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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 38
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