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...
583 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...
649 Views
Global Equity Strategy: Cautious Outlook Intact; Defensive Sectors Remain Leadership
Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Our outlook for global equities...
559 Views
Smartkarma’s Week That Was in JP/KR: Market Turbulence 10 Years After 2008, Coway, & Celltrion
The Korean and Japanese stock markets have fallen sharply in October. Nikkei is down 12% and KOSPI is down 14% in October. It has been 10 years...
318 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...
382 Views