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Mitsubishi Shokuhin (7451 JP)
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27
Analysis
Consumer Staples
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Japan
Mitsubishi Shokuhin Co.,Ltd. is a wholesaler of processed food. The Company sells a varietyof groceries including canned products, dried food, frozen food, pet food, beverages, and liquors.
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bullish
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Mitsubishi Shokuhin
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29 Dec 2023 08:00
Retail Media: A Major New Income Stream Even for Wholesalers
Retailers, and now Mitsubishi Shokuhin, are causing concern among ad agencies with their own retail media networks, potentially creating a major...
Michael Causton
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437 Views
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bullish
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Tsuruha Holdings
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29 Feb 2024 07:30
Aeon (Maybe) Gets Tsuruha, Could Trigger Wave of Mergers in the Sector (And Beyond)
Aeon's potential increased stake in Tsuruha Holdings and possible merger with Welcia will likely prompt drugstore competitors to consider their...
Michael Causton
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311 Views
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bullish
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Thematic (Sector/Industry)
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28 Feb 2024 09:00
Retail Media in Japan: More Revenue for Retailers, More Sales for Brands
Retail media, a big trend in 2024, offers major revenue potential for retailers as well as intermediaries like Hakuhodo in advertising and data...
Michael Causton
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199 Views
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bullish
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Tsuruha Holdings
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27 Feb 2024 05:11
Aeon, Welcia and Tsuruha: Creating an FMCG Behemoth
Merger between Welcia and Tsuruha under Aeon may happen as FMCG-drugstores increasingly compete with supermarkets and CVS, so we need to view the...
Michael Causton
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311 Views
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bullish
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Lawson Inc
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07 Feb 2024 09:00
Lawson & KDDI: Not Just Because Japanese E-Commerce Is an Omnichannel Model
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...
Michael Causton
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488 Views
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