7-Eleven US considers bringing supply chain in-house to cut costs

In April, Seven & i Holdings postponed the planned initial public offering of its North American business to fiscal year 2027 or later, citing market uncertainty. This decision was a shift from earlier plans for a listing in the second half of 2026.

Mauricio Leyva, CEO of 7-Eleven Inc. since August, indicated in an interview that the company is exploring additional cost-saving initiatives. He noted that while high fuel prices have boosted revenue, increasing costs across the supply chain, coupled with expectations of further inflation and fuel price rises, necessitate these measures. Leyva observed that consumer disposable income is broadly affected.

To attract customers, 7-Eleven Inc. has introduced more value-oriented products. Concurrently, the company is reconfiguring its sourcing and distribution networks to achieve further cost reductions. Stephen Dacus, CEO of Seven & i, commented that the company may have outsourced too much and that it is likely time to develop more in-house capabilities. Dacus also suggested that a future IPO for 7-Eleven Inc. would be contingent on a more favorable macroeconomic environment, particularly for retail and consumer product listings, which he believes are currently overshadowed by AI-related IPOs.