Aeon（JUS1）株式概要イオン株式会社は、日本、中国、ASEAN諸国および国際的な小売業界で事業を展開している。 詳細JUS1 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長2/6過去の実績5/6財務の健全性4/6配当金4/6報酬収益は年間17.94%増加すると予測されています 過去1年間で収益は152.5%増加しました リスク分析多額の負債を抱えている すべてのリスクチェックを見るJUS1 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€8.3560.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-71b13t2016201920222025202620282031Revenue JP¥13.4tEarnings JP¥90.9bAdvancedSet Fair ValueView all narrativesAeon Co., Ltd. 競合他社Dollar GeneralSymbol: NYSE:DGMarket cap: US$25.6bWal-Mart de México. deSymbol: BMV:WALMEX *Market cap: Mex$984.9bCarrefourSymbol: ENXTPA:CAMarket cap: €12.1bDollar TreeSymbol: NasdaqGS:DLTRMarket cap: US$18.8b価格と性能株価の高値、安値、推移の概要Aeon過去の株価現在の株価JP¥8.3552週高値JP¥16.0052週安値JP¥7.90ベータ0.231ヶ月の変化-19.71%3ヶ月変化-30.99%1年変化-5.83%3年間の変化36.89%5年間の変化15.97%IPOからの変化207.66%最新ニュースお知らせ • Apr 09Aeon Co., Ltd., Annual General Meeting, May 27, 2026Aeon Co., Ltd., Annual General Meeting, May 27, 2026.お知らせ • Mar 28Aeon Co., Ltd. to Report Fiscal Year 2026 Results on Apr 09, 2026Aeon Co., Ltd. announced that they will report fiscal year 2026 results on Apr 09, 2026お知らせ • Mar 05Aeon Co., Ltd. (TSE:8267) completed the acquisition of 19.26% stake in Sunday Co.,Ltd. (TSE:7450) from group of sellers in a tender offer transaction.Aeon Co., Ltd. (TSE:8267) proposed to acquire remaining 23.3% stake in Sunday Co.,Ltd. (TSE:7450) from group of sellers for JPY 3.2 billion in a tender offer transaction on January 8, 2026. A cash consideration valued at ¥1,280 per share and ¥1 per share will be paid by Aeon Co. for Common stock and Option's. If the Tender Offeror fails to acquire all the Target Company Shares, the Tender Offeror will take a series of procedures to become the sole shareholder of the Target Company after the completion of the Tender offer, hereinafter the Squeeze-Out Procedures. The expected completion of the transaction is March 4, 2026. City-Yuwa Partners acted as the legal advisor along with Nomura Securities Co., Ltd. acting as the financial advisor to Aeon Co., Ltd. Anderson Mori & Tomotsune acted as the legal advisor along with Mizuho Securities Co., Ltd. acting as the financial advisor to Sunday Co.,Ltd. Aeon Co., Ltd. (TSE:8267) completed the acquisition of 19.26% stake in Sunday Co.,Ltd. (TSE:7450) from group of sellers in a tender offer transaction on March 4, 2026. After the transaction Aeon Co., Ltd. owns 96.13% in Sunday Co.,Ltd.お知らせ • Jan 08Aeon Co., Ltd. (TSE:8267) proposed to acquire remaining 23.3% stake in Sunday Co.,Ltd. (TSE:7450) for JPY 3.2 billion in a tender offer transaction.Aeon Co., Ltd. (TSE:8267) proposed to acquire remaining 23.3% stake in Sunday Co.,Ltd. (TSE:7450) for JPY 3.2 billion in a tender offer transaction on January 8, 2026. A cash consideration valued at ¥1,280 per share will be paid by Aeon Co., Ltd. If the Tender Offeror fails to acquire all the Target Company Shares, the Tender Offeror will take a series of procedures to become the sole shareholder of the Target Company after the completion of the Tender offer, hereinafter the Squeeze-Out Procedures. The expected completion of the transaction is March 4, 2026.お知らせ • Jan 07+ 1 more updateAeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 16.4% stake in Tsuruha Holdings Inc. (TSE:3391) for approximately ¥92.9 billion.Aeon Co., Ltd. (TSE:8267) proposed to acquire an additional 23.34% stake in Tsuruha Holdings Inc. (TSE:3391) for approximately ¥130 billion on April 11, 2025. A cash consideration of ¥129.47 billion valued at ¥11400 per share will be paid by Aeon Co., Ltd. As part of consideration, ¥129.47 billion is paid towards common equity of Tsuruha Holdings Inc. Upon completion, Aeon Co., Ltd. will own 43.21% stake in Tsuruha Holdings Inc. The transaction is subject to approval of merger agreement by target board, consummation of due diligence investigation and maximum tender. The Board of Directors of Tsuruha Holdings Inc. formed a special committee for the transaction. The deal has been unanimously approved by the board. As of April 30, 2025, the transaction is approved by Japan Fair Trade Commission. The expected completion of the transaction is early January 2026. Nishimura & Asahi acted as legal advisor for Aeon Co., Ltd. Nomura Securities Co., Ltd. acted as financial advisor for Aeon Co., Ltd. SMBC Nikko Securities Inc. acted as financial advisor for Tsuruha Holdings Inc. TMI Associates acted as legal advisor for Tsuruha Holdings Inc. YAMADA Business Consulting Co.,Ltd. acted as financial advisor for Aeon Co., Ltd. Hibiya Park Law Office acted as legal advisor for Tsuruha Holdings Inc. Nomura Securities Co., Ltd. acted as fairness opinion provider for Aeon Co., Ltd. SMBC Nikko Securities Inc. acted as fairness opinion provider for Tsuruha Holdings Inc. YAMADA Business Consulting Co.,Ltd. acted as fairness opinion provider for Aeon Co., Ltd. Nomura Securities Co., Ltd. has been appointed as a tender offer agent. As of September 1, 2025 the offeror revised the terms of the tender offer and will now acquire 57,012,650 shares of common stock for JPY 2,280 per share. Aeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 16.4% stake in Tsuruha Holdings Inc. (TSE:3391) for approximately ¥92.9 billion on January 5, 2026. On completion, the Tender Offer does not set a minimum number of shares to be purchased, and the total number of tendered shares is 40,727,772 shares. Following settlement of the tender offer for Tsuruha Holdings Inc., AEON Co., Ltd. was unable to acquire 50.9% of Tsuruha HD's voting rights through the tender offer. In light of this, AEON Co., Ltd. has reached an agreement with Tsuruha HD to acquire additional Tsuruha HD shares through a market purchase in order to acquire 50.9% of Tsuruha HD's voting rights, between January 9, 2026 and April 30, 2026.お知らせ • Dec 09Aeon Co., Ltd. to Report Q3, 2026 Results on Jan 08, 2026Aeon Co., Ltd. announced that they will report Q3, 2026 results on Jan 08, 2026最新情報をもっと見るRecent updatesお知らせ • Apr 09Aeon Co., Ltd., Annual General Meeting, May 27, 2026Aeon Co., Ltd., Annual General Meeting, May 27, 2026.お知らせ • Mar 28Aeon Co., Ltd. to Report Fiscal Year 2026 Results on Apr 09, 2026Aeon Co., Ltd. announced that they will report fiscal year 2026 results on Apr 09, 2026お知らせ • Mar 05Aeon Co., Ltd. (TSE:8267) completed the acquisition of 19.26% stake in Sunday Co.,Ltd. (TSE:7450) from group of sellers in a tender offer transaction.Aeon Co., Ltd. (TSE:8267) proposed to acquire remaining 23.3% stake in Sunday Co.,Ltd. (TSE:7450) from group of sellers for JPY 3.2 billion in a tender offer transaction on January 8, 2026. A cash consideration valued at ¥1,280 per share and ¥1 per share will be paid by Aeon Co. for Common stock and Option's. If the Tender Offeror fails to acquire all the Target Company Shares, the Tender Offeror will take a series of procedures to become the sole shareholder of the Target Company after the completion of the Tender offer, hereinafter the Squeeze-Out Procedures. The expected completion of the transaction is March 4, 2026. City-Yuwa Partners acted as the legal advisor along with Nomura Securities Co., Ltd. acting as the financial advisor to Aeon Co., Ltd. Anderson Mori & Tomotsune acted as the legal advisor along with Mizuho Securities Co., Ltd. acting as the financial advisor to Sunday Co.,Ltd. Aeon Co., Ltd. (TSE:8267) completed the acquisition of 19.26% stake in Sunday Co.,Ltd. (TSE:7450) from group of sellers in a tender offer transaction on March 4, 2026. After the transaction Aeon Co., Ltd. owns 96.13% in Sunday Co.,Ltd.お知らせ • Jan 08Aeon Co., Ltd. (TSE:8267) proposed to acquire remaining 23.3% stake in Sunday Co.,Ltd. (TSE:7450) for JPY 3.2 billion in a tender offer transaction.Aeon Co., Ltd. (TSE:8267) proposed to acquire remaining 23.3% stake in Sunday Co.,Ltd. (TSE:7450) for JPY 3.2 billion in a tender offer transaction on January 8, 2026. A cash consideration valued at ¥1,280 per share will be paid by Aeon Co., Ltd. If the Tender Offeror fails to acquire all the Target Company Shares, the Tender Offeror will take a series of procedures to become the sole shareholder of the Target Company after the completion of the Tender offer, hereinafter the Squeeze-Out Procedures. The expected completion of the transaction is March 4, 2026.お知らせ • Jan 07+ 1 more updateAeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 16.4% stake in Tsuruha Holdings Inc. (TSE:3391) for approximately ¥92.9 billion.Aeon Co., Ltd. (TSE:8267) proposed to acquire an additional 23.34% stake in Tsuruha Holdings Inc. (TSE:3391) for approximately ¥130 billion on April 11, 2025. A cash consideration of ¥129.47 billion valued at ¥11400 per share will be paid by Aeon Co., Ltd. As part of consideration, ¥129.47 billion is paid towards common equity of Tsuruha Holdings Inc. Upon completion, Aeon Co., Ltd. will own 43.21% stake in Tsuruha Holdings Inc. The transaction is subject to approval of merger agreement by target board, consummation of due diligence investigation and maximum tender. The Board of Directors of Tsuruha Holdings Inc. formed a special committee for the transaction. The deal has been unanimously approved by the board. As of April 30, 2025, the transaction is approved by Japan Fair Trade Commission. The expected completion of the transaction is early January 2026. Nishimura & Asahi acted as legal advisor for Aeon Co., Ltd. Nomura Securities Co., Ltd. acted as financial advisor for Aeon Co., Ltd. SMBC Nikko Securities Inc. acted as financial advisor for Tsuruha Holdings Inc. TMI Associates acted as legal advisor for Tsuruha Holdings Inc. YAMADA Business Consulting Co.,Ltd. acted as financial advisor for Aeon Co., Ltd. Hibiya Park Law Office acted as legal advisor for Tsuruha Holdings Inc. Nomura Securities Co., Ltd. acted as fairness opinion provider for Aeon Co., Ltd. SMBC Nikko Securities Inc. acted as fairness opinion provider for Tsuruha Holdings Inc. YAMADA Business Consulting Co.,Ltd. acted as fairness opinion provider for Aeon Co., Ltd. Nomura Securities Co., Ltd. has been appointed as a tender offer agent. As of September 1, 2025 the offeror revised the terms of the tender offer and will now acquire 57,012,650 shares of common stock for JPY 2,280 per share. Aeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 16.4% stake in Tsuruha Holdings Inc. (TSE:3391) for approximately ¥92.9 billion on January 5, 2026. On completion, the Tender Offer does not set a minimum number of shares to be purchased, and the total number of tendered shares is 40,727,772 shares. Following settlement of the tender offer for Tsuruha Holdings Inc., AEON Co., Ltd. was unable to acquire 50.9% of Tsuruha HD's voting rights through the tender offer. In light of this, AEON Co., Ltd. has reached an agreement with Tsuruha HD to acquire additional Tsuruha HD shares through a market purchase in order to acquire 50.9% of Tsuruha HD's voting rights, between January 9, 2026 and April 30, 2026.