Seven & i Holdings (3382) Investor Day 2025 summary

Market landscape and business context

• Global consumer trends are shifting toward value, quality, and convenience, with rising expectations for high-quality food and seamless shopping experiences.

• The distinction between quick-service restaurants and convenience is blurring, creating opportunities for innovative food offerings.

Strategic direction and transformation initiatives

• Emphasis on quality, value, and convenience as core drivers for global growth, with transformation programs targeting cost reduction, especially in SG&A and supply chain, to improve profit margins and customer experience.

• A global management approach is being established, with upgraded headquarters functions and a focus on customer-centricity.

• Digital delivery (7NOW) is a major pillar, already profitable and growing in North America, with plans to accelerate adoption and innovation in Japan.

• Investments will target store and equipment upgrades, network expansion, digital platform growth, and cost control to fund further growth.

• Expansion of proprietary products, private brands, and fuel vertical integration are key pillars, alongside enhanced customer engagement and global talent acquisition.

Store network and digital platform expansion

• Plans to add 1,100 new restaurants and 1,300 new stores by 2030, with new formats designed for higher sales, traffic, and customer experience.

• 7NOW digital platform aims to reach $1.25B in sales by 2030, expanding store coverage and delivery capabilities.

• North America will expand 7NOW delivery to 8,500 stores and achieve $400 million annual EBITDA uplift in the fuel business.

• In Japan, innovation is being accelerated with a customer-first mindset, new merchandising strategies, and diverse store formats, including compact and modular stores for urban and rural areas.

• Japan aims to open 1,000 new stores by 2030, expand 7 Café Bakery to 18,000 stores, and roll out new franchise models to support multi-store operations.