Aeon Management

Management criteria checks 3/4

Aeon's CEO is Akio Yoshida, appointed in May 2020, has a tenure of 4.5 years. total yearly compensation is ¥171.00M, comprised of 31.6% salary and 68.4% bonuses, including company stock and options. directly owns 0.002% of the company’s shares, worth €465.45K. The average tenure of the management team and the board of directors is 4.5 years and 4.5 years respectively.

Key information

Akio Yoshida

Chief executive officer

JP¥171.0m

Total compensation

CEO salary percentage	31.6%
CEO tenure	4.5yrs
CEO ownership	0.002%
Management average tenure	4.5yrs
Board average tenure	4.5yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Akio Yoshida's remuneration changed compared to Aeon's earnings?
Date	Total Compensation	Salary	Company Earnings
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

Compensation vs Market: Akio's total compensation ($USD1.12M) is below average for companies of similar size in the German market ($USD4.74M).

Compensation vs Earnings: Insufficient data to compare Akio's compensation with company performance.

CEO

Akio Yoshida (64 yo)

4.5yrs

Tenure

JP¥171,000,000

Compensation

Mr. Akio Yoshida serves as Part-Time Director at Can Do Co., Ltd. since February 2022. He served as a Director of Aeon Kyushu Co., Ltd.He served as Director at Aeon Hokkaido Corp. since May 2020 until May...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Motoya Okada	Chairman & Representative Executive Officer	34.5yrs	JP¥136.00m	0.25% € 47.7m
Akio Yoshida	President	4.5yrs	JP¥171.00m	0.0024% € 465.5k
Hiroaki Egawa	Executive Officer of Finance & Business Management	no data	no data	no data
Takeshi Miyazaki	In Charge of Finance & Accounting and Head of Finance Department	no data	no data	no data
Hiroyuki Watanabe	EVP, Exec. Officer of HR & AEON Living Zone Promotion and Supervisor of Risk Management	6.2yrs	no data	0.0018% € 332.5k
Mitsuko Tsuchiya	Executive VP of Product Relations	2.7yrs	no data	0.0022% € 421.8k
Yuki Habu	Executive VP of Digital Business	no data	no data	0.0018% € 332.5k
Manabu Oike	Executive Officer of Discount Store Business	10.7yrs	no data	0.0019% € 355.3k
Motoyuki Shikata	Executive Officer of Strategy & Chief Officer of Corporate Strategy	4.7yrs	no data	no data
Keiji Kamio	Executive Officer of Supermarket Business	2.7yrs	no data	0.00012% € 22.8k
Daisuke Tezuka	Executive Officer of Logistics	2.7yrs	no data	no data
Tsukasa Ojima	Executive Officer of Business Development & Branding	2.7yrs	no data	0.00035% € 66.5k

4.5yrs

Average Tenure

61yo

Average Age

Experienced Management: JUS1's management team is considered experienced (4.5 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Motoya Okada	Chairman & Representative Executive Officer	34.5yrs	JP¥136.00m	0.25% € 47.7m
Akio Yoshida	President	4.5yrs	JP¥171.00m	0.0024% € 465.5k
Mitsuko Tsuchiya	Executive VP of Product Relations	less than a year	no data	0.0022% € 421.8k
Yuki Habu	Executive VP of Digital Business	2.5yrs	no data	0.0018% € 332.5k
Takashi Tsukamoto	Independent Outside Director	7.5yrs	no data	no data
Peter Child	Independent Outside Director	6.5yrs	no data	no data
Carrie Yu	Independent Outside Director	4.5yrs	no data	no data
Makoto Hayashi	Independent Outside Director	1.5yrs	no data	no data

4.5yrs

Average Tenure

66yo

Average Age

Experienced Board: JUS1's board of directors are considered experienced (4.5 years average tenure).

Aeon Management

Management criteria checks 3/4

Key information

Recent management updates

Aeon Co., Ltd., Annual General Meeting, May 29, 2024

Less than half of directors are independent

Aeon Co., Ltd., Annual General Meeting, May 25, 2022

Less than half of directors are independent

Recent updates

First half dividend of JP¥20.00 announced

Second quarter 2025 earnings released: EPS: JP¥0.42 (vs JP¥6.54 in 2Q 2024)

Aeon Co., Ltd. to Report Q2, 2025 Results on Oct 09, 2024

Upcoming dividend of JP¥20.00 per share

First quarter 2025 earnings released: EPS: JP¥5.99 (vs JP¥20.74 in 1Q 2024)

Aeon Co., Ltd. to Report Q1, 2025 Results on Jul 12, 2024

Final dividend of JP¥20.00 announced

Aeon Co., Ltd. to Report Fiscal Year 2024 Final Results on May 30, 2024

Full year 2024 earnings released: EPS: JP¥52.25 (vs JP¥25.11 in FY 2023)

Aeon Co., Ltd., Annual General Meeting, May 29, 2024

Aeon Co., Ltd. to Report Fiscal Year 2024 Results on Apr 10, 2024

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.

