ValueAct Capital Activist Presentation Deck

Seven & i Holdings Today: MTMP Omits Key Ambitions in the Core 7-Eleven Business That Would Drive Major Value Creation Part of MTMP? Earnings Target? 7-Eleven Value Driver International expansion Fresh food innovation Global digital convenience strategy Expense efficiency opportunity in US Long-term strategy for US gas stations Source: Seven & i Holdings Medium-Term Management Plan (2021) X X X X XX X X 18

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