Shared on 30 Oct 25

Fair value Decreased 0.57%

Narrative Update on Seven & i Holdings Analysts have slightly reduced their price target for Seven & i Holdings from ¥2,282 to ¥2,269. This adjustment reflects increased uncertainty around management strategy and execution, even as the company makes positive progress in portfolio transformation.

Shared on 16 Oct 25

Fair value Decreased 1.03%

Narrative Update on Seven & i Holdings Analysts have slightly lowered their price target for Seven & i Holdings from ¥2,306 to ¥2,282. This revision is attributed to ongoing uncertainty in management strategy and the pace of portfolio transformation, despite improvements in profit margin and revenue growth forecasts.

Shared on 20 Sep 25

Fair value Decreased 1.27%

Despite a modest improvement in net profit margin and a slight decline in the forward P/E ratio, the consensus price target for Seven & i Holdings has experienced a marginal downward revision to ¥2306. What's in the News Alimentation Couche-Tard withdrew its takeover bid for Seven & i Holdings, citing lack of constructive engagement and delays, while Seven & i reaffirmed its standalone value creation plan, especially in North America.

Shared on 05 Sep 25

Despite little change in the discount rate, a modest rise in future P/E suggests increased earnings expectations or valuation optimism for Seven & i Holdings, while the consensus analyst price target remains steady at ¥2336. What's in the News Seven & i Holdings completed a share buyback, repurchasing 132,880,100 shares (5.18%) for ¥283,303.03 million as announced in April.