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  "documentTitle": "ValueAct Seven i Holdings Presentation February 2022",
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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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