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Monthly8267AEON CO.,LTD.Retail

AEON CO.,LTD. Consolidated Operating Results for September

Monthly results comparing September 2026 sales at AEON's major consolidated companies with the same month of the previous year were disclosed. Results varied by company and business, with initiatives including weather-related measures, sales promotions, events and new products.

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Sales for this month

September 2026Fiscal year ending February 2027
Net Sales
+4.5%
Total-store sales
+4.5%
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.
Number of stores opened during the month1 store (Feedy Diner & Arcade, AEON Mall Niigata Kameda Inter store)
Monthly Commentary

While results were affected by the long rains, falling temperatures and higher vegetable prices, the company sought to capture demand and increase store visits through autumn items, rainwear and rain goods, new products, private-label products, sales promotions and events.

Factors Affecting the Change

Record-long rains and falling temperatures, Lower shipments of leafy vegetables and higher vegetable prices, Silver Week, with up to 9 consecutive holidays, Higher prices for national-brand products, Expanded offerings of new products and private-label products, Events, regional product fairs and support sales, Demand ahead of the revision of the liquor tax, Temporary closures of certain stores and malls

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

Year-on-year comparisons from March through September are also provided for each major consolidated company

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

Sales for this month
ItemDetails
Month CoveredSeptember 2026
Fiscal Year CoveredFiscal year ending February 2027
Scope of aggregationMajor consolidated companies and business segments (monthly overview on a consolidated basis)
Year-on-year change in monthly net salesReported by company and business (examples: AEON Retail, all stores 104.5%, existing stores 102.6%; AEON Mall, all facilities 107.6%, existing facilities 106.5%)
Total-store sales, year on yearAEON Retail 104.5%, AEON Mall 107.6%, AEON Hokkaido 102.3%, AEON Kyushu 103.2%, Cando 101.2%, Maxvalu Tokai 100.3%, Fuji 95.1%, Ministop 101.9%, Cox 110.0%
Same-Store Sales, Year on Yearイオンリテール 102.6% (the number of months covered by the definition was not stated) / イオンモール 106.5% (excluding certain facilities that were temporarily closed) / イオン北海道 102.7% (the number of months covered by the definition was not stated) / イオン九州 102.2% (excluding certain stores that were temporarily closed) / キャンドゥ 101.1% (the number of months covered by the definition was not stated) / マックスバリュ東海 98.7% (the number of months covered by the definition was not stated) / フジ 98.6% (the number of months covered by the definition was not stated) / ミニストップ 100.2% (the number of months covered by the definition was not stated) / コックス 102.9% (the number of months covered by the definition was not stated)
Year-on-Year Change in Customer CountDeveloper business Not disclosed / Specialty stores at existing AEON MALL properties 103.0% / Other Businesses Not disclosed
Year-on-year change by categoryName GMS business, existing stores / Year on year September: Not disclosed, Name Supermarket business, existing stores / Year on year September: Not disclosed, Name Discount store business, existing stores / Year on year September: Not disclosed, Name Health and Wellness business, existing stores / Year on year September: Not disclosed, Name Developer business, existing stores / Year on year September: Not disclosed, Name Entertainment business, existing stores / Year on year September: Not disclosed, Name Services and specialty store business, existing stores / Year on year September: Not disclosed
Key KPIsIndicator name Customer traffic at specialty stores in existing AEON Mall facilities / Value 103 Year-on-year % / Year on year 103.0%
Number of stores opened during the month1 store (Feedy Diner & Arcade, AEON Mall Niigata Kameda Inter store)
Monthly CommentaryWhile results were affected by the long rains, falling temperatures and higher vegetable prices, the company sought to capture demand and increase store visits through autumn items, rainwear and rain goods, new products, private-label products, sales promotions and events.
Factors Affecting the ChangeRecord-long rains and falling temperatures, Lower shipments of leafy vegetables and higher vegetable prices, Silver Week, with up to 9 consecutive holidays, Higher prices for national-brand products, Expanded offerings of new products and private-label products, Events, regional product fairs and support sales, Demand ahead of the revision of the liquor tax, Temporary closures of certain stores and malls
Monthly trend for the same period last yearYear-on-year comparisons from March through September are also provided for each major consolidated company
Next Scheduled DisclosureResults for certain companies and businesses will be disclosed later on AEON's website
Items this document does not state (8)
Net sales for the monthYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodSales by categoryNumber of Stores at Period-EndNumber of stores closed during the monthMeasures from the following month onward

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.

Record-long rains and falling temperatures, mainly in eastern Japan; lower shipments of leafy vegetables and higher vegetable prices; demand during Silver Week; higher prices for national-brand products; expanded offerings of autumn items, rainwear and rain goods, new products and private-label products; and events and support sales were among the factors cited.

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