bullish

Yakult Honsha

Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those with Pricing Power

1.1k Views27 Sep 2023 06:30
SUMMARY
  • Japanese inflation, which peaked at 4.3% in January 2023, gradually decreased to 3.5%, 3.2%, 3.3%, 3.3%, and 3.2% in the subsequent months of 2023.
  • Inflation rates remained stable for most items, excluding Fuel, Electricity, Water, and fresh vegetables, indicating the persistence of cost-push inflation.
  • In this insight, we analyze the recent quarterly performance of Yakult, Nissin, and Seven & I, Japanese Consumer Staples companies discussed in our prior Smartkarma Original.
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