Aeon reports record half-year revenue and profit amid strategic reforms

For the six months ended August 31, 2025, Aeon reported operating revenue of JPY 5,189,970 million, a 3.8% increase year-over-year, and operating profit of JPY 118,129 million, up 19.8%. Both figures reached record highs for an interim period. Ordinary profit also surged by 18.5% to JPY 106,468 million. Despite these gains, net income attributable to owners of the parent was JPY 4,048 million, a 9.1% increase, impacted by extraordinary losses from a business portfolio review in the integrated financial services segment.

The company's performance was bolstered by the expansion of its "TOPVALU" private brand and strategic heat-relief solutions during summer. All reporting segments experienced year-on-year growth in operating revenue. Aeon’s digital transformation initiatives, including self-checkout systems and AI-based ordering, improved labor productivity and operational efficiency across its GMS business.

Aeon also announced a 3-for-1 stock split effective September 1, 2025. Following the split, the interim dividend is JPY 20, and the year-end dividend is projected at JPY 7, resulting in an annual dividend of JPY 41 when adjusted for the split, which is a JPY 1 increase from the previous fiscal year. The full-year consolidated earnings forecast for fiscal 2025 remains unchanged.