Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

<h2>Headlines</h2><ul>
<li>Better for you packaged food sees 3% value growth to reach JPY344.4 billion in 2016</li>
<li>Increased health awareness drives sales</li>
<li>Reduced sugar spreads excl honey continues to see double-digit value growth in 2016</li>
<li>Kewpie Corp remains the leader in better for you packaged food with an 11% value share in 2016</li>
<li>Better for you packaged food is expected to have a CAGR of 2% at constant 2016 prices over the forecast period</li>
</ul><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/026/157/original/market%20size%20better%20for%20you%20packaged%20food%20japan%2011-16.png?1494919317" class="editor-image img-responsive" data-smartkarma-image-id="26157"></figure><h2>Competitive Landscape</h2><ul><li>Kewpie Corp leads better for you packaged food with an 11%…</li></ul>

Headlines
Better for you packaged food sees 3% value growth to reach JPY344.4 billion in 2016
Increased health awareness drives sales
Reduced sugar spreads excl honey continues to see double-digit value growth in 2016
Kewpie Corp remains the leader in better for you packaged food with an 11% value share in 2016
Better for you packaged food is expected to have a CAGR of 2% at constant 2016 prices over the forecast period
Competitive LandscapeKewpie Corp leads better for you packaged food with an 11%…

Sector Capsule: Better for You Packaged Food in Japan

Derivatives and Quantitative Strategist

Gaudenz Schneider

Equity Bottom-Up

<ul>
<li>
Context: Asian indices traded in a narrow band despite ongoing geopolitical uncertainty, creating a sideways market backdrop rather than a broad directional move.</li>
<li>
Highlights: Eight statistically generated pair-trade signals were triggered last week, with five on Thursday alone, spanning Global Indices, Australia, Japan and India.</li>
<li>
Why Read: This recap highlights market-neutral opportunities where single-stock or cross-market dislocations may offer attractive starting points for further relative-value analysis.</li>
</ul>



Context: Asian indices traded in a narrow band despite ongoing geopolitical uncertainty, creating a sideways market backdrop rather than a broad directional move.

Highlights: Eight statistically generated pair-trade signals were triggered last week, with five on Thursday alone, spanning Global Indices, Australia, Japan and India.

Why Read: This recap highlights market-neutral opportunities where single-stock or cross-market dislocations may offer attractive starting points for further relative-value analysis.


Market-Neutral Trade Signals Amid Macro Uncertainty

<ul>
<li>
Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.</li>
<li>
Highlights: Currently eleven pair trade opportunities persist across four markets and seven sectors.</li>
<li>
Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.</li>
</ul>



Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.

Highlights: Currently eleven pair trade opportunities persist across four markets and seven sectors.

Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.


Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (27 Apr 2026)

In this last of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at companies operating CtoC sales platforms and their impact on the Japanese apparel and footwear market. Please also read the <a href="https://www.smartkarma.com/insights/can-tech-save-the-declining-japanese-apparel-industry-fashiontech-series-1-3" target="_blank">first</a> and <a href="https://www.smartkarma.com/insights/can-tech-save-the-declining-japanese-apparel-industry-fashion-tech-series-2-3" target="_blank">second</a> articles.

In this last of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at companies operating CtoC sales platforms and their impact on the Japanese apparel and footwear market. Please also read the first and second articles.

Can Tech Save the Declining Japanese Apparel Industry? : FashionTech Series (3/3)

<ul>
<li>
Context: The <a href="https://www.smartkarma.com/entities/seven-i-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:1041:1" rel="noopener">Seven &amp; i Holdings (3382 JP)</a> vs. <a href="https://www.smartkarma.com/entities/kikkoman-corp" target="_blank" data-smartkarma-citation="entities:11720:1" rel="noopener">Kikkoman (2801 JP)</a> price ratio has deviated more than two standard deviations from its one-year average, presenting a potential relative value opportunity.</li>
<li>
Highlight: Going long <a href="https://www.smartkarma.com/entities/seven-i-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:1041:1" rel="noopener">Seven &amp; i Holdings (3382 JP)</a> and short <a href="https://www.smartkarma.com/entities/kikkoman-corp" target="_blank" data-smartkarma-citation="entities:11720:1" rel="noopener">Kikkoman (2801 JP)</a> targets a 7% return.</li>
<li>
Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.</li>
</ul>



Context: The Seven &amp; i Holdings (3382 JP) vs. Kikkoman (2801 JP) price ratio has deviated more than two standard deviations from its one-year average, presenting a potential relative value opportunity.

Highlight: Going long Seven &amp; i Holdings (3382 JP) and short Kikkoman (2801 JP) targets a 7% return.

Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.


Seven & I (3382 JP) Vs Kikkoman (2801 JP): Stat Arb Signal with Flavour in Japanese Consumer Staples

Japan

KIKKOMAN CORPORATION produces and markets soy sauce, alcoholic beverages, and other food products.  The Company has marketing rights for Del Monte brand products outside of the United States.  Kikkoman also operates restaurants in Japan and other countries.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Kikkoman Corp (2801 JP)

Sector Capsule: Better for You Packaged Food in Japan

Headlines Better for you packaged food sees 3% value growth to reach JPY344.4 billion in 2016 Increased health awareness drives sales Reduced sugar...

Euromonitor International Ltd.

Market-Neutral Trade Signals Amid Macro Uncertainty

Asian indices traded sideways amid geopolitical uncertainty, triggering eight pair-trade signals last week, offering market-neutral opportunities.

Gaudenz Schneider

Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (27 Apr 2026)

Discover eleven pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.

Gaudenz Schneider

Can Tech Save the Declining Japanese Apparel Industry? : FashionTech Series (3/3)

In this last of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at companies operating CtoC sales...

Euromonitor International Ltd.

Seven & I (3382 JP) Vs Kikkoman (2801 JP): Stat Arb Signal with Flavour in Japanese Consumer Staples

A potential relative value/pair trade opportunity targeting 7% return, based on statistical analysis. Ideal for quant traders targeting mean...

Gaudenz Schneider

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Sector Capsule: Better for You Packaged Food in Japan

Headlines Better for you packaged food sees 3% value growth to reach JPY344.4 billion in 2016 Increased health awareness drives sales Reduced sugar...

Euromonitor International Ltd.

Market-Neutral Trade Signals Amid Macro Uncertainty

​Asian indices traded sideways amid geopolitical uncertainty, triggering eight pair-trade signals last week, offering market-neutral opportunities.

Gaudenz Schneider

Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (27 Apr 2026)

​Discover eleven pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.

Gaudenz Schneider

Can Tech Save the Declining Japanese Apparel Industry? : FashionTech Series (3/3)

In this last of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at companies operating CtoC sales...

Euromonitor International Ltd.

Seven & I (3382 JP) Vs Kikkoman (2801 JP): Stat Arb Signal with Flavour in Japanese Consumer Staples

​A potential relative value/pair trade opportunity targeting 7% return, based on statistical analysis. Ideal for quant traders targeting mean...

Gaudenz Schneider

Asian indices traded sideways amid geopolitical uncertainty, triggering eight pair-trade signals last week, offering market-neutral opportunities.

Discover eleven pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.

A potential relative value/pair trade opportunity targeting 7% return, based on statistical analysis. Ideal for quant traders targeting mean...