お知らせ • Dec 09Aeon Co., Ltd. to Report Q3, 2026 Results on Jan 08, 2026Aeon Co., Ltd. announced that they will report Q3, 2026 results on Jan 08, 2026お知らせ • Oct 15Aeon Co., Ltd. Declares Dividend for the Second Quarter Ended August 31, 2025, Payable on October 27, 2025Aeon Co., Ltd. declared dividend of JPY 20 per share for the second quarter ended August 31, 2025. Commencement of dividend payment is on October 27, 2025.お知らせ • Sep 17Aeon Co., Ltd. to Report Q2, 2026 Results on Oct 14, 2025Aeon Co., Ltd. announced that they will report Q2, 2026 results at 3:00 PM, Tokyo Standard Time on Oct 14, 2025お知らせ • Jun 13Aeon Co., Ltd. Revises Dividend Guidance for the Fiscal Year Ending February 28, 2026Aeon Co., Ltd. has revised upward its dividend forecast for the fiscal year ending February 28, 2026. For the year, the company expects dividend of JPY 7 per share compared to JPY 20.00 per share a year ago.お知らせ • Jun 05Aeon Co., Ltd. to Report Q1, 2026 Results on Jul 11, 2025Aeon Co., Ltd. announced that they will report Q1, 2026 results on Jul 11, 2025お知らせ • May 18Aeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 7.17% stake in Tsuruha Holdings Inc. (TSE:3391) from Nomura Securities Co., Ltd.Aeon Co., Ltd. (TSE:8267) agreed to acquire an additional 7.17% stake in Tsuruha Holdings Inc. (TSE:3391) from Nomura Securities Co., Ltd. on April 11, 2025. The expected completion of the transaction is around May 2025. Aeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 7.17% stake in Tsuruha Holdings Inc. (TSE:3391) from Nomura Securities Co., Ltd. on May 16, 2025.お知らせ • Apr 26Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders.Aeon Co., Ltd. (TSE:8267) proposed to acquire 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders for approximately ¥110 billion on February 28, 2025. A cash consideration of ¥109.36 billion valued at ¥5400 per share will be paid by Aeon Co., Ltd. As part of consideration, ¥109.36 billion is paid towards common equity of Aeon Delight Co., Ltd. The transaction is subject to minimum tender. Nomura Securities Co., Ltd. acted as tender offer agent. Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders on April 24, 2025. Aeon Co., plans to implement a series of Squeeze-Out Procedures to make Aeon Co., Ltd sole shareholder of Aeon Delight Co., Ltd. Aeon Delight shares are currently listed on the Prime Market of the TSE as of today. However, if the Squeeze-Out Procedures are carried out, Aeon Delight Shares will be delisted through prescribed procedures in accordance with the delisting criteria set out by the TSE.お知らせ • Apr 11+ 4 more updatesAeon Co., Ltd., Annual General Meeting, May 28, 2025Aeon Co., Ltd., Annual General Meeting, May 28, 2025.お知らせ • Apr 04Aeon Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ended February 28, 2025Aeon Co., Ltd. revised consolidated earnings guidance for the fiscal year ended February 28, 2025. For the year, the company now expects operating revenue of JPY 10,134,000 million, operating profit of JPY 237,000 million, profit attributable to owners of parent of JPY 28,500 million and basic earnings per share of JPY 33.30 against prior guidance of operating revenue of JPY 10,000,000 million, operating profit of JPY 270,000 million, profit attributable to owners of parent of JPY 46,000 million and basic earnings per share of JPY 53.74.お知らせ • Feb 27Aeon Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025Aeon Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025お知らせ • Jan 08KKR Reportedly Mulls Unloading Supermarket Operator SeiyuU.S. investment fund KKR & Co. Inc. (NYSE:KKR) is considering selling its stake in Japanese supermarket operator Seiyu GK (Seiyu Co.), it was learned. Japanese retail giant Aeon Co., Ltd. (TSE:8267) and Pan Pacific International Holdings Corporation (TSE:7532), which operates Don Quijote discount stores, are among those said to be interested in acquiring Seiyu shares. The envisaged sale could be worth hundreds of billions of yen. KKR aims to complete the sale as soon as possible. The move comes as domestic supermarket operators are facing an increasingly severe management environment due to intensifying competition. Among them, Seven & i Holdings Co. is in the process of selling an intermediate holding company that oversees Ito-Yokado Co., the group's founding business, and other noncore operations. Seiyu currently has about 240 stores on Japan's Honshu main island. It carried out structural reforms last year to improve its earnings, such as withdrawing from the Kyushu southwestern region and Hokkaido, northernmost Japan, where it sold nine stores to Aeon.お知らせ • Jan 03Aeon Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025Aeon Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025Declared Dividend • Oct 29First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th February 2025 Payment date: 1st May 2025 Dividend yield will be 89%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (172% earnings payout ratio). However, it is covered by cash flows (66% cash payout ratio). The dividend has increased by an average of 3.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 91% to bring the payout ratio under control. EPS is expected to grow by 70% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Oct 10Second quarter 2025 earnings released: EPS: JP¥0.42 (vs JP¥6.54 in 2Q 2024)Second quarter 2025 results: EPS: JP¥0.42 (down from JP¥6.54 in 2Q 2024). Revenue: JP¥2.55t (up 6.9% from 2Q 2024). Net income: JP¥363.0m (down 94% from 2Q 2024). Profit margin: 0% (down from 0.2% in 2Q 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 25Aeon Co., Ltd. to Report Q2, 2025 Results on Oct 09, 2024Aeon Co., Ltd. announced that they will report Q2, 2025 results on Oct 09, 2024Upcoming Dividend • Aug 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 30 October 2024. Payout ratio is on the higher end at 96% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.0%).Reported Earnings • Jul 15First quarter 2025 earnings released: EPS: JP¥5.99 (vs JP¥20.74 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.99 (down from JP¥20.74 in 1Q 2024). Revenue: JP¥2.45t (up 5.4% from 1Q 2024). Net income: JP¥5.13b (down 71% from 1Q 2024). Profit margin: 0.2% (down from 0.8% in 1Q 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jun 21Aeon Co., Ltd. to Report Q1, 2025 Results on Jul 12, 2024Aeon Co., Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024Declared Dividend • Jun 13Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th August 2024 Payment date: 30th October 2024 Dividend yield will be 99%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 11+ 1 more updateAeon Co., Ltd. to Report Fiscal Year 2024 Final Results on May 30, 2024Aeon Co., Ltd. announced that they will report fiscal year 2024 final results on May 30, 2024Reported Earnings • Apr 11Full year 2024 earnings released: EPS: JP¥52.25 (vs JP¥25.11 in FY 2023)Full year 2024 results: EPS: JP¥52.25 (up from JP¥25.11 in FY 2023). Revenue: JP¥9.55t (up 4.8% from FY 2023). Net income: JP¥44.7b (up 109% from FY 2023). Profit margin: 0.5% (up from 0.2% in FY 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Mar 23Aeon Co., Ltd. to Report Fiscal Year 2024 Results on Apr 10, 2024Aeon Co., Ltd. announced that they will report fiscal year 2024 results on Apr 10, 2024お知らせ • Feb 29Aeon Co., Ltd. (TSE:8267) agreed to acquire 13.6% stake in Tsuruha Holdings Inc. (TSE:3391) from an undisclosed fund managed by Tsuruha Holdings Inc. (TSE:3391) for ¥102.3 billion.Aeon Co., Ltd. (TSE:8267) agreed to acquire 13.6% stake in Tsuruha Holdings Inc. (TSE:3391) from an undisclosed fund managed by Tsuruha Holdings Inc. (TSE:3391) for ¥102.3 billion on February 28, 2024. Transaction is expected to complete on March 13, 2024.お知らせ • Feb 27Marubeni Corporation (TSE:8002) acquired additional minority stake in Aeon Co., Ltd. (TSE:8267).Marubeni Corporation (TSE:8002) acquired additional minority stake in Aeon Co., Ltd. (TSE:8267) on February 26, 2024. Marubeni Corporation (TSE:8002) completed the acquisition of additional minority stake in Aeon Co., Ltd. (TSE:8267) on February 26, 2024.Upcoming Dividend • Feb 21Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 02 May 2024. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.9%).