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Investor Presentaiton

Overseas CVS Operations: 7-Eleven, Inc. (3) Change in customer behavior (Jan - May) Growing categories since COVID-19 Sales growth continues SEVEN&I HOLDINGS Sales vs PY (%) 2020 2021 Increase in new customers + Recovery of mobility Frozen Food 114.3 113.4 Alcoholic beverages 116.4 106.7 Change in consumption behavior stabled Non-Foods 107.4 115.1 (daily necessities) 140 Sales No. of customers Average spending per customer (%) Categories exceeded 2019 results 120 Sales vs 2019 (%) 2020 2021 100 101.2 Hot Food 98.9 116.2 80 Non-alcoholic 97.8 112.2 beverages 60 Processed Food 95.0 103.9 (Snacks etc.) *Broken lines indicate comparison with two years earlier Jan Mar May Jul Sep Nov Jan 2020 2021 Mar May Copyright (C) 2021 Seven & i Holdings Co., Ltd. All Rights Reserved. 13
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