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Investor Presentaiton

GMS Business (AEON Retail) /EON ⚫Gross operating profit rose ¥19.2 billion, thanks to higher sales in the food category and improvement in the gross profit margin in the apparel category. • Expenses reduced compared to FY2019, prior to the COVID-19 pandemic. 【Operational Profit YoY change】 (Excluding the impact of the transfer of the product procurement division and the Tohoku business.) Operating Profit •Same-store sales Gross Profit Margin YoY % YoY change YoY change Gross Operating Profit ⚫Composition ratio of sales 100% YoY change 80% Food 63% 101.7% ±0.0 pt. +19.2 60% +13.7 billion yen 40% billion yen Apparel 16% 100.3% +1.7 pt. 20% H&BC 12% Home furnishing 8% 99.1% +0.9 pt. 91.3% +3.2 pt. 0% āt 100.3% +0.6 pt. Expenses YoY change +5.5 billion yen Copyright 2022 AEON CO., LTD. All Rights Reserved. vs. FY2019 change – 15.5 billion yen CO 6
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