Seven & i Holdings
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Seven & i Holdings (3382) investor relations material

Seven & i Holdings Q4 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2026 earnings summary9 Apr, 2026

Executive summary

  • Achieved record net income and EPS in FY2025, driven by disciplined execution, structural reforms, and the deconsolidation of York Holdings and Seven Bank, shifting to a pure-play convenience store model.

  • Strong momentum in core convenience store business, with digital platforms like 7NOW and global store network driving customer reach and competitive advantage.

  • Transformation initiatives accelerating in FY2026, focusing on customer experience, store renovations, and digital engagement.

  • SEI IPO targeted for earliest in FY2027, contingent on market conditions and business readiness.

  • Major share repurchases completed in FY2025 as part of a ¥2 trillion plan through FY2030.

Financial highlights

  • FY2025 group total sales: ¥16,992 billion (99.5% of revised plan), EBITDA: ¥942.8 billion (102.2% of plan), operating income: ¥422.9 billion (104.7% of plan), net income: ¥292.7 billion (108.4% of plan).

  • Net income rose 69.2% year-over-year, driven by special gains from deconsolidation and reduced special losses.

  • EPS increased to ¥118.81, up 78.3% year-over-year; EPS before goodwill amortization was ¥161.74.

  • FY2026 forecast: Convenience Store Group Merchandise Sales ¥10,030 billion (102.7% YoY), EBITDA ¥891 billion (102.8% YoY), operating income ¥405 billion (105.3% YoY), net income ¥270 billion (105.9% YoY), EPS ¥117.42 (113.5% YoY).

  • Annual dividend per share increased to ¥50.0, with a forecast of ¥60.0 for FY2027.

Outlook and guidance

  • Expects continued improvement in same-store sales, margin, and operational performance in 2026, with accelerating profit growth from 2027 onward.

  • Targets 2.5%-3% CAGR in merchandise sales per store for SEJ and 3%-5% for SEI through 2030, and 7% CAGR in consolidated EBITDA.

  • Plans to invest up to ¥3.2 trillion through 2030 to strengthen store quality and drive organic growth.

  • Progressive dividend policy and continued share buybacks planned through FY2030.

  • Segment reclassification will focus on domestic and overseas convenience store operations and others.

Strategy to address SEI customer traffic declines
Margin impact of YORK Holdings deconsolidation
Execution plan for the 2 trillion yen buyback
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