Seven & i faces skepticism over 7-Eleven IPO after Couche-Tard exit

Published 17/07/2025, 09:28
© Reuters.

Investing.com -- Seven & i Holdings is facing doubts about its plan to take 7-Eleven public in the US after Alimentation Couche-Tard abandoned its ¥6.77 trillion ($46 billion) takeover bid for the Japanese retail giant.

Market participants suggest there is little reason for Seven & i to list one of its most valuable businesses now that it no longer needs to defend against an unsolicited offer. Bloomberg Intelligence estimates the 7-Eleven business could be valued at about $40 billion.

"The company should keep holding its entire stake as the situation has changed," said Ikuo Mitsui, a fund manager at Aizawa Securities.

"7-Eleven is the company’s crown jewel, and it makes more sense for it to keep its 100% stake, which should contribute to higher corporate value."

The parent company maintains that its IPO plans remain in place despite Couche-Tard’s withdrawal. The listing could be one of the world’s largest public offerings in years, potentially raising more than ¥1 trillion, according to a person familiar with the matter.

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