3 Big Numbers is a weekly column that looks at a few key details from around the c-store industry.
News that Seven & i is delaying the IPO of its North American arm, 7-Eleven Inc., seized headlines on Thursday, but was far from the only update the company shared in its Q4 earnings presentation.
For example, in North America, 7-Eleven debuted 175 private label items in the past year and opened 30 restaurants — both steps in its long-term growth plans.
In this week’s “3 Big Numbers,” we’re looking at the progress 7-Eleven has made on three other key initiatives.
$979 million
7-Eleven’s 7Now delivery sales in fiscal 2025.
Digital sales have been a point of focus for Seven & i both in its Japanese and international business units. The North American unit, which mainly includes over 10,000 c-stores in the U.S., reached $755 million in 7Now sales in fiscal 2024 and targeted $1 billion heading into fiscal 2025.
Ultimately, the company fell a little short of that goal, racking up $979 million in 7Now sales for the year. Yet that’s still a gain of nearly 30% year over year.
The company remains focused on e-commerce going forward as well. While Seven & i’s Q4 earnings presentation for fiscal year 2025 didn’t share an updated target, the company said at the end of fiscal 2024 that it wants to hit $1.25 billion in 7Now sales by 2030.
205
The number of stores 7-Eleven plans to open in North America during fiscal year 2026.
Opening new stores — particularly those with a larger, more food-focused design — is an integral part of 7-Eleven’s North American transformation plan. While the company opened 122 locations in fiscal 2025, it plans to pick up the pace.
7-Eleven expects to add 205 new stores to its footprint during the current fiscal year. If the company reaches that goal, it’ll help the company pursue its goal of 1,300 new stores by 2030.
However, like in the last several years, 7-Eleven still expects to close more stores than it opens.
-0.4%
The change in 7-Eleven’s same-store sales in fiscal 2025.
Given the difficult operating environment highlighted by tariffs and new and continuing wars, same-store sales growth has been a rough metric for 7-Eleven. For the full fiscal year 2025, it was down 0.4% year over year.
That’s not ideal, but it’s not all doom and gloom. While same-store sales were negative for most of the year, the company recorded 0.5% growth in fiscal Q3. Also, looking at the full-year earnings presentation from last year, 7-Eleven was expecting a same-store sales drop of 1.5%, so the retailer actually outperformed its own expectations.
Looking ahead, 7-Eleven is targeting 1.5% same-store sales growth for fiscal 2026. If it can hit that level, it would be a good look for a fiscal 2027 IPO.