お知らせ • Jan 30Aeon in Exclusive Talks to Buy Tsuruha Stake from OasisRetail giant Aeon Co., Ltd. (TSE:8267) has entered into exclusive talks with Oasis Management Company Ltd. to acquire shares the Hong Kong-based activist investor holds in drugstore chain Tsuruha Holdings Inc. (TSE:3391), it said. Details of how many shares it will acquire and how much it will pay per share will be subject to negotiations, Aeon said. Oasis and Aeon each have about a 13% holding in Tsuruha. An increase in Aeon's stake would add to its drugstore business, a key growth driver for the firm. In the same sector it holds 51% of Welcia Holdings and 10% of Kusuri No Aoki Holdings. An Aeon spokesperson said it had notified Tsuruha about its talks with Oasis for a possible stock purchase. The talks are being held without approval from Tsuruha, although that is not required for an acquisition to proceed, the spokesperson added. Tsuruha declined to comment. Oasis could not immediately be reached for comment.Reported Earnings • Jan 15Third quarter 2024 earnings released: JP¥5.80 loss per share (vs JP¥25.42 loss in 3Q 2023)Third quarter 2024 results: JP¥5.80 loss per share (improved from JP¥25.42 loss in 3Q 2023). Revenue: JP¥2.31t (up 3.6% from 3Q 2023). Net loss: JP¥4.96b (loss narrowed 77% from 3Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Jan 13Aeon Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending February 29, 2024Aeon Co., Ltd. revised earnings guidance for the fiscal year ending February 29, 2024. For the year, the company expects Operating income of JPY 9,500,000 million, Operating profit of JPY 240,000 million, Profit attributable to owners of parent of JPY 33,000 million and basic earnings per share of JPY 38.60 against Operating income of JPY 9,400,000 million, Operating profit of JPY 220,000 million, Profit attributable to owners of parent of JPY 25,000 million and basic earnings per share of JPY 29.25 a year ago.お知らせ • Jan 12Aeon Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024Aeon Co., Ltd. provided dividend guidance for fiscal year ending February 29, 2024. For the year, the company expects dividend of JPY 18.00 per share against JPY 18.00 a year ago.お知らせ • Dec 20Aeon Co., Ltd. to Report Q3, 2024 Results on Jan 12, 2024Aeon Co., Ltd. announced that they will report Q3, 2024 results on Jan 12, 2024お知らせ • Oct 16Aeon Co., Ltd. Announces Dividend for the Second Quarter-End of the Fiscal Year Ending February 29, 2024, Payable on October 30, 2023Aeon Co., Ltd. announced dividend for the second quarter-end of the fiscal year ending February 29, 2024. For the period, the company announced dividend of JPY 18.00 per share against JPY 18.00 per share paid a year ago. Commencement of dividend payments is October 30, 2023.Reported Earnings • Oct 12Second quarter 2024 earnings released: EPS: JP¥6.54 (vs JP¥1.57 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥6.54 (up from JP¥1.57 loss in 2Q 2023). Revenue: JP¥2.39t (up 4.5% from 2Q 2023). Net income: JP¥5.59b (up JP¥6.92b from 2Q 2023). Profit margin: 0.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Sep 24Aeon Co., Ltd. to Report Q2, 2024 Results on Oct 11, 2023Aeon Co., Ltd. announced that they will report Q2, 2024 results on Oct 11, 2023Upcoming Dividend • Aug 23Upcoming dividend of JP¥18.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 October 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.3%).お知らせ • Aug 01+ 1 more updateAeon Co., Ltd. Provides Earnings Forecast for the Full Year Ending February 29, 2024Aeon Co., Ltd. provided earnings forecast for the Full year ending February 29, 2024. For the period, the company expects the Operating revenue of JPY 9,400,000. Operating profit of JPY 220,000. Profit attributable to owners of the parent of JPY 25,000. Earnings per share of JPY 29.25.New Risk • Jul 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risk Large one-off items impacting financial results.Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥20.74 (vs JP¥22.88 in 1Q 2023)First quarter 2024 results: EPS: JP¥20.74 (down from JP¥22.88 in 1Q 2023). Revenue: JP¥2.32t (up 5.5% from 1Q 2023). Net income: JP¥17.7b (down 8.5% from 1Q 2023). Profit margin: 0.8% (down from 0.9% in 1Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Jun 26Aeon Co., Ltd. to Report Q1, 2024 Results on Jul 12, 2023Aeon Co., Ltd. announced that they will report Q1, 2024 results on Jul 12, 2023Reported Earnings • Jun 02Full year 2023 earnings released: EPS: JP¥25.11 (vs JP¥7.69 in FY 2022)Full year 2023 results: EPS: JP¥25.11 (up from JP¥7.69 in FY 2022). Revenue: JP¥9.12t (up 4.6% from FY 2022). Net income: JP¥21.4b (up 229% from FY 2022). Profit margin: 0.2% (up from 0.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • May 09+ 1 more updateAeon Co., Ltd. Provides Earnings Forecast for the Full Year Ending February 29, 2024Aeon Co., Ltd. provided earnings forecast for the Full year ending February 29, 2024. For the period, the company expects the Operating revenue of JPY 9,400,000. Operating profit of JPY 220,000. Profit attributable to owners of the parent of JPY 25,000. Earnings per share of JPY 29.25.Reported Earnings • Apr 13Full year 2023 earnings released: EPS: JP¥25.11 (vs JP¥7.69 in FY 2022)Full year 2023 results: EPS: JP¥25.11 (up from JP¥7.69 in FY 2022). Revenue: JP¥9.12t (up 4.6% from FY 2022). Net income: JP¥21.4b (up 229% from FY 2022). Profit margin: 0.2% (up from 0.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Feb 01+ 1 more updateAeon Co., Ltd. Provides Fiscal Year End Dividend Guidance for the Fiscal Year Ending February 28, 2023Aeon Co., Ltd. provided fiscal year end dividend guidance for the fiscal year ending February 28, 2023. For the period, the company expects dividend of JPY 18.00 per share compared to JPY 18.00 per share a year ago.Reported Earnings • Jan 15Third quarter 2023 earnings released: JP¥25.42 loss per share (vs JP¥16.01 loss in 3Q 2022)Third quarter 2023 results: JP¥25.42 loss per share (further deteriorated from JP¥16.01 loss in 3Q 2022). Revenue: JP¥2.23t (up 6.1% from 3Q 2022). Net loss: JP¥21.7b (loss widened 60% from 3Q 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Dec 08Aeon Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023Aeon Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023お知らせ • Oct 29+ 1 more updateAeon Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2023Aeon Co., Ltd. provided consolidated earnings guidance for the year ending February 28, 2023. For the period, the company expects Operating revenue of ¥9,000,000 million, Operating profit of ¥210,000 million to ¥220,000 million; Profit attributable to owners of parent of ¥25,000 million to ¥30,000 million; Earnings per share of ¥29.53 to 35.43.Reported Earnings • Oct 06Second quarter 2023 earnings released: JP¥1.57 loss per share (vs JP¥0.49 loss in 2Q 2022)Second quarter 2023 results: JP¥1.57 loss per share (further deteriorated from JP¥0.49 loss in 2Q 2022). Revenue: JP¥2.28t (up 4.2% from 2Q 2022). Net loss: JP¥1.33b (loss widened 223% from 2Q 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.お知らせ • Sep 16Aeon Co., Ltd. to Report Q2, 2023 Results on Oct 05, 2022Aeon Co., Ltd. announced that they will report Q2, 2023 results on Oct 05, 2022Upcoming Dividend • Aug 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 28 October 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.4%).お知らせ • Jul 28+ 2 more updatesAeon Co., Ltd. Reports Impairment Loss for the First Quarter Ended May 31, 2022Aeon Co., Ltd. reported impairment loss for the first quarter ended May 31, 2022. For the quarter, the company reported Impairment loss of ¥275 million against ¥313 million a year ago.Reported Earnings • Jul 08First quarter 2023 earnings released: EPS: JP¥22.88 (vs JP¥5.91 in 1Q 2022)First quarter 2023 results: EPS: JP¥22.88 (up from JP¥5.91 in 1Q 2022). Revenue: JP¥2.20t (up 2.3% from 1Q 2022). Net income: JP¥19.4b (up 287% from 1Q 2022). Profit margin: 0.9% (up from 0.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.1%, compared to a 7.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Jun 11Aeon Co., Ltd. to Report Q1, 2023 Results on Jul 06, 2022Aeon Co., Ltd. announced that they will report Q1, 2023 results on Jul 06, 2022Reported Earnings • Jun 01Full year 2022 earnings released: EPS: JP¥7.69 (vs JP¥84.06 loss in FY 2021)Full year 2022 results: EPS: JP¥7.69 (up from JP¥84.06 loss in FY 2021). Revenue: JP¥8.72t (up 1.3% from FY 2021). Net income: JP¥6.50b (up JP¥77.5b from FY 2021). Profit margin: 0.1% (up from net loss in FY 2021). Over the next year, revenue is forecast to grow 3.6%, compared to a 7.6% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Peter Child was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 26Aeon Co., Ltd. Announces Year-End Dividend for the Year Ended February 28, 2022, Payable on May 2, 2022; Provides Dividend Guidance for the End of Second Quarter and Fiscal Year Ending February 28, 2023Aeon Co., Ltd. announced a year-end dividend for the year ended February 28, 2022 of JPY 18.00 per share compared to JPY 18.00 per share for the same period last year. Commencement of dividend payments is May 2, 2022. The company provided dividend guidance for the end of second quarter and fiscal year ending February 28, 2023. For the end of second quarter, the company expects to pay a dividend of JPY 18.00 per share compared to JPY 18.00 per share for the same period last year. For the fiscal year ending Feb. 28, 2023, the company expects to pay dividend of JPY 18.00 per share compared to JPY 18.00 per share for the same period last year.お知らせ • Apr 10Aeon Co., Ltd., Annual General Meeting, May 25, 2022Aeon Co., Ltd., Annual General Meeting, May 25, 2022.Reported Earnings • Apr 09Full year 2022 earnings released: EPS: JP¥7.69 (vs JP¥84.06 loss in FY 2021)Full year 2022 results: EPS: JP¥7.69 (up from JP¥84.06 loss in FY 2021). Revenue: JP¥8.72t (up 1.3% from FY 2021). Net income: JP¥6.50b (up JP¥77.5b from FY 2021). Profit margin: 0.1% (up from net loss in FY 2021). Over the next year, revenue is forecast to grow 4.3%, compared to a 7.7% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Apr 08Aeon Co., Ltd. to Report Fiscal Year 2022 Results on Apr 08, 2022Aeon Co., Ltd. announced that they will report fiscal year 2022 results on Apr 08, 2022Upcoming Dividend • Feb 18Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 30 April 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.7%).