In Domestic convenience store operations, revenues from operations amounted to ¥691,476 million (100.6% year on year), and operating income amounted to ¥178,530 million (97.6% year on year).
　SEVEN-ELEVEN JAPAN CO., LTD. (“SEJ”) is responding to shifting customer purchasing patterns by advancing several key initiatives. From May 2025, under the new leadership, in addition to “Distinctive Fresh Food Offering”, “Store Network Enhancement”, “Unleash 7NOW’s full potential”, SEJ is advancing initiatives focused on “Enhance Customer Engagement” as a key strategy, aiming to broaden its customer base, increase visit frequency, and transform its business structure to be less susceptible to external environmental impacts. For example, SEJ aims to roll out freshly prepared items (just-made merchandise) such as “SEVEN CAFÉ Bakery” and “SEVEN CAFÉ Tea” nationwide.
　In the nine months ended November 30, 2025, existing store sales exceeded the previous year, while gross profit margin was lower than the previous year due to soaring prices of raw materials such as rice. In addition, SG&A expenses exceeded the previous year due to rising prices, and operating income was ¥178,274 million (97.5% year on year). Furthermore, the total sales of directly-operated stores and franchise stores were ¥4,132,555 million (101.5% year on year).
　During the third quarter (three months ended November 30, 2025), SEJ strengthened merchandise development and sales through co-creative marketing. This approach brings together four functions, merchandise development, marketing, operations, and communications, and incorporates external expertise. As part of its merchandise development strategy, SEJ focused on each category and aimed to strengthen everyday items. Additionally, as part of efforts to strengthen communication with customers, SEJ implemented initiatives such as airing new concept TV commercials, holding events in collaboration with mass media and influencers, and utilizing social media platforms. As a result, sales at existing stores exceeded those of the previous year. Gross profit margin recovered to the same level as the previous year despite the impact of rising raw material costs, driven by factors such as increased sales of just-made counter items.

　In Overseas convenience store operations, revenues from operations amounted to ¥6,413,123 million (92.0% year on year), and operating income amounted to ¥152,994 million (97.5% year on year).
　7-Eleven, Inc. (“SEI”) in North America is working on “Distinctive Fresh Food Offering”, “Store Network Enhancement”, “Unleash 7NOW's full potential”, and “OSG&A Control across the Value Chain” as priority measures, amid rising prices and a growing tendency among low-income consumers to cut back on spending on food and daily necessities.
　In the first nine months of the fiscal year, operating income (before amortization of goodwill) was ¥235,918 million (97.3% year on year) due to factors such as the U.S. existing store merchandise sales falling below the previous year's level although SEI has been continuously implementing cost optimization measures. Total store sales, including directly-operated and franchise stores, were ¥7,296,777 million (91.2% year on year).
　In the third quarter, average spending per customer increased year on year, supported by fresh-food-led value initiatives that helped offset the decline in customer traffic. As a result, existing store merchandise sales were higher than the previous year. Although revenue from fuel business deteriorated due to market conditions, SEI is working to maximize profit opportunities across the entire fuel value chain. In addition, SEI continues to implement cost optimization measures under our cost leadership initiatives.
　7-Eleven International LLC is strengthening support for its existing markets and transitioning the business to a food-focused convenience store model tailored to each market. In the first nine months of the fiscal year, operating income (before goodwill amortization) was ¥13,777 million (151.0% year on year). At 7-Eleven Australia, which became a subsidiary in FY2024, sales were impacted by stricter tobacco sales regulations. However, customer traffic increased due to initiatives such as enhanced fresh food product development and an expanded assortment, resulting in same-store sales exceeding the previous year’s level.

　In Superstore operations, revenues from operations amounted to ¥689,478 million (64.7% year on year), and operating income amounted to ¥17,584 million (852.4% year on year).
　Additionally, as of September 1, 2025, subsidiaries under YORK Holdings Co., Ltd. were excluded from the scope of consolidation. Furthermore, their results for the first half were included in the consolidated statement of income and cash flows.

　In Financial services, revenues from operations amounted to ¥123,576 million (77.6% year on year), and operating income amounted to ¥20,005 million (77.1% year on year).
　Additionally, as of June 24, 2025, Seven Bank, Ltd. (“Seven Bank”) and its nine subsidiaries were excluded from the scope of consolidation. Furthermore, their results for the first half were included in the consolidated statement of income and cash flows.