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JapanConsuming

JapanConsuming
Real Insight on Japanese Consumer Markets

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Japan Consumer Discretionary & Consumer Staples Equities Thematic (Sector/Industry)
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28 Mar 2024 10:00

Familymart Ties with Coca Cola on Logistics, Sells Laundromat Business

​Familymart is collaborating with Coca Cola to reduce delivery frequency in Kanagawa, while also streamlining its business by selling gyms and...

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219 Views
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27 Mar 2024 08:00

Look HD Bullish on Fashion Imports and Exports

​Premium fashion importers have faced challenges with decimated sales during Covid and a lower Yen, but Look is finding solutions by adding new...

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188 Views
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bullishKobe Bussan
21 Mar 2024 09:00

Kobe Bussan: Expect More Growth

​Kobe Bussan's record results in FY2023 show the demand for discount retailing. Its is expanding operations and building domestic factories as well...

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202 Views
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bullishSnow Peak Inc
20 Mar 2024 09:00

Snow Peak: Cheap MBO

​Snow Peak's agreement with Bain Capital to go private reflects a long-term strategy to focus on overseas growth despite a predicted rebound in...

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228 Views
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bullishLawson Inc
12 Mar 2024 08:00

KDDI and Lawson: Building an Ecosystem from a Base of Loyalty Points

​KDDI's acquisition of 50% of Lawson is probably a strategic move towards building an ecosystem to compete with Rakuten and LY, using loyalty...

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270 Views
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