Seven & i Holdings Co., Ltd.
3382・Prime Market・Retail Trade
Domestic Convenience Store Business
Flagship segment of the domestic CVS business centered on Seven-Eleven Japan
| Period | Current | Previous | Change |
|---|---|---|---|
| Operating revenue | ¥914,583 million | ¥904,152 million | ↑ |
| Operating profit | ¥222,521 million | ¥233,554 million | ↓ |
| Chain store sales (SEJ) | ¥5,469,315 million | ¥5,369,756 million | ↑ |
| Depreciation and amortization | ¥91,492 million | ¥91,312 million | — |
| Increase in tangible and intangible fixed assets | ¥110,490 million | ¥104,520 million | ↑ |
Business Details
Operates convenience stores through directly-managed and franchise formats, centered on Seven-Eleven Japan Co., Ltd. Handles a wide range of processed foods, fast food, daily delivered foods, and non-food items, with royalty income (charge income) from franchise stores as the main revenue source. Also promotes digital and new-format initiatives such as the delivery service "7NOW" and the new format "SIP Store".
Recent Overview
In FY2026 (ending February 2026), existing store sales exceeded the prior year, but the gross margin declined due to rising raw material costs, resulting in higher revenue but lower profit
Operating revenue for FY2026 (ending February 2026) increased slightly to ¥914,583 million (101.2% year on year), while operating profit declined to ¥222,521 million (95.3% year on year). Existing store sales exceeded the prior year, but the gross margin declined due to rising prices of raw materials such as rice, compounded by increased SG&A expenses stemming from inflation. Following the transition to a new management structure in May 2025, the company has been promoting "fresh food differentiation," "strengthening of the store network," "maximizing customer value through 7NOW," and "strengthening customer engagement" as key priority measures. Nationwide rollout of SEVEN CAFÉ Bakery and SEVEN CAFÉ Tea was carried out. Chain-wide store sales were ¥5,469,315 million (101.9% year on year).
Key Products
Growth Drivers
- Existing store sales exceeding the prior period (success of customer base expansion and visit frequency improvement measures)
- Fresh food differentiation through nationwide rollout of SEVEN CAFÉ Bakery and Tea
- Capturing digital demand through expansion of the 7NOW delivery service
- Strengthening the store network with a target of a net increase of 1,000 stores from FY2025 to FY2030 (small urban stores, satellite-format openings, etc.)
- Strengthening engagement through co-creative marketing and SNS/mass media-linked initiatives
Risks
- Downward pressure on gross margin due to rising raw material prices such as rice
- Increased SG&A expenses (labor costs, utility costs, etc.) accompanying price inflation
- Impact on customer count and average spend from polarization of consumption and weakening consumer sentiment
- Structural shrinkage of the domestic market due to declining birthrate, aging population, and population decline
- Intensifying competition with other companies in the ready-to-eat and fresh food markets
Last updated: May 20, 2026