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Seven & i Holdings (3382) · InitiativeRestated

Expanding a Multi-Format Last-Mile Strategy

First written in FY2021. 10 of 21 entries say "Advanced", first in FY2022-Q1. Latest entry: FY2027-H1.

21entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q2 – FY2024-Q3RaisedFY2025-H12021: 320212022: 420222023: 620232024: 320242025: 120252026: 42026
Same theme, other companies
Building New Sales Channels, Including Delivery and TakeoutA theme 37 companies write about · 0 as a headwind · 39 as a tailwind

The whole theme swung hardest in 2025: 2 of 14 companies on the "Worse" side.

10 other companies' latest entry also says "Restated".

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 37 companies compared. The sentences above are computed from all 37.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1RestatedAnnual report

    「In addition, we will further accelerate digital initiatives such as 7NOW and mobile ordering, as well as co-creation marketing, to build further momentum and achieve sustainable growth.」

    The Company continues to pursue and accelerate its last-mile initiatives by combining 7NOW with mobile ordering and co-creation-based marketing.
  2. 2026-10-08AdvancedEarnings presentation materials

    「7NOW total sales +35.5%」

    Last-mile initiatives progressed concretely through an increase in 7NOW sales.
  3. FY2026AdvancedAnnual report

    「The Company expanded the mobile-ordering function of the nationwide “7NOW” delivery service.」

    7NOW reached the nationwide rollout stage and then progressed to expanding its mobile-ordering function.
  4. 2026-04-09Cited as achievedEarnings presentation materials

    「7NOW total sales growth rate +28.2%」

    The company reported 7NOW total sales growth of 28.2% in FY2025 and continued to position it as an initiative to improve the customer experience in FY2026.
  5. FY2026-H1ReframedAnnual report

    「“Maximizing customer value through 7NOW”」

    The focus of the last-mile strategy was reorganized from simply expanding participating stores to maximizing customer value through 7NOW.
  6. FY2025-H1RaisedAnnual report

    「7NOW delivery will further accelerate its growth through a value proposition of rapidly delivering high-quality, ready-to-eat products, with nationwide average delivery times of approximately 28 minutes, and aims to generate $1 billion in sales in fiscal 2025.」

    For 7NOW, the Company presented the specific target of $1 billion in sales in fiscal 2025, in addition to the service offering nationwide average delivery times of approximately 28 minutes.
  7. FY2025-Q1RestatedAnnual report

    「For the nationwide rollout of the “7NOW” delivery service, we strengthened initiatives including establishing the necessary operating framework and undertook measures to increase awareness of the “7NOW app.”」

    The Company continues to pursue the establishment of systems for nationwide 7NOW coverage and initiatives to raise awareness of the app.
  8. FY2024-Q3AdvancedAnnual report

    「For the nationwide rollout of the “7NOW” delivery service, we strengthened initiatives including expanding the number of participating stores and establishing the necessary operating framework, and launched the “7NOW app” on 5 September 2023.」

    The last-mile strategy leveraging multiple business formats took concrete form through the expansion of stores and systems toward nationwide 7NOW coverage and the launch of a dedicated app.
  9. FY2024-Q2AdvancedAnnual report

    「For the “7NOW” delivery service, the Company strengthened initiatives including expanding participating stores and establishing systems for nationwide rollout.」

    For 7NOW, the Company progressed to the stage of strengthening the systems supporting rollout, in addition to expanding participating stores toward nationwide coverage.
  10. FY2024-Q1RestatedAnnual report

    「For the “7NOW” delivery service, the Company strengthened initiatives including establishing systems to expand the number of participating stores with a view to nationwide rollout during fiscal 2024.」

    The Company continues to pursue the target of rolling out 7NOW nationwide during fiscal 2024 and to establish systems for expanding participating stores.
  11. FY2023AdvancedAnnual report

    「The Company steadily implemented measures including strengthening the development and sale of high-quality, highly profitable original products, including fresh food, proprietary beverages and private-label products, and strengthening initiatives for the “7NOW” delivery service, which is available at approximately 5,700 stores.」

    The disclosure that approximately 5,700 North American stores offered 7NOW made the scale of the delivery initiative more specific.
  12. FY2023RaisedAnnual report

    「The Company will actively expand the number of participating stores to roll out the “7NOW” delivery service nationwide during fiscal 2024.」

    For domestic 7NOW, the policy of expanding participating stores was elevated to a time-bound target of nationwide rollout during fiscal 2024.
  13. FY2023AdvancedAnnual report

