Aeon Co., Ltd.

TSE:8267 Stok Raporu

Piyasa değeri: JP¥3.9t

Aeon Yönetim

Yönetim kriter kontrolleri 3/4

Aeon CEO'su Akio Yoshida, Mar2020 tarihinde atandı, in görev süresi 6.33 yıldır. in toplam yıllık tazminatı ¥ 170.00M olup, şirket hissesi ve opsiyonları dahil olmak üzere 37.6% maaş ve 62.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.004% ine doğrudan sahiptir ve bu hisseler ¥ 146.34M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.8 yıl ve 6.2 yıldır.

Anahtar bilgiler

Akio Yoshida

İcra Kurulu Başkanı

JP¥170.0m

Toplam tazminat

CEO maaş yüzdesi37.65%
CEO görev süresi6.3yrs
CEO sahipliği0.004%
Yönetim ortalama görev süresi3.8yrs
Yönetim Kurulu ortalama görev süresi6.2yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
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Yeni Anlatı • 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 Tazminat Analizi

Akio Yoshida'un ücretlendirmesi Aeon'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
May 31 2026n/an/a

JP¥93b

Feb 28 2026JP¥170mJP¥64m

JP¥73b

Nov 30 2025n/an/a

JP¥35b

Aug 31 2025n/an/a

JP¥27b

May 31 2025n/an/a

JP¥19b

Feb 28 2025JP¥119mJP¥61m

JP¥29b

Nov 30 2024n/an/a

JP¥11b

Aug 31 2024n/an/a

JP¥27b

May 31 2024n/an/a

JP¥32b

Feb 29 2024JP¥171mJP¥54m

JP¥45b

Tazminat ve Piyasa: Akio 'ın toplam tazminatı ($USD 1.05M ) JP pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 1.48M ).

Tazminat ve Kazançlar: Akio 'in maaşı son bir yılda %20'den fazla arttı.

CEO

Akio Yoshida (66 yo)

6.3yrs
Görev süresi
JP¥170,000,000
Tazminat

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....

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Motoya Okada
Chairman & Representative Executive Officer36.2yrsJP¥132.00m0.23%
¥ 9.0b
Akio Yoshida
President6.3yrsJP¥170.00m0.0038%
¥ 146.3m
Mitsuko Tsuchiya
Executive VP4.3yrsJP¥102.00m0.0021%
¥ 79.5m
Hiroaki Egawa
CFO and Executive Officer of Finance & Accountingno dataVeri yokVeri yok
Naoya Okada
Executive Officer of HR & Sustainabilityless than a yearVeri yok0.022%
¥ 837.1m
Yuki Habu
Executive VP & Executive Officer of China Businessno dataVeri yok0.0016%
¥ 62.9m
Motoyuki Shikata
Executive VP and Executive Officer of Business & Financial Strategy6.3yrsVeri yokVeri yok
Daisuke Tezuka
Executive Officer of Vietnam Business4.3yrsVeri yok0.00022%
¥ 8.5m
Yasuyuki Furusawa
Executive Officer of General Merchandising Store (GMS) Business3.3yrsVeri yokVeri yok
Takemi Ide
Executive Officer of Supermarket Business and Capital Region Strategy2.3yrsVeri yok0.00076%
¥ 29.3m
Takuya Ota
Executive Officer of Digital1.3yrsVeri yokVeri yok
Keiji Ohno
Executive Officer of Shopping Center Development Businessless than a yearVeri yokVeri yok
3.8yrs
Ortalama Görev Süresi
56.5yo
Ortalama Yaş

Deneyimli Yönetim: 8267 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.8 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Motoya Okada
Chairman & Representative Executive Officer36.2yrsJP¥132.00m0.23%
¥ 9.0b
Akio Yoshida
President6.2yrsJP¥170.00m0.0038%
¥ 146.3m
Mitsuko Tsuchiya
Executive VP2.2yrsJP¥102.00m0.0021%
¥ 79.5m
Takashi Tsukamoto
Independent Outside Director9.2yrsVeri yokVeri yok
Peter Child
Independent Outside Director8.2yrsVeri yokVeri yok
Makoto Hayashi
Independent Outside Director3.2yrsVeri yokVeri yok
Richard Collasse
Independent Outside Director2.2yrsVeri yokVeri yok
Carrie Yu
Independent Outside Director6.2yrsVeri yokVeri yok
6.2yrs
Ortalama Görev Süresi
68.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: 8267 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.2 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/17 01:46
Gün Sonu Hisse Fiyatı2026/07/17 00:00
Kazançlar2026/05/31
Yıllık Kazançlar2026/02/28

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Aeon Co., Ltd. 19 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Ryota HimenoBarclays
Yugo ShimaBernstein
Hidehiko AokiBofA Global Research