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Seven & i Holdings Co Ltd
F:S6MA

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Seven & i Holdings Co Ltd Logo
Seven & i Holdings Co Ltd
F:S6MA
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Price: 9.7 EUR -1.52% Market Closed
Market Cap: €25.2B

Seven & i Holdings Co Ltd
Investor Relations

Seven & i Holdings is a Japanese retail group best known for 7-Eleven convenience stores. It sells everyday items such as prepared food, drinks, snacks, household goods, and basic services through a large store network, with many outlets run by franchise owners under the company’s brand and rules. Its main customers are ordinary shoppers who want quick, frequent purchases, along with franchisees who pay to use the brand and store system. The group also runs supermarkets, food stores, and some related retail businesses, which gives it a broad presence in daily consumer spending. The company makes money mainly by selling merchandise in its own stores, collecting franchise fees and related supply income from 7-Eleven operators, and earning from other retail and service activities. What sets it apart is its role as a convenience-store operator and retailer that sits close to the customer and earns from both store sales and the franchise network that supports them.

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Last Earnings Call
Fiscal Period
Q4 2026
Call Date
Apr 9, 2026
AI Summary
Q4 2026

Results: Seven & i reported record net income of JPY 292.7 billion and record earnings per share in fiscal 2025, even though total sales fell after recent deconsolidations.

Outlook: Management expects solid growth in merchandise store revenue, operating profit and EBITDA in fiscal 2026, excluding the impact of YORK Holdings and Seven Bank deconsolidation.

Strategy: The company is pushing a broad transformation focused on better merchandising, stronger store quality, tighter cost control and a more efficient value chain.

North America: 7-Eleven U.S. remains the biggest growth opportunity, with management prioritizing store renovations, product upgrades and disciplined expansion.

IPO timing: The planned SEI IPO is still being pursued, but management said the earliest target is fiscal 2027 and only when the business and market conditions are right.

Shareholder returns: Seven & i completed JPY 600 billion of buybacks and reiterated its JPY 2 trillion repurchase plan through 2030, while also planning a JPY 10 dividend increase for fiscal 2026.

Key Financials
Total sales
JPY 16.992 trillion
EBITDA
JPY 942.8 billion
Operating income
JPY 422.9 billion
Net income
JPY 292.7 billion
EPS
JPY 178.3
Convenience store group merchandise sales
JPY 10.030 trillion
Convenience store group merchandise sales growth
102.7% of previous year
Consolidated EBITDA guidance
JPY 891 billion
Consolidated operating income guidance
JPY 405 billion
Consolidated net income guidance
JPY 270 billion
Dividend
JPY 60 per share
Share repurchase remaining
JPY 1.4 trillion
Share repurchase completed
JPY 600 billion
Investment plan
up to JPY 3.2 trillion
SEJ merchandise sales per store CAGR target
2.5% to 3%
SEI merchandise sales per store CAGR target
3% to 5%
Consolidated EBITDA CAGR target
7%
7NOW revenue
about $1 billion
SEI IPO earliest timing
fiscal year 2027
Earnings Call Recording
Other Earnings Calls

Management

Mr. Ryuichi Isaka
CEO, President & Representative Director

Ryuichi Isaka is a prominent Japanese businessman who has held significant positions within Seven & i Holdings Co., Ltd., a major Japanese retailing group known for its extensive convenience store operations and ownership of the global 7-Eleven franchise. Isaka has had a long-standing career with the company, having joined in 1980. Over the years, he climbed the corporate ladder and developed a reputation for his expertise in retail management and operational efficiency. Isaka eventually became the President of Seven-Eleven Japan Co., Ltd., a subsidiary of Seven & i Holdings. His leadership was instrumental in expanding the 7-Eleven brand and optimizing its supply chain operations, which significantly contributed to the company’s growth and profitability. In 2016, Isaka was appointed as the President and Representative Director of Seven & i Holdings Co., Ltd. His leadership focused on advancing the company's digital transformation, expanding its e-commerce capabilities, and enhancing the customer experience. He has also been involved in strategies to integrate and streamline the operations of the group's diverse business units, aiming to build a more cohesive and efficient retail empire. His tenure has been marked by efforts to innovate and adapt to changing consumer habits, particularly in the convenience store sector.

Mr. Junro Ito
Sr. Managing Ex. Officer, CSuO, GM of ESG Dev, Supervising Off. of Sup. Op. & Rep. Director

Mr. Junro Ito serves as an executive at Seven & i Holdings Co., Ltd., a prominent retail group based in Japan. While specific details about his career path and personal history might not be widely publicized, executives at Seven & i Holdings typically have extensive experience in retail management and strategy. His role would likely involve overseeing various aspects of the company's operations, contributing to strategic decision-making, and ensuring the alignment of business practices with the company’s goals. Seven & i Holdings is known for managing a wide range of businesses, including convenience stores, supermarkets, and department stores, such as the famous 7-Eleven chain. Executives like Mr. Ito play a crucial role in maintaining the company's competitive edge and leading it toward sustained growth and innovation in the retail sector.