Aeon Co., Ltd. (TSE:8267) agreed to acquire 13.6% stake in Tsuruha Holdings Inc. (TSE:3391) from Tsuruha Holdings Inc. (TSE:3391).

Marubeni Corporation (TSE:8002) acquired additional minority stake in Aeon Co., Ltd. (TSE:8267).

Upcoming dividend of JP¥18.00 per share

Aeon in Exclusive Talks to Buy Tsuruha Stake from Oasis

Third quarter 2024 earnings released: JP¥5.80 loss per share (vs JP¥25.42 loss in 3Q 2023)

Aeon Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending February 29, 2024

Aeon Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024

Aeon Co., Ltd. to Report Q3, 2024 Results on Jan 12, 2024

Aeon Co., Ltd. Announces Dividend for the Second Quarter-End of the Fiscal Year Ending February 29, 2024, Payable on October 30, 2023

Second quarter 2024 earnings released: EPS: JP¥6.54 (vs JP¥1.57 loss in 2Q 2023)

Aeon Co., Ltd. to Report Q2, 2024 Results on Oct 11, 2023

Upcoming dividend of JP¥18.00 per share at 1.2% yield

Aeon Co., Ltd. Provides Earnings Forecast for the Full Year Ending February 29, 2024

New minor risk - Earnings quality

First quarter 2024 earnings released: EPS: JP¥20.74 (vs JP¥22.88 in 1Q 2023)

Aeon Co., Ltd. to Report Q1, 2024 Results on Jul 12, 2023

Full year 2023 earnings released: EPS: JP¥25.11 (vs JP¥7.69 in FY 2022)

Aeon Co., Ltd. Provides Earnings Forecast for the Full Year Ending February 29, 2024

Full year 2023 earnings released: EPS: JP¥25.11 (vs JP¥7.69 in FY 2022)

Aeon Co., Ltd. Provides Fiscal Year End Dividend Guidance for the Fiscal Year Ending February 28, 2023

Third quarter 2023 earnings released: JP¥25.42 loss per share (vs JP¥16.01 loss in 3Q 2022)

Aeon Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023

Aeon Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2023

Second quarter 2023 earnings released: JP¥1.57 loss per share (vs JP¥0.49 loss in 2Q 2022)

Aeon Co., Ltd. to Report Q2, 2023 Results on Oct 05, 2022

Upcoming dividend of JP¥18.00 per share

Aeon Co., Ltd. Reports Impairment Loss for the First Quarter Ended May 31, 2022

First quarter 2023 earnings released: EPS: JP¥22.88 (vs JP¥5.91 in 1Q 2022)

Aeon Co., Ltd. to Report Q1, 2023 Results on Jul 06, 2022

Full year 2022 earnings released: EPS: JP¥7.69 (vs JP¥84.06 loss in FY 2021)

Less than half of directors are independent

Aeon 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, 2023

Aeon Co., Ltd., Annual General Meeting, May 25, 2022

Full year 2022 earnings released: EPS: JP¥7.69 (vs JP¥84.06 loss in FY 2021)

Aeon Co., Ltd. to Report Fiscal Year 2022 Results on Apr 08, 2022

Upcoming dividend of JP¥18.00 per share

Aeon Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2022

LOTTE Corporation (KOSE:A004990) acquired Mini Stop, Korea from Aeon Co., Ltd. (TSE:8267) and others for approximately KRW 310 billion.

Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations

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.

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.

Upcoming dividend of JP¥18.00 per share

Less than half of directors are independent

First quarter 2022 earnings released: EPS JP¥5.91 (vs JP¥63.92 loss in 1Q 2021)

Full year 2021 earnings released: JP¥84.06 loss per share (vs JP¥31.88 profit in FY 2020)

Full year 2021 earnings released: JP¥84.06 loss per share (vs JP¥31.88 profit in FY 2020)

Upcoming Dividend of JP¥18.00 Per Share

New 90-day high: €27.40

Revenue misses expectations

Revenue misses expectations

Third quarter 2021 earnings released: JP¥5.96 loss per share

Revenue misses expectations

New 90-day high: €26.40

Aeon Co., Ltd. to Report Q3, 2021 Results on Jan 13, 2021

New 90-day high: €24.20

First half earnings released

Aeon Co., Ltd. to Report Q2, 2021 Results on Oct 07, 2020

First half earnings released

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.