Investor Presentaiton
... And Enables Seven & i to Earn Returns In-Line With
Convenience Peers and Outperform the MTMP ROIC Forecast
Global Champion 7-Eleven Return on Invested Capital Potential
2.0%
1.3%
0.6%
6.3%
1.6%
11.8%
Seven & i PF
Speedway
US operational
improvement
International
expansion
(FY2022)
Organic growth
and capital
allocation
Exit non-core
businesses
JPY/USD = 115
Seven & i
potential
(FY2026)
JPY/USD = 105
8.1%
~45%
higher
Seven & i
MTMP
(FY2026)
JPY/USD = 105
Sources: Public company documents, VAC analysis
Memo: Both Seven & i potential and Seven & i MTMP ROIC figures are adjusted for goodwill amortization. ROIC calculated as NOPAT / (equity + debt) and assumes capital invested in 7-
Eleven stays constant from Nov. 2021 levels
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