Komori
Monthly8267AEON CO.,LTD.Retail

AEON CO.,LTD. October consolidated operating results

Year-on-year changes in revenue and trends in same-store sales and customer numbers for AEON's major consolidated subsidiaries and businesses in October 2026 have been updated. AEON NEXT's Hachioji CFC began operations, and AEON MALL Thanh Hoa opened.

Worth reading
61In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
—
Displayed only when the document provides numerical figures.
Wording
Definitive
How definitive the wording is.

Sales for this month

October 2026Fiscal year ending February 2027
Number of stores opened during the monthNumber of Cases 2 / Details AEON NEXT Hachioji CFC (Hachioji, Tokyo) began operations; AEON MALL Thanh Hoa (Thanh Hoa Province, Vietnam) opened
Monthly Commentary

Favourable weather supported demand for outings and leisure activities in October. Each business promoted initiatives addressing cost-saving and value-oriented preferences, seasonal demand and lifestyle changes.

Factors Affecting the Change

Favourable weather and increased opportunities to go out, Demand for outings and leisure activities, Response to cost-saving and value-oriented preferences, Response to seasonal demand, Strengthening of promotions and events, Product proposals including hot-pot ingredients, fresh foods, prepared foods and bakery products, Demand for pharmacy and cosmetics, Store openings and facility operations

Next Scheduled Disclosure

October results for certain companies and businesses will be disclosed later on the AEON website

Monthly trend for the same period last year

Year-on-year changes by company and business from March 2026 through October 2026 are also included

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

Sales for this month
ItemDetails
Month CoveredOctober 2026
Fiscal Year CoveredFiscal year ending February 2027
Scope of aggregationMajor consolidated companies and businesses (monthly overview on a consolidated basis)
Same-Store Sales, Year on Yearイオンリテール 100.0% / イオンモール 104.2% / イオン北海道 100.4% / イオン九州 104.5% / キャンドゥ 105.2% / Maxvalu Tokai 99.6% / フジ 98.9% / Ministop 102.6% / コックス 94.6% / Definition “Same stores” in each table. The number of months after opening is Not disclosed
Year-on-year change by categoryName Aeon Retail, all stores / Year on year 101.7%, Name Aeon Retail, same stores / Year on year 100.0%, Name Aeon Mall, all stores / Year on year 101.2%, Name Aeon Mall, same stores / Year on year 104.2%, Name Aeon Hokkaido, all stores / Year on year 100.4%, Name Aeon Hokkaido, same stores / Year on year 100.4%, Name Aeon Kyushu, all stores / Year on year 105.4%, Name Aeon Kyushu, same stores / Year on year 104.5%, Name Cando, all stores / Year on year 105.1%, Name Cando, same stores / Year on year 105.2%, Name Maxvalu Tokai, all stores / Year on year 101.3%, Name Maxvalu Tokai, same stores / Year on year 99.6%, Name Fuji, all stores / Year on year 95.4%, Name Fuji, same stores / Year on year 98.9%, Name Ministop, all stores / Year on year 104.1%, Name Ministop, same stores / Year on year 102.6%, Name Cox, all stores / Year on year 95.6%, Name Cox, same stores / Year on year 94.6%, Name GMS business same stores / Year on year Not disclosed, Name Supermarket business same stores / Year on year Not disclosed, Name Discount store business same stores / Year on year Not disclosed, Name Health & wellness business same stores / Year on year Not disclosed, Name Developer business same stores / Year on year Not disclosed, Name Entertainment business same stores / Year on year Not disclosed, Name Services and specialty store business same stores / Year on year Not disclosed
Key KPIsIndicator Comparable-Store Sales, Year-on-Year / Value Shown by company and business / Year on year Each figure is itself a year-on-year change
Number of stores opened during the monthNumber of Cases 2 / Details AEON NEXT Hachioji CFC (Hachioji, Tokyo) began operations; AEON MALL Thanh Hoa (Thanh Hoa Province, Vietnam) opened
Monthly CommentaryFavourable weather supported demand for outings and leisure activities in October. Each business promoted initiatives addressing cost-saving and value-oriented preferences, seasonal demand and lifestyle changes.
Factors Affecting the ChangeFavourable weather and increased opportunities to go out, Demand for outings and leisure activities, Response to cost-saving and value-oriented preferences, Response to seasonal demand, Strengthening of promotions and events, Product proposals including hot-pot ingredients, fresh foods, prepared foods and bakery products, Demand for pharmacy and cosmetics, Store openings and facility operations
Monthly trend for the same period last yearYear-on-year changes by company and business from March 2026 through October 2026 are also included
Next Scheduled DisclosureOctober results for certain companies and businesses will be disclosed later on the AEON website
Items this document does not state (11)
Net sales for the monthYear-on-year change in monthly net salesTotal-store sales, year on yearYear-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 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.

The reasons cited include favourable weather nationwide, which supported demand for outings and leisure activities, initiatives addressing consumers' cost-saving and value-oriented preferences, and measures responding to seasonal demand and lifestyle changes. By business, the disclosure describes promotions and events, responses to demand for hot-pot meals, product proposals, pharmacy and cosmetics, and store openings.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
AEON CO.,LTD. October consolidated operating results | AEON CO.,LTD. (8267) timely disclosure | Komori