Primer: MatsukiyoCocokara (3088 JP) - Apr 2026
Market Leader with Significant Scale: MatsukiyoCocokara is a dominant player in the Japanese drugstore industry, created through the 2021...
134 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...
396 Views
[Japan M&A] Who Owns Who: The Growing Concentration of Power in Japanese Consumer Markets
Consumer distribution has shifted post-2020, with market concentration driven by M&A and MBOs. We identify the leaders of this consolidation,...
575 Views
Japan's Best Performing Retailers
There were strong improvements in both sales and profits for leading retailers last year and the following insight looks at the main winners and...
660 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 _ _ _...
2k Views