[Japan M&A] Who Owns Who: The Growing Concentration of Power in Japanese Consumer Markets
Consumer distribution has shifted post-2020, with market concentration driven by M&A and MBOs. We identify the leaders of this consolidation,...
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Sweet Honeys: A Profit Machine
Low cost apparel retailers are seeing increased profitability, with Honeys leading the way through a revival and focus on creating a low cost...
466 Views
Ryohin Keikaku: Finally Fixing Its Biggest Weakness?
Muji operator Ryohin Keikaku looks set to improve its supply chains and cost performance in clothing by acquiring a team from Mitsubishi, leading...
612 Views
TSI (3608 JP) And World (3612 JP) To Merge: Broadly Fair Terms for TSI, but Value Left on the Table
TSI and World merge into INFINITY UNITED at 0.8x (4% premium). Terms are broadly fair to TSI; votes should pass. Long TSI/short 0.8 World yields...
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Primer: And ST HD Co Ltd (2685 JP) - May 2026
Adastria operates a robust multi-brand portfolio (over 30 brands) which mitigates fashion cycle risk and targets a wide demographic, from young...
113 Views