TYO:3382

Seven & i Holdings Plans 400 billion Yen Share Buyback

Seven & i Holdings (TYO:3382) has resolved to buy back up to 210 million shares, worth 400 billion yen, under its 2 trillion yen capital return plan announced in March 2025.The buyback will be conducted through the ToSTNeT-3 system on the Tokyo Stock Exchange starting Aug. 3, according to a bourse filing on Friday.This follows the 600 billion yen in share repurchases conducted in fiscal 2025, with the company planning to repurchase a total of 1.4 trillion yen from fiscal 2026 through fiscal 2030.

Seven & i Approves 400 Billion Yen Buyback via Accelerated Share Repurchase

Seven & i (TYO:3382) said it will repurchase 189,663,300 ordinary shares totaling about 400 billion yen through an accelerated share repurchase facility via the Tokyo Stock Exchange's ToSTNeT-3 system on Aug. 3.The planned repurchase represents about 8.19% of its outstanding shares, excluding treasury stock, according to a Friday filing on the Tokyo Stock Exchange.The company board has also approved the issuance of its 23rd through 27th series share options to SMBC Nikko Securities through a third-party allotment, supporting its accelerated share repurchase program.

Seven & i Forms Partnership to Digitize Stores

Seven & i (TYO:3382) entered a strategic partnership deal with SoftBank (TYO:94340), PayPay, LY (TYO:4689) and Sumitomo Mitsui Card to integrate digital services into its store network.The partnership is backed by 300 billion yen in capital, 100 billion yen each from SoftBank, PayPay, and Sumitomo Mitsui Card for long-term execution.The Japanese investment company said that the partnership aims to combine over 20,000 stores with artificial intelligence, robotics, cashless payments, and data analytics, bringing personalized shopping experiences.

Seven & i Axes Plans to Acquire Poland's Zabka

Seven & i (TYO:3382) has aborted plans to acquire Polish convenience store operator Zabka Group, according to a Tokyo bourse filing on Saturday.The retailer ended the proposed deal after failing to agree on terms that would align with the best interests of its shareholders and corporate stakeholders.Despite this, Seven & i reiterated that it still views Europe as an attractive growth market and will continue seeking aligned opportunities there.

Seven & i Confirms Talks to Buy Stake in Poland's Zabka; Shares Up 3%

Seven & i Holdings (TYO:3382) confirmed that it is in talks to invest in Poland's largest convenience store chain, Zabka Group, but noted that no decision has been made to date.The company's statement filed on Friday with the Tokyo Stock Exchange was in response to a Bloomberg report on Thursday about Seven & i's plans to purchase a stake in Zabka for "several hundred billion yen."Shares of Seven & i rose more than 3% in recent trade.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Correction: Market Chatter: Seven & i Reportedly Eyes Stake in Poland's Zabka

(Corrects reference to company comments in the last paragraph)Seven & i (TYO:3382) is eyeing a stake worth several hundred billion yen in Poland's Zabka Group, according to media reports on Thursday.The potential move to acquire the convenience store operator comes in a bid to expedite the company's plans to expand in European markets, Bloomberg reported. Meanwhile, Nikkei Asia said the 7-Eleven operator is looking to acquire several tens of percent of equity interest in Zabka.The parties are reportedly holding negotiations for the deal, which may or may not materialize.A Zabka representative toldthat the company does not comment on any rumors related to potential secondary transactions concerning its existing shares, while Seven & i did not immediately respond to a request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Market Chatter: Seven & i Eyes Stake in Poland's Zabka

Seven & i (TYO:3382) is eyeing a stake worth several hundred billion yen in Poland's Zabka Group, according to media reports.The potential move to acquire the convenience store operator comes in a bid to expedite the company's plans to expand in European markets, Bloomberg reported.The 7-Eleven operator is looking to acquire several tens of percent of equity interest in Zabka, according to a report by Nikkei Asia.The parties are reportedly holding negotiations for the deal, which may or may not materialize.A Seven & i representative declined a request for comment by.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Market Chatter: 7-Eleven Operator Exploring Share Sale to SoftBank, PayPay

Seven & i (TYO:3382), operator of the 7-Eleven convenience store chain, is considering a multibillion-yen sale of shares to SoftBank (TYO:9984) and LY's (TYO:4689) PayPay, Bloomberg News reported Monday, citing people familiar with the matter.The investment would strengthen the companies' partnership and help Seven drive earnings growth at its convenience store business, the report said.The three companies aim to finalize an agreement by August, though discussions remain ongoing and no deal is guaranteed, according to Bloomberg. The report added that a potential investment by Sumitomo Mitsui's credit card unit could further deepen the partnership.Seven & i, Softbank, and Paypay didn't immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Market Chatter: SoftBank, PayPay Consider Acquiring Stake in Seven & i

