheet.

1 Risk
3 Rewards

Aeon Co., Ltd. Key Details

JP¥11.1t

Revenue

JP¥7.3t

Cost of Revenue

JP¥3.8t

Gross Profit

JP¥3.7t

Other Expenses

JP¥93.1b

Earnings

Last Reported Earnings
May 31, 2026
Next Reporting Earnings
n/a
33.62
34.27%
0.84%
185.6%
View Full Analysis

About 8267

Founded
1758
Employees
179230
CEO
Akio Yoshida
WebsiteView website
www.aeon.info

Aeon Co., Ltd. operates in the retail industry in Japan, China, ASEAN countries, and internationally. It operates through General Merchandise Store, Supermarket, Discount Store, Health & Wellness, Comprehensive Finance, Developer, and Service and Specialty Shops segments. The company operates general supermarket, uniform price general merchandise sales, etc.; supermarkets, convenience stores, small supermarkets; discount stores; and drugstores, dispensing pharmacies, etc. It is also involved in credit card business, fee-based business, banking; development and leasing of shopping centers; comprehensive facility management services, amusement, restaurants, family restaurants, specialty stores selling casual fashion, and shoes, etc.; retail business in the ASEAN region and China; and mobile marketing business, digital business, etc. The company was founded in 1758 and is headquartered in Chiba, Japan.

Recent 8267 News & Updates

Narrative Update Jul 21

8267: Dividend Stability And Margin Improvement Will Support Future Earnings Upside

Aeon’s analyst price target has been revised lower by analysts, with a fair value move from approximately ¥2,280 to ¥2,196, as updated views on revenue growth, margins and future P/E multiples, alongside a new Underperform initiation at ¥1,100, point to more measured expectations for the stock. What’s in the News for Aeon No recent company specific news items for Aeon were identified in the provided sources.
Narrative Update Jul 07

8267: Dividend Stability And Margin Improvement Will Support Future Earnings Upside

Analysts have cut their fair value estimate for Aeon from about ¥2,600 to roughly ¥2,280, citing a lower future P/E assumption and recent Underperform research as reasons for the reduced price target, even as their views on growth and margins have been revised. What’s in the News for Aeon Aeon reported impairment losses of ¥75,957 million on a portion of fixed assets related to stores and other facilities for the fourth quarter ended February 28, 2026, under the Accounting Standard for Impairment of Fixed Assets.

Recent updates

No updates

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