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Seven & i Holdings (3382) · RiskMitigatedLatest Earnings presentation materials (2026-10-08): "Worsened"

Impairment Risk from Deteriorating Store Profitability and Declining Asset Values

First written in FY2016. 27 of 42 entries say "Worsened", first in FY2017-Q1. Latest entry: 2026-10-08.

42entries
11years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2016 – FY2019-Q3WorsenedFY2023-Q2 – FY20242016: 320162017: 420172018: 420182019: 320192020: 420202021: 320212022: 420222023: 420232024: 420242025: 220252026: 72026
Same theme, other companies
Fixed-Asset Impairment Risk at Unprofitable StoresA theme 25 companies write about · 25 as a headwind · 0 as a tailwind

Seven & i Holdings moved to the "Worse" side of this theme in 2016, 2 years before the typical company in this theme (2018).

The whole theme swung hardest in 2017: 10 of 13 companies on the "Worse" side.

7 other companies' latest entry also says "Worsened".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 25 companies compared. The sentences above are computed from all 25.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Impairment losses for the fiscal year were ¥32,829 million.」

    Impairment losses declined from ¥143,993 million in the previous fiscal year to ¥32,829 million. However, impairment losses continue to be incurred at stores in Japan and overseas.
  2. FY2026-H1MitigatedAnnual report

    「Impairment losses 8,041」

    Impairment losses in the interim period were ¥8,041 million, down from ¥10,626 million in the same period of the previous year. Impairment losses continue to be incurred, but their impact was smaller year on year.
  3. FY2025WorsenedAnnual report

    「Impairment losses for the fiscal year were ¥143,993 million.」

    Impairment losses rose sharply from ¥57,079 million in the previous fiscal year to ¥143,993 million, with the impact of impairment losses expanding at unprofitable stores in the US and on software and other assets.
  4. FY2025-H1WorsenedAnnual report

    「Impairment losses 10,626」

    Impairment losses for the current interim consolidated accounting period were ¥10,626 million, up from ¥10,594 million in the same period of the previous year. It also states that US 7-Eleven, Inc. expects to recognize impairment losses in the third quarter of the fiscal year ending February 2025 in connection with the closure of unprofitable stores and other locations.
  5. FY2025-Q1MitigatedAnnual report

    「Impairment losses 3,572 1,107」

    Impairment losses in the first quarter were ¥1,107 million, down from ¥3,572 million in the same period of the previous year. However, impairment losses continue to be incurred.
  6. FY2024WorsenedAnnual report

    「Impairment losses were ¥57,079 million.」

    Impair losses increased from ¥48,950 million in the previous fiscal year to ¥57,079 million, and the impact of impairment losses on stores, business assets and other assets expanded again.
  7. FY2024-Q3WorsenedAnnual report

    「Impairment losses 17,993」

    Impairment losses for the cumulative third-quarter consolidated period were ¥17,993 million, up from ¥17,563 million in the same period of the previous year. The impact of impairment losses on stores, business assets and other assets is expanding.
  8. FY2024-Q2WorsenedAnnual report

    「Impairment losses 10,594」

    Impairment losses for the cumulative second-quarter consolidated period were ¥10,594 million, up from ¥10,175 million in the same period of the previous year.
  9. FY2024-Q1WorsenedAnnual report

    「Impairment losses 1,988 3,572」

    Impairment losses in the first quarter were ¥3,572 million, up from ¥1,988 million in the same period of the previous year. The impact of impairment losses on stores, business assets and other assets is expanding on a quarterly basis.
  10. FY2023WorsenedAnnual report

    「Impairment losses for the fiscal year amounted to ¥48,950 million.」

    Impairment losses increased from ¥27,775 million in the previous fiscal year to ¥48,950 million, and the risk associated with assets such as stores and software increased again.
  11. FY2023-Q3WorsenedAnnual report

    「Impairment losses 17,563」

    Impairment losses for the nine-month period amounted to ¥17,563 million, exceeding ¥12,144 million in the same period of the previous year. The impact of impairment on stores and business assets is increasing again.
  12. FY2023-Q2WorsenedAnnual report

    「Impairment losses 8,607 10,175」

    Impairment losses for the six-month period under review amounted to ¥10,175 million, exceeding ¥8,607 million in the same period of the previous year.
  13. FY2023-Q1MitigatedAnnual report

