bullish

Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those with Pricing Power

797 Views14 Jun 2023 17:11
SUMMARY
  • Japan's inflation hit a 41-year high at 4.3% in January, but gradually slowed down in the following months, reaching 3.3%, 3.2%, and 3.5% in February, March, and April 2023, respectively.
  • Although Fuel, Electricity, and Water prices declined, other items excluding fresh vegetables, maintained inflation at a similar pace, suggesting that cost-push inflation continues to impact the overall economic environment.
  • This insight examines the recent quarterly performance of Yakult, Nissin, and Seven & I, our top picks in the Japan Consumer Staples Sector Smartkarma Original.
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Oshadhi Kumarasiri
Equity Analyst
LightStream Research
JapanEquity Bottom-UpEquity Capital Markets
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