Seven & i Holdings is a holding company mainly engaged in the retail business. Co.'s business segments are convenience stores, superstores, department stores, food services, finance related, mail order & e-business and others. Co. is engaged in the operation of direct and franchise convenience stores called "7- Eleven." As of Feb 28 2018, Co. maintains total of 20,260 convenience stores throughout Japan. Co. is also engaged in the operation of supermarkets, specialty stores, full-service and fast food restaurants, meal provision service business to company cafeterias, hospitals and schools, banking and credit card services, leasing business, as well as the provision of IT business.
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Narrow-moat Seven&i’s first-quarter profits came in a touch above our expectation thanks to healthy growth in the moaty overseas C-store business 7-Eleven Inc (SEI). The moaty domestic C-store business SEJ also saw profits improve during the quarter as a result of a sizable drop in promotional spending, partly because of a shift of marketing investment for the roll out of 7 Pay cashless payment service in July. On the other hand, profits of the struggling superstore and department store businesses continued to slide. Management will announce the new restructuring plans for the underperforming ...
The convenience store operations under the 7-Eleven banner have been a key driver of Seven & i Holdings' growth. After accelerating its domestic store expansion over the past five years and adding more than 5,000 stores, management is shifting its focus from quantity back to quality of store operations and profitability. Management intends to fix the widened variance in store performance resulting from massive new store openings and lift the targeted return on investment from the current 11% to 15%. It lowered its new store opening target to 1,500 stores and raised the number of store closures...
Narrow-moat Seven & i’s fourth-quarter profits came in a touch below our expectation and the company’s guidance target given continued weakness in the superstore and department store businesses, although the moaty C-store business posted a healthy growth. The guidance for fiscal 2019 is somewhat disappointing, with operating profits JPY 30 billion or 7% short of our forecast of JPY 450 billion and the company’s midterm guidance. We have trimmed our profit projections by 2%-7% for the explici...
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