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? 44

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