Seven & i stock stays anchored by 2025 earnings and 2026 store reshaping

Seven & i Holdings Co., Ltd. (JP3544000007) remains a numbers-led story for investors, with fiscal 2025 revenue of JPY 11.95 trillion, operating profit of JPY 424.6 billion, and net profit attributable to owners of the parent of JPY 214.5 billion. The company also lifted its annual dividend to JPY 54 per share for fiscal 2025, according to its investor relations materials.

Fiscal 2025 revenue tops JPY 11.9 trillion

The fiscal 2025 sales base was JPY 11.95 trillion, up from JPY 11.83 trillion in fiscal 2024, while operating profit rose to JPY 424.6 billion from JPY 377.5 billion. That puts the year-on-year increase in operating profit at about 12.5%, a comparison that matters more than the headline scale alone.

Net profit attributable to owners of the parent reached JPY 214.5 billion in fiscal 2025, compared with JPY 159.0 billion a year earlier. The improvement was especially important because it came alongside a larger dividend, which signals that management had room to balance investment needs and shareholder returns in the same reporting cycle.

Dividend rises to JPY 54

The annual dividend for fiscal 2025 was JPY 54 per share, up from JPY 40 in fiscal 2024. That 35.0% increase is a clear comparison point for income-focused holders and shows that the payout policy was more generous than in the prior year.

The same report also gives a useful margin context: operating profit of JPY 424.6 billion on JPY 11.95 trillion of revenue implies an operating margin of roughly 3.6% for fiscal 2025. For a convenience retail-led group with large-scale store operations, that margin remains the key lens for judging whether sales growth is turning into earnings power.

Convenience stores stay central

The convenience store business remains the core operating engine, and that matters because Seven & i derives the bulk of its consumer visibility from a format that depends on frequent traffic, small baskets, and tight cost control. In that model, even modest changes in margin or traffic can shift annual profit by a meaningful amount.

For a retail group of this size, the practical question is not only how much revenue it generates, but how efficiently it converts store activity into operating profit. Fiscal 2025 answered that with higher sales, higher operating profit, and a higher dividend in the same year.

7-Eleven remains the product anchor

7-Eleven is still the most recognizable banner in the group and the clearest lens through which investors read the company's operating performance. The brand matters because the annual figures are ultimately tied to store-level throughput, merchandising mix, and the ability to keep margins near the 2025 level of about 3.6%.

The stock closing frame is therefore still built on the same three figures: revenue of JPY 11.95 trillion in fiscal 2025, operating profit of JPY 424.6 billion, and a dividend of JPY 54 per share. Those numbers define the current valuation debate more clearly than any broad corporate description.

Shares and market context

Seven & i stock trades on the Tokyo market under the ticker 3382, with the company identified in the fact box as Seven & i Holdings Co., Ltd. The latest full-year results and the JPY 54 dividend give the market a concrete basis for comparing earnings quality against the prior fiscal year.