Aeon Beheer
Beheer criteriumcontroles 3/4
De CEO Aeon is Akio Yoshida, benoemd in Mar2020, heeft een ambtstermijn van 6.42 jaar. De totale jaarlijkse vergoeding van { bedraagt ¥ 170.00M, bestaande uit 37.6% salaris en 62.4% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.004% van de aandelen van het bedrijf, ter waarde ¥ 144.14M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.9 jaar en 6.3 jaar.
Belangrijke informatie
Akio Yoshida
Algemeen directeur
JP¥170.0m
Totale compensatie
| Percentage CEO-salaris | 37.65% |
| Dienstverband CEO | 6.4yrs |
| Eigendom CEO | 0.004% |
| Management gemiddelde ambtstermijn | 3.9yrs |
| Gemiddelde ambtstermijn bestuur | 6.3yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Aug 04
8267: Underperform Initiation And Lower Growth Assumptions Will Shape Fairly Balanced Returns
Aeon’s updated analyst price target has been reduced from ¥1,440 to about ¥1,396 as analysts factor in more cautious revenue growth and valuation assumptions following the recent Underperform initiation with a ¥1,100 target on the stock. What's in the News for Aeon Analyst coverage on Aeon now includes an Underperform initiation with a ¥1,100 price target, which has contributed to a lower consensus target near ¥1,396.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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).Analyse-artikel • 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...Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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 |
Compensatie versus markt: De totale vergoeding ($USD 1.07M ) Akio } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de JP markt ($USD 1.60M ).
Compensatie versus inkomsten: De vergoeding van Akio is het afgelopen jaar met meer dan 20% gestegen.
CEO
Akio Yoshida (66 yo)
6.4yrs
Tenure
JP¥170,000,000
Compensatie
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....
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman & Representative Executive Officer | 36.3yrs | JP¥132.00m | 0.23% ¥ 8.9b | |
| President | 6.4yrs | JP¥170.00m | 0.0038% ¥ 144.1m | |
| Executive VP | 4.4yrs | JP¥102.00m | 0.0021% ¥ 78.3m | |
| CFO and Executive Officer of Finance & Accounting | no data | geen gegevens | geen gegevens | |
| Executive Officer of HR & Sustainability | less than a year | geen gegevens | 0.022% ¥ 824.5m | |
| Executive VP & Executive Officer of China Business | no data | geen gegevens | 0.0016% ¥ 62.0m | |
| Executive VP and Executive Officer of Business & Financial Strategy | 6.4yrs | geen gegevens | geen gegevens | |
| Executive Officer of Vietnam Business | 4.4yrs | geen gegevens | 0.00022% ¥ 8.4m | |
| Executive Officer of General Merchandising Store (GMS) Business | 3.4yrs | geen gegevens | geen gegevens | |
| Executive Officer of Supermarket Business and Capital Region Strategy | 2.4yrs | geen gegevens | 0.00076% ¥ 28.9m | |
| Executive Officer of Digital | 1.3yrs | geen gegevens | geen gegevens | |
| Executive Officer of Shopping Center Development Business | less than a year | geen gegevens | geen gegevens |
3.9yrs
Gemiddelde duur
56.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van 8267 wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.9 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman & Representative Executive Officer | 36.3yrs | JP¥132.00m | 0.23% ¥ 8.9b | |
| President | 6.3yrs | JP¥170.00m | 0.0038% ¥ 144.1m | |
| Executive VP | 2.3yrs | JP¥102.00m | 0.0021% ¥ 78.3m | |
| Independent Outside Director | 9.3yrs | geen gegevens | geen gegevens | |
| Independent Outside Director | 8.3yrs | geen gegevens | geen gegevens | |
| Independent Outside Director | 3.3yrs | geen gegevens | geen gegevens | |
| Independent Outside Director | 2.3yrs | geen gegevens | geen gegevens | |
| Independent Outside Director | 6.3yrs | geen gegevens | geen gegevens |
6.3yrs
Gemiddelde duur
68.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van 8267 wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/15 08:44 |
| Aandelenkoers aan het einde van de dag | 2026/08/14 00:00 |
| Inkomsten | 2026/05/31 |
| Jaarlijkse inkomsten | 2026/02/28 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Aeon Co., Ltd. wordt gevolgd door 19 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Ryota Himeno | Barclays |
| Yugo Shima | Bernstein |
| Hidehiko Aoki | BofA Global Research |