お知らせ • Jan 27Aeon Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2022Aeon Co., Ltd. provided consolidated earnings guidance for the year ending February 28, 2022. For the year, the company expects operating revenue of JPY 8,620,000 million, operating profit of JPY 2,00,000 million to JPY 220,000 million. Profit attributable to owners of parent of JPY 20,000 million to JPY 30,000 million. Earnings per share of JPY 23.65 to JPY 35.48.Reported Earnings • Jan 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥16.01 loss per share (down from JP¥5.96 loss in 3Q 2021). Revenue: JP¥2.11t (flat on 3Q 2021). Net loss: JP¥13.5b (loss widened 169% from 3Q 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.2%, compared to a 7.7% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.お知らせ • Dec 29Aeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 0.15351% minority stake in Can Do Co., Ltd. (TSE:2698) for ¥59.2 million.Aeon Co., Ltd. (TSE:8267) made an offer to acquire an additional 35.4% minority stake in Can Do Co., Ltd. (TSE:2698) for ¥13.7 billion on November 29, 2021. Aeon will acquire 5.936963 million shares of Can Do Co. at a price of ¥2300 per share. Listing of Can Do Co.'s shares will be maintained even after the purchase. Offer will open on November 30, 2021 and will close on December 27, 2021. Kitahama Partners acted as legal advisor to Can Do Co., Ltd. and Aeon Co., Ltd. Deloitte Tohmatsu Financial Advisory LLC acted as financial advisor to Can Do Co., Ltd. and Aeon Co., Ltd. Aeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 0.15351% minority stake in Can Do Co., Ltd. (TSE:2698) for ¥59.2 million on December 27, 2021. 0.025744 million shares of Can Do Co. were tendered under the Offer.お知らせ • Nov 26Aeon Co., Ltd. (TSE:8267) completed the acquisition of 37.2% stake in Can Do Co., Ltd. (TSE:2698) from Kazuya Kido, Keiko Kido and others.Aeon Co., Ltd. (TSE:8267) made a tender offer to acquire 37.2% stake in Can Do Co., Ltd. (TSE:2698) from Kazuya Kido, Keiko Kido and others for ¥16 billion on October 14, 2021. Under the terms, a maximum of 5.9 million shares will be acquired and a minimum of 3.1 million shares will be acquired at ¥2700 per share. 3.1 million shares will acquired from Kazuya Kido and Keiko Kido. If the first tender offer is successful, on the business day following the day the payment is completed, Aeon plans to start a tender offer with a price (¥2,300 yen) lower than the first tender offer price (¥2,700 yen) as the purchase price. The Tender Offer does not intend to delist the Company's shares, and Can Do Co's shares will remain listed on the First Section of the Tokyo Stock Exchange, Inc. after the Tender Offer. Offer period will run from October 15, 2021 to November 24, 2021. A special committee if formed by Can Do Co. consisting of four members, Toshiro Tamura (Audit and Supervisory Committee Member, Certified Accountant) and Naoki Iida (Audit and Supervisory Committee Member, Lawyer) who are outside directors of Can Do Co, and Akira Nishida (Lawyer, Nishida Law Office) and Yoshihiko Terada (Certified Accountant, Trustees Advisory K.K.), as outside experts. Kitahama Partners acted as a legal advisor, Deloitte Tohmatsu Financial Advisory LLC acted as a financial advisor and Plutus Consulting Co., Ltd. acted as as third-party calculation organization for Can Do Co., Ltd. Mizuho Securities Co., Ltd., acted as a financial advisor for Aeon. Aeon Co., Ltd. (TSE:8267) completed the acquisition of 37.2% stake in Can Do Co., Ltd. (TSE:2698) from Kazuya Kido, Keiko Kido and others on November 24, 2021.Upcoming Dividend • Aug 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 28 October 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.5%).Board Change • Jul 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Peter Child was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 09First quarter 2022 earnings released: EPS JP¥5.91 (vs JP¥63.92 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.15t (up 3.7% from 1Q 2021). Net income: JP¥5.00b (up JP¥59.0b from 1Q 2021). Profit margin: 0.2% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.Reported Earnings • May 30Full year 2021 earnings released: JP¥84.06 loss per share (vs JP¥31.88 profit in FY 2020)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: JP¥8.60t (flat on FY 2020). Net loss: JP¥71.0b (down 365% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 11Full year 2021 earnings released: JP¥84.06 loss per share (vs JP¥31.88 profit in FY 2020)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: JP¥8.60t (flat on FY 2020). Net loss: JP¥71.0b (down 365% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 115 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Feb 18Upcoming Dividend of JP¥18.00 Per ShareWill be paid on the 30th of April to those who are registered shareholders by the 25th of February. The trailing yield of 1.0% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (4.1%).Is New 90 Day High Low • Feb 16New 90-day high: €27.40The company is up 16% from its price of €23.60 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.18 per share.Analyst Estimate Surprise Post Earnings • Jan 18Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 1.5%, compared to a 1.4% growth forecast for the Consumer Retailing industry in Germany.Analyst Estimate Surprise Post Earnings • Jan 16Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 1.5%, compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany.Reported Earnings • Jan 14Third quarter 2021 earnings released: JP¥5.96 loss per shareThe company reported a solid third quarter result with reduced losses and improved revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥2.12t (up 1.2% from 3Q 2020). Net loss: JP¥5.03b (loss narrowed 50% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 77% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Jan 14Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 1.5%, compared to a 1.7% growth forecast for the Consumer Retailing industry in Germany.Is New 90 Day High Low • Dec 30New 90-day high: €26.40The company is up 15% from its price of €23.00 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.32 per share.お知らせ • Dec 27Aeon Co., Ltd. to Report Q3, 2021 Results on Jan 13, 2021Aeon Co., Ltd. announced that they will report Q3, 2021 results on Jan 13, 2021Is New 90 Day High Low • Nov 20New 90-day high: €24.20The company is up 15% from its price of €21.00 on 21 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.09 per share.Reported Earnings • Oct 17First half earnings releasedOver the last 12 months the company has reported total losses of JP¥34.5b, with earnings decreasing by JP¥51.4b from the prior year. Total revenue was JP¥8.58t over the last 12 months, largely unchanged from the prior year.お知らせ • Oct 10Aeon Co., Ltd. to Report Q2, 2021 Results on Oct 07, 2020Aeon Co., Ltd. announced that they will report Q2, 2021 results on Oct 07, 2020Reported Earnings • Oct 08First half earnings releasedOver the last 12 months the company has reported total losses of JP¥34.5b, with earnings decreasing by JP¥51.4b from the prior year. Total revenue was JP¥8.58t over the last 12 months, largely unchanged from the prior year.お知らせ • Oct 02The Body Shop International Limited signed a purchase and sale agreement to acquire Aeon Forest Co., Ltd. from Aeon Co., Ltd. (TSE:8267) for ¥2.6 million.The Body Shop International Limited signed a purchase and sale agreement to acquire Aeon Forest Co., Ltd. from Aeon Co., Ltd. (TSE:8267) for ¥2.6 million on June 30, 2020. The transfer date is scheduled for October 1, 2020. As of August 14, 2020, the transaction is expected to close in October 2020. As of August 17, 2020, the transaction is expected to close on October 1, 2020. As of October 1, 2020, the transaction has not been completed.Is New 90 Day High Low • Sep 19New 90-day high: €21.60The company is up 7.0% from its price of €20.20 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.25 per share.お知らせ • Jun 29Zouari family announced its intention to acquire Bio c' Bon SAS.Zouari family announced its intention to acquire Bio c' Bon SAS on June 26, 2020.株主還元JUS1DE Consumer RetailingDE 市場7D5.7%-0.5%-0.02%1Y-5.8%-32.1%0.1%株主還元を見る業界別リターン: JUS1過去 1 年間で-32.1 % の収益を上げたGerman Consumer Retailing業界を上回りました。リターン対市場: JUS1は、過去 1 年間で0.1 % のリターンを上げたGerman市場を下回りました。価格変動Is JUS1's price volatile compared to industry and market?JUS1 volatilityJUS1 Average Weekly Movement6.1%Consumer Retailing Industry Average Movement8.4%Market Average Movement6.0%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.6%安定した株価: JUS1 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: JUS1の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1758360,000Akio Yoshidawww.aeon.infoイオン株式会社は、日本、中国、ASEAN 諸国、および海外で小売業を営んでいる。総合スーパー（GMS）事業、ディスカウントストア事業、スーパーマーケット（SM）事業、健康サービス事業、金融サービス事業、ショッピングセンター開発事業、サービス・専門店事業、国際事業、その他事業を展開している。GMS事業は、総合スーパーや弁当・惣菜の専門店を運営している。SM事業」は、スーパーマーケット、コンビニエンスストア、小型スーパーマーケットを展開している。ディスカウントストア事業」は、ディスカウントストアの運営を行っている。ヘルス＆ウェルネス事業」は、ドラッグストア・薬局を展開している。金融サービス事業」は、クレジットカード、住宅ローン、割賦、銀行業務、有価証券投資等を行っている。ショッピングセンター開発事業は、ショッピングセンターの開発・賃貸を行っている。サービス・専門店事業」は、施設運営サービス、アミューズメントサービス、フードサービス、ファミリーカジュアル衣料品・靴等の専門店運営を行っている。国際事業」は、中国及びアセアン諸国において小売店舗を展開している。その他事業は、モバイルマーケティング事業、デジタル事業などを手掛ける。施設管理事業も手掛ける。イオン株式会社は1758年に設立され、千葉県に本社を置く。もっと見るAeon Co., Ltd. 基礎のまとめAeon の収益と売上を時価総額と比較するとどうか。JUS1 基礎統計学時価総額€23.24b収益（TTM）€394.62m売上高(TTM)€58.18b58.9xPER（株価収益率0.4xP/SレシオJUS1 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計JUS1 損益計算書（TTM）収益JP¥10.72t売上原価JP¥7.03t売上総利益JP¥3.68tその他の費用JP¥3.61t収益JP¥72.68b直近の収益報告Feb 28, 2026次回決算日該当なし一株当たり利益（EPS）26.27グロス・マージン34.38%純利益率0.68%有利子負債／自己資本比率180.0%JUS1 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.9%現在の配当利回り51%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 09:14終値2026/05/07 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Aeon Co., Ltd. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Ryota HimenoBarclaysHidehiko AokiBofA Global ResearchMasataka KunitoCitigroup Inc15 その他のアナリストを表示
お知らせ • Apr 09Aeon Co., Ltd., Annual General Meeting, May 27, 2026Aeon Co., Ltd., Annual General Meeting, May 27, 2026.
