Leading Supermarkets Have a Great Year but Gap Widens Between Best and Rest
Japanese supermarkets had a great year in 2020 thanks to Covid. However, the gap in performance is widening and more consolidation can be expected.
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Japan Retail Full Review 2020-2021: Some Retail Sectors Outperform in a Pandemic
An in-depth update for investors in Japan's retail and consumer space on Japan's retail sector by retail type as well as a review of the impact of...
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2nd Emergency Means New Opportunities for Supermarkets
Japanese supermarkets suffered from genteel decline in the decade to 2020. And then Covid-19 forced everyone home, resulting in a propensity to...
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Smartkarma North Asia Weekly: Alibaba Antitrust, OFAC Clarification, China Logistics, & Kuaishou IPO
In this edition of the Smartkarma North Asia Weekly, it summarizes some of the top insights on Smartkarma in the past week covering Japan, HK...
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Yaoko: A Difficult 2021 Coming for Japanese Supermarkets
Yaoko is one of the best managed supermarkets in Japan but even this leading retailer is worried about the outlook for Japanese supermarkets. If it...
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