ValueAct Capital Activist Presentation Deck
Complexity: Too Many Different Key ESG Issues To Focus On
Diversified business leads to complex ESG risk and opportunity profile with unique issues in each business.
Business
ELEVEN
Convenience Stores
Speedway
ELEVEN
Gasoline Stations
(North America)
BANK
Financial services
Industry
Food Retailers
& Distributors
Oil & Gas -
Refining &
Marketing
Consumer
Finance
SASB Material Topics¹
Fleet Fuel Management
Food Waste Management
Food Safety
Product Health & Nutrition
GHG Emissions
Clean Fuel Blends
Hazardous Materials Management
Critical Incident Risk Management
Customer Privacy
Data Security
Selling Practices
VAC Evaluation*
VAC Evaluation Framework:
● The Company discloses
efforts to tackle the issue
• The Company discloses
efforts but there are
inadequate or questionable
practices
● The Company does not
disclose its efforts
Source: Seven & i, CSR Data Book 2020, p.103, 105, 56, 67, 90, 18
(1) Sustainability issues identified by SASB standards as most likely to impact the operating performance or financial condition of the typical company in these industries.
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