    「Impairment losses 2,075 1,988」

    Impairment losses in the first quarter amounted to ¥1,988 million, down from ¥2,075 million in the same period of the previous year.
  14. FY2022MitigatedAnnual report

    「Impairment losses 27,775」

    Impairment losses decreased from ¥35,484 million in the previous fiscal year to ¥27,775 million, but continued to arise on stores, software, and other assets.
  15. FY2022-Q3MitigatedAnnual report

    「Impairment losses 16,359 12,144」

    Impairment losses for the nine-month period under review amounted to ¥12,144 million, down from ¥16,359 million in the same period of the previous year. However, impairment losses continued to arise.
  16. FY2022-Q2MitigatedAnnual report

    「Impairment losses 10,934 8,607」

    Impairment losses for the six-month period under review amounted to ¥8,607 million, down from ¥10,934 million in the same period of the previous year. However, impairment losses continued to arise.
  17. FY2022-Q1MitigatedAnnual report

    「Impairment losses 3,678 2,075」

    Impairment losses in the first quarter amounted to ¥2,075 million, down from ¥3,678 million in the same period of the previous year.
  18. FY2021-Q3WorsenedAnnual report

    「Impairment losses 16,359」

    Impairment losses for the nine-month period under review amounted to ¥16,359 million, exceeding ¥15,990 million in the same period of the previous year. Impairment at stores and business assets continued to arise.
  19. FY2021-Q2WorsenedAnnual report

    「Impairment losses 10,934」

    Impairment losses for the six-month period under review amounted to ¥10,934 million, exceeding ¥10,481 million in the same period of the previous year. Impairment at stores and business assets continued to arise.
  20. FY2021-Q1WorsenedAnnual report

    「Impairment losses 3,678」

    Impairment losses in the first quarter amounted to ¥3,678 million, up from ¥1,852 million in the same period of the previous year. The impact of impairment, which had declined on a full-year basis in the previous fiscal year, is increasing again on a quarterly basis.
  21. FY2020MitigatedAnnual report

    「Impairment losses ¥35,477 million」

    Impairment losses for the fiscal year amounted to ¥35,477 million, down from ¥57,368 million in the previous fiscal year. However, impairment continued to arise on stores and assets related to digital and payment services.
  22. FY2020-Q3MitigatedAnnual report

    「Impairment losses 15,990」

    Impairment losses for the nine-month period amounted to ¥15,990 million, down from ¥31,924 million in the same period of the previous year. However, impairment losses continued to arise.
  23. FY2020-Q2MitigatedAnnual report

    「Impairment losses 10,481」

    Impairment losses for the six-month period under review were ¥10,481 million, down from ¥21,864 million in the same period of the previous year. However, impairment losses continued to arise.
  24. FY2019MitigatedAnnual report

    「Impairment losses for the fiscal year amounted to ¥57,368 million.」

    Impairment losses decreased from ¥88,879 million in the previous fiscal year to ¥57,368 million. However, impairment continued to arise, including ¥47,480 million related to stores and ¥7,193 million related to overseas ATMs.
  25. FY2019-Q3WorsenedAnnual report

    「Impairment losses ¥18,518 million」

    Impairment losses for the nine-month period under review amounted to ¥31,924 million, up from ¥18,518 million in the same period of the previous year. The Group also amortized ¥3,864 million of goodwill related to FCTI, Inc.
  26. FY2019-Q2WorsenedAnnual report

    「During the six-month period under review, the Group amortized goodwill related to FCTI, Inc., a consolidated subsidiary, in the amount of ¥3,829 million after determining that the value of its shares had declined by a corresponding amount from their net asset value.」

    As the value of FCTI, Inc. declined, the Group amortized ¥3,829 million of goodwill. Impairment losses for the six-month period also increased to ¥21,864 million from ¥14,553 million in the same period of the previous year.
  27. FY2019-Q1WorsenedAnnual report

    「Impairment losses 3,942」

    Impairment losses in the first quarter amounted to ¥3,942 million, up from ¥1,788 million in the same period of the previous year. The impairment risk associated with stores and business assets continues to materialize in actual results.
  28. FY2018WorsenedAnnual report

