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The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Aeon
Aeon (8267) investor relations material
Aeon Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary8 Jan, 2026
Executive summary
Achieved record-high operating revenue and profit for cumulative Q3/nine months ended November 2025, driven by strong private brand TOPVALU, the largest-ever Black Friday campaign, and all segments growing year-over-year.
Profitability improved year-over-year through higher labor productivity, store-level digital transformation, and cost optimization, with digital, supply chain, and regional strategies advanced.
Financial highlights
Operating revenue for YTD (1-3Q) FY2025 was ¥7,749.4 billion, up 3.7% year-over-year; operating profit rose 23.1% to ¥144.7 billion; ordinary profit increased 24.5% to ¥127.1 billion.
Net income attributable to owners improved to -¥10.9 billion from -¥17.4 billion year-over-year; earnings per share improved to a loss of ¥4.07 from ¥6.79, reflecting a stock split.
Gross profit rose to ¥1,900.1 billion from ¥1,837.4 billion year-over-year.
Net assets decreased to ¥1,980.2 billion, down ¥155.0 billion from the previous fiscal year-end, while total assets rose to ¥14,692.8 billion, up ¥859.4 billion.
Five-year trend shows record operating profit and significant net income improvement despite one-off Q1 factors.
Outlook and guidance
Full-year forecast revised upward after consolidating Tsuruha Holdings, with operating revenue now expected at ¥10,700.0 billion (+5.6% YoY) and operating profit at ¥275.0 billion (+15.7% YoY).
Profit attributable to owners projected at ¥60.0–70.0 billion, a substantial increase year-over-year; EPS guidance is ¥22.35–26.07, factoring in the stock split.
The acquisition of Tsuruha Holdings is expected to impact future results, with Tsuruha becoming a consolidated subsidiary in January 2026.
Describe Tsuruha acquisition's expected financial impact
How did Q3 retail price strategies impact margins?
Outline Green Beans online supermarket expansion
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Next Aeon earnings date
Q4 20269 Apr, 2026
Aeon
Next Aeon earnings date
Q4 20269 Apr, 2026
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Frequently asked questions
Aeon Co., Ltd. is a Japanese retail company primarily involved in operating general merchandise stores, supermarkets, convenience stores, and specialty retail outlets. The company manages a range of formats under various brands, catering to diverse consumer needs, including food, apparel, and household goods. Aeon also provides digital retail services and has expanded into financial services, offering credit card and banking options through its subsidiaries. Additionally, the company engages in real estate development, managing shopping centers and large commercial complexes. Aeon operates across Japan and several countries in Asia. The company is headquartered in Chiba, Japan, and its shares are listed on the TSE.
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