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Investor Presentaiton

Overseas CVS Operations: 7-Eleven, Inc. (1) YOY change of operating income (billions of yen) Existing store sales & GPM (Figures on June are preliminary estimates) Change in GPM (left) -O-Existing Store Sales Growth (right) *Broken lines indicate comparison with two years earlier +6.9 +17.1 SEVEN&I HOLDINGS Gasoline (12.4) +7.0 (0.46) +1.5 (%) +1.0 +15.0 (%) +10.0 SG&A MDSE Foreign expenses, currency etc. exchange +0.5 +4.7 +6.9 +6.7 +5.0 impact 17.7 +0.7 +2.00 +1.0 +0.1 16.5 ±0.0 ±0.0 (1.6) (0.2) +\1.1 B (0.5) (5.0) (0.5) FY2020 2 FY2021 (0.7) (1.0) (10.0) ¥39.5 B EBITDA* (YOY/variance) *Operating income + Depreciation and amortization (1.5) (1.3) (15.0) 107.7% +\2.8 B Q1 Q2 Q3 Q4 Q1 Apr May Jun FY2020 FY2021 Copyright (C) 2021 Seven & i Holdings Co., Ltd. All Rights Reserved. 11
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