bullish

Lawson Inc

Lawson & KDDI: Not Just Because Japanese E-Commerce Is an Omnichannel Model

Michael has highlighted this Insight as a Top Pick
488 Views07 Feb 2024 09:00
​KDDI's offer with Lawson and Mitsubishi is a game-changer, including in e-commerce and retail media. Lawson's value may exceed the offer, as it outperforms on some metrics and synergies are manifold.
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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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