ValueAct Capital Activist Presentation Deck
Seven & i Holdings Today: 97% of Group Profit Generated by
Core 7-Eleven Convenience Store Operations
Seven & i Business Segment
Domestic convenience store
operations
Overseas convenience store
operations
Superstore operations
Department and specialty store
operations
All others: financial services,
others, corporate, eliminations
% of Group Operating
Profit (1)
57%
40%
6%
-2%
-1%
Sources: Public company documents, VAC analysis
(1) Current fiscal year, reflecting latest full year company guidance released 1/13/2022
Business Area
Convenience stores
(7-Eleven)
Convenience stores
(7-Eleven)
General merchandise and
grocery
Department and various
specialty
ATMs, credit cards,
various others
Core to Seven & i
Holdings?
Core
Core
Non-Core
Non-Core
Non-Core
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