Aeon Kyushu Co., Ltd. Revises Earnings Forecast — Net Profit Rise
Aeon Kyushu Co., Ltd. (TSE:26530) has revised its earnings forecast for the fiscal year ending February 2026, reflecting adjustments to key financial metrics.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 551.0bn | JPY 547.1bn | △3.9bn (-0.7%) |
| Operating Profit | JPY 10.6bn | JPY 10.7bn | +0.1bn (+0.9%) |
| Ordinary Income | JPY 10.1bn | JPY 11.5bn | +1.4bn (+13.9%) |
| Net Profit | JPY 5.3bn | JPY 5.9bn | +0.6bn (+11.3%) |
| EPS | JPY 155.84 per share | JPY 172.90 per share | +17.06 (+11.0%) |
The revision follows improved performance in food sales, driven by new store openings, existing store revitalization, and expanded offerings of value-priced items. Promotional campaigns, including Black Friday sales and app coupon initiatives, also boosted demand. However, challenges in apparel and housing leisure categories, along with delays in new store openings, pressured operating revenue. Despite a 0.2 percentage point decline in gross margin, revenue growth supported a 101.6% increase in operating profit compared to the prior year. Selling, general, and administrative expenses rose 1.5% year-on-year, but productivity improvements helped contain costs.
The revision highlights the effectiveness of food sales growth and cost management, though ongoing challenges in non-food categories and new store delays could impact future results. Investors should monitor the company’s ability to sustain performance amid shifting consumer behavior and operational hurdles.
Source: Original filing (TDnet) | 日本語版
This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.