北美计划包括：提升自有品牌销售；在 1,300 家门店扩张中聚焦大店型；削减高于同业的单店 SG&A；并通过更深入参与燃油供应来提高燃油利润。在截至 8 月的六个月里，美国业务营业利润上升 2.7% 至 ¥1340 亿，而全链销售下滑 10% 至 ¥4.8 万亿。EBITDA 目标为到 2030 财年每年增加 $400 million。美国业务 CEO Joe DePinto 将于 12 月底退休；两年前他薪酬为 ¥77 亿，超过当时 CEO 的 20 倍。
公司股价今年仍下跌 11%，而 Topix 上涨 21%，尽管在收购要约终止后出现反弹。日本业务出现初步修复：11 月同店销售同比 +2.7%（两年来最快），而 Lawson +4.6%、FamilyMart +1.9%。在截至 2 月的财年，Seven & i 指引营业利润 -4% 至 ¥4040 亿、销售额 ¥10.6 万亿（分析师：¥4110 亿）。公司计划通过 IPO、更高利润与资产出售筹集约 ¥7.5 万亿，约 40% 回馈股东，其余用于投资与降债。
Seven & i CEO Stephen Dacus (six months in) is pressing 7‑Eleven Inc.’s US business for a faster turnaround to support an IPO and higher returns. He said timing depends on execution and markets, and the unit still falls short. The overhaul sped up after Alimentation Couche‑Tard’s ¥6.77 trillion ($43 billion) offer last year, despite Couche‑Tard exiting in July; Seven & i now targets a 2H 2026 listing.
The North America plan: boost private‑brand sales; focus large‑format sites in a 1,300‑store expansion; cut per‑store SG&A that runs above peers; and raise fuel profits by moving deeper into supply. In the six months through August, US operating profit rose 2.7% to ¥134 billion while chain sales slid 10% to ¥4.8 trillion. The EBITDA target is +$400 million a year by fiscal 2030. US-unit CEO Joe DePinto retires end‑December; two years ago he made ¥7.7 billion, over 20× the then‑CEO.
Shares are still down 11% this year versus Topix +21%, even after a rebound when the takeover bid ended. Japan shows early repair: November same‑store sales +2.7% year on year (fastest in two years), versus Lawson +4.6% and FamilyMart +1.9%. For the fiscal year ending February, Seven & i guides operating profit -4% to ¥404 billion on ¥10.6 trillion sales (analysts: ¥411 billion). It aims to raise about ¥7.5 trillion from the IPO, better profits, and divestments, returning ~40% to shareholders and putting the rest into investment and debt reduction.
