Conbini Clothing Wars: No Riches from Rags for Seven Eleven
Seven Eleven Japan is playing catch up with its rivals in turning its Japan chain into a variety-conbini format. Its new clothing line is an...
90 Views
Seven & I: Where Is the Growth?
Seven & I is showing worrying signs of low morale in recent quarters. It has lost out in a bid for a major base in Poland to ACT and back home,...
114 Views
Seven & I Holdings (3382 JP): The Buyback That Wasn't — Downgrading to NEUTRAL Ahead of Q2 FY27
The ÂĄ400bn buyback was 75% funded by selling equity, and Q1's fuel margin was the peak. Four catalysts, no re-rating. Downgrade to NEUTRAL, FV...
103 Views
Curator's Cut: "Bubble" Tea, Japan M&A 🍿& TSMC from Different Lenses
​Introducing the Curator's Cut fortnightly newsletter, featuring interesting themes from the Smartkarma network. Share your thoughts!
719 Views
Primer: Seven & I Holdings (3382 JP) - Aug 2026
Seven & I is pivoting its corporate strategy to focus on its core, high-margin global convenience store business, 7-Eleven, while divesting...
96 Views