SoftBank Corp. (TYO:9434) and its unit PayPay Corporation are considering acquiring several hundred billion yen worth of stake in Seven & i (TYO:3382), Bloomberg News reported Friday, citing people familiar with the matter.Under the deal, the telecommunications company and the mobile payments operator are expected to acquire new shares issued by the Japanese retailer, the report said.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Seven & i Board Approves Cancellation of 284 Million Treasury Shares

Seven & i (TYO:3382) said its board approved the cancellation of 284.3 million treasury shares, representing 10.92% of its issued shares before the cancellation.Following the cancellation, expected to be completed by July 15, the total number of issued shares will be about 2.32 billion, according to a Tokyo bourse filing on Thursday.The number of treasury shares outstanding after the cancellation is expected to be about 5.5 million shares, based on holdings as of June 30 and excluding shares held under the board incentive plan and employee stock ownership plan.

Seven & i's Net Income Climbs 24% in Fiscal Q1

Seven & i's (TYO:3382) net income attributable to owners of the parent rose 24% to 60.6 billion yen for the fiscal first quarter from 49 billion yen a year earlier.The retailer's net income per share increased to 26.21 yen for the three months ended May 31 from 18.96 yen a year ago, according to a Tokyo bourse filing on Thursday.Revenues from operations dropped 14% to 2.379 trillion yen from 2.777 trillion yen in the prior-year period.In a separate filing, Seven & i raised its full-year net income forecast to 278 billion yen from 270 billion yen initially, net income per share to 120.89 yen from 117.42 yen and revenues from operations to 10.43 trillion yen from 9.448 trillion yen.The upward revision was driven by stronger-than-expected gasoline revenues at its U.S. convenience store operations and a weaker yen, with the exchange rate assumption adjusted to 157 yen per dollar for the full year.Seven & i plans to pay interim and year-end dividends of 30 yen per share, each, for the current year, which is higher than the total 50 yen per share paid in the prior year.

Jefferies Adjusts Seven & i Holdings' Price Target to 2,200 Yen from 2,400 Yen, Keeps at Hold

Market Chatter: Bain Capital Earmarks Half of $10.5 Billion Asia Fund to Japan

Bain Capital allocated half of the capital from its newly established $10.5 billion Asia-focused private equity fund to Japan, representing the firm's largest-ever regional fund, Nikkei Asia reported on Monday.The firm plans to use the new fund for major Japanese deals, including take-private transactions and divestitures of non-core operations, the news daily said.Bain's recent deals include the 510 billion yen acquisition of Tanabe Mitsubishi Pharma (now Tanabe Pharma) from Mitsubishi Chemical (TYO:4188) in July 2025, followed by the 810 billion yen purchase of Seven & i's (TYO:3382) supermarket and restaurant subsidiary York Holdings.By the end of 2025, Bain's global AUM reached 225 billion, with Japan the second-largest market after the U.S.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Seven & i Lays Out 2030 Plan to Remodel Thousands of Stores, Expand US Network

Seven & i (TYO:3382), through its 7-Eleven unit, has unveiled a transformation strategy centered on elevating customer experience, according to a statement on Wednesday.A key priority involves remodeling more than 7,000 existing stores while opening 1,300 new "New Standard Stores" by 2030.Within the US network, Seven & i intends to accelerate franchising, converting 2,600 corporate-operated locations to franchises by 2030.The plan further targets doubling private brand sales to roughly $2.6 billion by 2030, alongside fuel vertical integration aimed at unlocking $400 million in annual EBITDA uplift.Separately, Nikkei reported on Thursday that Seven & i will close 645 underperforming 7-Eleven locations across the U.S. and Canada by February 2027, representing 5% of its North American footprint.Although the company plans to open 205 new outlets in the current fiscal year, the net effect will leave its North American operations with 12,272 stores, a reduction of 440 locations, the report said.Seven & i's American operator and subsidiary, 7-11 International, did not reply toqueries at press time.

Seven & i Proposes 350 Billion Yen Capital Reduction

Seven & i Holdings (TYO:3382) will seek shareholder approval to cut 350 billion yen from additional paid-in capital and amend its articles to allow virtual-only shareholder meetings, according to a Thursday filing on the Tokyo Stock Exchange.The capital reduction will be transferred to other capital surplus to increase distributable earnings and enhance capital flexibility.The proposal will be put to a vote at the annual shareholder meeting on May 27, with the capital change set to take effect in July.