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Aeon Kyushu (2653) · InitiativeAdvanced

Development of an integrated food and drugstore format through the establishment of AEON Welcia Kyushu

First written in FY2023-Q2. 17 of 20 entries say "Advanced", first in FY2024-Q1. Latest entry: FY2027-H1.

20entries
5years
8from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023-Q2 – FY2023-Q3AdvancedFY2024-Q1 – FY2027-H12022: 120222023: 320232024: 420242025: 220252026: 102026
Same theme, other companies
Development of an integrated food and drugstore format through the establishment of AEON Welcia KyushuA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

1 other company's latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1AdvancedAnnual report

    「Aeon Welcia Kyushu Co., Ltd. opened 4 Welcia Plus stores during the interim period, bringing the total to 20 stores at the end of August. At the new stores, the Company introduced combined counters for pharmaceuticals and cosmetics to improve convenience, as well as new food layouts that leverage its strength in fresh foods.」

    Four Welcia Plus stores were opened, expanding the total to 20 stores at the end of August. Combined pharmaceutical and cosmetics counters and new food layouts were also introduced.
  2. FY2026AdvancedAnnual report

    「Aeon Welcia Kyushu Co., Ltd. began opening the Welcia Plus drugstore-and-food format in April 2023 and opened 5 additional stores during the fiscal year, bringing the number of stores at fiscal year-end to 16.」

    Five additional Welcia Plus stores were opened during the fiscal year, expanding the fiscal year-end total to 16 stores. Sales reached 212.5% and same-store sales 113.9% of the previous fiscal year’s levels.
  3. FY2026-H1AdvancedAnnual report

    「Aeon Welcia Kyushu Co., Ltd. opened 3 additional Welcia Plus stores, bringing the number of stores in operation across Fukuoka, Kumamoto and Saga prefectures to 14 at the end of August. Efforts to establish store operations for future openings, secure qualified personnel and train specialist staff, including beauty advisers, began to bear fruit. In addition to strong food sales, prescription volumes increased and the non-food sales mix expanded, resulting in interim-period sales of 243.5% of the year-earlier level and same-store sales of 118.3%.」

    Three additional Welcia Plus stores were opened during the interim period, bringing the total to 14 stores. The Company continued establishing store operations, securing qualified personnel and training specialist staff, resulting in sales of 243.5% and same-store sales of 118.3% of the year-earlier levels. Conversion of sites of transferred stores was also completed at 4 locations.
  4. FY2025AdvancedAnnual report

    「Aeon Welcia Kyushu Co., Ltd. opened 6 additional Welcia Plus stores during the fiscal year, a drugstore-and-food format combining a drugstore with an adjoining dispensing pharmacy and a supermarket selling fresh foods. The number of stores in operation at fiscal year-end reached 11 across Fukuoka, Kumamoto and Saga prefectures.」

    Six additional Welcia Plus stores were opened during the fiscal year, expanding the store network across Fukuoka, Kumamoto and Saga to 11 stores. The Company also disclosed an expanded sales mix for food, prescription services and non-food products and stronger store profitability.
  5. FY2025-H1AdvancedAnnual report

    「Aeon Welcia Kyushu Co., Ltd. opened the Welcia Plus Tosu Kuragami store in August, bringing the number of stores in operation at the end of the interim period to 6 across Fukuoka, Kumamoto and Saga prefectures. During the interim period, the Company worked to establish store operations and secure qualified personnel for rapid future expansion, and to train specialist staff, including beauty advisers. These efforts expanded sales of non-food products in addition to the Company’s strength in food, raising the non-food sales mix and strengthening store profitability.」

    Welcia Plus Tosu Kuragami opened in August, expanding the store network to 6 stores across Fukuoka, Kumamoto and Saga prefectures. The Company continued establishing operations for rapid expansion, securing qualified personnel and training specialist staff, contributing to a higher non-food sales mix and stronger store profitability.
  6. FY2025-Q1AdvancedAnnual report

    「Aeon Welcia Kyushu Co., Ltd. opened 5 Welcia Plus stores in fiscal 2023, a new format combining a drugstore with an adjoining dispensing pharmacy and a supermarket offering fresh foods, boxed meals and prepared foods. Prescription volumes have steadily increased since the stores opened, and sales at Welcia Plus Onojo Wakakusa in Onojo, Fukuoka Prefecture, which marked its first anniversary, increased to 119.4% of the year-earlier level in May. During the quarter, the Company worked to establish store operations and secure qualified personnel for rapid future expansion, as well as train specialist staff, including beauty advisers.」

