Poking The Convenience Giants – Welcia Holdings (TYO: 3141)

Thinking Points Major drug store operator Welcia (TYO: 3141) is becoming Japan’s neighborhood pharmacy. In doing so, the company directly competes with the convenience industry. Welcia maintains a strong position

20% EBIT CAGR With A Walmart Twist – TYO: 3349 Cosmos Pharmaceuticals

Thinking Points Cosmos Pharmaceuticals (TYO: 3349) operates drug stores with a Walmart and 7-Eleven-like strategy, delivering industry leading growth (20% 10 year EBIT CAGR) over the past decade. The company’s