お知らせ • Mar 28Aeon Co., Ltd. to Report Fiscal Year 2026 Results on Apr 09, 2026Aeon Co., Ltd. announced that they will report fiscal year 2026 results on Apr 09, 2026
お知らせ • Mar 05Aeon Co., Ltd. (TSE:8267) completed the acquisition of 19.26% stake in Sunday Co.,Ltd. (TSE:7450) from group of sellers in a tender offer transaction.Aeon Co., Ltd. (TSE:8267) proposed to acquire remaining 23.3% stake in Sunday Co.,Ltd. (TSE:7450) from group of sellers for JPY 3.2 billion in a tender offer transaction on January 8, 2026. A cash consideration valued at ¥1,280 per share and ¥1 per share will be paid by Aeon Co. for Common stock and Option's. If the Tender Offeror fails to acquire all the Target Company Shares, the Tender Offeror will take a series of procedures to become the sole shareholder of the Target Company after the completion of the Tender offer, hereinafter the Squeeze-Out Procedures. The expected completion of the transaction is March 4, 2026. City-Yuwa Partners acted as the legal advisor along with Nomura Securities Co., Ltd. acting as the financial advisor to Aeon Co., Ltd. Anderson Mori & Tomotsune acted as the legal advisor along with Mizuho Securities Co., Ltd. acting as the financial advisor to Sunday Co.,Ltd. Aeon Co., Ltd. (TSE:8267) completed the acquisition of 19.26% stake in Sunday Co.,Ltd. (TSE:7450) from group of sellers in a tender offer transaction on March 4, 2026. After the transaction Aeon Co., Ltd. owns 96.13% in Sunday Co.,Ltd.
お知らせ • Jan 08Aeon Co., Ltd. (TSE:8267) proposed to acquire remaining 23.3% stake in Sunday Co.,Ltd. (TSE:7450) for JPY 3.2 billion in a tender offer transaction.Aeon Co., Ltd. (TSE:8267) proposed to acquire remaining 23.3% stake in Sunday Co.,Ltd. (TSE:7450) for JPY 3.2 billion in a tender offer transaction on January 8, 2026. A cash consideration valued at ¥1,280 per share will be paid by Aeon Co., Ltd. If the Tender Offeror fails to acquire all the Target Company Shares, the Tender Offeror will take a series of procedures to become the sole shareholder of the Target Company after the completion of the Tender offer, hereinafter the Squeeze-Out Procedures. The expected completion of the transaction is March 4, 2026.
お知らせ • Jan 07+ 1 more updateAeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 16.4% stake in Tsuruha Holdings Inc. (TSE:3391) for approximately ¥92.9 billion.Aeon Co., Ltd. (TSE:8267) proposed to acquire an additional 23.34% stake in Tsuruha Holdings Inc. (TSE:3391) for approximately ¥130 billion on April 11, 2025. A cash consideration of ¥129.47 billion valued at ¥11400 per share will be paid by Aeon Co., Ltd. As part of consideration, ¥129.47 billion is paid towards common equity of Tsuruha Holdings Inc. Upon completion, Aeon Co., Ltd. will own 43.21% stake in Tsuruha Holdings Inc. The transaction is subject to approval of merger agreement by target board, consummation of due diligence investigation and maximum tender. The Board of Directors of Tsuruha Holdings Inc. formed a special committee for the transaction. The deal has been unanimously approved by the board. As of April 30, 2025, the transaction is approved by Japan Fair Trade Commission. The expected completion of the transaction is early January 2026. Nishimura & Asahi acted as legal advisor for Aeon Co., Ltd. Nomura Securities Co., Ltd. acted as financial advisor for Aeon Co., Ltd. SMBC Nikko Securities Inc. acted as financial advisor for Tsuruha Holdings Inc. TMI Associates acted as legal advisor for Tsuruha Holdings Inc. YAMADA Business Consulting Co.,Ltd. acted as financial advisor for Aeon Co., Ltd. Hibiya Park Law Office acted as legal advisor for Tsuruha Holdings Inc. Nomura Securities Co., Ltd. acted as fairness opinion provider for Aeon Co., Ltd. SMBC Nikko Securities Inc. acted as fairness opinion provider for Tsuruha Holdings Inc. YAMADA Business Consulting Co.,Ltd. acted as fairness opinion provider for Aeon Co., Ltd. Nomura Securities Co., Ltd. has been appointed as a tender offer agent. As of September 1, 2025 the offeror revised the terms of the tender offer and will now acquire 57,012,650 shares of common stock for JPY 2,280 per share. Aeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 16.4% stake in Tsuruha Holdings Inc. (TSE:3391) for approximately ¥92.9 billion on January 5, 2026. On completion, the Tender Offer does not set a minimum number of shares to be purchased, and the total number of tendered shares is 40,727,772 shares. Following settlement of the tender offer for Tsuruha Holdings Inc., AEON Co., Ltd. was unable to acquire 50.9% of Tsuruha HD's voting rights through the tender offer. In light of this, AEON Co., Ltd. has reached an agreement with Tsuruha HD to acquire additional Tsuruha HD shares through a market purchase in order to acquire 50.9% of Tsuruha HD's voting rights, between January 9, 2026 and April 30, 2026.
お知らせ • Dec 09Aeon Co., Ltd. to Report Q3, 2026 Results on Jan 08, 2026Aeon Co., Ltd. announced that they will report Q3, 2026 results on Jan 08, 2026
お知らせ • Apr 09Aeon Co., Ltd., Annual General Meeting, May 27, 2026Aeon Co., Ltd., Annual General Meeting, May 27, 2026.
お知らせ • Mar 28Aeon Co., Ltd. to Report Fiscal Year 2026 Results on Apr 09, 2026Aeon Co., Ltd. announced that they will report fiscal year 2026 results on Apr 09, 2026
お知らせ • Mar 05Aeon Co., Ltd. (TSE:8267) completed the acquisition of 19.26% stake in Sunday Co.,Ltd. (TSE:7450) from group of sellers in a tender offer transaction.Aeon Co., Ltd. (TSE:8267) proposed to acquire remaining 23.3% stake in Sunday Co.,Ltd. (TSE:7450) from group of sellers for JPY 3.2 billion in a tender offer transaction on January 8, 2026. A cash consideration valued at ¥1,280 per share and ¥1 per share will be paid by Aeon Co. for Common stock and Option's. If the Tender Offeror fails to acquire all the Target Company Shares, the Tender Offeror will take a series of procedures to become the sole shareholder of the Target Company after the completion of the Tender offer, hereinafter the Squeeze-Out Procedures. The expected completion of the transaction is March 4, 2026. City-Yuwa Partners acted as the legal advisor along with Nomura Securities Co., Ltd. acting as the financial advisor to Aeon Co., Ltd. Anderson Mori & Tomotsune acted as the legal advisor along with Mizuho Securities Co., Ltd. acting as the financial advisor to Sunday Co.,Ltd. Aeon Co., Ltd. (TSE:8267) completed the acquisition of 19.26% stake in Sunday Co.,Ltd. (TSE:7450) from group of sellers in a tender offer transaction on March 4, 2026. After the transaction Aeon Co., Ltd. owns 96.13% in Sunday Co.,Ltd.
お知らせ • Jan 08Aeon Co., Ltd. (TSE:8267) proposed to acquire remaining 23.3% stake in Sunday Co.,Ltd. (TSE:7450) for JPY 3.2 billion in a tender offer transaction.Aeon Co., Ltd. (TSE:8267) proposed to acquire remaining 23.3% stake in Sunday Co.,Ltd. (TSE:7450) for JPY 3.2 billion in a tender offer transaction on January 8, 2026. A cash consideration valued at ¥1,280 per share will be paid by Aeon Co., Ltd. If the Tender Offeror fails to acquire all the Target Company Shares, the Tender Offeror will take a series of procedures to become the sole shareholder of the Target Company after the completion of the Tender offer, hereinafter the Squeeze-Out Procedures. The expected completion of the transaction is March 4, 2026.
