Seven & i Holdings announced its consolidated results for the second quarter of fiscal 2026. Operating revenue increased by double digits year on year, while operating income and interim net income also rose by double digits. The full-year outlook remains unchanged.
The company announced its consolidated results for the second quarter of fiscal 2026. Consolidated operating revenue increased by double digits year on year, while operating income and interim net income also rose by double digits. The comparison is on a like-for-like basis excluding the impact of deconsolidating York Holdings and Seven Bank.
Key figures included consolidated operating income of ¥232.2 billion, up 36.6% year on year, interim net income attributable to owners of the parent of ¥124.4 billion, up 17.8%, and earnings per share of ¥54.26. Group CVS merchandise sales were ¥5.0459 trillion and consolidated operating revenue was ¥5.4602 trillion, with both increasing year on year.
Seven-Eleven Japan's same-store sales increased 1.1%, and its merchandise gross margin improved to approximately 33.8%. However, operating income declined 9.3% because of higher systems and advertising expenses. 7-Eleven, Inc.'s same-store sales increased 0.6%, and sales trends improved with the expansion of hot food offerings and other initiatives. 7NOW sales increased 15.6% year on year.
As a shareholder return measure, the company combined ¥400 billion in share repurchases with a ¥300 billion third-party allotment during the interim period, resulting in net share repurchases of ¥100 billion. Under its progressive dividend policy, the company expects to pay an annual dividend of ¥60 for fiscal 2026.
Progress toward the revised plan is generally in line with expectations, and the company intends to maintain its full-year earnings outlook. It also said it would continue working to improve the customer experience and strengthen differentiation.