Aeon reports strong September sales, led by GMS and discount store growth

Aeon Co., Ltd. announced its monthly operating performance for September 2025, revealing continued growth across several consolidated companies and segments. Unseasonably warm weather led to a focus on transitional season products and comfort shopping environments. Notably, AEON Retail Co., Ltd.'s General Merchandise Store (GMS) Business achieved seven consecutive months of same-store sales exceeding the prior year, driven by successful events like "AEON Oktoberfest" and strengthened high-end food lineups, with food sales surpassing previous year's levels for 37 consecutive months. Health & Beauty Care also saw seven consecutive months of year-over-year growth.

In the Supermarket Business, same-store sales increased year-over-year due to enhanced pricing strategies for daily necessities and groceries. MaxValu Tokai Co., Ltd. demonstrated community-oriented management through local food proposals and industry-academia collaborations. FUJI CO., LTD. introduced WAON POINT accrual and usage at 96 stores, leveraging common assets within the Aeon Group to enhance customer convenience, with plans for further expansion.

Segment-wise, the General Merchandise Store (GMS) Business reported same-store sales of 101.8% in September, while the Supermarket (SM) Business recorded 99.5%. The Discount Store (DS) Business saw same-store sales of 103.4%, and the Health and Wellness Business achieved 99.0% for same-store sales. These figures reflect the impact of the Accounting Standard for Revenue Recognition (ASBJ Statement No. 29).