お知らせ • Jan 07+ 1 more updateAeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 16.4% stake in Tsuruha Holdings Inc. (TSE:3391) for approximately ¥92.9 billion.Aeon Co., Ltd. (TSE:8267) proposed to acquire an additional 23.34% stake in Tsuruha Holdings Inc. (TSE:3391) for approximately ¥130 billion on April 11, 2025. A cash consideration of ¥129.47 billion valued at ¥11400 per share will be paid by Aeon Co., Ltd. As part of consideration, ¥129.47 billion is paid towards common equity of Tsuruha Holdings Inc. Upon completion, Aeon Co., Ltd. will own 43.21% stake in Tsuruha Holdings Inc. The transaction is subject to approval of merger agreement by target board, consummation of due diligence investigation and maximum tender. The Board of Directors of Tsuruha Holdings Inc. formed a special committee for the transaction. The deal has been unanimously approved by the board. As of April 30, 2025, the transaction is approved by Japan Fair Trade Commission. The expected completion of the transaction is early January 2026. Nishimura & Asahi acted as legal advisor for Aeon Co., Ltd. Nomura Securities Co., Ltd. acted as financial advisor for Aeon Co., Ltd. SMBC Nikko Securities Inc. acted as financial advisor for Tsuruha Holdings Inc. TMI Associates acted as legal advisor for Tsuruha Holdings Inc. YAMADA Business Consulting Co.,Ltd. acted as financial advisor for Aeon Co., Ltd. Hibiya Park Law Office acted as legal advisor for Tsuruha Holdings Inc. Nomura Securities Co., Ltd. acted as fairness opinion provider for Aeon Co., Ltd. SMBC Nikko Securities Inc. acted as fairness opinion provider for Tsuruha Holdings Inc. YAMADA Business Consulting Co.,Ltd. acted as fairness opinion provider for Aeon Co., Ltd. Nomura Securities Co., Ltd. has been appointed as a tender offer agent. As of September 1, 2025 the offeror revised the terms of the tender offer and will now acquire 57,012,650 shares of common stock for JPY 2,280 per share. Aeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 16.4% stake in Tsuruha Holdings Inc. (TSE:3391) for approximately ¥92.9 billion on January 5, 2026. On completion, the Tender Offer does not set a minimum number of shares to be purchased, and the total number of tendered shares is 40,727,772 shares. Following settlement of the tender offer for Tsuruha Holdings Inc., AEON Co., Ltd. was unable to acquire 50.9% of Tsuruha HD's voting rights through the tender offer. In light of this, AEON Co., Ltd. has reached an agreement with Tsuruha HD to acquire additional Tsuruha HD shares through a market purchase in order to acquire 50.9% of Tsuruha HD's voting rights, between January 9, 2026 and April 30, 2026.
お知らせ • Dec 09Aeon Co., Ltd. to Report Q3, 2026 Results on Jan 08, 2026Aeon Co., Ltd. announced that they will report Q3, 2026 results on Jan 08, 2026
お知らせ • Oct 15Aeon Co., Ltd. Declares Dividend for the Second Quarter Ended August 31, 2025, Payable on October 27, 2025Aeon Co., Ltd. declared dividend of JPY 20 per share for the second quarter ended August 31, 2025. Commencement of dividend payment is on October 27, 2025.
お知らせ • Sep 17Aeon Co., Ltd. to Report Q2, 2026 Results on Oct 14, 2025Aeon Co., Ltd. announced that they will report Q2, 2026 results at 3:00 PM, Tokyo Standard Time on Oct 14, 2025
お知らせ • Jun 13Aeon Co., Ltd. Revises Dividend Guidance for the Fiscal Year Ending February 28, 2026Aeon Co., Ltd. has revised upward its dividend forecast for the fiscal year ending February 28, 2026. For the year, the company expects dividend of JPY 7 per share compared to JPY 20.00 per share a year ago.
お知らせ • Jun 05Aeon Co., Ltd. to Report Q1, 2026 Results on Jul 11, 2025Aeon Co., Ltd. announced that they will report Q1, 2026 results on Jul 11, 2025
お知らせ • May 18Aeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 7.17% stake in Tsuruha Holdings Inc. (TSE:3391) from Nomura Securities Co., Ltd.Aeon Co., Ltd. (TSE:8267) agreed to acquire an additional 7.17% stake in Tsuruha Holdings Inc. (TSE:3391) from Nomura Securities Co., Ltd. on April 11, 2025. The expected completion of the transaction is around May 2025. Aeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 7.17% stake in Tsuruha Holdings Inc. (TSE:3391) from Nomura Securities Co., Ltd. on May 16, 2025.
お知らせ • Apr 26Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders.Aeon Co., Ltd. (TSE:8267) proposed to acquire 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders for approximately ¥110 billion on February 28, 2025. A cash consideration of ¥109.36 billion valued at ¥5400 per share will be paid by Aeon Co., Ltd. As part of consideration, ¥109.36 billion is paid towards common equity of Aeon Delight Co., Ltd. The transaction is subject to minimum tender. Nomura Securities Co., Ltd. acted as tender offer agent. Aeon Co., Ltd. (TSE:8267) completed the acquisition of 42.31% stake in Aeon Delight Co., Ltd. (TSE:9787) from a group of shareholders on April 24, 2025. Aeon Co., plans to implement a series of Squeeze-Out Procedures to make Aeon Co., Ltd sole shareholder of Aeon Delight Co., Ltd. Aeon Delight shares are currently listed on the Prime Market of the TSE as of today. However, if the Squeeze-Out Procedures are carried out, Aeon Delight Shares will be delisted through prescribed procedures in accordance with the delisting criteria set out by the TSE.
お知らせ • Apr 11+ 4 more updatesAeon Co., Ltd., Annual General Meeting, May 28, 2025Aeon Co., Ltd., Annual General Meeting, May 28, 2025.
お知らせ • Apr 04Aeon Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ended February 28, 2025Aeon Co., Ltd. revised consolidated earnings guidance for the fiscal year ended February 28, 2025. For the year, the company now expects operating revenue of JPY 10,134,000 million, operating profit of JPY 237,000 million, profit attributable to owners of parent of JPY 28,500 million and basic earnings per share of JPY 33.30 against prior guidance of operating revenue of JPY 10,000,000 million, operating profit of JPY 270,000 million, profit attributable to owners of parent of JPY 46,000 million and basic earnings per share of JPY 53.74.
お知らせ • Feb 27Aeon Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025Aeon Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025
お知らせ • Jan 08KKR Reportedly Mulls Unloading Supermarket Operator SeiyuU.S. investment fund KKR & Co. Inc. (NYSE:KKR) is considering selling its stake in Japanese supermarket operator Seiyu GK (Seiyu Co.), it was learned. Japanese retail giant Aeon Co., Ltd. (TSE:8267) and Pan Pacific International Holdings Corporation (TSE:7532), which operates Don Quijote discount stores, are among those said to be interested in acquiring Seiyu shares. The envisaged sale could be worth hundreds of billions of yen. KKR aims to complete the sale as soon as possible. The move comes as domestic supermarket operators are facing an increasingly severe management environment due to intensifying competition. Among them, Seven & i Holdings Co. is in the process of selling an intermediate holding company that oversees Ito-Yokado Co., the group's founding business, and other noncore operations. Seiyu currently has about 240 stores on Japan's Honshu main island. It carried out structural reforms last year to improve its earnings, such as withdrawing from the Kyushu southwestern region and Hokkaido, northernmost Japan, where it sold nine stores to Aeon.
お知らせ • Jan 03Aeon Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025Aeon Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025
Declared Dividend • Oct 29First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th February 2025 Payment date: 1st May 2025 Dividend yield will be 89%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (172% earnings payout ratio). However, it is covered by cash flows (66% cash payout ratio). The dividend has increased by an average of 3.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 91% to bring the payout ratio under control. EPS is expected to grow by 70% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Oct 10Second quarter 2025 earnings released: EPS: JP¥0.42 (vs JP¥6.54 in 2Q 2024)Second quarter 2025 results: EPS: JP¥0.42 (down from JP¥6.54 in 2Q 2024). Revenue: JP¥2.55t (up 6.9% from 2Q 2024). Net income: JP¥363.0m (down 94% from 2Q 2024). Profit margin: 0% (down from 0.2% in 2Q 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 25Aeon Co., Ltd. to Report Q2, 2025 Results on Oct 09, 2024Aeon Co., Ltd. announced that they will report Q2, 2025 results on Oct 09, 2024
Upcoming Dividend • Aug 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 30 October 2024. Payout ratio is on the higher end at 96% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.0%).
Reported Earnings • Jul 15First quarter 2025 earnings released: EPS: JP¥5.99 (vs JP¥20.74 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.99 (down from JP¥20.74 in 1Q 2024). Revenue: JP¥2.45t (up 5.4% from 1Q 2024). Net income: JP¥5.13b (down 71% from 1Q 2024). Profit margin: 0.2% (down from 0.8% in 1Q 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jun 21Aeon Co., Ltd. to Report Q1, 2025 Results on Jul 12, 2024Aeon Co., Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024
Declared Dividend • Jun 13Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th August 2024 Payment date: 30th October 2024 Dividend yield will be 99%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 11+ 1 more updateAeon Co., Ltd. to Report Fiscal Year 2024 Final Results on May 30, 2024Aeon Co., Ltd. announced that they will report fiscal year 2024 final results on May 30, 2024
Reported Earnings • Apr 11Full year 2024 earnings released: EPS: JP¥52.25 (vs JP¥25.11 in FY 2023)Full year 2024 results: EPS: JP¥52.25 (up from JP¥25.11 in FY 2023). Revenue: JP¥9.55t (up 4.8% from FY 2023). Net income: JP¥44.7b (up 109% from FY 2023). Profit margin: 0.5% (up from 0.2% in FY 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Mar 23Aeon Co., Ltd. to Report Fiscal Year 2024 Results on Apr 10, 2024Aeon Co., Ltd. announced that they will report fiscal year 2024 results on Apr 10, 2024
お知らせ • Feb 29Aeon Co., Ltd. (TSE:8267) agreed to acquire 13.6% stake in Tsuruha Holdings Inc. (TSE:3391) from an undisclosed fund managed by Tsuruha Holdings Inc. (TSE:3391) for ¥102.3 billion.Aeon Co., Ltd. (TSE:8267) agreed to acquire 13.6% stake in Tsuruha Holdings Inc. (TSE:3391) from an undisclosed fund managed by Tsuruha Holdings Inc. (TSE:3391) for ¥102.3 billion on February 28, 2024. Transaction is expected to complete on March 13, 2024.
