Investor Presentaiton

Step 4. Operational Review of 7-Eleven Outside of Japan Huge untapped earnings potential to expand 7-Eleven into new countries around the world, currently contributing less than $150m to earnings White Space Outside Japan/US Promote New Market Entry Operational Formats (# of Markets) Consolidated subsidiaries Area licensees 12 Worldwide 7-Eleven Global Brand Comparisons # of Stores # of Markets approx. 7-Eleven 72,000 16 McDonald's approx. 38,000 approx. 100 SUBWAY approx. 35,000 104 Starbucks Coffee approx. 32,000 SEVENS HOLDINGS 83 (As of December 2020) Having the largest store network in the world but only in 16 countries and regions Enormous attractive markets and growth opportunities left for global expansion Copyright (C) 2021 Seven & i Holdings Co., Ltd. All Rights Reserved. 22 Sources: Public company documents, VAC analysis Memo: FY26 potential based on estimate of current earnings (FY21 level) plus 1,100 directly franchised new units per year x SEJ-level per-unit economics International Expansion MTMP Target? N/A FY26 Profit Potential? >$700m 37

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