- Aeon reported 1Q operating income of 47.80 billion yen, missing the estimate of 50.03 billion yen. This represents a 7.1% year-over-year decline.
- The supermarket segment’s operating profit was 3.68 billion yen, which is 41% lower year-over-year and below the estimate of 6.9 billion yen.
- The health & wellness segment reported an operating profit of 5.34 billion yen, a 25% year-over-year decrease, missing the estimate of 7.75 billion yen.
- Financial services operating profit surged by 57% year-over-year to 14.92 billion yen, exceeding the estimate of 11.5 billion yen.
- Shopping center development segment reported an operating profit of 15.73 billion yen, a 12% year-over-year increase, slightly above the estimate of 15.5 billion yen.
- Net income for the period was 5.13 billion yen, down 71% year-over-year.
- Net sales increased by 5.4% year-over-year to 2.45 trillion yen.
- For 2025, Aeon forecasts:
- Net income at 46.00 billion yen, close to the estimate of 46.34 billion yen.
- Operating income of 270.00 billion yen, higher than the estimate of 265.5 billion yen.
- Net sales of 10.00 trillion yen, nearly matching the estimate of 10.01 trillion yen.
- A dividend of 40.00 yen, slightly above the estimate of 39.00 yen.
- Analyst recommendations: 1 buy, 6 holds, 3 sells.
- All comparisons to past results are based on the company’s original disclosures.
Aeon Co Ltd on Smartkarma
Analyst coverage of Aeon Co Ltd on Smartkarma reveals insightful research by Michael Causton. In his report titled “Aeon: Logistics Issues Drive Efficiency,” Causton highlights the impact of driver overtime restrictions in April on logistics changes within the company. These changes are expected to affect supply chains, potentially putting pressure on smaller supermarket chains as retailers like Aeon adjust their practices to ensure efficiency.
The research suggests that Aeon, known for running its own logistics platforms, is adapting its practices to streamline operations. This adjustment may lead to competitive pressures on smaller supermarket chains as Aeon’s logistics changes influence how stores are merchandised. Causton’s analysis sheds light on the evolving landscape in the retail sector and the strategic moves companies like Aeon are making to enhance efficiency and competitiveness.
A look at Aeon Co Ltd Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 5 | |
| Resilience | 2 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Aeon Co Ltd has a mixed long-term outlook. The company excels in growth potential, receiving a high score of 5, indicating a positive trajectory for expansion. This suggests that Aeon Co Ltd is well-positioned to increase its market share and profitability over time. However, in other areas such as value, dividend, resilience, and momentum, the company scores lower, with scores ranging from 2 to 3. This indicates that Aeon Co Ltd may face challenges in terms of value, dividend payouts, resilience to market downturns, and momentum in its stock performance.
Overall, Aeon Co Ltd‘s future prospects seem promising in terms of growth potential, driven by its diverse range of businesses including general merchandise stores, supermarkets, convenience stores, and clothing retail. However, investors may want to consider the company’s lower scores in areas such as value, dividend, resilience, and momentum when evaluating their investment decisions.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Analytics and News
- ✓ Events & Webinars
