Aeon Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Aeon de 16% y 4% por año respectivamente. Se prevé que el BPA crezca en un 15.6% al año. Se espera que la rentabilidad financiera sea de 9.9% en 3 años.
Información clave
16.0%
Tasa de crecimiento de los beneficios
15.59%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Consumer Retailing | 9.4% |
| Tasa de crecimiento de los ingresos | 4.0% |
| Rentabilidad financiera futura | 9.94% |
| Cobertura de analistas | Good |
| Última actualización | 29 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • May 21
8267: Impairment Charges And Share Consolidation Will Continue To Leave Shares Overpriced
Analysts have adjusted their price target on Aeon to ¥810 from ¥550, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Aeon has scheduled a board meeting on April 8, 2026 to discuss the purpose and outline of a share consolidation and related matters (company announcement).
Actualización de narrativa • May 01
8267: Dividend Outlook And Margin Improvement Will Drive Future Earnings Upside
Aeon’s analyst price target remains at ¥2,600. Analysts highlight updated assumptions for a higher discount rate, slightly softer revenue growth, improved profit margins, and a lower future P/E multiple as justification for keeping the target unchanged.Artículo de análisis • Apr 17
We Think Aeon's (TSE:8267) Profit Is Only A Baseline For What They Can Achieve
Even though Aeon Co., Ltd. ( TSE:8267 ) posted strong earnings, investors appeared to be underwhelmed. We have done...
Actualización de narrativa • Apr 16
8267: Higher P/E And Impairment Charge Will Limit Upside Despite Dividend Plans
Analysts have reduced Aeon's fair value estimate from ¥1,862.5 to ¥1,832.5. This change reflects updated views on a slightly higher discount rate, more conservative assumptions for revenue growth and profit margins, and a revised future P/E of 59.97x. What's in the News Aeon issued consolidated earnings guidance for the fiscal year ending February 28, 2027, with expected operating revenue of ¥12,000,000 million, operating profit of ¥340,000 million, profit attributable to owners of the parent of ¥73,000 million, and basic EPS of ¥26.39 (company guidance).Artículo de análisis • Apr 11
Aeon Co., Ltd. Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders might have noticed that Aeon Co., Ltd. ( TSE:8267 ) filed its yearly result this time last week. The early...Actualización de narrativa • Apr 02
8267: Raised Guidance And Tsuruha Consolidation Will Continue To Leave Shares Overpriced
Aeon’s analyst price target has been revised to ¥550, with analysts pointing to updated assumptions around revenue growth, profit margin, discount rate and a lower implied future P/E as key drivers of the change in view. What's in the News Aeon held an Analyst/Investor Day, providing the market with additional detail on its plans and assumptions around future performance (Key Developments).Actualización de narrativa • Mar 19
8267: Consolidation Of Tsuruha Will Drive Portfolio Reforms And Earnings Upside
The analyst price target for Aeon remains at ¥2,600. Analysts point to a slightly higher discount rate, softer assumed revenue growth and profit margins, and a higher future P/E multiple as offsetting factors that together support keeping the target unchanged.Actualización de narrativa • Mar 04
8267: Higher P/E Assumptions Will Restrain Upside Despite Earnings Guidance Update
Aeon’s analyst price target has shifted from ¥1,814 to ¥1,863 as analysts factor in updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Aeon held an Analyst/Investor Day, giving the market an updated view of its business plans and capital allocation priorities (Key Developments).Actualización de narrativa • Feb 18
8267: Consolidation Of Tsuruha And Portfolio Reforms Will Shape Earnings Outlook
Analysts have adjusted their price target for Aeon to ¥2,600 from ¥4,800, reflecting updated assumptions around slightly lower discount rates, higher revenue growth, a higher profit margin, and a higher future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, now expecting operating revenue of ¥10,700,000 million and operating profit of ¥275,000 million, with net income attributable to owners of parent in a range of ¥60,000 million to ¥70,000 million and net income per share projected at ¥22.35 to ¥26.07, compared with prior net income guidance of ¥40,000 million and net income per share of ¥15.49 (Key Developments).Actualización de narrativa • Feb 04
