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Monthly8267AEON CO.,LTD.Retail

AEON CO.,LTD. Consolidated Operating Results for July

Actual sales by major consolidated company and business segment for July 2026 were disclosed, compared with the same month of the previous year. Performance varied across the Group, with AEON MALL and newly opened store formats showing growth, while MINISTOP and COX fell below the previous year.

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Sales for this month

July 2026Fiscal year ending February 2027
Number of stores opened during the monthNumber of Cases 3 / Subject Maxvalu Tokai urban-format small stores in Nagoya / Additional information 12 stores cumulatively, Number of Cases 1 / Subject AEON MALL Danang Thanh Khe / Location Da Nang, Vietnam, Number of Cases 1 / Subject Food Style Funabori store / Location Tokyo Metropolitan Government, Number of Cases 1 / Subject The Big Konandai store / Location Yokohama City
Monthly Commentary

Performance was strong in response to the extreme heat, summer holidays and seasonal demand, as well as in large-scale sales campaigns, fresh food, prepared foods and seasonal products. The supermarket business saw a decline following the impact of last year's sales of government-stockpiled rice.

Factors Affecting the Change

Extreme heat and high temperatures, Demand related to fireworks festivals, summer festivals and summer holidays, Proposals for heat mitigation products and summer leisure products, Price revisions and expanded product lineups for products for the Day of the Ox, Large-scale sales campaigns and sales of EC-only products, Strong performance in fresh food and prepared foods, Strengthened sales of seasonal products, Decline following the impact of last year's sales of government-stockpiled rice, New Store Openings

Measures from the following month onward

Promote store openings in growth areas, Develop operations centered on the distribution of Japanese content by an Indonesian subsidiary

Next Scheduled Disclosure

July segment results are scheduled to be disclosed at a later date on AEON's website. No disclosure schedule is provided for the August results or subsequent monthly results of each company.

Scope of aggregation: Major consolidated companies and business segments, based on each company's disclosure policy

Sales for this month
ItemDetails
Month CoveredJuly 2026
Fiscal Year CoveredFiscal year ending February 2027
Scope of aggregationMajor consolidated companies and business segments, based on each company's disclosure policy
Total-store sales, year on yearSubject イオンリテール / Value 103.2 %, Subject イオンモール / Value 106.2 %, Subject イオン北海道 / Value 100.6 %, Subject イオン九州 / Value 101.6 %, Subject キャンドゥ / Value 101.2 %, Subject マックスバリュ東海 / Value 100.2 %, Subject フジ / Value 95.8 %, Subject ミニストップ / Value 92.4 %, Subject コックス / Value 96.8 %
Same-Store Sales, Year on YearSubject イオンリテール / Value 101.5 %, Subject イオンモール / Value 104.9 %, Subject イオン北海道 / Value 101 %, Subject イオン九州 / Value 100.4 %, Subject キャンドゥ / Value 102.9 %, Subject マックスバリュ東海 / Value 98.8 %, Subject フジ / Value 99.3 %, Subject ミニストップ / Value 95.5 %, Subject コックス / Value 93.8 %
Year-on-year change by categoryBreakdown GMS business, existing-store sales / Value Not disclosed / Notes July results are scheduled for disclosure at a later date, Breakdown Supermarket business, existing-store sales / Value Not disclosed / Notes July results are scheduled for disclosure at a later date, Breakdown Discount store business, existing-store sales / Value Not disclosed / Notes July results are scheduled for disclosure at a later date, Breakdown Health and wellness business, existing-store sales / Value Not disclosed / Notes July results are scheduled for disclosure at a later date, Breakdown Developer business, existing-store sales / Value Not disclosed / Notes July results are scheduled for disclosure at a later date, Breakdown Entertainment business, existing-store sales / Value Not disclosed / Notes July results are scheduled for disclosure at a later date, Breakdown Services and specialty stores business, existing-store sales / Value Not disclosed / Notes July results are scheduled for disclosure at a later date
Number of stores opened during the monthNumber of Cases 3 / Subject Maxvalu Tokai urban-format small stores in Nagoya / Additional information 12 stores cumulatively, Number of Cases 1 / Subject AEON MALL Danang Thanh Khe / Location Da Nang, Vietnam, Number of Cases 1 / Subject Food Style Funabori store / Location Tokyo Metropolitan Government, Number of Cases 1 / Subject The Big Konandai store / Location Yokohama City
Monthly CommentaryPerformance was strong in response to the extreme heat, summer holidays and seasonal demand, as well as in large-scale sales campaigns, fresh food, prepared foods and seasonal products. The supermarket business saw a decline following the impact of last year's sales of government-stockpiled rice.
Factors Affecting the ChangeExtreme heat and high temperatures, Demand related to fireworks festivals, summer festivals and summer holidays, Proposals for heat mitigation products and summer leisure products, Price revisions and expanded product lineups for products for the Day of the Ox, Large-scale sales campaigns and sales of EC-only products, Strong performance in fresh food and prepared foods, Strengthened sales of seasonal products, Decline following the impact of last year's sales of government-stockpiled rice, New Store Openings
Measures from the following month onwardPromote store openings in growth areas, Develop operations centered on the distribution of Japanese content by an Indonesian subsidiary
Next Scheduled DisclosureJuly segment results are scheduled to be disclosed at a later date on AEON's website. No disclosure schedule is provided for the August results or subsequent monthly results of each company.
Items this document does not state (11)
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 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.

Sales were boosted by the extreme heat, demand related to summer holidays, fireworks festivals and summer festivals, proposals for heat mitigation products and summer leisure products, price revisions for products for the Day of the Ox, large-scale sales campaigns, strong performance in fresh food, prepared foods and seasonal products, and new store openings. In the supermarket business, sales declined following the impact of last year's sales of government-stockpiled rice. The impact on performance of temporary business suspensions and changes in operating hours due to the Kumamoto earthquake and facility accidents is still being examined.

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AEON CO.,LTD. Consolidated Operating Results for July | AEON CO.,LTD. (8267) timely disclosure | Komori