bullish

Discount Drugstores Challenging Japanese Supermarkets

188 Views22 Mar 2023 06:37
Japan's supermarkets are facing unprecedented challenges from new competition in e-commerce but especially drugstores. We highlight the winners in this sector and why we are bearish on supermarkets.
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Michael Causton
Expert on Japan Retail and Consumer Markets
JapanConsuming
JapanConsumer Discretionary & Consumer StaplesMulti-AssetThematic (Sector/Industry)Equity Bottom-Up
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