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  "docSlug": "dc492b7311dc8eb1e227f4d0136aa0f5",
  "documentTitle": "ValueAct Capital | Activist Presentation Deck | 75 slides",
  "authorId": "valueact-capital",
  "authorName": "ValueAct Capital",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
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  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2022-02-01 00:00:00",
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  "nDataPoints": 12,
  "notes": "The chart uses color coding to distinguish between conglomerates (grey) and focused retail/QSR peers (teal), with Seven & i Holdings highlighted in purple.",
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      "kind": "chart",
      "text": "Forward P/E (Calendar Year 2022) comparison of conglomerates vs focused retail/QSR",
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      "text": "Major valuation uplift opportunity if Seven & i Holdings chooses focus over diversification",
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      "kind": "source-note",
      "text": "Sources: Public company documents, Capital IQ (as of 2/3/2022), VAC analysis. Memo: Multiples adjusted for one-time expenses and goodwill amortization",
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      "kind": "title",
      "text": "Step 1. Bold Strategy of True Focus on 7-Eleven",
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