Izumi and Seven & I Join Forces to Foil Aeon

Japan Retail: Who Owns Who in 2018: Never Have so Many Been Owned by so Few

Seven & I Introducing New Store Layout to Meet Changing Consumer Needs

BBSP Equity Asia Weekly Research 10 May 2017

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Equity Bottom-Up

<p>The strategies of the moaty domestic convenience-store business, Seven-Eleven Japan, presented at Seven &amp; i’s result meeting reinforced our conviction that SEJ is poised to regain sales momentum, while profit growth will pick up after the negative impact of a cut in franchise fee charges disappears in 2019. While management indicated that it is set to beat its medium-term target of JPY 450 billion in operating profit for 2019, given the contribution of the Sunoco acquisition, we consider the…</p>

The strategies of the moaty domestic convenience-store business, Seven-Eleven Japan, presented at Seven &amp; i’s result meeting reinforced our conviction that SEJ is poised to regain sales momentum, while profit growth will pick up after the negative impact of a cut in franchise fee charges disappears in 2019. While management indicated that it is set to beat its medium-term target of JPY 450 billion in operating profit for 2019, given the contribution of the Sunoco acquisition, we consider the…

Seven & I Domestic C-Stores Poised for Accelerated Growth

Seven & I Holdings

Seven & I Domestic C-Stores Poised for Accelerated Growth