Three major Japanese convenience store operators have reported growth in group operating profits for the March-November 2025 period. Seven & I Holdings, Lawson, and FamilyMart each posted gains driven by various strategies.
Three leading Japanese convenience store operators announced increases in group operating profits for the nine months ended November 2025. Seven & I Holdings, which runs industry leader Seven-Eleven Japan, saw its operating profit rise 3.1% to ¥325 billion, bolstered by strong supermarket performance and a rebound in its domestic convenience store operations. Although operating revenue fell 11.2% to ¥8.05 trillion due to the deconsolidation of units like Seven Bank and Ito-Yokado supermarkets, net profit more than tripled to ¥198.4 billion, aided by gains from selling Ito-Yokado store assets.
Lawson achieved a record-high operating profit of ¥90.4 billion, up 9.1%, thanks to cost savings from an AI-supported ordering system and higher foot traffic from a campaign enlarging popular items without price increases. Its operating revenue climbed 6.7% to ¥927.8 billion, and net profit grew 6.3% to ¥55.8 billion, both setting new records for the period.
FamilyMart reported a 19.4% jump in operating profit to a record ¥87.6 billion for the first three quarters of fiscal 2025, driven by an advertisement campaign featuring Los Angeles Dodgers star Shohei Ohtani. Operating revenue edged up 0.9% to ¥385.5 billion, though net profit declined 23.3% to ¥61.4 billion.
These results highlight the sector's resilience amid strategic innovations, pointing to potential continued expansion in 2026.
