ENTITY

Three F Co Ltd (7544 JP)

15
Analysis
Consumer StaplesJapan
Three F Co., Ltd. operates a convenience store chain in metropolitan area. The Company sells mainly foodstuffs including fast foods, beverages, and also sundries.
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30 Nov 2023 09:00

Japan's Convenience Stores Still Growing, Still Innovating

​Japan's convenience store sector, dominated by 3 major chains, is bouncing back after their first decline in 50 years in 2020, with innovative...

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bullishLawson Inc
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...

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510 Views
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bullishLawson Inc
06 Feb 2024 17:38

Lawson (2651 JP): KDDI Corp (9433 JP) Pre-Conditional Tender Offer at JPY10,360

The offer is expected to start in April. Based on the irrevocables, the minimum acceptance condition requires a 30.2% minority acceptance rate,...

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13 Nov 2022 23:01

Japanese Convenience Stores Recover but Where Will Future Growth Come From?

Japanese convenience stores are innovative, relentless competitors. It is just a shame the sector is at saturation. While there is growth potential...

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11 Nov 2021 01:16

Convenience Stores: First Decline in 50 Years

For any investor in Japan's consumer staples sector, the convenience store sector is a key component. The following is an in-depth analysis of the...

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