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.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"8267","jir_company_name":"AEON CO., LTD.","jir_importance":"\u26054","jir_publication_date":"2025-12-09","jir_source_link":"https:\/\/www.aeon.info\/ir\/library\/monthly\/","jir_short_summary":"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.","jir_summary":"### Overview of Monthly Sales Performance\nIn 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.\n\n### Segment and Product Trends\nAEON 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\u2019s \u201cGrandma\u2019s Ten-Item Roll\u201d received the highest grand prize at the 2025 National Supermarket Delicious Food Election.\n\n### Store Development and Future Outlook\nAEON 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.","jir_financial_highlights":"Sales Year-over-Year: 104.0% (All stores in November) (Increase compared to the same period last year)\nCustomer Count Year-over-Year: 100.4% (Existing stores in November) (Slight increase compared to the same period last year)\nAverage Customer Spend Year-over-Year: 103.8% (Existing stores in November) (Increase compared to the same period last year)","jir_category":"Sales,Business Update","jir_hashtags":"#AEONCO.LTD,#MonthlyUpdate,#Sales,#JapaneseStocks","jir_key_figures":"Monthly Sales Year-over-Year: 99.7%\u2013110.1% (Monthly all stores)\nCustomer Count Year-over-Year: 82.0%\u2013158.7% (Monthly existing stores)\nAverage Customer Spend Year-over-Year: 99.0%\u2013139.6% (Monthly existing stores)\nNumber of Target Stores: Unknown\nMajor Segment Sales Ratio: Unknown","jir_meta_title":"AEON Co., Ltd. November Monthly Sales Quick Report | Nine Consecutive Months of Existing Store Growth Driven by Black Friday","jir_meta_description":"AEON Co., Ltd. November 2025 Monthly Sales Quick Report. Existing store sales exceeded the previous year for nine consecutive months due to the effect of the Black Friday sale. Food and Health & Beauty Care also performed strongly.","jir_og_title":"AEON Co., Ltd. November Monthly Sales Quick Report | Nine Consecutive Months of Existing Store Growth Driven by Black Friday","jir_og_description":"AEON Co., Ltd. November 2025 Monthly Sales Quick Report. Amid heightened frugality, the Black Friday sale was held on the largest scale, resulting in existing store sales exceeding the previous year for nine consecutive months.","jir_og_image_url":"\/assets\/og\/company-sales-update.jpg","jir_chart_data_collection":"[{\"jir_chart_id\": \"monthly_sales_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Monthly Sales Year-over-Year Trends (All Stores & Existing Stores)\", \"jir_chart_json_data\": \"{\\\"labels\\\":[\\\"March\\\",\\\"April\\\",\\\"May\\\",\\\"June\\\",\\\"July\\\",\\\"August\\\",\\\"September\\\",\\\"October\\\",\\\"November\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"All Stores Sales Year-over-Year (%)\\\",\\\"data\\\":[103.3,102.5,103.9,103.1,101.4,102.7,102.3,105.5,107.5],\\\"borderColor\\\":\\\"#3366CC\\\",\\\"fill\\\":false},{\\\"label\\\":\\\"Existing Stores Sales Year-over-Year (%)\\\",\\\"data\\\":[102.9,101.8,103.1,102.1,100.7,102.1,101.4,104.7,106.3],\\\"borderColor\\\":\\\"#DC3912\\\",\\\"fill\\\":false}]}\"}, {\"jir_chart_id\": \"customer_metrics\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Existing Store Customer Count and Average Spend Year-over-Year Trends\", \"jir_chart_json_data\": \"{\\\"labels\\\":[\\\"March\\\",\\\"April\\\",\\\"May\\\",\\\"June\\\",\\\"July\\\",\\\"August\\\",\\\"September\\\",\\\"October\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Existing Store Customer Count Year-over-Year (%)\\\",\\\"data\\\":[100.1,99.2,99.7,100.5,100.2,99.6,98.9,100.4],\\\"borderColor\\\":\\\"#109618\\\",\\\"fill\\\":false},{\\\"label\\\":\\\"Existing Store Average Spend Year-over-Year (%)\\\",\\\"data\\\":[103.1,102.3,102.9,102.6,101.5,101.8,101.4,103.8],\\\"borderColor\\\":\\\"#FF9900\\\",\\\"fill\\\":false}]}\"}, {\"jir_chart_id\": \"segment_sales_november\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"November Year-over-Year Sales by Major Consolidated Companies (All Stores)\", \"jir_chart_json_data\": \"{\\\"labels\\\":[\\\"AEON Retail Co., Ltd.\\\",\\\"Fuji Co., Ltd.\\\",\\\"AEON Hokkaido Co., Ltd.\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"All Stores Sales Year-over-Year (%)\\\",\\\"data\\\":[104.0,101.9,96.3],\\\"backgroundColor\\\":[\\\"#3366CC\\\",\\\"#DC3912\\\",\\\"#FF9900\\\"]}]}\"}]","ir_related_company":6879,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"sales_update","footnotes":""},"sector":[],"importance":[],"class_list":["post-7113","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n