Aeon Co., Ltd.
AEON Co., Ltd. November Monthly Sales Growth Rates of Major Consolidated Companies Compared to the Previous Year
In November, amid rising prices and increased frugality, the Black Friday sale was held on the largest scale, resulting in nine consecutive months of year-over-year growth in existing store sales. Food and Health & Beauty Care segments also remained strong.
Key Figures
- Monthly Sales Year-over-Year: 99.7%–110.1% (Monthly all stores)
- Customer Count Year-over-Year: 82.0%–158.7% (Monthly existing stores)
- Average Customer Spend Year-over-Year: 99.0%–139.6% (Monthly existing stores)
- Number of Target Stores: Unknown
- Major Segment Sales Ratio: Unknown
AI要約
Overview of Monthly Sales Performance
In November, with price increases outpacing real wages and rising frugality among consumers, the Group held Black Friday sales across the entire group. Existing store sales surpassed the previous year for the ninth consecutive month, supported particularly by winter apparel, hot pot merchandise, and the expansion of Topvalu products. Food sales in existing stores achieved year-over-year growth for 39 consecutive months, while cosmetics and pharmacy sales also performed well.
Segment and Product Trends
AEON Retail implemented its largest-ever product lineup for the Black Friday sale, with solid performance in winter apparel and home leisure products. In the food division, grocery, daily products, livestock, seafood, and the specialty food store Cafe Rante performed strongly. The supermarket business achieved year-over-year growth in existing store sales for three consecutive months, supported by strengthened pricing strategies and coupon distribution initiatives. Fuji’s “Grandma’s Ten-Item Roll” received the highest grand prize at the 2025 National Supermarket Delicious Food Election.
Store Development and Future Outlook
AEON Hokkaido acquired nine general supermarkets in the Hokkaido region from SEIYU Co., Ltd., beginning operations sequentially from October 26, 2024. AEON Retail will absorb AEON Retail Store Co., Ltd. on March 1, 2025, and transfer its WAON Value Assurance business to AEON Financial Service Co., Ltd. In the Health & Wellness business, Welcia HD is advancing a capital and business alliance with Tsuruha HD and aims to make it a consolidated subsidiary.