8267: Elevated Guidance And Tsuruha Consolidation Will Likely Leave Shares Overpriced
Aeon’s analyst price target has shifted from ¥223.02 to ¥550.00 as analysts now apply higher assumptions for revenue growth, profit margins, and future P/E multiples, while using a slightly lower discount rate. What's in the News Aeon raised its consolidated guidance for the fiscal year ending February 28, 2026.Actualización de narrativa • Jan 21
8267: Tender Offer And Lower Future P/E Will Limit Upside
Aeon’s analyst price target has shifted modestly higher to US$1,814.29 from US$1,792.86 as analysts factor in updated assumptions for revenue growth, profit margins, the discount rate and a lower future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, and now expects operating revenue of ¥10.7b and operating profit of ¥275,000m.Actualización de narrativa • Jan 07
8267: Tender Offer And High Future P/E Will Likely Limit Upside
Analysts have nudged their price target on Aeon slightly higher to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E. The revised valuation is now framed around a fair value of $1,792.86 per share.Actualización de narrativa • Dec 23
8267: Rising Profit Margins Will Likely Fail To Offset Multiple Compression
Analysts have raised their price target on Aeon from approximately $1,630.95 to $1,792.86. This reflects improved profit margin assumptions and a lower expected future P E multiple, despite slightly softer long term revenue growth forecasts.Actualización de narrativa • Dec 09
8267: Elevated Future P E Multiple Will Likely Pressure Share Returns
Analysts have nudged their price target on Aeon slightly higher to approximately $1,631 per share, reflecting modestly higher long term growth and profitability assumptions despite a marginally increased discount rate. What's in the News Aeon Co., Ltd.Actualización de narrativa • Nov 25
8267: Rising P E Ratio Will Likely Intensify Downside Risks This Year
Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised their price target for Aeon from $1,573.81 to $1,630.95. They cite modest adjustments in discount rates and projected growth assumptions as key factors behind the upward revision.Actualización de narrativa • Nov 08
8267: Elevated P E Ratio Will Heighten Downside Risk in Coming Quarters
Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised Aeon's fair value estimate from $1,392.86 to $1,573.81. They cite improvements in expected revenue growth and profit margins as factors supporting the higher forecast.Actualización de narrativa • Oct 25
Aging Demographics And Digital Trends Will Shape Retail Profits Ahead
Analysts have raised Aeon's fair value estimate from $1,331 to $1,393. This change reflects increased revenue growth forecasts and improved profit margin expectations.Actualización de narrativa • Oct 11
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Analysts have raised their price target for Aeon from $1,278.62 to $1,331.00. They cite improved profit margins, even though the revenue growth outlook is slightly tempered and the discount rate is incrementally higher.Actualización de narrativa • Sep 27
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's improved net profit margin and a modest decline in its future P/E multiple have contributed to a slight upward revision of the consensus analyst price target from ¥1250 to ¥1279. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year earlier.Actualización de narrativa • Sep 12
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's consensus price target has been raised to ¥1250, primarily reflecting a modest expansion in its forward P/E multiple while net profit margin remains steady. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year ago.Actualización de narrativa • Aug 28
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's consensus price target has been sharply reduced, as a lower discount rate was outweighed by a higher future P/E, bringing fair value down significantly from ¥3664 to ¥1297. What's in the News Reported extraordinary impairment loss of JPY 8,131 million for the quarter, significantly higher than JPY 979 million a year earlier.
