FY2026 First Quarter Results Presentation

from the beginning

FY2026 First Quarter Results Presentation

Agenda

• Consolidated Results

2 FY2026-FY2030 Group Medium-term Management Plan Progress on Key Initiatives and Segment Performance Overview

• Create Market-Leading Businesses | Health & Wellness

• Create Market-Leading Businesses | Developer & Entertainment (Japan)

• Create Market-Leading Businesses | Developer & Entertainment (Overseas)

• Build next-generation growth businesses | International Business (Retail Business)

• Transform the food retail profit structure | Supermarket Business and Discount store Business

• Transform the food retail profit structure | Short-Term Initiatives for Earnings Recovery

• Transforming the food retail profit structure | Overview

• Transforming the food retail profit structure | Reforming Gross Margin and Cost Structures

• Revitalize existing businesses | General Merchandising Store (GMS) Business

• Revitalize existing businesses | GMS Business, AEON Retail

• Revitalize existing businesses | Financial Services Business

• Segment Performance

3 FY2026 Forecast

• FY2026 Forecast

Appendix

• Consolidated Balance Sheet at the End of May 2026(Slide only)

• Consolidated Results - 5-Year Trend(Slide only)

• Dividends(Slide only)

Q&A

• Q&A1

• Q&A2

• Q&A3

• Q&A4

• Q&A5