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Seven & i Holdings Co (3382) investor relations material
Seven & i Holdings Co Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary31 Oct, 2025
Strategic direction and transformation initiatives
Focus on quality, value, and convenience to drive global growth, leveraging strengths in merchandising, operational excellence, and a vast store network in Japan and North America.
Accelerated innovation in food offerings, digital delivery (7NOW), and new store formats, with aggressive rollout plans in both core markets.
Expansion of private brands and QSR formats to boost margins and customer loyalty, targeting $1.9B in private brand sales and significant restaurant growth by 2030.
Cost discipline and operational efficiency prioritized, with SG&A reductions, transformation programs, and reinvestment in growth initiatives.
Enhanced communication and alignment between global teams, empowering local execution while maintaining strategic cohesion.
Market landscape and business context
Global consumer trends show a shift toward value, quality, and convenience, with rising expectations for high-quality, great-tasting food and seamless shopping experiences.
The distinction between quick-service restaurants and convenience is blurring, creating opportunities for innovative food offerings.
Financial guidance and capital allocation
Consolidated EBITDA target of JPY 1.1 trillion by 2028 and JPY 1.3 trillion by 2030, with EPS projected to reach 148 yen in 2028 and 210 yen in 2030.
Revenue projected to grow from ¥10T in FY24 to ¥11.3T in FY30 (CAGR 2.0%), with gross profit CAGR of 3.9% and EPS CAGR of 17%.
ROIC improvement targeted to 8.6% by 2028 and 12.6% by 2030, driven by profit growth, cost control, and capital efficiency.
Capital allocation plan includes JPY 7.5 trillion from operating cash flow and proceeds, with 40% for growth investments, 40% for shareholder returns, and 20% for debt repayment and other uses.
Commitment to JPY 2 trillion in share buybacks by 2030, increasing dividends, and a progressive dividend policy.
Equity model market selection criteria?
SEJ brand perception recovery plan?
Fuel vertical integration capabilities?
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Next Seven & i Holdings Co earnings date
Q3 20268 Jan, 2026
Next Seven & i Holdings Co earnings date
Q3 20268 Jan, 2026
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Frequently asked questions
Seven & i Holdings Co., Ltd. is a diversified Japanese retail conglomerate known for its wide range of operations through subsidiaries and franchises. The company manages several business types including convenience stores, superstores, supermarkets, department stores, specialty stores, e-commerce platforms, and restaurants. It also engages in food services, financial services, and IT services. The group includes notable operations such as 7-Eleven, Ito-Yokado, and Sogo & Seibu among others. It extends its market presence across various regions including Asia-Pacific, Europe, and North America. The company is headquartered in Chiyoda-Ku, Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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