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November 13, 2018

Going From Convenience Stores to Hotels: Management’s Real Estate Expertise Is Key

Thinking Points CVS Bay Area (TSE: 2687) historically operated convenience stores, but is now transitioning its core business to hotel operations as competition intensifies. The transition is going slower than

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Blog
November 9, 2018

Retail Giant Aeon’s War Against 7-Eleven: Super Convenience

Thinking Points Asia’s largest retailer Aeon (TSE: 8267) was left behind in the convenience race while Asia’s second largest retailer Seven & i Holdings (TSE: 3382) dominated the scene. Armed

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Blog
July 25, 2018

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

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Blog
April 4, 2018

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

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