お知らせ • Feb 27Marubeni Corporation (TSE:8002) acquired additional minority stake in Aeon Co., Ltd. (TSE:8267).Marubeni Corporation (TSE:8002) acquired additional minority stake in Aeon Co., Ltd. (TSE:8267) on February 26, 2024. Marubeni Corporation (TSE:8002) completed the acquisition of additional minority stake in Aeon Co., Ltd. (TSE:8267) on February 26, 2024.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 02 May 2024. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.9%).
お知らせ • Jan 30Aeon in Exclusive Talks to Buy Tsuruha Stake from OasisRetail giant Aeon Co., Ltd. (TSE:8267) has entered into exclusive talks with Oasis Management Company Ltd. to acquire shares the Hong Kong-based activist investor holds in drugstore chain Tsuruha Holdings Inc. (TSE:3391), it said. Details of how many shares it will acquire and how much it will pay per share will be subject to negotiations, Aeon said. Oasis and Aeon each have about a 13% holding in Tsuruha. An increase in Aeon's stake would add to its drugstore business, a key growth driver for the firm. In the same sector it holds 51% of Welcia Holdings and 10% of Kusuri No Aoki Holdings. An Aeon spokesperson said it had notified Tsuruha about its talks with Oasis for a possible stock purchase. The talks are being held without approval from Tsuruha, although that is not required for an acquisition to proceed, the spokesperson added. Tsuruha declined to comment. Oasis could not immediately be reached for comment.
Reported Earnings • Jan 15Third quarter 2024 earnings released: JP¥5.80 loss per share (vs JP¥25.42 loss in 3Q 2023)Third quarter 2024 results: JP¥5.80 loss per share (improved from JP¥25.42 loss in 3Q 2023). Revenue: JP¥2.31t (up 3.6% from 3Q 2023). Net loss: JP¥4.96b (loss narrowed 77% from 3Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jan 13Aeon Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending February 29, 2024Aeon Co., Ltd. revised earnings guidance for the fiscal year ending February 29, 2024. For the year, the company expects Operating income of JPY 9,500,000 million, Operating profit of JPY 240,000 million, Profit attributable to owners of parent of JPY 33,000 million and basic earnings per share of JPY 38.60 against Operating income of JPY 9,400,000 million, Operating profit of JPY 220,000 million, Profit attributable to owners of parent of JPY 25,000 million and basic earnings per share of JPY 29.25 a year ago.
お知らせ • Jan 12Aeon Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024Aeon Co., Ltd. provided dividend guidance for fiscal year ending February 29, 2024. For the year, the company expects dividend of JPY 18.00 per share against JPY 18.00 a year ago.
お知らせ • Dec 20Aeon Co., Ltd. to Report Q3, 2024 Results on Jan 12, 2024Aeon Co., Ltd. announced that they will report Q3, 2024 results on Jan 12, 2024
お知らせ • Oct 16Aeon Co., Ltd. Announces Dividend for the Second Quarter-End of the Fiscal Year Ending February 29, 2024, Payable on October 30, 2023Aeon Co., Ltd. announced dividend for the second quarter-end of the fiscal year ending February 29, 2024. For the period, the company announced dividend of JPY 18.00 per share against JPY 18.00 per share paid a year ago. Commencement of dividend payments is October 30, 2023.
Reported Earnings • Oct 12Second quarter 2024 earnings released: EPS: JP¥6.54 (vs JP¥1.57 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥6.54 (up from JP¥1.57 loss in 2Q 2023). Revenue: JP¥2.39t (up 4.5% from 2Q 2023). Net income: JP¥5.59b (up JP¥6.92b from 2Q 2023). Profit margin: 0.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Sep 24Aeon Co., Ltd. to Report Q2, 2024 Results on Oct 11, 2023Aeon Co., Ltd. announced that they will report Q2, 2024 results on Oct 11, 2023
Upcoming Dividend • Aug 23Upcoming dividend of JP¥18.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 October 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.3%).
お知らせ • Aug 01+ 1 more updateAeon Co., Ltd. Provides Earnings Forecast for the Full Year Ending February 29, 2024Aeon Co., Ltd. provided earnings forecast for the Full year ending February 29, 2024. For the period, the company expects the Operating revenue of JPY 9,400,000. Operating profit of JPY 220,000. Profit attributable to owners of the parent of JPY 25,000. Earnings per share of JPY 29.25.
New Risk • Jul 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥20.74 (vs JP¥22.88 in 1Q 2023)First quarter 2024 results: EPS: JP¥20.74 (down from JP¥22.88 in 1Q 2023). Revenue: JP¥2.32t (up 5.5% from 1Q 2023). Net income: JP¥17.7b (down 8.5% from 1Q 2023). Profit margin: 0.8% (down from 0.9% in 1Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Jun 26Aeon Co., Ltd. to Report Q1, 2024 Results on Jul 12, 2023Aeon Co., Ltd. announced that they will report Q1, 2024 results on Jul 12, 2023
Reported Earnings • Jun 02Full year 2023 earnings released: EPS: JP¥25.11 (vs JP¥7.69 in FY 2022)Full year 2023 results: EPS: JP¥25.11 (up from JP¥7.69 in FY 2022). Revenue: JP¥9.12t (up 4.6% from FY 2022). Net income: JP¥21.4b (up 229% from FY 2022). Profit margin: 0.2% (up from 0.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • May 09+ 1 more updateAeon Co., Ltd. Provides Earnings Forecast for the Full Year Ending February 29, 2024Aeon Co., Ltd. provided earnings forecast for the Full year ending February 29, 2024. For the period, the company expects the Operating revenue of JPY 9,400,000. Operating profit of JPY 220,000. Profit attributable to owners of the parent of JPY 25,000. Earnings per share of JPY 29.25.
Reported Earnings • Apr 13Full year 2023 earnings released: EPS: JP¥25.11 (vs JP¥7.69 in FY 2022)Full year 2023 results: EPS: JP¥25.11 (up from JP¥7.69 in FY 2022). Revenue: JP¥9.12t (up 4.6% from FY 2022). Net income: JP¥21.4b (up 229% from FY 2022). Profit margin: 0.2% (up from 0.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Feb 01+ 1 more updateAeon Co., Ltd. Provides Fiscal Year End Dividend Guidance for the Fiscal Year Ending February 28, 2023Aeon Co., Ltd. provided fiscal year end dividend guidance for the fiscal year ending February 28, 2023. For the period, the company expects dividend of JPY 18.00 per share compared to JPY 18.00 per share a year ago.
Reported Earnings • Jan 15Third quarter 2023 earnings released: JP¥25.42 loss per share (vs JP¥16.01 loss in 3Q 2022)Third quarter 2023 results: JP¥25.42 loss per share (further deteriorated from JP¥16.01 loss in 3Q 2022). Revenue: JP¥2.23t (up 6.1% from 3Q 2022). Net loss: JP¥21.7b (loss widened 60% from 3Q 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Dec 08Aeon Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023Aeon Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023
お知らせ • Oct 29+ 1 more updateAeon Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2023Aeon Co., Ltd. provided consolidated earnings guidance for the year ending February 28, 2023. For the period, the company expects Operating revenue of ¥9,000,000 million, Operating profit of ¥210,000 million to ¥220,000 million; Profit attributable to owners of parent of ¥25,000 million to ¥30,000 million; Earnings per share of ¥29.53 to 35.43.
Reported Earnings • Oct 06Second quarter 2023 earnings released: JP¥1.57 loss per share (vs JP¥0.49 loss in 2Q 2022)Second quarter 2023 results: JP¥1.57 loss per share (further deteriorated from JP¥0.49 loss in 2Q 2022). Revenue: JP¥2.28t (up 4.2% from 2Q 2022). Net loss: JP¥1.33b (loss widened 223% from 2Q 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Sep 16Aeon Co., Ltd. to Report Q2, 2023 Results on Oct 05, 2022Aeon Co., Ltd. announced that they will report Q2, 2023 results on Oct 05, 2022
Upcoming Dividend • Aug 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 28 October 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.4%).
お知らせ • Jul 28+ 2 more updatesAeon Co., Ltd. Reports Impairment Loss for the First Quarter Ended May 31, 2022Aeon Co., Ltd. reported impairment loss for the first quarter ended May 31, 2022. For the quarter, the company reported Impairment loss of ¥275 million against ¥313 million a year ago.
