Komori

AEON KYUSHU CO.,LTD.

2653RetailSmall cap
2,682JPY-3.8%
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Price history
¥2,682Latest+31.0%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group consists of the Company and 2 consolidated subsidiaries and operates primarily in retail, with Kyushu as its core market. On 1 March 2026, the Company completed an absorption-type merger in which it was the surviving company and 株式会社ジョイフルサン was the absorbed company. On 10 March 2026, the Company acquired all shares of 株式会社トキハインダストリー, making it a consolidated subsidiary. As of 31 August 2026, the Group therefore consists of the Company and 2 consolidated subsidiaries. While opening new stores and upgrading existing facilities, the Group strengthened its store network through the absorption-type merger on 1 March 2026 and the acquisition of the subsidiary on 10 March 2026. Interim revenue was 103.9% of the year-earlier period, and the number of stores reached 389. Alongside investment in new store openings and the revitalisation of existing stores, the Group implemented measures including the restructuring of its food service business. Although the current fiscal year was affected by factors including the earthquake, the business environment remained on a gradual recovery trend, supported by the economic recovery in Kyushu and a recovery in inbound demand.

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Key numbersShowing 8 of 20
PER
196.39How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.57How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
0.8%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥94bnShare price × number of shares. The value of the entire company.
Equity ratio
26.5%The proportion of assets funded by money that does not have to be repaid.
Operating margin
0.5%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
3.3%The average annual growth in sales over the past three years.
What to watch next
ネットスーパー全33店舗の新システム移行（統合）完了後の運用安定化・収益インパクト確認
今期〜来期（移行後四半期での改善可否）Impact MediumLikelihood Medium
スマートNICOの導入拡大（8月末66施設）と、購買/収益への寄与（無人店舗の採算）
来期にかけて（施設拡大→定着後のKPI反映）Impact MediumLikelihood Low
Uber Eats/Wolt連携の拡大（導入190店舗）による非対面売上成長と粗利への転換
次の決算期（販促・配送運用の効果が出るタイミング）Impact MediumLikelihood Medium
トキハインダストリー完全子会社化・店舗網追加（23店舗）の統合効果（販管費・粗利・既存店の底上げ）
来期（連結反映の深化）Impact HighLikelihood Medium
ジョイフルサンの吸収合併（2026/3/1）に伴うリニューアル/統合コストの一巡と収益改善
The second half of the current fiscal year through the next fiscal yearImpact HighLikelihood Medium
熊本地震関連の特別損失の次期への繰延/追加発生がないか、また復旧投資の見通し
From the next quarter onwardImpact HighLikelihood Medium
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Who owns itTop holders total 77.3%
Listed holders 77.3%Everyone else 22.7%
イオン株式会社69.90%
イオン九州社員持株会2.50%
イオン九州共栄会2.20%
野村信託銀行株式会社 イオン九州社員持株会専用信託口1.60%
公益財団法人横萬育英財団0.40%
株式会社横萬金物店0.20%
横尾 由佳0.20%
UBS AG LONDON ASIA EQUITIES（常任代理人 シティバンク エヌ・エイ東京支店）0.10%
2 other listed holders0.20%
Who owns it
HolderOwnership (%)
イオン株式会社69.90
イオン九州社員持株会2.50
イオン九州共栄会2.20
野村信託銀行株式会社 イオン九州社員持株会専用信託口1.60
公益財団法人横萬育英財団0.40
株式会社横萬金物店0.20
横尾 由佳0.20
UBS AG LONDON ASIA EQUITIES（常任代理人 シティバンク エヌ・エイ東京支店）0.10
2 other listed holders0.20
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