三家日本便利店运营商报告利润增长

三家主要日本便利店运营商报告2025年3月至11月期间集团经营利润增长。Seven & I Holdings、Lawson和FamilyMart均通过各种策略实现了利润增长。

三家领先的日本便利店运营商宣布2025年11月止九个月集团经营利润增加。运营行业龙头Seven-Eleven Japan的Seven & I Holdings,其经营利润增长3.1%至3250亿日元,得益于超市业务强劲表现以及国内便利店业务的反弹。尽管由于剥离Seven Bank和Ito-Yokado超市等单位,经营收入下降11.2%至8.05万亿日元,但净利润增长超过三倍至1984亿日元,得益于出售Ito-Yokado门店资产的收益。Lawson实现了创纪录的904亿日元经营利润,增长9.1%,得益于AI支持订货系统的成本节约以及通过扩大热门商品而不提价的促销活动带来的客流量增加。其经营收入增长6.7%至9278亿日元,净利润增长6.3%至558亿日元,两者均为同期新高。FamilyMart报告2025财年前三季度经营利润跃升19.4%至创纪录的876亿日元,得益于以洛杉矶道奇队明星大谷翔平为主角的广告活动。经营收入小幅增长0.9%至3855亿日元,但净利润下降23.3%至614亿日元。这些业绩突显了该行业在战略创新中的韧性,预示2026年可能持续扩张。

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