Investor Presentaiton
Transformation Leads to Over 1 Trillion Yen of EBITDA from 7-
Eleven Alone, Over 25% Higher Than The MTMP Forecast
Global Champion 7-Eleven EBITDA Potential (JPY Bn)
93
59
33
¥767
131
¥1,083
>25%
higher
¥850
Seven & i PF
Speedway
(FY 2022)
US operational
improvement
USA fresh food
International
expansion
Organic growth
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: US operational improvement refers to $1.25 billion of Speedway synergies and SEI expense efficiencies. Fresh food assumes 400 QSRs added to US 7-Elevens per year.
International expansion assumes adding 1,100 per year locations earning Japan-type store level economics. Organic growth captures FX and fuel margin improvement (31 CPG in FY26).
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