Seven & i shares plummet to 5-mth low as buyout talks fall through

Published 27/02/2025, 01:58
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Investing.com-- Shares of Seven & i Holdings Co., Ltd. (TYO:3382) tumbled on Thursday after a host of reports said that the retailer’s founding Ito family and other investors had pulled out of a bid to take the company private. 

Seven & i will now consider a $47 billion bid from Canada’s Alimentation Couche Tard Inc (TSX:ATD). 

Seven & i shares slid as much as 12% to a five-month low of 2,100 yen. This compared to a 0.4% rise in Japan’s Nikkei 225 index.

A slew of reports on late-Wednesday and early-Thursday showed that the company’s founding Ito family was unable to secure the funds needed for a privatization bid, and had pulled out of the deal. Other investors, including Itochu, also said they had ended consideration to participate in the deal. 

The move will see Seven & i now consider a bid from Couche-tard- an offer it had initially rejected for undervaluing the company. 

But any takeover by Couche-tard is likely to face heightened regulatory scrutiny, given that the company- which operates the Circle K convenience store chain- is among Seven & i’s biggest competitors. 

Seven & i operates the wildly popular 7-11 convenience store chain, and had begun fielding privatization bids in late-2024, following Couche-tard’s offer for the firm. 

Reuters reported that the Canadian firm will still consider an offer for Seven & i. 

Earlier reports had shown several private equity firms, including Bain Capital and KKR, were interested in taking over some parts of Seven & i’s business. 

Beyond 7-11, Seven & i operates or holds stakes in several major supermarket chains and restaurants.

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