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  "documentTitle": "ValueAct Capital | Activist Presentation Deck | 75 slides",
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  "presentationDate": "2022-02-01 00:00:00",
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  "nDataPoints": 7,
  "notes": "The chart uses a waterfall bridge to show the impact of operational improvements, fresh food, international expansion, and organic growth.",
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      "text": "Global Champion 7-Eleven EBITDA Potential (JPY Bn)",
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      "text": "Sources: Public company documents, VAC analysis. Memo: US operational improvement refers to $1.25 billion of Speedway synergies and SEI expense efficiencies. Fresh food assumes 400 QSRs added to US 7-Elevens per year. International expansion assumes adding 1,100 per year locations earning Japan-type store level economics. Organic growth captures FX and fuel margin improvement (31 CPG in FY26).",
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      "kind": "title",
      "text": "Transformation Leads to Over 1 Trillion Yen of EBITDA from 7-Eleven Alone, Over 25% Higher Than The MTMP Forecast",
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