Aeon マネジメント
マネジメント 基準チェック /34
Aeonの CEO はAkio Yoshidaで、 Mar2020年に任命され、 の在任期間は 6.42年です。 の年間総報酬は¥ 170.00Mで、 37.6%給与と62.4%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.004%を直接所有しており、その価値は¥ 143.09M 。経営陣と取締役会の平均在任期間はそれぞれ3.9年と6.3年です。
主要情報
Akio Yoshida
最高経営責任者
JP¥170.0m
報酬総額
| CEO給与比率 | 37.65% |
| CEO在任期間 | 6.4yrs |
| CEOの所有権 | 0.004% |
| 経営陣の平均在職期間 | 3.9yrs |
| 取締役会の平均在任期間 | 6.3yrs |
経営陣の近況
Recent updates
ナラティブ更新 • Jul 21
8267: Dividend Stability And Margin Improvement Will Support Future Earnings Upside
Aeon’s analyst price target has been revised lower by analysts, with a fair value move from approximately ¥2,280 to ¥2,196, as updated views on revenue growth, margins and future P/E multiples, alongside a new Underperform initiation at ¥1,100, point to more measured expectations for the stock. What’s in the News for Aeon No recent company specific news items for Aeon were identified in the provided sources.ナラティブ更新 • Jul 07
8267: Dividend Stability And Margin Improvement Will Support Future Earnings Upside
Analysts have cut their fair value estimate for Aeon from about ¥2,600 to roughly ¥2,280, citing a lower future P/E assumption and recent Underperform research as reasons for the reduced price target, even as their views on growth and margins have been revised. What’s in the News for Aeon Aeon reported impairment losses of ¥75,957 million on a portion of fixed assets related to stores and other facilities for the fourth quarter ended February 28, 2026, under the Accounting Standard for Impairment of Fixed Assets.
ナラティブ更新 • Jun 23
8267: Strong Sales And New Underperform View Will Shape Returns Despite Impairment
Aeon’s updated analyst price target has shifted to ¥1,440 from ¥1,832.50, as analysts factor in a higher discount rate, adjustments to long term profit margin and P/E assumptions, and recent cautious Street research, including a new ¥1,100 Underperform target. What’s in the News for Aeon Aeon reported strong May 2026 sales, with seasonal and discretionary categories and steady demand for essentials supported by its value focused multi format retail strategy, according to recent news reports.
ナラティブ更新 • Jun 06
8267: Impairment Charges Will Keep Shares Overpriced Despite Consumer Sector Optimism
Analysts have adjusted their outlook on Aeon, revising the price target to ¥1,100. This reflects updated assumptions on the discount rate, revenue growth, profit margin, and future P/E following recent sector research.ナラティブ更新 • May 21
8267: Impairment Charges And Share Consolidation Will Continue To Leave Shares Overpriced
Analysts have adjusted their price target on Aeon to ¥810 from ¥550, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Aeon has scheduled a board meeting on April 8, 2026 to discuss the purpose and outline of a share consolidation and related matters (company announcement).ナラティブ更新 • May 01
8267: Dividend Outlook And Margin Improvement Will Drive Future Earnings Upside
Aeon’s analyst price target remains at ¥2,600. Analysts highlight updated assumptions for a higher discount rate, slightly softer revenue growth, improved profit margins, and a lower future P/E multiple as justification for keeping the target unchanged.分析記事 • Apr 17
We Think Aeon's (TSE:8267) Profit Is Only A Baseline For What They Can Achieve
Even though Aeon Co., Ltd. ( TSE:8267 ) posted strong earnings, investors appeared to be underwhelmed. We have done...ナラティブ更新 • Apr 16
8267: Higher P/E And Impairment Charge Will Limit Upside Despite Dividend Plans
Analysts have reduced Aeon's fair value estimate from ¥1,862.5 to ¥1,832.5. This change reflects updated views on a slightly higher discount rate, more conservative assumptions for revenue growth and profit margins, and a revised future P/E of 59.97x. What's in the News Aeon issued consolidated earnings guidance for the fiscal year ending February 28, 2027, with expected operating revenue of ¥12,000,000 million, operating profit of ¥340,000 million, profit attributable to owners of the parent of ¥73,000 million, and basic EPS of ¥26.39 (company guidance).分析記事 • Apr 11
Aeon Co., Ltd. Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders might have noticed that Aeon Co., Ltd. ( TSE:8267 ) filed its yearly result this time last week. The early...ナラティブ更新 • Apr 02
8267: Raised Guidance And Tsuruha Consolidation Will Continue To Leave Shares Overpriced
Aeon’s analyst price target has been revised to ¥550, with analysts pointing to updated assumptions around revenue growth, profit margin, discount rate and a lower implied future P/E as key drivers of the change in view. What's in the News Aeon held an Analyst/Investor Day, providing the market with additional detail on its plans and assumptions around future performance (Key Developments).ナラティブ更新 • Mar 19
8267: Consolidation Of Tsuruha Will Drive Portfolio Reforms And Earnings Upside
The analyst price target for Aeon remains at ¥2,600. Analysts point to a slightly higher discount rate, softer assumed revenue growth and profit margins, and a higher future P/E multiple as offsetting factors that together support keeping the target unchanged.ナラティブ更新 • Mar 04
