8267 Share Price Performance
JP¥0
-1503.00 (-100.00%)
Price JP¥0
Fair ValueJP¥1,440.00
Share Pricen/a
Narrative Update • Jun 23
Aeon Co., Ltd. Stock Price
- 3 Narratives written by author
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- 8 Fair Values set on narratives written by author
8267 Community Narratives
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Fair Value
·Fair Value JP¥1.44k 6.2% undervalued intrinsic discount
Aging Demographics And Digital Trends Will Shape Retail Profits Ahead
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Fair Value
·Fair Value JP¥810 66.8% overvalued intrinsic discount
Overvaluation Will Exacerbate Legacy Retail Struggles Despite Digital Upside
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Fair Value
·Fair Value JP¥2.6k 48.0% undervalued intrinsic discount
Margin Worries Will Persist And Aging Digital Trends Revitalize Retail
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Aging Demographics And Digital Trends Will Shape Retail Profits Ahead
Aeon faces a tough home market as Japan’s population ages, shoppers get more price-sensitive, and online rivals pull spending away from traditional stores. The big question is whether its push into digital tools, private-label products, and faster-growing overseas markets can outpace rising costs and stop profits from being squeezed.Read more
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JP¥1.44k
6.2% undervalued intrinsic discount
Fair Value
Revenue
5.26% p.a.
Profit Margin
0.95%
Future PE
49.44x
Price in 2029
JP¥1.74k
Overvaluation Will Exacerbate Legacy Retail Struggles Despite Digital Upside
Aeon still leans heavily on big physical stores just as shoppers move online and Japan’s customer base gets older, which could squeeze profits even if sales hold up. But its own-brand products, store upgrades, and expansion in faster-growing Asian markets could soften the blow—if the execution holds.Read more
AN
JP¥810
66.8% overvalued intrinsic discount
Fair Value
Revenue
5.02% p.a.
Profit Margin
0.64%
Future PE
41.57x
Price in 2029
JP¥977.02
Margin Worries Will Persist And Aging Digital Trends Revitalize Retail
Key Takeaways Private label growth and digital transformation are driving significant margin improvement and cost efficiency, setting Aeon apart from competitors. Integrated retail, healthcare, and financial services uniquely position Aeon to capitalize on demographic trends and urbanization for outsized, recurring revenue growth.Read more
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JP¥2.6k
48.0% undervalued intrinsic discount
Fair Value
Revenue
5.66% p.a.
Profit Margin
1.33%
Future PE
63.52x
Price in 2029
JP¥3.14k
Trending Discussion
Recently Updated Narratives
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8267: Strong Sales And New Underperform View Will Shape Returns Despite Impairment
Fair Value: JP¥1.44k 6.2% undervalued intrinsic discount
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AN
8267: Impairment Charges Will Keep Shares Overpriced Despite Consumer Sector Optimism
Fair Value: JP¥810 66.8% overvalued intrinsic discount
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AN
8267: Dividend Outlook And Margin Improvement Will Drive Future Earnings Upside
Fair Value: JP¥2.6k 48.0% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
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Snowflake Analysis
Solid track record with adequate balance sheet and pays a dividend.
1 Risk
2 Rewards
Aeon Co., Ltd. Key Details
Last Reported Earnings
Feb 28, 2026
Next Reporting Earnings
Jul 10, 2026
- 26.27
- 36.49%
- 0.68%
- 182.5%
About 8267
- Founded
- 1758
- Employees
- 179230
- CEO
- WebsiteView website
Aeon Co., Ltd. operates in the retail industry in Japan, China, ASEAN countries, and internationally. It operates through General Merchandise Store, Supermarket, Discount Store, Health & Wellness, Comprehensive Finance, Developer, and Service and Specialty Shops segments. The company operates general supermarket, uniform price general merchandise sales, etc.; supermarkets, convenience stores, small supermarkets; discount stores; and drugstores, dispensing pharmacies, etc. It is also involved in credit card business, fee-based business, banking; development and leasing of shopping centers; comprehensive facility management services, amusement, restaurants, family restaurants, specialty stores selling casual fashion, and shoes, etc.; retail business in the ASEAN region and China; and mobile marketing business, digital business, etc. The company was founded in 1758 and is headquartered in Chiba, Japan.