    「Impairment losses for the fiscal year amounted to ¥88,879 million.」

    Annual impairment losses amounted to ¥88,879 million, up from ¥59,719 million in the previous fiscal year. The Group also recorded impairment losses of ¥23,492 million on software and other assets related to omni7, in addition to stores.
  29. FY2018-Q3WorsenedAnnual report

    「During the nine-month period under review, the Group recorded impairment losses of ¥17,843 million in the Superstore Business and ¥15,593 million in the Department Store Business.」

    During the nine-month period, the Group recorded impairment losses of ¥17,843 million in the Superstore Business and ¥15,593 million in the Department Store Business, with impairment at stores and business assets continuing to materialize.
  30. FY2018-Q2WorsenedAnnual report

    「During the six-month period under review, the Group recorded impairment losses of ¥16,504 million in the Superstore Business and ¥16,004 million in the Department Store Business.」

    During the six-month period, the Group recorded impairment losses of ¥16,504 million in the Superstore Business and ¥16,004 million in the Department Store Business, with impairment at stores and business assets continuing to materialize.
  31. FY2018-Q1WorsenedAnnual report

    「The breakdown of business structure reform costs is as follows: impairment losses, ¥17,267 million; store closure losses, ¥514 million; career transition support payments, ¥273 million; losses on disposal of fixed assets, ¥65 million; other, ¥280 million; total, ¥18,401 million.」

    The Group recorded business structure reform costs of ¥18,401 million in the first quarter, including impairment losses of ¥17,267 million.
  32. FY2017WorsenedAnnual report

    「The Group recorded impairment losses of ¥59,719 million in the fiscal year.」

    Impairment losses increased from ¥28,800 million in the previous fiscal year to ¥59,719 million, amplifying the impact of impairment on fixed assets such as stores.
  33. FY2017-Q3WorsenedAnnual report

    「During the nine-month period under review, the Group recorded impairment losses of ¥18,105 million in the Superstore Business and ¥16,255 million in the Department Store Business.」

    Impairment losses on fixed assets during the nine-month period amounted to ¥18,105 million in the Superstore Business and ¥16,255 million in the Department Store Business, indicating a further increase from the previous cumulative quarter in the impact of impairment on stores and business assets.
  34. FY2017-Q2WorsenedAnnual report

    「During the six-month period under review, the Group recorded impairment losses of ¥16,756 million in the Superstore Business and ¥16,652 million in the Department Store Business.」

    During the six-month period, the Group recorded impairment losses of ¥16,756 million in the Superstore Business and ¥16,652 million in the Department Store Business, indicating a further increase in impairment at stores and business assets.
  35. FY2017-Q1WorsenedAnnual report

    「Impairment loss」

    Impairment losses in the quarterly consolidated statement of income were ¥3,316 million, up from ¥1,370 million in the same period of the previous year.
  36. FY2016MaterialisedAnnual report

    「If impairment charges become necessary in the future because of deteriorating profitability at stores or elsewhere, or a significant decline in the market prices of assets held, the Group's business results and financial position could be affected.」

    The Group recorded impairment losses of ¥28,800 million in the fiscal year, up from ¥15,220 million in the previous fiscal year.
Moved together

"Decline in average ATM usage and maintenance of total usage through an increase in the number of ATMs installed" moved the same way as this thread, in the same document, in 17 of its 42 moves.

171211111010★123456
  1. ★This thread
  2. 1Decline in average ATM usage and maintenance of total usage through an increase in the number of ATMs installed17×
  3. 2Ito-Yokado’s Business Structural Reform and Closure of 40 Stores12×
  4. 3Group sales, including sales at member stores, on the order of ¥1,104 trillion11×
  5. 4Expansion of the ATM Network and Deployment of ATMs Inside U.S. Stores11×
  6. 5North American Business Risk from Gasoline Price Fluctuations10×
  7. 6Operating Profit and Ordinary Profit Reach Record Highs for Four Consecutive Cumulative Second-Quarter Periods10×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Seven & i Holdings yet. It last moved in the Earnings presentation materials of 2026-10-08: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Impairment Risk from Deteriorating Store Profitability and Declining Asset Values | Seven & i Holdings Co.,Ltd. (3382) | Komori