SPECIAL FEATURE：— Examples of Areas with High Growth Potential —

Creating and Expanding Businesses by Utilizing FamilyMart’s Business Platform

We are leveraging FamilyMart, with its extensive consumer touchpoints, to strengthen our value chain and promote cross-functional business development. Through these initiatives, we are driving the creation of new businesses and expanding our earnings base.

Enhancement of Corporate Value, Expand Created Value, Lower Cost of Capital, Increase Growth Rate

Throughout our long history with FamilyMart, we have maximized the resources of the ITOCHU Group to continuously evolve the value provided as a convenience store (CVS) and drive the growth of the CVS business. In addition to The 8th Company, which oversees FamilyMart, we are also actively working to strengthen the entire value chain in which our Group is involved in various ways. Furthermore, by leveraging FamilyMart’s business platform as a consumer contact point, we are creating new business opportunities. We will continue to expand the earnings base of the entire ITOCHU Group, centered on FamilyMart.

ITOCHU’s Business Model：(1)Business Development, (2)Business Structuring, (3)Business Promotion, (4)Business Expansion

History of FamilyMart and ITOCHU, Trend of FamilyMart’s Core Operating Profit：Future profit target ¥50.0 billion

FamilyMart Value Chain

Convenience Wear (Textile Company)

Since March 2021, we have launched a nationwide expansion of our private brand products, mainly focusing on apparel and general goods. Previously, apparel products sold at convenience stores were intended to meet only emergency needs. However, by offering high-value-added products that can serve as a “purpose-driven purchase,” we aim to contribute to creating new reasons for customers to visit our stores.

In FYE 2025, sales exceeded ¥13 billion, representing more than 130% of the previous fiscal year. The number of socks sold—including the highly popular line socks that sparked the trend— surpassed 24 million pairs as of the end of February 2025. Currently, our lineup has expanded to the point where customers can coordinate an entire outfit, and we now offer approximately 100 types of products. Regarding the development of apparel products, since the initial launch, we have leveraged our strong business foundation in the textile sector to support raw materials procurement, production system development, etc.

FamilyMart Value Chain：Product Planning and Procurement (Food / Non-Food), Intermediate Distribution, Advertising and Media Business, Operational Support, Service