Seven & i Holdings (3382) Investor Day 2026 summary

Strategic transformation and growth acceleration

• Accelerating global transformation with disciplined execution, focusing on customer-centric initiatives and digital expansion through 2030.

• Prioritizing quality and value across all products, stores, and touchpoints, with significant investments in innovation and equipment, especially in Japan.

• Addressing key challenges through global management upgrades, digital shift, value chain optimization, and franchisee profitability.

• Customer experience pillars for 2030 include outstanding products, seamless service, and empowered franchisees.

• Targeting a structurally different business by 2030, aligned with evolving consumer needs and expectations.

North America: Store network and product strategy

• Plan to remodel over 7,000 stores and open 1,300 new standard stores by 2030, with new formats outperforming legacy stores in traffic and sales.

• Converting 2,600 corporate stores to franchise model by 2030, aiming for stronger unit economics, local execution, and a leaner operating model.

• Targeting $1 billion incremental fresh food sales, 1,100 new restaurants, and doubling private brand sales to $2.6 billion by 2030.

• Expanding 7NOW digital delivery to $1.8 billion in sales by 2030, leveraging a network of 8,500 enabled stores and industry-leading delivery times.

• Fuel vertical integration expected to deliver $400 million EBITDA by 2030, with $75 million in 2026, focusing on supply security and margin expansion.

International expansion and M&A

• Europe identified as the fourth pillar for growth, with a focus on concentrated store openings and disciplined, return-focused investments.

• Actively pursuing M&A and joint ventures in prioritized markets, leveraging core competencies in operations, product development, and store expansion.

• Success in Australia serves as a model, with plans to expand to 1,000 stores and double EBITDA by 2030.

• Emphasis on partnering with local companies for supply chain and talent, ensuring adaptability to local market needs.