The Winners in Japanese Fashion Retailing
Fashion retailers had a much better year in 2017-18 as the apparel and accessories market expanded 2.2% after two years of market...
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Asahi (3333 Jp): I Want to Ride My Bicycle
Life behind bars We believe that Asahi has an interesting secular growth story unrealized by most institutional investors. At a Y37bn market cap,...
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Oisix: King of the Meal Kit Boom, up 74%, and Plenty of Growth to Come
It’s not easy selling food online, and the pickiness of Japanese consumers makes it doubly difficult. Now, by adapting the growing meal-kit...
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Walmart Launches E-Commerce with Rakuten: The Last Chance to Make It in Japan?
Walmart (WMT US) has worked hard to bring its Japanese subsidiary, Seiyu, around since buying the ailing GMS retailer 16 years ago. While it has...
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Japan Retail Capital Expenditure to Jump in 2018
Major Japanese retailers are moving ahead with plans for large increases in capital expenditure in the current year, reflecting surprising optimism...
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