Aeon reports mixed august sales as GMS, retail units see growth

Aeon Co., Ltd. reported that its General Merchandise Store (GMS) business saw a 100.4% year-on-year sales performance for August 2025, with customer numbers at 99.2%. Aeon Retail Co., Ltd. continued its positive trend, with existing store sales increasing by 2.1% in August, marking six consecutive months of year-on-year growth. The retail segment's food, health & beauty care, and apparel categories performed well, with pizza sales notably contributing to the food category's 36-month growth streak.

The Supermarket (SM) business, however, recorded existing store sales at 99.2%, despite efforts to promote TopValu and Key Value Items. This was impacted by high sales levels in the previous year due to temporary demand for disaster prevention goods. Minishop Co., Ltd. experienced a significant dip, with existing store sales at 97.8% for August.

In contrast, Cox Co., Ltd. (Specialty Store Business) reported a robust 7.6% increase in existing store sales year-on-year, reaching 107.6%, driven by strong sales of summer clothing and cool-touch materials during the hot weather. The Service Business also demonstrated a substantial increase in existing store sales, reaching 139.6% year-on-year, boosted by popular movie releases and the introduction of large-scale amusement facilities.