Update shared on05 Sep 2025
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.
- Alimentation Couche-Tard officially withdrew its takeover bid, citing lack of engagement and accusing Seven & i of obstruction, while Seven & i reaffirmed its commitment to standalone value creation.
- The proposed acquisition of Seven & i Holdings by Alimentation Couche-Tard for ¥6.7 trillion was cancelled following board and regulatory considerations.
- Seven & i issued earnings guidance for FY ending February 2026: full-year revenues of ¥10,722,000 million, operating income of ¥424,000 million, net income of ¥255,000 million, and EPS of ¥102.92.
- Seven & i's board approved execution of an absorption-type split agreement.
Valuation Changes
Summary of Valuation Changes for Seven & i Holdings
- The Consensus Analyst Price Target remained effectively unchanged, at ¥2336.
- The Future P/E for Seven & i Holdings has risen slightly from 25.41x to 26.35x.
- The Discount Rate for Seven & i Holdings remained effectively unchanged, moving only marginally from 6.08% to 6.09%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.