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The Retail Sengoku Period: Why Seven & I Released Its Ancestral Business Ito-Yokado to Forge a New Path

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Seven & i CEO says North America listing to enable more aggressive growth Investing.com -- Seven & i Holdings’ planned listing of its North American operations would allow the Japanese convenience store operator to take on more debt for faster growth, CEO Stephen Dacus said Wednesday. Speaking at a strategy briefing in Tokyo, Dacus explained that the listing, scheduled for the second half of 2026, would enable quicker store expansion in the U.S. and additional bolt-on acquisitions. The 7-Eleven chain operator needs to prove it can grow independently after successfully resisting a takeover attempt from Canadian competitor Alimentation Couche-Tard. Couche-Tard withdrew its $46 billion offer last month, citing lack of engagement from Seven & i. This led to a 9% drop in Seven & i’s share price as investors questioned the company’s standalone growth strategy. Addressing the failed takeover, Dacus stated that Couche-Tard never had a viable plan to overcome U.S. regulatory obstacles. He added that Couche-Tard’s poor performance over the past year may have influenced its decision to back away from negotiations. "I’m not surprised it ended the way it did," Dacus said. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks AI – 6 model portfolios fueled by AI stock picks with a stellar performance this year... In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if 3382 is on your watchlist, it could be very wise to know whether or not it made the ProPicks AI lists.

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Seven & i faces skepticism over 7-Eleven IPO after Couche-Tard exit Investing.com -- Seven & i Holdings is facing doubts about its plan to take 7-Eleven public in the US after Alimentation Couche-Tard abandoned its ¥6.77 trillion ($46 billion) takeover bid for the Japanese retail giant. Market participants suggest there is little reason for Seven & i to list one of its most valuable businesses now that it no longer needs to defend against an unsolicited offer. Bloomberg Intelligence estimates the 7-Eleven business could be valued at about $40 billion. "The company should keep holding its entire stake as the situation has changed," said Ikuo Mitsui, a fund manager at Aizawa Securities. "7-Eleven is the company’s crown jewel, and it makes more sense for it to keep its 100% stake, which should contribute to higher corporate value." The parent company maintains that its IPO plans remain in place despite Couche-Tard’s withdrawal. The listing could be one of the world’s largest public offerings in years, potentially raising more than ¥1 trillion, according to a person familiar with the matter. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. With 3382 making headlines, savvy investors are asking: Is it truly valued fairly? In a market full of overpriced darlings, identifying true value can be challenging. InvestingPro's advanced AI algorithms have analyzed 3382 alongside thousands of other stocks to uncover hidden gems. These undervalued stocks, potentially including 3382, could offer substantial returns as the market corrects. In 2024 alone, our AI identified several undervalued stocks that later surged by 30 or more. Is 3382 poised for similar growth? Don't miss the opportunity to find out.

