Update shared on20 Sep 2025
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.
- Seven & i Holdings' board unanimously rejected Couche-Tard's acquisition bid after forming a special committee that evaluated terms, regulatory hurdles, and strategic fit; Couche-Tard signed a non-disclosure agreement to progress transaction talks before ultimately cancelling its ¥6.7 trillion offer.
- Seven & i Holdings provided earnings guidance for FY ending February 2026, projecting full-year revenues of JPY 10,722,000 million, operating income of JPY 424,000 million, and net income attributable to owners of parent of JPY 255,000 million (EPS JPY 102.92).
- The company approved and entered into an absorption-type split agreement during a board meeting.
- Seven & i Holdings completed the repurchase of 132,880,100 shares (5.18% of shares outstanding) for ¥283,303.03 million under its buyback program announced in April 2025.
Valuation Changes
Summary of Valuation Changes for Seven & i Holdings
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥2336 to ¥2306.
- The Future P/E for Seven & i Holdings has fallen slightly from 26.35x to 25.23x.
- The Net Profit Margin for Seven & i Holdings has risen slightly from 2.62% to 2.69%.
Disclaimer
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