AEON Kyushu Co., Ltd. (2653) AI Stock Analysis

• Market Cap: ¥96.93B
• Dividend Yield: 1.96%
• Average Volume (3M): 27.96K
• Price to Earnings (P/E): 16.1
• Beta (1Y): 0.26
• Revenue Growth: 2.60%
• EPS Growth: -1.59%
• Country: JP
• Employees: 5,431
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Department Stores
• EPS (TTM): N/A
• Shares Outstanding: 34,833,557
• 10 Day Avg. Volume: 34,420
• 30 Day Avg. Volume: 27,960
• PEG Ratio: -11.83
• Price to Book (P/B): 1.63
• Price to Sales (P/S): 0.18
• P/FCF Ratio: -26.22
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 60 Neutral
• Price Target: ¥2,980.00 ▲(5.08% Upside)
• Action: Reiterated
• Date: 08/04/26

Positive Factors

Revenue growth and scale expansion

Sustained multi-year revenue growth increases purchasing scale and sourcing leverage within AEON Group, supporting procurement savings and fixed-cost absorption. Larger sales volume strengthens the company’s ability to invest in store productivity and long-term initiatives, making retail operations more resilient.

Negative Factors

Thin and uneven profitability

Persistently low net margins leave limited buffer against cost inflation, supplier disruptions, or price competition. Thin, uneven profitability constrains the company’s ability to build retained earnings, limits discretionary investment, and makes long-term returns sensitive to small adverse cost or sales shocks.

AEON Kyushu Co., Ltd. Business Overview & Revenue Model

Company Description

Aeon Kyushu Co., Ltd. is a leading Japanese retailer, managing a diverse portfolio of retail outlets across the nation. Its extensive operations include grocery supermarkets, lifestyle product stores, and department stores featuring clothing, food...

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Aeon Kyushu Co., Ltd. is a leading Japanese retailer, managing a diverse portfolio of retail outlets across the nation. Its extensive operations include grocery supermarkets, lifestyle product stores, and department stores featuring clothing, food...

How the Company Makes Money

AEON Kyushu makes money primarily through retail sales to consumers in its physical stores, generating revenue from the sale of groceries (including fresh foods), packaged foods, and everyday household items. Earnings are driven by (1) merchandise...

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AEON Kyushu makes money primarily through retail sales to consumers in its physical stores, generating revenue from the sale of groceries (including fresh foods), packaged foods, and everyday household items. Earnings are driven by (1) merchandise...

AEON Kyushu Co., Ltd. Financial Statement Overview

Breakdown	TTM	Feb 2026	Feb 2025	Feb 2024	Feb 2023	Feb 2022
Income Statement
Total Revenue	551.14B	547.14B	531.62B	510.32B	484.46B	481.20B
Gross Profit	153.17B	152.41B	149.43B	145.28B	137.59B	134.73B
EBITDA	18.39B	18.22B	17.51B	16.91B	14.95B	12.34B
Net Income	5.93B	5.97B	6.03B	7.03B	4.67B	2.77B
Balance Sheet
Total Assets	225.85B	206.43B	181.23B	172.13B	158.61B	158.25B
Cash, Cash Equivalents and Short-Term Investments	10.83B	12.56B	7.64B	5.50B	5.50B	5.87B
Total Debt	57.27B	47.60B	36.53B	29.79B	30.40B	37.58B
Total Liabilities	165.94B	145.86B	125.98B	121.84B	112.32B	116.20B
Stockholders Equity	59.91B	60.43B	55.19B	50.18B	46.29B	42.04B
Cash Flow
Free Cash Flow	0.00	-3.75B	-2.82B	2.06B	7.33B	-7.12B
Operating Cash Flow	0.00	23.70B	14.43B	14.62B	14.53B	-777.00M
Investing Cash Flow	0.00	-28.76B	-17.35B	-11.63B	-7.38B	-4.04B
Financing Cash Flow	0.00	9.98B	5.06B	-3.82B	-7.51B	172.00M

AEON Kyushu Co., Ltd. Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 2836.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2653, the sentiment is Negative. The current price of 2836 is above the 20-day moving average (MA) of 2806.48, above the 50-day MA of 2799.98, and above the 200-day MA of 2807.90, indicating a neutral trend. The MACD of -2.05 indicates Positive momentum. The RSI at 48.65 is Neutral, neither overbought nor oversold. The STOCH value of 36.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2653.

AEON Kyushu Co., Ltd. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2659	77 Outperform	¥213.16B	19.43	7.08%	2.70%	4.91%	-6.89%
9956	62 Neutral	¥192.67B	9.05	―	2.18%	8.92%	33.42%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
2653	60 Neutral	¥96.93B	16.10	―	1.54%	2.60%	-1.59%
7512	54 Neutral	¥118.76B	34.44	―	1.84%	5.18%	6.61%
8278	54 Neutral	¥177.10B	24.89	―	1.44%	-0.40%	45.73%
3222	49 Neutral	¥171.67B	-32.63	―	1.77%	15.30%	-594.22%