Reported Earnings • Jul 08First quarter 2023 earnings released: EPS: JP¥22.88 (vs JP¥5.91 in 1Q 2022)First quarter 2023 results: EPS: JP¥22.88 (up from JP¥5.91 in 1Q 2022). Revenue: JP¥2.20t (up 2.3% from 1Q 2022). Net income: JP¥19.4b (up 287% from 1Q 2022). Profit margin: 0.9% (up from 0.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.1%, compared to a 7.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Jun 11Aeon Co., Ltd. to Report Q1, 2023 Results on Jul 06, 2022Aeon Co., Ltd. announced that they will report Q1, 2023 results on Jul 06, 2022
Reported Earnings • Jun 01Full year 2022 earnings released: EPS: JP¥7.69 (vs JP¥84.06 loss in FY 2021)Full year 2022 results: EPS: JP¥7.69 (up from JP¥84.06 loss in FY 2021). Revenue: JP¥8.72t (up 1.3% from FY 2021). Net income: JP¥6.50b (up JP¥77.5b from FY 2021). Profit margin: 0.1% (up from net loss in FY 2021). Over the next year, revenue is forecast to grow 3.6%, compared to a 7.6% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Peter Child was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 26Aeon Co., Ltd. Announces Year-End Dividend for the Year Ended February 28, 2022, Payable on May 2, 2022; Provides Dividend Guidance for the End of Second Quarter and Fiscal Year Ending February 28, 2023Aeon Co., Ltd. announced a year-end dividend for the year ended February 28, 2022 of JPY 18.00 per share compared to JPY 18.00 per share for the same period last year. Commencement of dividend payments is May 2, 2022. The company provided dividend guidance for the end of second quarter and fiscal year ending February 28, 2023. For the end of second quarter, the company expects to pay a dividend of JPY 18.00 per share compared to JPY 18.00 per share for the same period last year. For the fiscal year ending Feb. 28, 2023, the company expects to pay dividend of JPY 18.00 per share compared to JPY 18.00 per share for the same period last year.
お知らせ • Apr 10Aeon Co., Ltd., Annual General Meeting, May 25, 2022Aeon Co., Ltd., Annual General Meeting, May 25, 2022.
Reported Earnings • Apr 09Full year 2022 earnings released: EPS: JP¥7.69 (vs JP¥84.06 loss in FY 2021)Full year 2022 results: EPS: JP¥7.69 (up from JP¥84.06 loss in FY 2021). Revenue: JP¥8.72t (up 1.3% from FY 2021). Net income: JP¥6.50b (up JP¥77.5b from FY 2021). Profit margin: 0.1% (up from net loss in FY 2021). Over the next year, revenue is forecast to grow 4.3%, compared to a 7.7% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Apr 08Aeon Co., Ltd. to Report Fiscal Year 2022 Results on Apr 08, 2022Aeon Co., Ltd. announced that they will report fiscal year 2022 results on Apr 08, 2022
Upcoming Dividend • Feb 18Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 30 April 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.7%).
お知らせ • Jan 27Aeon Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2022Aeon Co., Ltd. provided consolidated earnings guidance for the year ending February 28, 2022. For the year, the company expects operating revenue of JPY 8,620,000 million, operating profit of JPY 2,00,000 million to JPY 220,000 million. Profit attributable to owners of parent of JPY 20,000 million to JPY 30,000 million. Earnings per share of JPY 23.65 to JPY 35.48.
Reported Earnings • Jan 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥16.01 loss per share (down from JP¥5.96 loss in 3Q 2021). Revenue: JP¥2.11t (flat on 3Q 2021). Net loss: JP¥13.5b (loss widened 169% from 3Q 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.2%, compared to a 7.7% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 29Aeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 0.15351% minority stake in Can Do Co., Ltd. (TSE:2698) for ¥59.2 million.Aeon Co., Ltd. (TSE:8267) made an offer to acquire an additional 35.4% minority stake in Can Do Co., Ltd. (TSE:2698) for ¥13.7 billion on November 29, 2021. Aeon will acquire 5.936963 million shares of Can Do Co. at a price of ¥2300 per share. Listing of Can Do Co.'s shares will be maintained even after the purchase. Offer will open on November 30, 2021 and will close on December 27, 2021. Kitahama Partners acted as legal advisor to Can Do Co., Ltd. and Aeon Co., Ltd. Deloitte Tohmatsu Financial Advisory LLC acted as financial advisor to Can Do Co., Ltd. and Aeon Co., Ltd. Aeon Co., Ltd. (TSE:8267) completed the acquisition of an additional 0.15351% minority stake in Can Do Co., Ltd. (TSE:2698) for ¥59.2 million on December 27, 2021. 0.025744 million shares of Can Do Co. were tendered under the Offer.
お知らせ • Nov 26Aeon Co., Ltd. (TSE:8267) completed the acquisition of 37.2% stake in Can Do Co., Ltd. (TSE:2698) from Kazuya Kido, Keiko Kido and others.Aeon Co., Ltd. (TSE:8267) made a tender offer to acquire 37.2% stake in Can Do Co., Ltd. (TSE:2698) from Kazuya Kido, Keiko Kido and others for ¥16 billion on October 14, 2021. Under the terms, a maximum of 5.9 million shares will be acquired and a minimum of 3.1 million shares will be acquired at ¥2700 per share. 3.1 million shares will acquired from Kazuya Kido and Keiko Kido. If the first tender offer is successful, on the business day following the day the payment is completed, Aeon plans to start a tender offer with a price (¥2,300 yen) lower than the first tender offer price (¥2,700 yen) as the purchase price. The Tender Offer does not intend to delist the Company's shares, and Can Do Co's shares will remain listed on the First Section of the Tokyo Stock Exchange, Inc. after the Tender Offer. Offer period will run from October 15, 2021 to November 24, 2021. A special committee if formed by Can Do Co. consisting of four members, Toshiro Tamura (Audit and Supervisory Committee Member, Certified Accountant) and Naoki Iida (Audit and Supervisory Committee Member, Lawyer) who are outside directors of Can Do Co, and Akira Nishida (Lawyer, Nishida Law Office) and Yoshihiko Terada (Certified Accountant, Trustees Advisory K.K.), as outside experts. Kitahama Partners acted as a legal advisor, Deloitte Tohmatsu Financial Advisory LLC acted as a financial advisor and Plutus Consulting Co., Ltd. acted as as third-party calculation organization for Can Do Co., Ltd. Mizuho Securities Co., Ltd., acted as a financial advisor for Aeon. Aeon Co., Ltd. (TSE:8267) completed the acquisition of 37.2% stake in Can Do Co., Ltd. (TSE:2698) from Kazuya Kido, Keiko Kido and others on November 24, 2021.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 28 October 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.5%).
Board Change • Jul 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Peter Child was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 09First quarter 2022 earnings released: EPS JP¥5.91 (vs JP¥63.92 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.15t (up 3.7% from 1Q 2021). Net income: JP¥5.00b (up JP¥59.0b from 1Q 2021). Profit margin: 0.2% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 30Full year 2021 earnings released: JP¥84.06 loss per share (vs JP¥31.88 profit in FY 2020)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: JP¥8.60t (flat on FY 2020). Net loss: JP¥71.0b (down 365% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 11Full year 2021 earnings released: JP¥84.06 loss per share (vs JP¥31.88 profit in FY 2020)The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: JP¥8.60t (flat on FY 2020). Net loss: JP¥71.0b (down 365% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 115 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Feb 18Upcoming Dividend of JP¥18.00 Per ShareWill be paid on the 30th of April to those who are registered shareholders by the 25th of February. The trailing yield of 1.0% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (4.1%).
Is New 90 Day High Low • Feb 16New 90-day high: €27.40The company is up 16% from its price of €23.60 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.18 per share.
Analyst Estimate Surprise Post Earnings • Jan 18Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 1.5%, compared to a 1.4% growth forecast for the Consumer Retailing industry in Germany.
Analyst Estimate Surprise Post Earnings • Jan 16Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 1.5%, compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany.
Reported Earnings • Jan 14Third quarter 2021 earnings released: JP¥5.96 loss per shareThe company reported a solid third quarter result with reduced losses and improved revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥2.12t (up 1.2% from 3Q 2020). Net loss: JP¥5.03b (loss narrowed 50% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 77% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Jan 14Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 1.5%, compared to a 1.7% growth forecast for the Consumer Retailing industry in Germany.
Is New 90 Day High Low • Dec 30New 90-day high: €26.40The company is up 15% from its price of €23.00 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.32 per share.
お知らせ • Dec 27Aeon Co., Ltd. to Report Q3, 2021 Results on Jan 13, 2021Aeon Co., Ltd. announced that they will report Q3, 2021 results on Jan 13, 2021
Is New 90 Day High Low • Nov 20New 90-day high: €24.20The company is up 15% from its price of €21.00 on 21 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.09 per share.
Reported Earnings • Oct 17First half earnings releasedOver the last 12 months the company has reported total losses of JP¥34.5b, with earnings decreasing by JP¥51.4b from the prior year. Total revenue was JP¥8.58t over the last 12 months, largely unchanged from the prior year.
お知らせ • Oct 10Aeon Co., Ltd. to Report Q2, 2021 Results on Oct 07, 2020Aeon Co., Ltd. announced that they will report Q2, 2021 results on Oct 07, 2020
Reported Earnings • Oct 08First half earnings releasedOver the last 12 months the company has reported total losses of JP¥34.5b, with earnings decreasing by JP¥51.4b from the prior year. Total revenue was JP¥8.58t over the last 12 months, largely unchanged from the prior year.
お知らせ • Oct 02The Body Shop International Limited signed a purchase and sale agreement to acquire Aeon Forest Co., Ltd. from Aeon Co., Ltd. (TSE:8267) for ¥2.6 million.The Body Shop International Limited signed a purchase and sale agreement to acquire Aeon Forest Co., Ltd. from Aeon Co., Ltd. (TSE:8267) for ¥2.6 million on June 30, 2020. The transfer date is scheduled for October 1, 2020. As of August 14, 2020, the transaction is expected to close in October 2020. As of August 17, 2020, the transaction is expected to close on October 1, 2020. As of October 1, 2020, the transaction has not been completed.
Is New 90 Day High Low • Sep 19New 90-day high: €21.60The company is up 7.0% from its price of €20.20 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.25 per share.
お知らせ • Jun 29Zouari family announced its intention to acquire Bio c' Bon SAS.Zouari family announced its intention to acquire Bio c' Bon SAS on June 26, 2020.
