Don Quijote: The Future Aldi of Japan Fomenting a Revolution in Japanese Food Retailing
Don Quijote (7532 JP) (Donki) will change its name to Pan Pacific International Holdings in February, reflecting both its growing number of brands...
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Don Quijote:Â Potential Earnings Impact from Conversion of UNY Stores
Earlier in October, Don Quijote Holdings (7532 JP) and FamilyMart UNY came to an agreement for the former to acquire all of FamilyMart’s holdings...
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The Winners in Japanese Fashion Retailing
Fashion retailers had a much better year in 2017-18 as the apparel and accessories market expanded 2.2% after two years of market...
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Asahi (3333 Jp): I Want to Ride My Bicycle
Life behind bars We believe that Asahi has an interesting secular growth story unrealized by most institutional investors. At a Y37bn market cap,...
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Oisix: King of the Meal Kit Boom, up 74%, and Plenty of Growth to Come
It’s not easy selling food online, and the pickiness of Japanese consumers makes it doubly difficult. Now, by adapting the growing meal-kit...
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