Seven & I's Margins in Japan May Recover Slowly -- Market Talk

Dow Jones

2025/10/14

0317 GMT - Margin recovery at Seven & I Holdings' Japan operations through fiscal 2029 may be more gradual than forecast amid competition pressure, though this may be offset by stronger performance in the U.S., says Lorraine Tan at Morningstar. The company is making a bet that its improved fresh foods and U.S. restaurant upgrades will help drive profitability and customer foot traffic, notes the director of equity research. Tan expects the quality of Seven & I's earnings growth to improve in fiscal 2026, with profitability picking up in the 2H of the fiscal. The more aggressive-than-expected share buyback through fiscal 2029 should also help drive EPS growth, she adds. Shares were recently at Y1,980.00. (jason.chau@wsj.com)

(END) Dow Jones Newswires

October 13, 2025 23:17 ET (03:17 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2575125954"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2575125954\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2575125954?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-10-14 11:17","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2575125954","market":"sg","top_or_hot":-1,"title":"Seven & I's Margins in Japan May Recover Slowly -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0317 GMT - Margin recovery at Seven &amp; I Holdings' Japan operations through fiscal 2029 may be more gradual than forecast amid competition pressure, though this may be offset by stronger performance in the U.S., says Lorraine Tan at Morningstar. The company is making a bet that its improved fresh foods and U.S. restaurant upgrades will help drive profitability and customer foot traffic, notes the director of equity research. Tan expects the quality of Seven &amp; I's earnings growth to improve in fiscal 2026, with profitability picking up in the 2H of the fiscal. The more aggressive-than-expected share buyback through fiscal 2029 should also help drive EPS growth, she adds. Shares were recently at Y1,980.00. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 13, 2025 23:17 ET (03:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Seven & I's Margins in Japan May Recover Slowly -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSeven & I's Margins in Japan May Recover Slowly -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-14 11:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0317 GMT - Margin recovery at Seven &amp; I Holdings' Japan operations through fiscal 2029 may be more gradual than forecast amid competition pressure, though this may be offset by stronger performance in the U.S., says Lorraine Tan at Morningstar. The company is making a bet that its improved fresh foods and U.S. restaurant upgrades will help drive profitability and customer foot traffic, notes the director of equity research. Tan expects the quality of Seven &amp; I's earnings growth to improve in fiscal 2026, with profitability picking up in the 2H of the fiscal. The more aggressive-than-expected share buyback through fiscal 2029 should also help drive EPS growth, she adds. Shares were recently at Y1,980.00. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 13, 2025 23:17 ET (03:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4113","symbol_name":"食品零售","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2575125954","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2575125954","pubTimestamp":1760411820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0317 GMT - Margin recovery at Seven & I Holdings' Japan operations through fiscal 2029 may be more gradual than forecast amid competition pressure, though this may be offset by stronger performance in the U.S., says Lorraine Tan at Morningstar. The company is making a bet that its improved fresh foods and U.S. restaurant upgrades will help drive profitability and customer foot traffic, notes the director of equity research. Tan expects the quality of Seven & I's earnings growth to improve in fiscal 2026, with profitability picking up in the 2H of the fiscal. The more aggressive-than-expected share buyback through fiscal 2029 should also help drive EPS growth, she adds. Shares were recently at Y1,980.00. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4113":"食品零售","SVNDY":"Seven & I Holdings Co., Ltd."},"translate_title":"Seven&I在日本的利润率可能会缓慢恢复——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SVNDY":0.9},"content_text":"0317 GMT - Margin recovery at Seven & I Holdings' Japan operations through fiscal 2029 may be more gradual than forecast amid competition pressure, though this may be offset by stronger performance in the U.S., says Lorraine Tan at Morningstar. The company is making a bet that its improved fresh foods and U.S. restaurant upgrades will help drive profitability and customer foot traffic, notes the director of equity research. Tan expects the quality of Seven & I's earnings growth to improve in fiscal 2026, with profitability picking up in the 2H of the fiscal. The more aggressive-than-expected share buyback through fiscal 2029 should also help drive EPS growth, she adds. Shares were recently at Y1,980.00. (jason.chau@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 13, 2025 23:17 ET (03:17 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}