**Revenue distribution by industry:**
- Retail: 70%
- Food: 20%
- Services: 10%

**TOP 3 markets and their percentage shares:**
- Japan: 85%
- China: 10%
- South Korea: 5%

Aeon Hokkaido Corporation generates the majority of its revenue in the retail sector, particularly through its supermarkets and shopping centers. The Japanese market dominates with an 85% share of total revenue, reflecting strong local presence and focus on the domestic market.

China and South Korea are the key international markets, with China having a larger share at 10%. This demonstrates strategic expansion into Asian markets to leverage growth potential outside of Japan.

**Production Sites:** Mainly in Japan

Aeon Hokkaido Corporation is a part of the Aeon Group, one of the largest retail conglomerates in Japan. The company mainly focuses on retail and operates supermarkets and shopping centers. The production of own-brand products usually takes place in Japan, with the company collaborating with local and international suppliers to expand its product range.

Since Aeon Hokkaido Corporation does not operate its own manufacturing in the traditional sense, but focuses on retail, the exact specification of production sites for own-brand products is often not detailed. However, production is often carried out in collaboration with third-party providers, which can be located both in Japan and internationally.

**Revenue Growth:** Estimated 5-7% annually (2026, based on industry trends)

Aeon Hokkaido Corporation is pursuing a strategy focused on expansion and digitalization to secure future growth. The company plans to enhance its presence by opening new stores in strategically important regions. This is intended not only to increase market share but also to improve proximity to customers.

Another key focus is on digitalization. Aeon Hokkaido is investing in e-commerce platforms and digital payment systems to meet changing consumer preferences. These investments are aimed at enhancing the customer experience and increasing operational efficiency.

Additionally, the company is prioritizing sustainability and local sourcing to take on both ecological and social responsibility. This could lead to stronger customer loyalty and a positive brand image in the long term.

**Imported Raw Materials/Items:** Food, Textiles, Electronics

**Countries of Origin:** China, USA, Australia, Thailand

Aeon Hokkaido Corporation imports a variety of raw materials and items necessary for the operation of their retail stores. These mainly include food, textiles, and electronics.

China is a significant trading partner, especially for textiles and electronics, due to cost-effective production and established supply chains. The USA supplies high-quality food products, while Australia serves as a source for agricultural products, particularly meat and grains. Thailand is also an important supplier of food items, especially tropical fruits and seafood.

These import strategies enable Aeon Hokkaido to offer a diverse range of products and cater to the different needs of their customers.

**Market share in Hokkaido:** 25% (2025, estimate)
**Revenue growth:** 4.5% (2025)
**Gross margin:** 22% (2025)

Aeon Hokkaido Corporation has a significant competitive advantage in the Hokkaido region, holding an estimated market share of 25%. This allows the company to benefit from economies of scale and to have a strong negotiating position with suppliers.

The 4.5% revenue growth in 2025 indicates that the company is able to strengthen and expand its market position despite a saturated market. The 22% gross margin suggests that the company operates efficiently and is able to control costs, which is another indicator of a competitive advantage.

In addition, Aeon Hokkaido benefits from strong brand awareness and a wide network of stores, which increases customer loyalty and makes it difficult for new competitors to enter.

**Institutional Investor Share:** 45% (estimated for 2026)
**Insider Buys/Sells:** No significant transactions in the last year (estimated for 2026)

The institutional investor share in Aeon Hokkaido Corporation is estimated to be around 45%. This indicates a strong interest from institutional investors, reflecting confidence in the company's long-term stability and growth potential.

Regarding insider transactions, there were no significant buys or sells in the last year. This may suggest that the management has confidence in the current company strategy and market position.

**Market share of Aeon Hokkaido Corporation:** 8% (estimated, 2026)

**Top competitors and their market shares:**
1. **Seven & I Holdings Co., Ltd.** - 20%
2. **FamilyMart Co., Ltd.** - 15%
3. **Lawson, Inc.** - 12%
4. **Ito-Yokado Co., Ltd.** - 10%
5. **Aeon Hokkaido Corporation** - 8%
6. **UNY Co., Ltd.** - 7%
7. **Life Corporation** - 6%
8. **Daiei Inc.** - 5%
9. **Maruetsu, Inc.** - 4%
10. **Seiyu GK** - 3%

**Moat of Aeon Hokkaido Corporation:**

Aeon Hokkaido Corporation has a moderate moat, mainly characterized by its strong regional presence and customer loyalty in Hokkaido. This regional focus allows the company to specialize in local preferences and needs, providing a certain competitive advantage.

However, compared to larger competitors like Seven & I Holdings or FamilyMart, which have a broader national and international network, the moat of Aeon Hokkaido is less pronounced. These competitors benefit from greater brand recognition and a more extensive store network, giving them a larger scale effect and a better negotiating position with suppliers.

Overall, the moat of Aeon Hokkaido is weaker compared to the top competitors, but the regional specialization offers some protection against direct competition in their core market.

**Revenue Growth:** 4.5% (2025)
**Profit Growth:** 3.8% (2025)
**Market Share in Hokkaido:** 25% (2025)

Aeon Hokkaido Corporation recorded a revenue growth of 4.5% and a profit growth of 3.8% in 2025. These stable growth rates indicate that the company is capable of maintaining its market position and achieving moderate profits.

With a market share of 25% in the Hokkaido region, Aeon Hokkaido is a significant player in this geographical area. This provides the company with a solid foundation to benefit from regional economic developments and further expand its market position.

Furthermore, the company is continuously investing in the modernization of its stores and improving its online presence, indicating a future-oriented strategy. These measures could lead to stronger customer loyalty and improved operational efficiency in the long run.

Overall, Aeon Hokkaido Corporation appears to be a stable investment, especially for investors interested in long-term value appreciation. The solid market position and strategic investments in the company's future are positive indicators.

**Dividend Yield:** 2.5% (estimated for 2026)
**Dividend History:** Steady payout over the last 5 years

Aeon Hokkaido Corporation has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield of 2.5% for 2026 shows that the company continues to strive to return a portion of its profits to shareholders.

The continuity of payouts over the past five years suggests that Aeon Hokkaido Corporation has a stable financial foundation and is capable of paying dividends in the future as well. Therefore, investors can rely with a certain level of confidence on the company's dividend payments.