惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

V
V2EX
博客园 - 叶小钗
WordPress大学
WordPress大学
N
Netflix TechBlog - Medium
M
MIT News - Artificial intelligence
美团技术团队
aimingoo的专栏
aimingoo的专栏
博客园_首页
奇客Solidot–传递最新科技情报
奇客Solidot–传递最新科技情报
Microsoft Security Blog
Microsoft Security Blog
Last Week in AI
Last Week in AI
The GitHub Blog
The GitHub Blog
小众软件
小众软件
T
Tailwind CSS Blog
Martin Fowler
Martin Fowler
B
Blog RSS Feed
月光博客
月光博客
量子位
H
Hackread – Cybersecurity News, Data Breaches, AI and More
Hugging Face - Blog
Hugging Face - Blog
IT之家
IT之家
Y
Y Combinator Blog
B
Blog
MyScale Blog
MyScale Blog

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
Seven & i Holdings Co., Ltd. (SVNDY) Analyst/Investor Day...
2026-04-25 · via All Articles on Seeking Alpha

Seven & i Holdings Co., Ltd. (SVNDY) Analyst/Investor Day April 23, 2026 2:30 AM EDT

Company Participants

Stephen Hayes Dacus - President, CEO & Representative Director
Stanley Reynolds - President & Interim Co-CEO
Doug Rosencrans - Interim Co-CEO, EVP & COO
Ken Wakabayashi - President, CEO & Director
Tomohiro Akutsu - President, Executive Officer & Representative Director
Nobuyuki Miyaji - Executive Officer & Head of ESG Promotion Division
Tetsuya Takagi

Conference Call Participants

Toshio Takahashi - Mizuho Securities Co., Ltd., Research Division
Emiri Shigeoka - Daiwa Securities Co. Ltd., Research Division
Dairo Murata - JPMorgan Chase & Co, Research Division
Hisahiro Yamaoka - Nomura Securities Co. Ltd., Research Division
Takahiro Kazahaya - UBS Investment Bank, Research Division
Arashi Nishizawa - BofA Securities, Research Division
Kanamori - Okasan Securities Co., Ltd., Research Division
Sho Kawano - Goldman Sachs Group, Inc., Research Division

Conversation

Stephen Hayes Dacus
President, CEO & Representative Director

Good morning, and good evening, everyone, and thank you for joining us today. Since I recently shared the overview of where we stand at our recent full year results briefing, I think today, I'd like to focus on how we're going to accelerate in the next phase of our transformation. As I mentioned 2 weeks ago, in 2026, we will build on the momentum we regained last year and accelerate the disciplined execution of our transformation across the globe.

What we need to do is clear. We are operating in an environment of rapid structural change. In order for us to remain at the forefront of change, we will accelerate our transformation, doubling down on our strengths and sharpening what differentiates us. In doing so, we will be our customers' first choice for convenience.

And today, we'd like to brief you on the specific actions that we plan to take. So first and foremost, we will elevate our customers' experience by offering superior quality at a