Primer: Kusuri no Aoki Holdings (3549 JP) - Aug 2026
Kusuri no Aoki is aggressively expanding its unique 'Food & Drug' store format, which integrates a full-line drugstore with fresh food...
94 Views
[Japan Activism/M&A] Thinking About the Partial Tender Trade Coming in Dec25
Tsuruha and Welcia getting smacked late this AM and early PM - down 7% just now. This looks like an unwind of pre-positioned longs for the M _ _ _...
2.1k Views
Kusuri No Aoki: Activist Pressure and Another Aeon Target
Kusuri no Aoki faces shareholder pressure amid foreign capital involvement, mirroring dynamics in retail sector with activist fund intervention...
205 Views
Consolidation in Japanese Food Retail as Top 5 Grab 30% Share
Japan's food retail sector is rapidly consolidating, with national chains taking over regional operators. Private label and higher margin products...
103 Views
Food, Scripts and Lipsticks: Japan’s Drugstores
Drugstores in Japan have evolved into dynamic one-stop shops, way beyond pharmaceuticals and is the sector that is consolidating fastest, with...
127 Views