Nueva narrativa • Jan 26
Climate Volatility Will Impact Retail Sales, But TOPVALU BESTPRICE Could Draw More Customers Ahead
Record high temperatures affecting retail segments may pressure future Aeon revenue growth due to sales pattern impacts.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 2/28/2029 | 12,514,786 | 122,889 | 192,915 | 632,585 | 8 |
| 2/29/2028 | 12,180,572 | 99,868 | 159,546 | 585,247 | 9 |
| 2/28/2027 | 11,852,956 | 75,861 | 299,112 | 590,464 | 9 |
| 2/28/2026 | 10,715,342 | 72,677 | 598,053 | 1,126,589 | N/A |
| 11/30/2025 | 10,413,704 | 35,299 | N/A | N/A | N/A |
| 8/31/2025 | 10,325,412 | 27,343 | 606,428 | 1,128,597 | N/A |
| 5/31/2025 | 10,252,557 | 18,865 | N/A | N/A | N/A |
| 2/28/2025 | 10,134,877 | 28,783 | 100,260 | 566,218 | N/A |
| 11/30/2024 | 9,998,278 | 10,666 | N/A | N/A | N/A |
| 8/31/2024 | 9,841,657 | 26,862 | 47,067 | 457,212 | N/A |
| 5/31/2024 | 9,677,975 | 32,089 | N/A | N/A | N/A |
| 2/29/2024 | 9,553,557 | 44,692 | -27,749 | 368,487 | N/A |
| 11/30/2023 | 9,420,892 | 43,422 | N/A | N/A | N/A |
| 8/31/2023 | 9,340,974 | 26,661 | -37,787 | 364,954 | N/A |
| 5/31/2023 | 9,238,394 | 19,737 | N/A | N/A | N/A |
| 2/28/2023 | 9,116,823 | 21,381 | 62,862 | 433,710 | N/A |
| 11/30/2022 | 8,987,176 | 11,778 | N/A | N/A | N/A |
| 8/31/2022 | 8,858,222 | 19,954 | 137,583 | 469,950 | N/A |
| 5/31/2022 | 8,765,969 | 20,875 | N/A | N/A | N/A |
| 2/28/2022 | 8,715,957 | 6,504 | -148,069 | 204,452 | N/A |
| 11/30/2021 | 8,661,939 | -17,390 | N/A | N/A | N/A |
| 8/31/2021 | 8,678,297 | -8,880 | 128,973 | 444,556 | N/A |
| 5/31/2021 | 8,680,847 | -12,050 | N/A | N/A | N/A |
| 2/28/2021 | 8,603,910 | -71,024 | 95,206 | 396,461 | N/A |
| 11/30/2020 | 8,609,740 | -29,409 | N/A | N/A | N/A |
| 8/31/2020 | 8,584,524 | -34,509 | -177,154 | 169,797 | N/A |
| 5/31/2020 | 8,564,136 | -22,793 | N/A | N/A | N/A |
| 2/29/2020 | 8,604,207 | 26,838 | 206,898 | 624,660 | N/A |
| 11/30/2019 | 8,565,856 | 16,664 | N/A | N/A | N/A |
| 8/31/2019 | 8,542,029 | 16,868 | N/A | 616,559 | N/A |
| 5/31/2019 | 8,529,931 | 12,737 | N/A | N/A | N/A |
| 2/28/2019 | 8,518,215 | 23,637 | N/A | 469,874 | N/A |
| 11/30/2018 | 8,522,805 | 29,556 | N/A | N/A | N/A |
| 8/31/2018 | 8,487,810 | 30,864 | N/A | 510,936 | N/A |
| 5/31/2018 | 8,426,531 | 27,401 | N/A | N/A | N/A |
| 2/28/2018 | 8,390,012 | 24,522 | N/A | 463,911 | N/A |
| 11/30/2017 | 8,316,856 | 24,107 | N/A | N/A | N/A |
| 8/31/2017 | 8,266,911 | 20,845 | N/A | 368,838 | N/A |
| 5/31/2017 | 8,232,117 | 21,188 | N/A | N/A | N/A |
| 2/28/2017 | 8,210,145 | 11,255 | N/A | 294,893 | N/A |
| 11/30/2016 | 8,240,543 | 6,226 | N/A | N/A | N/A |
| 8/31/2016 | 8,213,680 | -1,493 | N/A | 229,893 | N/A |
| 5/31/2016 | 8,203,457 | -5,266 | N/A | N/A | N/A |
| 2/29/2016 | 8,176,732 | 6,008 | N/A | 43,156 | N/A |
| 11/30/2015 | 8,037,582 | -4,769 | N/A | N/A | N/A |
| 8/31/2015 | 7,721,915 | 42,177 | N/A | 215,855 | N/A |
| 5/31/2015 | 7,384,962 | 45,779 | N/A | N/A | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (16% al año) de 8267 es superior a la tasa de ahorro (0.8%).
Beneficios vs. Mercado: Se prevé que los beneficios (16% al año) de 8267 crezcan más rápidamente que el mercado JP (8.9% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de 8267 crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (4% al año) de 8267 crezcan más despacio que el mercado de JP (5.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 4% al año) de 8267 crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de 8267 sea baja dentro de 3 años (9.9%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/29 05:41 |
| Precio de las acciones al final del día | 2026/05/29 00:00 |
| Beneficios | 2026/02/28 |
| Ingresos anuales | 2026/02/28 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Aeon Co., Ltd. está cubierta por 19 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Ryota Himeno | Barclays |
| Yugo Shima | Bernstein |
| Hidehiko Aoki | BofA Global Research |