【セブン&アイ “一難去ってまた一難”】クシュタールが買収提案撤回のなぜ？／セブンの株価が急落／焦点は８月６日の中期計画／“ジャパン優遇”の見直し【ニュース解説】

On July 17 (July 16 local time), Alimentation Couche-Tard, a major Canadian convenience store chain, withdrew its takeover proposal for Seven & i Holdings. The much-talked-about deal appeared to have come to an abrupt end. However, Seven & i remains wary, saying Couche-Tard will come back. Meanwhile, with the acquisition hopes fading, Seven & i's stock price plummeted. Improving corporate value is a pressing issue for the company. While the company aims for growth through overseas expansion, its management structure also faces the issue of favoring Japan. Now that the takeover proposal has fallen through, can Seven & i come up with a transformation plan that satisfies the market? The much-anticipated announcement of the plan is scheduled for August 6. We spoke with Tominaga, a reporter covering the retail industry, about the matter. [Timetable] 00:00 The takeover saga comes to an unexpected end 02:24 Is the withdrawal of the takeover proposal a breather? 03:10 What is expected of Seven-Eleven in the future? 03:49 What measures can be taken to increase corporate value? 04:52 Focus on the August 6th Plan Announcement 06:12 Key Points of Governance Reform 08:00 Profitable Overseas Subsidiaries Absent from Management 09:42 Can Governance Change Aim for Growth? 10:50 What's Key in the August 6th Announcement? 11:57 What's More Important Than "Numerical Targets"? 13:07 Will Couche-Tard Make Another Acquisition Proposal? [Cast] Nozomu Tominaga Toyo Keizai Reporter ▼Click here for the reporter's latest article▼ https://toyokeizai.net/articles/-/892923 https://toyokeizai.net/articles/-/891669 Kengo Inoshita Toyo Keizai Online Video Editor-in-Chief Editors: Kento Tanaka, Shota Hiruma #Seven&i Holdings #7-Eleven #Acquisition #AlimentationCouch-Tard #Seven #Stephen Hayes Dacus #Mid-Term Business Plan #Governance #Corporate Value Improvement #Acquisition Withdrawal #M&A #Crown Jewel #Antitrust #Convenience Store #North American Convenience Store Business #Ito-Yokado #Activist #Shareholder #Acquisition #IPO *The data in this video is current as of the time of recording (July 30, 2025). *Due to posting deadlines and other reasons, the video may be made private without notice. Thank you for your understanding. --------------------------------------------------------- ◆Toyo Keizai Online Official Social Media ◆Toyo Keizai Online Official Social Media X (formerly Twitter): / / toyokeizai TikTok: / / toyokeizaionline Instagram: / / toyokeizaionline ◆Toyo Keizai Online https://toyokeizai.net/ ------------------------------------------------------------