FY2021 Financial Performance Review

SEVEN&I HOLDINGS Change in GPM (left) (%) Overseas CVS Operations: 7-Eleven, Inc. (2) (%) Existing store sales & GPM Changes in consumption behavior 140 -Sales -Foot traffic Average spending per customer (%) 125.5 120 +1.5 Existing store sales growth (right) +4.5 100 +3.4 +3.1 +1.0 +2.2 +2.0 +1.0 +0.5 +0.8 +0.7 +0.7 +0.7 +0.7 ±0.0 80 +3.2 +3.0 60 +1.5 +0.3 ±0.0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb 2020 2021 Key category sales for Feb (YOY change in amount) +0.1 (0.2) (0.5) (1.5) Frozen foods Growth in sales of pizzas, 120.1% single dishes, etc. (1.6) (0.5) (0.7) (1.0) (3.0) Alcoholic beverages Growth in sales through 113.7% bulk purchases in boxes Growth in sales of daily Non-Foods (1.3) (1.5) (4.5) 134.1% necessaries Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Jan Feb FY2019 FY2020 Copyright (C) 2021 Seven & i Holdings Co., Ltd. All Rights Reserved. 15

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