Investor Presentaiton
Transformation Leads to >40% Higher EPS Than The MTMP
Global Champion 7-Eleven Earnings Per Share Potential
¥748
130
71
38
112
¥397
¥533
>40%
higher
Seven & i PF
Speedway
(FY 2022)
US operational
improvement
International
expansion
Non-core exits
Organic growth
and capital
allocation
Seven & i
potential
(FY 2026)
Seven & i
MTMP
(FY 2026)
JPY/USD = 115
JPY/USD = 105
JPY/USD = 105
Sources: Public company documents, VAC analysis
Memo: Core 7-Eleven earnings drivers included in the appendix. Non-core exits assume businesses are sold at a price based on detailed real estate appraisal, earnings potential following
structural reform, and comparable company multiple analysis, with capital then reinvested in the core business. EPS is adjusted for amortization of goodwill and one-time expenses
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