Seven & i shares plunge 10% as Couche-Tard pulls $47 bln takeover bid

Published 17/07/2025, 03:18
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Investing.com-- Shares of Seven & i Holdings Co (TYO:3382) fell about 10% on Thursday after Alimentation Couche Tard Inc (TSX:ATD) withdrew its proposed takeover offer worth $47 billion, citing "a lack of constructive engagement" from the Japanese retail giant.

The Canadian convenience store operator said it had made several revised proposals over the past months, but ultimately decided to walk away due to limited progress and delays in the due diligence process.

The deal would have been one of the largest foreign takeovers of a Japanese company, combining 7-Eleven and Circle K stores under a single global entity.

Tokyo-listed Seven & i shares dropped as much as 10% to 11,997.5 yen, their lowest since mid-April. The stock traded 8% lower at 2,032 as of 02:09 GMT.

In a letter to Seven & i’s board, Couche-Tard executives expressed frustration with what they described as "a calculated campaign of obfuscation and delay" during the due diligence process.

Seven & i said in a statement that "while we are disappointed by ACT’s decision, and disagree with their numerous mischaracterizations, we are not surprised."

The collapse of the deal highlights ongoing challenges facing foreign firms seeking large-scale acquisitions in Japan, where regulatory and cultural hurdles remain high.

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