イオン（8267） – AEON Monthly Operating Performance of Major Consolidated Companies in April

　　　 　　　 Company name AEON CO., LTD.Listings TSE PRIME of Tokyo Stock ExchangeSecurity code 8267URLhttps://www.aeon.info/en/ Representative Akio Yoshida, President and Representative Executive OfficerContactTelephone +81 43-212-6042Hiroaki Egawa, Executive Officer, Finance and Business ManagementMay 10, 2022AEON Monthly Operating Performance of Major Consolidated Companies in April 2022April Sales Trends:- In April, Aeon strengthened sales promotions and offerings of products for new and graduating students preparing to live away from home, as wellas products related to spring vacation outings, the Golden Week holiday period, and so on. Focus was also placed on events for which sales wereexpected to recover due to the lifting in March of priority measures to prevent the spread of COVID-19.- General Merchandise Store Business company AEON Retail’s same-store food category sales were up from April 2021, driven by sales in thedelicatessen category. This was the 19th consecutive month in which same-store food category sales were up year on year. Same-store apparelcategory sales were up roughly 8% from April 2021. This was largely due to strong sales of Esseme-brand apparel. Particular emphasis is beingplaced on the strengthening of Esseme, a trend-oriented casualwear brand. Sales of travel-related products were also strong due to efforts toenhance offerings of travel bags, etc. in response to increased opportunities for consumers to go on outings. AEON Retail also opened Aeon StyleAsahi Chuo, a store with special focus on health and wellness. The new store is located near a hospital that plays a central role in the provision ofhealthcare for the local community. The store features a prescription medicine-dispensing pharmacy that is one of AEON Retail’s largest. Thepharmacy is aiming to become the go-to regular pharmacy for local community members through efforts such as the holding of health-related eventsincluding events where people can get advice about providing nursing care, as well as the use of prescription dispensing robots. The store also offersa range of food products with special emphasis on health foods including products with low salt and carbohydrate content and high levels of dietaryfiber.- Supermarket Business company Maxvalu Tokai worked to expand sales of Topvalu-brand products and enhance its offerings of local products.Maxvalu Tokai’s same-store delicatessen category sales were strong; up 5% year on year. This was achieved by enhancing offerings of food foroutings and premium food items as well as offerings of food targeted at capturing heightened dine-in demand. Five Maxvalu Tokai stores in NagoyaCity provided food delivery services via Uber Eats as of March, and the company plans to increase the number of stores in Nagoya City providing suchservices to 13 by the end of July. Maxvalu Tokai is using the delivery service to respond to the “new normal”, enabling customers to select from arange of approximately 2,000 products for delivery within roughly 30 minutes after placing an order on average.- Health & Wellness Business company Welcia Holdings’ same-store prescription drugs section sales continued to trend strongly. Subsidiary WelciaYakkyoku has been collaborating with Aeon Group’s Maxvalu Hokuriku and Kasumi stores. Now Welcia Yakkyoku has opened a drugstore incollaboration with Aeon Kyushu in Kumamoto. The new collaborative drugstore offers Aeon Kyushu food products including fresh produce, ready-to-eat food items, bento (packaged meals), baked goods, and frozen foods. The aim of the drugstore is to contribute to the realization of WelciaHoldings’ vision of “Providing key support for people’s lives” through integrating Aeon Group’s resources with Welcia’s business model centered ondrugstores able to process prescriptions, counseling services, late-night operations, and nursing care services.- Services and Specialty Store Business company Cox was successful in capturing demand for apparel for outings during the Golden Week holidayperiod. Early summer and summer apparel sales were also strong. As a result, Cox’s same-store sales saw significant growth, achieving a 38.6%year-on-year increase.- Aeon’s WAON e-money service marked its 15th anniversary. The cumulative total number of WAON cards issued has now exceeded 90 million andannual spending via the service now exceeds 2 trillion yen. To commemorate the 15th anniversary Aeon will further expand and enhance WAON-related services. Aeon will also be celebrating with a wide range of special campaigns over the next 12 months including a campaign coordinatedwith the comprehensive Aeon app “iAEON” with the theme of “connecting with WAON”. For further details please refer to the news release below.https://www.aeon.info/wp-content/uploads/news/pdf/2022/04/220425R_1_2.pdf（Unit：％）FY2022YoY salesMarchAprilMayJuneJulyAugustSeptember OctoberNovember DecemberJanuaryFebruary AEON Retail Co., Ltd. AEON Hokkaido Corporation AEON KYUSHU CO., LTD. Maxvalu Tokai Co., Ltd. FUJI RETAILING CO.,LTD. Maxvalu Nishinihon Co., Ltd. MINISTOP CO., LTD. WELCIA HOLDINGS CO., LTD. COX CO., LTD. GFOOT CO., LTD. CAN DO CO., LTD.All stores96.398.6Same stores100.1101.8All stores102.2101.2Same stores103.4102.4All stores97.7101.0Same stores101.7101.1All stores101.8100.0Same stores101.199.0All stores102.9105.0Same stores102.1104.1All storesSame storesAll stores99.799.199.498.497.397.498.6Same stores100.4All stores110.4110.3Same stores102.9101.8All stores105.5120.8Same stores119.9138.6All storesSame storesAll storesSame stores91.095.298.497.5102.7106.9101.798.8※Figures above are based on each company’s disclosure policy.※1.　AEON Retail transferred its Tohoku Business Division to AEON Tohoku on September 1, 2021.※2.　All-store and same-store year-on-year sales of the above companies were calculated excluding the impact of the application of “Accounting Standard for RevenueRecognition 　　　　(ASBJ Statement No. 29)” (hereinafter “the Accounting Standard”.※3.　The results for March of year-on-year change in all-store sales of Maxvalu Nishinihon Co., Ltd. have been revised from 99.7% to 100.8%.※4.　The results of United Super Markets Holdings Inc. and AEON Fantasy Co., Ltd. will be announced on the AEON website at a later date.≪YoY difference in number of days in the month≫　 ①Weekends: Sat. ＋1day, Sun. ±0day, National holidays: This year; April 29th (Fri.), Last year; 29th (Thu.). ②Customer gratitude day: This year; April 20th (Wed.), 30th (Sat.). Last year; April 20th (Tue.), 30th (Fri.).