Primer: Kasumi Co Ltd (8196 JP) - Dec 2025
Subsidiary Role in a Market Leader: Kasumi is a core supermarket subsidiary of United Super Markets Holdings (U.S.M.H.), Japan's largest...
319 Views
Japanese Big Retailers: Winners and Losers
An in-depth review of Japan retailers with sales of ¥250+ in 2025: FMCG retailers dominate with market concentration increasing, discounters...
299 Views
Aeon Will Own Japan’s Two Largest Supermarket Groups with Inageya Purchase
Aeon will buy a majority stake in Inageya, consolidating its market share in the Tokyo region just as Seven & I has confirmed a focus on the Tokyo...
663 Views
Aeon (8267) Partial Tender at ¥1610 for Inageya (8182) Aiming for Takeover Next Year
Aeon TOB for 33+% of Inageya, aiming to merge Inageya with USMH by end-2024. This is too cheap, but tough to block. LOTS of crossholders, who...
1k Views
Japan's Supermarkets: The Coming Disruption
With Trial's IPO looming and inflation at record highs, Japan's supermarket sector is a sector ripe for disruption as pricing pressures widen the...
482 Views