The Great Divide: Fashion Retail’s Oligopoly
​Japanese clothing market dominated by top 100 retailers in FY2024-25, with top 10 owning 34% in specialty market, solidifying oligopoly. Leaders...
559 Views
[Japan M&A] Who Owns Who in Fashion & Lifestyle Markets
​Recent years have seen a surge in deals between Japanese and foreign companies in lifestyle/fashion, driven by consolidation and category...
1.5k Views
Merger Arb Mondays (21 Sep) - Kadoya, Leopalace21, Kakaku, Skyworth, Z Fin, OFX, Peet, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
119 Views
Seven & I: Where Is the Growth?
Seven & I is showing worrying signs of low morale in recent quarters. It has lost out in a bid for a major base in Poland to ACT and back home,...
114 Views