Primer: Kusuri No Aoki (3398 JP) - Aug 2026
Kusuri No Aoki is a rapidly expanding drugstore chain in Japan, differentiating itself with a 'Food & Drug' one-stop-shop model that...
87 Views
M&A a Key Tool to Gain Market Share in Japanese Retailing
Japan’s top 81 companies control 48% of all retail sales as of FY2025, up 5.2 points in a single year. M&A was the main reason and the pace of...
112 Views
Japanese Prices Rise Again; 60% of Consumers Feeling the Pinch and Looking for Better Value
Japanese consumer markets have three big trends: higher prices/squeezed incomes, doubling of single households and more people feeling the pinch....
453 Views
Cosmos (3349): Still Miles of Growth Runway
The market is discounting a rapid decay, but we still see another decade of above average growth and profitability. Margins are far more...
101 Views
Discount Drugstores Challenging Japanese Supermarkets
Japan's supermarkets are facing unprecedented challenges from new competition in e-commerce but especially drugstores. We highlight the winners in...
470 Views