ITOCHU (8001) Investor Presentation summary

Business environment and strategic response

• Consumer preferences and purchase channels are rapidly diversifying, challenging traditional product-oriented organizations.

• The 8th Company was established by integrating talent from seven existing companies to develop new, market-oriented businesses.

• Focus is on leveraging diverse business foundations and consumer sector strengths to address evolving market needs.

Retail media business model and assets

• Retail media leverages a network of over 10,000 stores, reaching 55 million people in two weeks via digital signage (FamilyMart Vision).

• Data One, a joint venture, holds over 42 million purchase-linked IDs, enabling targeted digital advertising and effect measurement.

• Ad distribution spans both owned and major external media, with robust performance measurement capabilities.

Growth, milestones, and profitability

• Data One and Gate One, key retail media platforms, turned profitable in 2022 and 2023, respectively.

• FamilyMart Vision was installed in over 10,000 stores by March 2024.

• Operating profit targets are set at ¥5 billion for FYE 2027 and ¥10 billion for FYE 2029.