Mr. Yoshimichi Maruyama
CFO, Managing Exe. Officer, Head of Corporate Finance & Accounting Division and Director

Yoshimichi Maruyama is a prominent executive known for his leadership role at Seven & i Holdings Co., Ltd., a major Japanese retail holding company. As an executive at Seven & i Holdings, Maruyama has been involved in steering the company through various strategic endeavors to enhance its market position and operational efficiency. Seven & i Holdings, best known for its 7-Eleven convenience stores, has aimed to expand and innovate under the leadership of its executives, including Maruyama. His contributions have been integral in adapting to market changes and consumer demands in the constantly evolving retail landscape. If you have specific questions about his initiatives or roles, please let me know!

Mr. Tamaki Wakita
Operating Officer, Chief Strategy Officer, Head of Corporate planning Division & Director

Tamaki Wakita is an executive at Seven & i Holdings Co., Ltd., a prominent Japanese diversified retail group known for its global convenience store network, including the renowned 7-Eleven brand. Wakita has served in key financial and strategic roles within the company, contributing to its operational and financial strategies. His leadership is integral to the corporation's efforts in expanding its market presence and improving operational efficiencies. Mr. Wakita's expertise in financial management and strategic planning supports Seven & i Holdings' ongoing growth and adaptation in the competitive retail landscape.

Mr. Joseph Michael DePinto
Senior Managing Executive Officer & Director

Joseph Michael DePinto is an accomplished executive known for his role in leading 7-Eleven, Inc., which is a subsidiary of Seven & i Holdings Co., Ltd., headquartered in Japan. As President and CEO of 7-Eleven, Inc., DePinto has been instrumental in expanding the brand's reach and modernizing its operations. He took over the leadership of 7-Eleven in 2005 and has since been pivotal in reinforcing its status as a leading name in convenience retailing on a global scale. DePinto's strategic vision has focused on innovation, customer experience, and digital transformation, aligning with the growth and competitive needs of the modern retail environment. Under his leadership, 7-Eleven has expanded its footprint through strategic acquisitions and franchise development. DePinto also emphasizes community engagement and sustainability, guiding the company to adopt practices that not only drive growth but also positively impact society. Before his tenure at 7-Eleven, DePinto held various executive roles in other major companies, gaining experience that contributed to his leadership at the convenience store giant. His career track is marked by a commitment to driving growth through operational excellence and deep consumer insights. His educational background includes a Bachelor of Science from the United States Military Academy at West Point and an MBA from the Kellogg School of Management at Northwestern University, reflecting a blend of leadership training and business acumen.

Seiichiro Ishibashi
Executive Managing Officer

Seiichiro Ishibashi is a Japanese business executive associated with Seven & i Holdings Co., Ltd., which is a major retail company headquartered in Tokyo, Japan. The company is best known for its retail chains, including 7-Eleven convenience stores, Ito-Yokado supermarkets, and Sogo & Seibu department stores. As of the most current information, Seiichiro Ishibashi serves in a prominent role within the corporate structure of Seven & i Holdings. His responsibilities likely involve overseeing strategic planning, operations, and various business initiatives to ensure the company's growth and alignment with market trends. Seven & i Holdings is known for its significant influence in the retail sector, both domestically and internationally, and plays a vital role in shaping convenience store culture and retail innovation. Ishibashi's work typically centers around enhancing operational efficiency, expanding the company's market presence, and leveraging technology to improve customer experiences. His contributions are crucial for maintaining the company's competitive edge in the ever-evolving retail industry.

Koichiro Otaka
Managing Executive Officer

Koichiro Otaka is a prominent business executive known for his significant role at Seven & i Holdings Co., Ltd., a major Japanese diversified retail group. Otaka has been influential in steering the company through various challenges and opportunities in the retail sector. Under his leadership, the company has focused on expanding its convenience store operations and improving its digital retail strategy to adapt to changing consumer behaviors. Seven & i Holdings is best known for operating the 7-Eleven convenience stores, among other retail businesses. Otaka's strategic vision has been pivotal in enhancing the company's market position both in Japan and internationally. His leadership style often emphasizes innovation, customer satisfaction, and operational efficiency.

Contacts

Address
TOKYO-TO
Chiyoda-ku
8-8, Niban-cho
Contacts
+81362383000.0
www.7andi.com
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