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Couche-Tard pulls $47 billion bid for Japan’s Seven & i (Reuters) -Canadian retailer Alimentation Couche-Tard withdrew its $47-billion takeover offer for Japan’s Seven & i Holdings, blaming a lack of constructive engagement by the Japanese retailer. The deal for the operator of 7-Eleven "konbini" stores would have been the biggest foreign buyout of a Japanese company. Here is a bid timeline: AUGUST 19, 2024 Couche-Tard, owner of Circle-K stores, says it has sounded out Seven & i about a potential takeover. The companies disclose no offer value. Shares in Seven & i surge almost 23% to 2161 yen valuing the retailer at about 5.6 trillion yen ($38 billion). SEPTEMBER 6, 2024 Seven & i rejects Couche-Tard’s offer of $14.86 a share, valuing the company at $38.5 billion. SEPTEMBER 13, 2024 Japan’s finance ministry classifies Seven & i as "core" to national security, prompting speculation that this could help defend it from a takeover. OCTOBER 9, 2024 Couche-Tard raises bid for Seven & i by 22%, valuing the company at about $47 billion, sources say. OCTOBER 10, 2024 Seven & i unveils plan to hive off underperforming businesses into holding company and focus on its convenience stores, while assessing Couche-Tard’s revised bid. OCTOBER 16, 2024 U.S. fund Artisan Partners (NYSE:APAM) urges Seven & i board to let Couche-Tard do due diligence and negotiate a takeover price, calling the Japanese retailer’s restructuring plan "too little, too late". NOVEMBER 13, 2024 Seven & i says it has received a potential $58-billion white knight buyout bid from a member of its founding Ito family. NOVEMBER 14, 2024 Artisan Partners urges it to consider a competitive bidding process to secure the highest offer. DECEMBER 25, 2024 Seven & i receives first-round bids of more than $5 billion from private equity firms KKR, Bain Capital and Japan Industrial Partners for its non-core assets, sources say. FEBRUARY 26, 2025 Japan’s Itochu withdraws from the buyout for Seven & i proposed by the retailer’s founding family, two sources say, while Couche-Tard reaffirms its commitment to a takeover. FEBRUARY 27, 2025 Seven & i’s founding Ito family fails to secure financing for $58 billion buyout bid. MARCH 6, 2025 Seven & i appoints its first foreign CEO, Stephen Dacus, tasking him with overhauling its business to engineer a recovery and respond to Couche-Tard’s takeover proposal. MARCH 10, 2025 Seven & i says it is in talks with Couche-Tard over a store sale plan to help overcome U.S. antitrust concerns about a merger of the top two players in its convenience store market. MARCH 11, 2025 Couche-Tard expresses frustration with Seven & i’s "limited engagement", expressing confidence in a "clear path" to overcome U.S. regulatory hurdles. MARCH 13, 2025 Chairman Alain Bouchard says Couche-Tard could bolster its offer if Seven & i became more cooperative and revealed more financial information. MAY 1, 2025 Couche-Tard and Seven & i sign non-disclosure agreement (NDA) giving the Canadian company access to the Japanese retailer’s financial data. JULY 17, 2025 Couche-Tard withdraws its $47-billion bid, citing a lack of constructive engagement by Seven & i management and its founding family. Seven & i says it remains "fully committed to our standalone value creation plan". Its shares slide to a three-month low of 1,997.5 yen. ($1=148.5700 yen) Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks – 6 model portfolios fueled by AI stock picks with a stellar performance this year.. In 2024 alone, ProPicks' AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if APAM is on your watchlist, it could be very wise to know whether or not it made the ProPicks lists.

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Couche-Tard pulls $47 billion takeover bid for Seven & i (Reuters) -Canadian retailer Alimentation Couche-Tard said on Wednesday it was withdrawing its $47 billion takeover bid for Seven & i Holdings, citing a lack of "constructive" engagement with the Japanese company’s founding Ito family. The move ends a year-long attempt by Couche-Tard to create a global convenience store giant with about 20,000 locations by merging Circle K and 7-Eleven brands. It had also agreed to a store sale plan, in a bid to ease some regulatory hurdles. "We have repeatedly sought a friendly dialogue with the Ito family but they have not been open to any conversation," Couche-Tard said in a letter to its board of directors. Couche-Tard had raised its offer to $47 billion from $38.5 billion in October last year and in March offered to increase it further if the Japanese firm cooperated and revealed more financial information. Its attempts at cementing the acquisition had gathered steam after a rival $58 billion white-knight bid from Seven & i Holdings’ founding family ended after failing to get financing. The companies had inked a non-disclosure agreement (NDA) earlier this year, but "the quantity and substance of the permitted due diligence, including at two tightly constrained management meetings, have been negligible," Couche-Tard said in the letter. "At this point, we had no visibility into whether or when we might receive any further information," Couche-Tard’s letter said. Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks – 6 model portfolios fueled by AI stock picks with a stellar performance this year.. In 2024 alone, ProPicks' AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if 3382 is on your watchlist, it could be very wise to know whether or not it made the ProPicks lists.

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