Aeon operates in the retail industry in Japan, China, ASEAN countries, and internationally, operating general and small supermarkets, other supermarkets, convenience stores, discount stores, drugstores, and dispensing pharmacies, as well as specialty stores. The company is also involved in uniform price general merchandise sales; mobile marketing and digital businesses; and credit card, fee business, banking, and insurance businesses.
Cyborg Score Rationale
In fiscal year 2025, Aeon Co., Ltd.'s revenue was 10.13 trillion, an increase of 6.08% compared to the previous year's 9.55 trillion. However, earnings declined 35.6% year-over-year. The company maintains strong market presence but faces profitability challenges in a competitive retail environment.
Top Insights
Q3 FY2025 showed record-high operating revenue and profit, indicating strong underlying business momentum
Revenue growth of 6.08% YoY demonstrates resilience in competitive Japanese retail sector
Diversified revenue streams across supermarkets, discount stores, pharmacies, financial services, and real estate development reduce sector-specific risk
International expansion in ASEAN and China provides growth opportunities beyond mature Japanese market
Named Competitors
Isetan Mitsukoshi Holdings — Japanese department store and retail operator
Daiei — Supermarket chain subsidiary
Ministop — Convenience store chain
Welcia — Drugstore chain
Recent Developments
(January 2026) Q3 FY2025 earnings reported record-high operating revenue and profit, though EPS missed expectations
(January 2026) Third-quarter fiscal year 2025 presentation released
(February 2026) Stock price up 2.2% year-to-date with resilient market performance
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