8267: Higher P/E Assumptions Will Restrain Upside Despite Earnings Guidance Update
Aeon’s analyst price target has shifted from ¥1,814 to ¥1,863 as analysts factor in updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Aeon held an Analyst/Investor Day, giving the market an updated view of its business plans and capital allocation priorities (Key Developments).ナラティブ更新 • Feb 18
8267: Consolidation Of Tsuruha And Portfolio Reforms Will Shape Earnings Outlook
Analysts have adjusted their price target for Aeon to ¥2,600 from ¥4,800, reflecting updated assumptions around slightly lower discount rates, higher revenue growth, a higher profit margin, and a higher future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, now expecting operating revenue of ¥10,700,000 million and operating profit of ¥275,000 million, with net income attributable to owners of parent in a range of ¥60,000 million to ¥70,000 million and net income per share projected at ¥22.35 to ¥26.07, compared with prior net income guidance of ¥40,000 million and net income per share of ¥15.49 (Key Developments).ナラティブ更新 • Feb 04
8267: Elevated Guidance And Tsuruha Consolidation Will Likely Leave Shares Overpriced
Aeon’s analyst price target has shifted from ¥223.02 to ¥550.00 as analysts now apply higher assumptions for revenue growth, profit margins, and future P/E multiples, while using a slightly lower discount rate. What's in the News Aeon raised its consolidated guidance for the fiscal year ending February 28, 2026.ナラティブ更新 • Jan 21
8267: Tender Offer And Lower Future P/E Will Limit Upside
Aeon’s analyst price target has shifted modestly higher to US$1,814.29 from US$1,792.86 as analysts factor in updated assumptions for revenue growth, profit margins, the discount rate and a lower future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, and now expects operating revenue of ¥10.7b and operating profit of ¥275,000m.ナラティブ更新 • Jan 07
8267: Tender Offer And High Future P/E Will Likely Limit Upside
Analysts have nudged their price target on Aeon slightly higher to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E. The revised valuation is now framed around a fair value of $1,792.86 per share.ナラティブ更新 • Dec 23
8267: Rising Profit Margins Will Likely Fail To Offset Multiple Compression
Analysts have raised their price target on Aeon from approximately $1,630.95 to $1,792.86. This reflects improved profit margin assumptions and a lower expected future P E multiple, despite slightly softer long term revenue growth forecasts.ナラティブ更新 • Dec 09
8267: Elevated Future P E Multiple Will Likely Pressure Share Returns
Analysts have nudged their price target on Aeon slightly higher to approximately $1,631 per share, reflecting modestly higher long term growth and profitability assumptions despite a marginally increased discount rate. What's in the News Aeon Co., Ltd.ナラティブ更新 • Nov 25
8267: Rising P E Ratio Will Likely Intensify Downside Risks This Year
Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised their price target for Aeon from $1,573.81 to $1,630.95. They cite modest adjustments in discount rates and projected growth assumptions as key factors behind the upward revision.ナラティブ更新 • Nov 08
8267: Elevated P E Ratio Will Heighten Downside Risk in Coming Quarters
Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised Aeon's fair value estimate from $1,392.86 to $1,573.81. They cite improvements in expected revenue growth and profit margins as factors supporting the higher forecast.ナラティブ更新 • Oct 25
Aging Demographics And Digital Trends Will Shape Retail Profits Ahead
Analysts have raised Aeon's fair value estimate from $1,331 to $1,393. This change reflects increased revenue growth forecasts and improved profit margin expectations.ナラティブ更新 • Oct 11
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Analysts have raised their price target for Aeon from $1,278.62 to $1,331.00. They cite improved profit margins, even though the revenue growth outlook is slightly tempered and the discount rate is incrementally higher.ナラティブ更新 • Sep 27
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's improved net profit margin and a modest decline in its future P/E multiple have contributed to a slight upward revision of the consensus analyst price target from ¥1250 to ¥1279. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year earlier.ナラティブ更新 • Sep 12
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's consensus price target has been raised to ¥1250, primarily reflecting a modest expansion in its forward P/E multiple while net profit margin remains steady. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year ago.ナラティブ更新 • Aug 28
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's consensus price target has been sharply reduced, as a lower discount rate was outweighed by a higher future P/E, bringing fair value down significantly from ¥3664 to ¥1297. What's in the News Reported extraordinary impairment loss of JPY 8,131 million for the quarter, significantly higher than JPY 979 million a year earlier.
