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Monthly8267AEON CO.,LTD.Retail

AEON April Consolidated Operating Overview

Year-on-year sales at major consolidated subsidiaries and businesses for April 2026 were disclosed. イオンリテール, イオンモール and others exceeded the previous year, while フジ, ミニストップ and コックス were below the previous year.

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Sales for this month

April 2026Fiscal year ending February 2027
Number of stores opened during the month1: Food Style Daikanyama store (17 April)
Monthly Commentary

Initiatives for Golden Week and cost-of-living support measures were strengthened. Due to the reversal of the effects of last year's rice price increases and other factors, the increase for the retail business as a whole was limited.

Factors Affecting the Change

The weekday calendar and demand during Golden Week, Promotional activities including events, a French Fair and cost-of-living support campaigns, Recommendations for special-occasion, convenience and ready-to-eat products, The reversal of the effects of last year's rice shortages and high market prices, Outing demand during the spring holidays, Growth in live-viewing revenue

Measures from the following month onward

Early rollout of air-conditioning appliances in preparation for extreme summer heat, Provision of cool spots for the summer

Next Scheduled Disclosure

Results for certain companies and businesses will be disclosed later on AEON's website

Monthly trend for the same period last year

Subject Individual companies and businesses / Month March 2026 / Figures March year-on-year figures shown in the table

Scope of aggregation: Results for major consolidated companies and businesses, by company

Sales for this month
ItemDetails
Month CoveredApril 2026
Fiscal Year CoveredFiscal year ending February 2027
Scope of aggregationResults for major consolidated companies and businesses, by company
Total-store sales, year on year102.8 %, 107.6 %, 100.9 %, 101.5 %, 103.4 %, 98.3 %, 95.7 %, 89.6 %, 99.1 %
Same-Store Sales, Year on Year100.9 %, 106.5 %, 101.4 %, 100.2 %, 103.9 %, 97.2 %, 98.8 %, 92.2 %, 96.8 %
Year-on-Year Change in Customer Count100.4 %, 99.2 %, 100 %, 101.8 %, 101.9 %, 115.1 %, 96.8 %
Year-on-year change by categoryGMS business, existing stores 100.8 %, SM business, existing stores 99.5 %, DS business, existing stores 97.2 %, Health and Wellness business, existing stores 103.8 %, Developer business, existing stores 104.5 %, Services business, existing stores 112.7 %, Specialty stores business, existing stores 98.7 %
Number of stores opened during the month1: Food Style Daikanyama store (17 April)
Monthly CommentaryInitiatives for Golden Week and cost-of-living support measures were strengthened. Due to the reversal of the effects of last year's rice price increases and other factors, the increase for the retail business as a whole was limited.
Factors Affecting the ChangeThe weekday calendar and demand during Golden Week, Promotional activities including events, a French Fair and cost-of-living support campaigns, Recommendations for special-occasion, convenience and ready-to-eat products, The reversal of the effects of last year's rice shortages and high market prices, Outing demand during the spring holidays, Growth in live-viewing revenue
Measures from the following month onwardEarly rollout of air-conditioning appliances in preparation for extreme summer heat, Provision of cool spots for the summer
Monthly trend for the same period last yearSubject Individual companies and businesses / Month March 2026 / Figures March year-on-year figures shown in the table
Next Scheduled DisclosureResults for certain companies and businesses will be disclosed later on AEON's website
Items this document does not state (9)
Net sales for the monthYear-on-year change in monthly net salesYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodSales by categoryKey KPIsNumber of Stores at Period-EndNumber of stores closed during the month

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

Sales initiatives were implemented for events and special-occasion menus timed to coincide with Golden Week, a French Fair, cost-of-living support campaigns, and Topvalu and convenience products. Due in part to the reversal of demand following last year's rice shortages and price increases, the overall increase for the retail business compared with the previous year was limited. At イオンエンターテイメント, demand during the spring holidays, food service and merchandise sales, and live-viewing revenue increased.

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AEON April Consolidated Operating Overview | AEON CO.,LTD. (8267) timely disclosure | Komori