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Monthly8267AEON CO.,LTD.Retail

AEON Co., Ltd. May 2026 Consolidated Operating Overview

In May 2026, sales exceeded the previous year at many of AEON's major consolidated companies, with same-store sales at AEON Retail reaching 105.9% year on year. Meanwhile, some companies, including Fuji and Ministop, continued to report sales below the previous year.

Worth reading
65In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
105.9
Year-on-year change (%)
Wording
Definitive
How definitive the wording is.

Sales for this month

May 2026Fiscal year ending February 2027
Total-store sales
+2.6%
The center line represents the same level as the same month of the previous year (100). The distance from the line represents the year-on-year change.
Monthly Commentary

In May, sales of early-summer apparel and air-conditioning appliances increased in addition to demand for necessities, while initiatives and events to attract shoppers also proved effective, driving growth in sales and customer numbers. AEON Retail's same-store sales exceeded the previous year for the fifth consecutive month.

Factors Affecting the Change

Growth in seasonal and discretionary spending on early-summer apparel and air-conditioning appliances, Growing preference for affordability, convenience and shorter trips amid rising prices and a weaker yen, Shopper-attraction initiatives and events at AEON Retail and AEON Mall, Price freezes on approximately 3,500 TOPVALU food products, Growth in experiential and time-spending tenants, Peak-summer demand accompanying rising temperatures, Impact of high rice and vegetable market prices in the previous year

Measures from the following month onward

Expanding the experiential value of the area adjacent to AEON LakeTown through LAKESIDE DINING and LAKESIDE PARK. Other specific initiatives for the following months were Not disclosed.

Next Scheduled Disclosure

The disclosure states that subsequent results for major consolidated companies will be announced on AEON's website. The specific date of the next disclosure and the monthly disclosure schedule were Not disclosed.

Scope of aggregation: Major consolidated companies and business segments (monthly overview on a consolidated basis)

Sales for this month
ItemDetails
Month CoveredMay 2026
Fiscal Year CoveredFiscal year ending February 2027
Scope of aggregationMajor consolidated companies and business segments (monthly overview on a consolidated basis)
Total-store sales, year on yearAEON Retail 102.6%, AEON Mall 105.9%, AEON Hokkaido 103.8%, AEON Kyushu 104.8%, Cando 104.3%, Maxvalu Tokai 102.5%, Fuji 99.9%, Ministop 93.7%, Cox 103.9%
Same-Store Sales, Year on Yearイオンリテール 105.9% (the number of months after opening used in the definition was Not disclosed) / イオンモール 112.5% (the number of months after opening used in the definition was Not disclosed) / イオン北海道 104.3% (the number of months after opening used in the definition was Not disclosed) / イオン九州 103.4% (the number of months after opening used in the definition was Not disclosed) / キャンドゥ 106.0% (the number of months after opening used in the definition was Not disclosed) / マックスバリュ東海 101.2% (the number of months after opening used in the definition was Not disclosed) / フジ 103.3% (the number of months after opening used in the definition was Not disclosed) / ミニストップ 96.8% (the number of months after opening used in the definition was Not disclosed) / コックス 103.4% (the number of months after opening used in the definition was Not disclosed)
Year-on-year change by categoryName AEON Retail - All stores / Year on year 107.3%, Name AEON Retail - Same stores / Year on year 105.9%, Name AEON Mall - All stores / Year on year 113.5%, Name AEON Mall - Same stores / Year on year 112.5%, Name AEON Hokkaido - All stores / Year on year 103.8%, Name AEON Hokkaido - Same stores / Year on year 104.3%, Name AEON Kyushu - All stores / Year on year 104.8%, Name AEON Kyushu - Same stores / Year on year 103.4%, Name Cando - All stores / Year on year 104.3%, Name Cando - Same stores / Year on year 106.0%, Name Maxvalu Tokai - All stores / Year on year 102.5%, Name Maxvalu Tokai - Same stores / Year on year 101.2%, Name Fuji - All stores / Year on year 99.9%, Name Fuji - Same stores / Year on year 103.3%, Name Ministop - All stores / Year on year 93.7%, Name Ministop - Same stores / Year on year 96.8%, Name Cox - All stores / Year on year 103.9%, Name Cox - Same stores / Year on year 103.4%
Monthly CommentaryIn May, sales of early-summer apparel and air-conditioning appliances increased in addition to demand for necessities, while initiatives and events to attract shoppers also proved effective, driving growth in sales and customer numbers. AEON Retail's same-store sales exceeded the previous year for the fifth consecutive month.
Factors Affecting the ChangeGrowth in seasonal and discretionary spending on early-summer apparel and air-conditioning appliances, Growing preference for affordability, convenience and shorter trips amid rising prices and a weaker yen, Shopper-attraction initiatives and events at AEON Retail and AEON Mall, Price freezes on approximately 3,500 TOPVALU food products, Growth in experiential and time-spending tenants, Peak-summer demand accompanying rising temperatures, Impact of high rice and vegetable market prices in the previous year
Measures from the following month onwardExpanding the experiential value of the area adjacent to AEON LakeTown through LAKESIDE DINING and LAKESIDE PARK. Other specific initiatives for the following months were Not disclosed.
Next Scheduled DisclosureThe disclosure states that subsequent results for major consolidated companies will be announced on AEON's website. The specific date of the next disclosure and the monthly disclosure schedule were Not disclosed.
Items this document does not state (12)
Net sales for the monthYear-on-year change in monthly net salesYear-on-Year Change in Customer CountYear-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 opened during the monthNumber of stores closed during the monthMonthly trend for the same period last year

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.

In addition to demand for necessities such as food and daily necessities, seasonal and discretionary spending on early-summer apparel and air-conditioning appliances increased. Initiatives and events to attract shoppers by capturing the preference for affordability, convenience and shorter trips amid rising prices and a weaker yen, together with price freezes on approximately 3,500 TOPVALU food products, contributed to higher customer traffic, sales and customer numbers.

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AEON Co., Ltd. May 2026 Consolidated Operating Overview | AEON CO.,LTD. (8267) timely disclosure | Komori