Japanese Supermarket Consolidation Likely and Soon
Signs of consolidation in the supermarket sector have come and gone over the past decade, but recent events suggest there will now be a sustained...
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Smartkarma’s Week That Was in JP/KR: Amorepacific, Hitachi, and Trump's 2nd Meeting With KJU
The start of the year has been bullish on the Korean and Japanese stock markets. KOSPI is up 4% and Nikkei is up 3% YTD. Some of the most beaten...
406 Views
Japan: Fortnightly Update - Nidec Leads the Way
“I’ve been a manager for almost half a century, but this is the first time I’ve seen such a large single-month drop in orders for us. What we...
509 Views
Arcs, Valor and Retail Partners Form First Nationwide Supermarket Alliance
The supermarket sector is the most fragmented and uncompetitive of all retail sectors, a situation encouraged by major suppliers and not ideal for...
635 Views
Yaoko: How to Achieve 29 Straight Years of Profit Growth
Yaoko (8279 JP) is one of the best supermarket operators in Japan, with a loyal customer base thanks to the chain's relentless efforts to improve...
367 Views