In Domestic convenience store operations, revenues from operations amounted to ¥914,583 million (101.2% year on year), and operating income amounted to ¥222,521 million (95.3% 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 has rolled out freshly prepared items (just-made merchandise) such as “SEVEN CAFÉ Bakery” and “SEVEN CAFÉ Tea” nationwide.
　In the fiscal year under review, same 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 ¥220,263 million (94.2% year on year). Furthermore, the total sales of directly-operated stores and franchise stores were ¥5,469,315 million (101.9% year on year).
　During the fourth quarter SEJ continued to strengthen merchandise development and sales through co-creation marketing. This approach brings together four functions, merchandise development, marketing, operations, and communications, and incorporates external expertise. As a merchandise development strategy, SEJ worked on every category and aimed to strengthen daily merchandise. Additionally, as 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 same stores exceeded those of the previous year. Regarding gross profit margin, despite an increase in sales of just-made counter items, it declined year on year due to the impact of rising raw material costs.

　In Overseas convenience store operations, revenues from operations amounted to ¥8,556,832 million (93.3% year on year), and operating income amounted to ¥222,223 million (102.8% year on year).
　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 initiatives, amid rising prices and a growing tendency among low-income consumers to cut back on spending on food and daily necessities.
　In the fiscal year under review, although the U.S. same store merchandise sales on a U.S. dollar basis fell below the previous year's level, operating income (before amortization of goodwill) was ¥332,381 million (100.8% year on year), driven by continued cost optimization efforts. Total store sales, including directly-operated and franchise stores, were ¥9,725,461 million (92.7% year on year).
　During the fourth quarter, average spending per customer increased year on year, supported by initiatives such as fresh-food-led value offerings. However, this increase failed to fully offset the impact of decreased customer traffic due to various factors including the government shutdown in October to November, causing same store merchandise sales to fall below the previous year’s level. The revenue from fuel business recovered due to market conditions. Despite our continuous efforts for cost optimization, SG&A expenses were higher than the previous year, primarily driven by rising labor costs and rent.
　7-Eleven International LLC (“7IN”) is strengthening support for its existing markets and transitioning the business to a “food-focused convenience store” model tailored to each market. In the fiscal year under review, operating income (before goodwill amortization) was ¥20,723 million (144.9% 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 (48.1% year on year), and operating income amounted to ¥17,515 million (168.2% year on year).
　Additionally, as of September 1, 2025, subsidiaries under YORK Holdings Co., Ltd. (“YORK Holdings”) were excluded from the scope of consolidation. To note, 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 ¥137,197 million (64.7% year on year), and operating income amounted to ¥20,970 million (65.5% 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. To note, their results for the first half were included in the consolidated statement of income and cash flows.