新しいナラティブ • Jan 26
Climate Volatility Will Impact Retail Sales, But TOPVALU BESTPRICE Could Draw More Customers Ahead
Record high temperatures affecting retail segments may pressure future Aeon revenue growth due to sales pattern impacts.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| May 31 2026 | n/a | n/a | JP¥93b |
| Feb 28 2026 | JP¥170m | JP¥64m | JP¥73b |
| Nov 30 2025 | n/a | n/a | JP¥35b |
| Aug 31 2025 | n/a | n/a | JP¥27b |
| May 31 2025 | n/a | n/a | JP¥19b |
| Feb 28 2025 | JP¥119m | JP¥61m | JP¥29b |
| Nov 30 2024 | n/a | n/a | JP¥11b |
| Aug 31 2024 | n/a | n/a | JP¥27b |
| May 31 2024 | n/a | n/a | JP¥32b |
| Feb 29 2024 | JP¥171m | JP¥54m | JP¥45b |
報酬と市場: Akioの 総報酬 ($USD 1.07M ) は、 JP市場 ($USD 1.58M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Akioの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Akio Yoshida (66 yo)
6.4yrs
在職期間
JP¥170,000,000
報酬
Mr. Akio Yoshida is Director of AEON Financial Service Co. Ltd. from May 22, 2026. Mr. Yoshida is Director of Tsuruha Holdings Inc. from May 22, 2026.Mr. Yoshida served as Part-Time Director at Can Do Co....
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman & Representative Executive Officer | 36.3yrs | JP¥132.00m | 0.23% ¥ 8.8b | |
| President | 6.4yrs | JP¥170.00m | 0.0038% ¥ 143.1m | |
| Executive VP | 4.4yrs | JP¥102.00m | 0.0021% ¥ 77.8m | |
| CFO and Executive Officer of Finance & Accounting | no data | データなし | データなし | |
| Executive Officer of HR & Sustainability | less than a year | データなし | 0.022% ¥ 818.5m | |
| Executive VP & Executive Officer of China Business | no data | データなし | 0.0016% ¥ 61.5m | |
| Executive VP and Executive Officer of Business & Financial Strategy | 6.4yrs | データなし | データなし | |
| Executive Officer of Vietnam Business | 4.4yrs | データなし | 0.00022% ¥ 8.3m | |
| Executive Officer of General Merchandising Store (GMS) Business | 3.4yrs | データなし | データなし | |
| Executive Officer of Supermarket Business and Capital Region Strategy | 2.4yrs | データなし | 0.00076% ¥ 28.7m | |
| Executive Officer of Digital | 1.3yrs | データなし | データなし | |
| Executive Officer of Shopping Center Development Business | less than a year | データなし | データなし |
3.9yrs
平均在職期間
56.5yo
平均年齢
経験豊富な経営陣: 8267の経営陣は 経験豊富 であると考えられます ( 3.9年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman & Representative Executive Officer | 36.3yrs | JP¥132.00m | 0.23% ¥ 8.8b | |
| President | 6.3yrs | JP¥170.00m | 0.0038% ¥ 143.1m | |
| Executive VP | 2.3yrs | JP¥102.00m | 0.0021% ¥ 77.8m | |
| Independent Outside Director | 9.3yrs | データなし | データなし | |
| Independent Outside Director | 8.3yrs | データなし | データなし | |
| Independent Outside Director | 3.3yrs | データなし | データなし | |
| Independent Outside Director | 2.3yrs | データなし | データなし | |
| Independent Outside Director | 6.3yrs | データなし | データなし |
6.3yrs
平均在職期間
68.5yo
平均年齢
経験豊富なボード: 8267の 取締役会 は 経験豊富 であると考えられます ( 6.3年の平均在任期間)。
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 | 2026/08/02 21:46 |
| 終値 | 2026/07/31 00:00 |
| 収益 | 2026/05/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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. 9 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。19
| アナリスト | 機関 |
|---|---|
| Ryota Himeno | Barclays |
| Yugo Shima | Bernstein |
| Hidehiko Aoki | BofA Global Research |