From the company's own filing for H1 (Mar–Aug 2026) · reported 2026-10-13 · the filing ↗
InboundTax-free sales at Aeon Mall's specialty stores rose about 1.5-fold in the half, as the malls near tourist sights and airports leaned harder into overseas visitors.
JapanAeon Retail's existing-store sales edged up 0.6% against last year's rush for stockpiled rice and a new games console; its operating loss widened by ¥9.7bn to ¥13.3bn on price cuts, weather-hit clothing and home goods, and higher wages.
StoresDuring the 2026 Kumamoto earthquake, explosions at Aeon Mall Kumamoto and Aeon Mall Uto left people dead; Aeon booked a ¥4.2bn disaster loss, mostly from the quake, and will publish an outside inquiry's report when it arrives.
StoresSpecialty-store sales at the 32 Japanese malls renovated since 2025 rose 6.8%, ahead of untouched malls, as Aeon Mall swapped shops for food, services and entertainment; Aeon Hachioji Takiyama opened in Tokyo in June.
Other callouts in the filing
BasisHealth & wellness revenue rose 87.4% to ¥1,277.9bn and profit by ¥37.0bn to ¥59.7bn, chiefly because Tsuruha, merged with Welcia, is now a subsidiary; the combined chain ended August with 5,652 stores in Japan.
SegmentBoth food-led businesses fell into the red at operating level: general merchandise stores lost ¥12.6bn (¥12.4bn worse) and supermarkets ¥0.2bn (¥13.1bn worse), hit by price competition and the rice comparison.
floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.
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floortok holds 2 reported periods for this company.
Quarter-alone and year-to-date rows are floortok's arithmetic on the company's own filings — the quarter alone under a cumulative filing, the year to date under a quarter — shown only where the filings they need are on file. A period tagged Year-to-Date runs from the start of the company's fiscal year.
H1 (Mar–Aug 2026) · Year-to-Date
Reported 2026-10-13
Operating revenue¥5.90tn▲ +13.8%
Operating profit¥130.7bn▲ +10.7%
Net income¥13.3bn▲ +229.1%
Q2 alone (Jun–Aug 2026)
Operating revenue¥2.96tn—
Operating profit¥55.5bn—
Net income——
Aeon's first half (March–August 2026) lifted operating revenue 13.8% to ¥5.9 trillion and operating profit 10.7% to ¥130.7bn, a record for the half; net income rose to ¥13.3bn from ¥4.0bn. Drugstores — now including Tsuruha — malls and South-East Asia did the lifting, while its general merchandise stores and supermarkets slipped into loss. The full-year forecast of ¥12.0 trillion revenue and ¥340bn operating profit stands.
Q1 (Mar–May 2026) · Year-to-Date
Reported 2026-07-10
Operating revenue¥2.94tn▲ +14.6%
Operating profit¥75.2bn▲ +33.6%
Net income¥13.8bn—
Japan's biggest retailer by revenue opened its year (March–May 2026) with operating revenue up 15% to ¥2.9 trillion and operating profit up a third, swinging from a year-earlier quarterly loss to a ¥14bn profit. Its supermarket, drugstore and financial businesses carried the quarter.
InboundTax-free sales at Aeon Mall's specialty stores rose about 1.3-fold year on year, as the company stepped up visitor services at malls in tourist areas and near airports.
JapanAeon Mall's domestic existing-mall specialty-store sales rose 7.8% and footfall 4.0%, helped by experience-led content; 11 malls were renovated in the quarter.
JapanAeon Retail existing-store sales rose 2.4% (customers +1.1%), led by non-food: clothing +6.0%, home & leisure +7.6%, health & beauty +6.5%. It still lost ¥3.7bn at operating level.
Not disclosedAeon gives no domestic growth figure; its supplementary data shows Japan at 90.8% of operating revenue (up 0.2 points) and 68.9% of operating profit in the quarter.
BasisMuch of the revenue growth is consolidation: Tsuruha became a subsidiary in January after merging with Welcia, lifting health & wellness revenue 89.9% to ¥638.0bn.
SegmentSupermarkets swung to a ¥0.8bn operating loss (¥7.8bn worse) as price competition and higher costs hit U.S.M.H. and Fuji lapped last year's rice-shortage demand spike.