Seven Premium: Private Label Now 22% of All Seven & I’s Group Sales
Seven Premium, Seven & I Holding's (3382 JP) private brand range, continues to grow strongly. It is now the leading private brand programme in...
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Welcia: Aeon’s Profit Machine
Aeon Co Ltd (8267 JP) is Japan’s largest retail conglomerate by revenues but it struggles to make respectable profits.Now, as with Seven-Eleven at...
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Japan Convenience Store Pair Trade: Long Lawson/Short Seven & I
Japan’s convenience stores outperformed the Topix index by over 10 percentage points during the COVID-19 led equity sell off in March 2020. Over...
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After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
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Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
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