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Owns and franchises 7-Eleven, the world's largest convenience-store chain, plus a supermarket business it is divesting.
Owns and franchises 7-Eleven, the world's largest convenience-store chain, plus a supermarket business it is divesting.
In Japan most 7-Eleven stores are run by franchisees, who pay the company a share of each store's gross profit, so earnings follow store sales; in North America it owns and operates stores and sells fuel. It sold the Ito-Yokado supermarket group to Bain Capital in 2025 after fending off a takeover bid from Couche-Tard.
In one line: The Japanese parent of 7-Eleven.
Moat: narrow (scale, brand, distribution). World's largest convenience-store network and brand recognition, but faces takeover interest and margin pressure in the US.
Headquarters: Tokyo, Japan · Founded: 2005 · Employees: 35,967
Size Seven & I (3382.T) is a Japan Consumer Staples company (Food Retail) with a market value of $31.7B, the 51st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,165 on 6 Nov 2026.
Performance Over six months the shares gained 15.7%, against +15.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 8th highest of 16 in its peer set.
Growth Revenue fell 11.1% over the last twelve months (peer median +3.7%); the operating margin is 4.3% (peer median 5.1%).
Valuation It trades at 17.4× forward earnings against a peer median of 20.0× (5th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -9 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.7 points below its cost of capital (5.0% WACC).
Next results Next results expected around 7 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥10.3T | ¥10.4T | ¥12.0T | ¥11.5T | ¥11.8T |
| Revenue growth | — | -13% | +4% | -3% | — |
| Gross profit | ¥2.92T | ¥2.76T | ¥3.06T | ¥3.02T | ¥2.94T |
| EBITDA | ¥948B | ¥943B | ¥996B | ¥1.05T | ¥995B |
| Net income | ¥295B | ¥293B | ¥173B | ¥225B | ¥281B |
| Free cash flow | ¥390B | ¥423B | ¥401B | ¥423B | ¥536B |
| Capital expenditure | ¥389B | ¥404B | ¥539B | ¥458B | ¥411B |
| Total debt | ¥3.91T | ¥3.79T | ¥4.20T | ¥3.84T | ¥4.04T |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Seven & I 3382.T | $31.7B | +16% | -11% | 4% | 17.4× | 4.0% |
| Alimentation Couche-Tard ATD.TO | $54.5B | +5% | +12% | 6% | 18.3× | 1.3% |
| Casey's CASY | $25.4B | -20% | +14% | 6% | 32.3× | 11.1% |
| Murphy USA MUSA | $9.45B | -10% | +20% | 4% | 17.5× | -9.4% |
| ARKO ARKO | $445M | -42% | -2% | 2% | 39.7× | -4.2% |
| Aeon 8267.T | $21.4B | -19% | +11% | 2% | 51.1× | 3.5% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 3382.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.7% | +8.7% | 6th highest of 16 |
| 6-month return | +15.7% | +15.6% | 8th highest of 16 |
| Distance from 52-week high | -9.4% | -6.2% | 5th lowest of 16 |
| Revenue growth (TTM) | -11.1% | +3.7% | lowest of 16 |
| Operating margin | 4.3% | 5.1% | 8th lowest of 16 |
| Forward P/E | 17.4× | 20.0× | 5th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | 4.0% | 4.8% | 8th least demanding of 16 |
| Growth delivered (Del g) | +12.6% | +4.3% | 5th highest of 16 |
| Hurdle (Req g minus delivered) | -8.6 pp | -4.9 pp | 6th least demanding of 16 |
| ROIC minus cost of capital | -0.7 pp | +3.6 pp | 3rd lowest of 16 |
| EV / EBITDA | 9.0× | 8.8× | 8th cheapest of 15 |
| Net debt / EBITDA | 3.7× | 2.2× | most indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Seven & I 3382.T | Japan | $31.7B | +16% | -11% | 4% | 17.4× | 4.0% | +12.6% |
| Koninklijke Ahold Delhaize AD.AS | Netherlands | $33.3B | -6% | 0% | 4% | 12.7× | -7.0% | +4.3% |
| George Weston WN.TO | Canada | $29.0B | +15% | +4% | 9% | 21.0× | -7.3% | +3.9% |
| Woolworths WOW.AX | Australia | $35.8B | +29% | +4% | 4% | 28.8× | 8.8% | +5.1% |
| Kroger KR | United States | $40.0B | +4% | +2% | 3% | 13.1× | -6.0% | +2.2% |
| Tesco TSCO.L | United Kingdom | $46.2B | +21% | +5% | 4% | 17.5× | 5.9% | +5.0% |
| Coles COL.AX | Australia | $21.0B | +7% | +3% | 4% | 24.4× | 5.5% | +3.3% |
| Loblaw Companies L.TO | Canada | $57.0B | +16% | +4% | 7% | 26.1× | -1.0% | +3.9% |
| Metro MRU.TO | Canada | $14.6B | +11% | +3% | 6% | 19.4× | -0.7% | +4.1% |
| Uni-president Enterprises 1216.TW | Taiwan | $13.2B | +11% | +1% | 5% | 17.6× | 0.6% | +8.5% |
| Kesko KESKOA.HE | Finland | $11.3B | +23% | +6% | 5% | 20.6× | 4.8% | +3.2% |
| BBB Foods TBBB | United States | $10.8B | +72% | +52% | 1% | n/a | 49.9% | +37.1% |
| J Sainsbury SBRY.L | United Kingdom | $10.4B | +16% | -3% | 3% | 14.9× | 7.8% | +3.0% |
| Dino Polska DNP.WA | Poland | $9.36B | +31% | +14% | 6% | 22.2× | 17.9% | +27.1% |
| MIXUE 2097.HK | Hong Kong | $8.80B | -37% | +35% | 20% | 11.5× | -18.5% | +32.1% |
| Zabka ZAB.WA | Poland | $8.11B | +41% | +14% | 8% | 25.3× | 6.3% | +19.3% |