    After 5 Welcia Plus stores were opened, May sales at the Onojo Wakakusa store reached 119.4% of the year-earlier level. The Company is establishing store operations, securing qualified personnel and training specialist staff for rapid expansion.
  7. FY2024AchievedAnnual report

    「Aeon Welcia Kyushu Co., Ltd. opened 5 Welcia Plus stores and continued to expand its store network.」

    The fiscal 2023 plan announced by the previous quarter to open 5 stores was achieved through the opening of 5 Welcia Plus stores.
  8. FY2024-Q3AdvancedAnnual report

    「Aeon Welcia Kyushu Co., Ltd. opened 5 stores in the new Welcia Plus format, combining a drugstore with an adjoining dispensing pharmacy and a supermarket offering fresh foods, boxed meals and prepared foods.」

    Five Welcia Plus stores, combining a food supermarket with a drugstore with an adjoining dispensing pharmacy, were opened, advancing the 5-store fiscal 2023 plan announced in the previous quarter through actual store openings.
  9. FY2024-Q2AdvancedAnnual report

    「Welcia Plus is a new style of store that combines a drugstore with an adjoining dispensing pharmacy and a supermarket offering fresh foods, boxed meals and prepared foods. It aims to serve as a community health station supporting the well-being of local customers. The Company plans to open 5 stores in fiscal 2023.」

    Two Welcia Plus stores combining a food supermarket with a drugstore with an adjoining dispensing pharmacy were opened, with a plan to open 5 stores in fiscal 2023.
  10. FY2024-Q1AdvancedAnnual report

    「The Company planned to accelerate store openings at the subsidiary from the fiscal year ending February 2024, and expected the subsidiary to become increasingly important to enhancing corporate value. Accordingly, it was included in the scope of consolidation, and the Company changed to consolidated accounting from the first quarter of the current consolidated fiscal year.」

    Aeon Welcia Kyushu was made a consolidated subsidiary against the backdrop of plans to accelerate store openings from the fiscal year ending February 2024, and the Company changed to consolidated accounting from the first quarter of the current fiscal year. Welcia Plus Onojo Wakakusa opened as the first store.
  11. FY2023-Q3RestatedAnnual report

    「On 1 September 2022, the Company established Aeon Welcia Kyushu Co., Ltd., funded 51% by the Company and 49% by Welcia Holdings Co., Ltd. Because it is not material, the company is treated as an unconsolidated subsidiary.」

    The joint venture funded 51% by Aeon Kyushu and 49% by Welcia Holdings is treated as an unconsolidated subsidiary.
  12. FY2023-Q2First statedAnnual report

    「Aeon Kyushu and Welcia established this joint venture to share their respective expertise, Aeon Kyushu’s expertise in operating supermarkets, including fresh foods and prepared foods, and Welcia’s expertise in operating drugstores, including dispensing pharmacies, to combine the businesses of both companies in a mutually beneficial manner and develop and operate new business formats that benefit both parties. Through this initiative, the companies will work to build a new business model that supports the physical and mental well-being of local communities in a society living with and after COVID-19, helping to realize “Well-being.”」

    A joint venture was established to combine the expertise of Aeon Kyushu and Welcia, and development began on new business formats and models combining food, pharmaceuticals and dispensing services. The joint venture was established on 1 September 2022, with Aeon Kyushu holding 51% and Welcia 49%; its capital was ¥450 million.
Moved together

"Developing New Formats for Small Shopping Centers and Urban Compact Stores" moved the same way as this thread, in the same document, in 16 of its 20 moves.

161513111110★123456
  1. ★This thread
  2. 1Developing New Formats for Small Shopping Centers and Urban Compact Stores16×
  3. 2Creating Attractive Shopping Centers and Renovating Existing Facilities15×
  4. 3Promoting Digital Businesses and Driving Cross-Traffic with Physical Stores13×
  5. 4Regionally Rooted Product Assortments and Introduction of Selected Products11×
  6. 5Recovering Customer Traffic and Sales Through Food and Daily-Needs Price Revisions11×
  7. 6Store Operations Tailored to Local Customer Needs10×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Aeon Kyushu yet. It last moved in the Results briefing materials of 2026-10-13: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Development of an integrated food and drugstore format through the establishment of AEON Welcia Kyushu | AEON KYUSHU CO.,LTD. (2653) | Komori