The Two Weeks That Were In 🇰🇷 🇯🇵 on Smartkarma to June 28.
We are covering about a week and a half of insights in this cut because it was slow, month end, a HK holiday Monday, and many people seem to be on...
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Winners and Losers in Japanese Retailing in the Next 5-10 Years
In a previous Insight, we detailed the reasons why Japanese consumer markets will face the biggest upheaval in the last 50 years, if not ever. As...
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Japanese Retailing: The Big Disruption – and Opportunity – in the Next 5 Years
Retailing in Japan is about to enter a period of unprecedented change – the biggest disruption in its history. The causes are threefold: population...
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Japanese GMS Chains Need to Differentiate to Survive and Donki (7532 JP) Leads the Way
GMS (General Merchandise Store) chains have a bleak future in Japan – at least if they stick to their current form – and the latest annual results...
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Grocery Outlet Holding Corp IPO: Deep Discount Store at a Not So Deep Discounted Price
Grocery Outlet Holding Corp (GO US) is an extreme value retailer, predominantly based out of the west coast of the US. As of March 2019, the...
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