Monthly data updates from 7-Eleven, Lawson and Ministop, focusing on sales, customer footfall and average customer spend in Japan.  Japan’s convenience channel shrinking All of the leading convenience retailers are seeing a decline in sales year-on-year (YoY). Since the pandemic, 7-Eleven has been the leader in terms of adapting and managing the impact. YoY sales fell the sharpest in April ...

Amongst all modern retail channels, the impact of COVID-19 from a global perspective, has varied the most in convenience. The channel, however, continues to offer a massive opportunity for retailers and suppliers globally, benefiting from longer term consumption trends such as smaller households and more consumers shopping locally. With this in mind, we have identified five themes that we expect ...

Seven & i Holdings, Aeon and Lawson have posted their Q3 results for the nine months ended November 30, 2020. Summary and our view On January 7, 2021, the Japanese government declared a state of emergency in Tokyo and three surrounding prefectures. The Q3 results do not reflect this latest announcement, the Christmas trading period, nor the recent snow storms, but show the continued negativ...