Aeon Management
Management criteria checks 3/4
Aeon's CEO is Akio Yoshida, appointed in Mar 2020, has a tenure of 6.17 years. total yearly compensation is ¥119.00M, comprised of 51.3% salary and 48.7% bonuses, including company stock and options. directly owns 0.004% of the company’s shares, worth ¥158.75M. The average tenure of the management team and the board of directors is 3.7 years and 6 years respectively.
Key information
Akio Yoshida
Chief executive officer
JP¥119.0m
Total compensation
| CEO salary percentage | 51.26% |
| CEO tenure | 6.2yrs |
| CEO ownership | 0.004% |
| Management average tenure | 3.7yrs |
| Board average tenure | 6yrs |
Recent management updates
Recent updates
We Think Aeon's (TSE:8267) Profit Is Only A Baseline For What They Can Achieve
Apr 17
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).Aeon Co., Ltd. Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next
Apr 11
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).
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.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).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).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, 2026.8267: 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.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.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.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.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.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.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.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.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.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.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.
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 Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Feb 28 2026 | n/a | n/a | 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 |
Compensation vs Market: Akio's total compensation ($USD756.72K) is below average for companies of similar size in the JP market ($USD1.46M).
Compensation vs Earnings: Insufficient data to compare Akio's compensation with company performance.
CEO
Akio Yoshida (65 yo)
6.2yrs
Tenure
JP¥119,000,000
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 |
|---|---|---|---|---|
| Chairman & Representative Executive Officer | 36yrs | JP¥100.00m | 0.23% ¥ 9.8b | |
| President | 6.2yrs | JP¥119.00m | 0.0038% ¥ 158.7m | |
| Executive Officer of Finance & Accounting | no data | no data | no data | |
| Executive Officer of HR & Sustainability | less than a year | no data | 0.022% ¥ 906.1m | |
| Executive VP | 4.2yrs | no data | 0.0021% ¥ 86.1m | |
| Executive VP | no data | no data | 0.0016% ¥ 68.1m | |
| Executive VP and Executive Officer of Business & Financial Strategy | 6.2yrs | no data | no data | |
| Executive Officer of Vietnam Business | 4.2yrs | no data | 0.00022% ¥ 9.2m | |
| Executive Officer of General Merchandising Store (GMS) Business | 3.2yrs | no data | no data | |
| Executive Officer of Digital | 1.1yrs | no data | no data | |
| Executive Officer of Shopping Center Development Business | less than a year | no data | no data | |
| Executive Officer of Malaysia Business | less than a year | no data | no data |
3.7yrs
Average Tenure
54yo
Average Age
Experienced Management: 8267's management team is considered experienced (3.7 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & Representative Executive Officer | 36yrs | JP¥100.00m | 0.23% ¥ 9.8b | |
| President | 6yrs | JP¥119.00m | 0.0038% ¥ 158.7m | |
| Executive VP | 2yrs | no data | 0.0021% ¥ 86.1m | |
| Executive VP | 4yrs | no data | 0.0016% ¥ 68.1m | |
| Independent Outside Director | 9yrs | no data | no data | |
| Independent Outside Director | 8yrs | no data | no data | |
| Independent Outside Director | 6yrs | no data | no data | |
| Independent Outside Director | 3yrs | no data | no data | |
| Independent Outside Director | 2yrs | no data | no data |
6.0yrs
Average Tenure
67yo
Average Age
Experienced Board: 8267's board of directors are considered experienced (6 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/01 13:40 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2026/02/28 |
| Annual Earnings | 2026/02/28 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Aeon Co., Ltd. is covered by 18 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Ryota Himeno | Barclays |
| Hidehiko Aoki | BofA Global Research |
| Masataka Kunito | Citigroup Inc |