ValueAct Capital Activist Presentation Deck

Glossary QSR: MTMP: SEJ: SEI: EPS: ROIC: WACC: OP: EBITDA: P/E: METI: FTC: SASB: ESG: VAC: Quick Service Restaurant Medium-Term Management Plan Seven-Eleven Japan (Primary 7-Eleven entity focused on Japan operations) 7-Eleven, Inc (Primary 7-Eleven entity focused on US operations) Earnings per share Return on invested capital Weighted average cost of capital Operating Profit Earnings Before Interest, Taxes, Depreciation, and Amortization Price to Earnings Ratio Ministry of Economy, Trade, and Industry Federal Trade Commission Sustainability Accounting Standards Board Environmental, Social, and Governance ValueAct Capital 72

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