    「In response to further growth in demand for delivery services, the Company strengthened its initiatives for “7NOW,” which delivers products ordered by smartphone to a designated location in as little as 30 minutes, by expanding the number of participating stores to approximately 3,800 as of the current fiscal year.」

    The domestic last-mile initiatives progressed through the expansion of 7NOW to approximately 3,800 participating stores and delivery in as little as 30 minutes.
  14. FY2023-Q3AdvancedAnnual report

    「In response to further growth in demand for delivery services, the Company strengthened its initiatives for “7NOW,” a service that delivers products ordered by smartphone to a designated location in as little as 30 minutes.」

    For 7NOW, the Company strengthened its initiatives for delivery in as little as 30 minutes. In North America, approximately 5,000 stores offer delivery services.
  15. FY2023-Q2RestatedAnnual report

    「In response to further growth in demand for delivery services, the Company strengthened its initiatives for “7NOW,” a service that delivers products ordered by smartphone to a designated location in as little as 30 minutes.」

    For 7NOW, the Company continues to maintain and strengthen its response to delivery demand based on a service offering delivery in as little as 30 minutes.
  16. FY2023-Q1AdvancedAnnual report

    「In response to further growth in demand for delivery services, the number of stores offering “7NOW,” a service that delivers products ordered by smartphone to a designated location in as little as 30 minutes, steadily increased.」

    The last-mile initiatives have progressed through an increase in the number of stores offering 7NOW, which provides delivery in as little as 30 minutes.
  17. FY2022AdvancedAnnual report

    「The Group will expand its initiatives to meet a broad range of customer needs by making maximum use of its advantage of operating diverse business formats and establishing product development and supply systems, from mobile sales serving as regional infrastructure, to scheduled deliveries through an online supermarket being developed around large-scale distribution centers and on-demand delivery through the online convenience store operated by 株式会社セブン‐イレブン・ジャパン, whose brand has newly been consolidated under “7NOW.”」

    The last-mile initiatives were expanded into a cross-format product supply system encompassing mobile sales, scheduled online-supermarket deliveries and 7NOW on-demand delivery.
  18. FY2022-Q3RestatedAnnual report

    「In response to changes in lifestyles, 7-Eleven, Inc. worked to expand new services by increasing the number of stores offering delivery services, digital wallets, mobile checkout and other services, while continuing to focus on the development and sale of fast food and private-label products.」

    It continues to expand the number of North American stores offering delivery, digital wallets, mobile checkout and other services, while developing and selling products.
  19. FY2022-Q2RestatedAnnual report

    「In response to changes in lifestyles, 7-Eleven, Inc. worked to expand new services by increasing the number of stores offering delivery services, digital wallets, mobile checkout and other services.」

    It continues to expand the number of North American stores offering delivery, digital wallets, mobile checkout and other services.
  20. FY2022-Q1AdvancedAnnual report

    「In response to changes in lifestyles resulting from the spread of COVID-19, North American 7-Eleven, Inc. worked to expand new services by increasing the number of stores offering delivery services, digital wallets, mobile checkout and other services.」

    The diverse customer touchpoints and last-mile initiatives have taken concrete form in the expansion of stores offering delivery services in North America, as well as digital payments and mobile checkout.
  21. FY2021First statedAnnual report

    「The Group will expand its initiatives to meet a broad range of customer needs by making maximum use of its advantage of operating diverse business formats, from on-demand delivery through the online convenience store operated by 株式会社セブン‐イレブン・ジャパン and e.Depachika operated by 株式会社そごう・西武, to scheduled deliveries through an online supermarket being developed around large-scale distribution centers and mobile sales serving as regional infrastructure.」

    The last-mile strategy, spanning online convenience stores, e.Depachika, scheduled online-supermarket deliveries and mobile sales, was explicitly identified for the first time as an independent growth strategy.
Moved together

"Omnichannel strategy integrating physical stores and online channels" moved the same way as this thread, in the same document, in 8 of its 19 moves.

887665★123456
  1. ★This thread
  2. 1Omnichannel strategy integrating physical stores and online channels8×
  3. 2Decline in average ATM usage and maintenance of total usage through an increase in the number of ATMs installed8×
  4. 3Expansion of the ATM Network and Deployment of ATMs Inside U.S. Stores7×
  5. 4Concentrating management resources on the Japanese and U.S. convenience store businesses as a growth pillar6×
  6. 5Group sales, including sales at member stores, on the order of ¥1,104 trillion6×
  7. 6Building Shared Infrastructure and Product Supply Systems through a Group Food Strategy5×

★ 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: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expanding a Multi-Format Last-Mile Strategy | Seven & i Holdings Co.,Ltd. (3382) | Komori