ValueAct Capital Activist Presentation Deck
Distant: No Clear Strategy for Key Environmental Risk
Seven & i has not explained its strategy to navigate and play a leadership role in the USA energy transition
7-Eleven US Gas Stations
7-Eleven will now sell ~10% of
motor gasoline consumed in the US
S
Speedway
4,801
+70%
8,154
Pre-Speedway
Acquisition
Sources: Public company documents, U.S. Energy Information Administration
Current
FOUNTAIN DRINKS
100005
Speedway
JAY SAWA
PLUS ()
UNLEADED
3899 379⁹
Marlboro
DIESEL
549 439⁹
7-ELEVEN
ELEVEN
MTMP & Speedway Plan
Expand installation of EV Chargers
New Target
Timeline
2027
↓
2022
(5 years ahead of
schedule)
No. of installation
500 units at 250 stores
Over 500 units
at 250 stores
Is 500 EV charging stations at
250 stores (out of 8,154) a
strategy?
7-Eleven was the first
convenience store to sell gas.
Where is that vision now?
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