How Doutor Survived Starbucks (Part 3)
Thinking Points This week, we go over how Doutor developed into what it is today. The company started with one man’s fascination of European-style coffee shops, which quickly transformed the
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How Doutor Survived Starbucks (Part 2)
Thinking Points In this week’s post, you’ll get a feel for how some of the key coffee chains are positioned in the industry. Though Starbucks and Doutor have the largest
How Doutor Survived Starbucks (Part 1)
Thinking Points Doutor is the largest native Japanese coffee chain. While Japan’s coffee consumption has been on a long-term rise, the number of coffee shops halved over the last 35
Avoid T. Boone Pickens’ “Keiretsu” Mistake
Thinking Points Japan’s Keiretsu structure has shaped business culture long time, even getting Mitsubishi employees drinking a certain brand of beer. The structure hasn’t favored foreign investors seeking important positions
Nintendo’s Newest Venture Into Mobile Games
Thinking Points Nintendo announced its partnership with Cygames, a well known Japanese mobile social game developer. According to management, this does not affect its partnership with DeNA (TSE: 2432), which
Have You Thought About Investing In Japanese Childcare?
Thinking Points Japan’s aging population and low fertility rates may have deterred investors from looking at the childcare industry. However, a lack of childcare infrastructure seems to be one of
How Keyence Drives Industry-Leading Operating Margins
Thinking Points Keyence (TSE: 6861) is a global leader in factory automation solutions. The company consistently delivers industry leading operating margins, often above 50%. This performance is driven by Keyence’s
89.7% Of Anime Revenues Generated Through Licensing, Here Are The Key Players
Thinking Points The anime industry is a growing 2 trillion yen ($188 billion USD) industry. Despite this, the production companies run on thin margins while artists work long hours with
Is Oisix Daichi Amazon Japan’s Next Victim?
Thinking Points As of February 2018, Oisix Daichi has Radish-boya under its umbrella, making it the largest player (by far) in organic vegetable delivery. While not specifically focused on organic