Tourism and New Stores Drive Donki's Revenue in 3Q
Don Quijote Holdings Co Ltd (7532 JP) announced their 3Q results yesterday, posting YoY revenue growth of 18.8% while OP growth remained flat. For...
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Mercari Inc: The Hunt for Discounts Gives Birth to a Unicorn - I
Company OverviewIn just three years, Mercari Inc was billed a “Unicorn” – the first and only one in Japan. The company, which was started in...
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A Stallion in “Donki” Clothing?
If you have strolled along Bunkamura-dori in Shibuya recently, it is unlikely that you would have missed the colossal yellow "MEGA" sign on a...
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E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
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Japan Entering a New Era of Capital Efficiency
For years, ROE among Japanese companies languished in low single digits. No more. The average ROE rose to 9.1% in the fiscal year 2017, clearing...
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