Japan Consuming

This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. The Final ACT Comedy of Errors Opens the Way for Real Value to Emerge at Seven & I ACT’s bid for Seven & I has been withdrawn and Seven will be better off long-term because of it – although we detail here how competitors are catching up fast.

Look Inc., a leading distributor of overseas brands in Japan, has signed an exclusive import deal with Smythson, the luxury British stationery and leather goods brand. SEE ALSO: DFS opens new Macau store in historic cultural retail destination M8 Look will start sales from Spring 2025 and include Japan-exclusive items for the first time.

Japan’s Isetan Shinjuku expects to post sales in excess of JPY400 billion this year, a record for a single retail store, although most of the growth is from inbound tourists. But Isetan-Mitsukoshi is working to ensure longer term stability through more sophisticated databases and personalised marketing. SEE ALSO: First-half recap: Decoding the trends driving the luxury sector At the same time, it will make better use of real estate assets, investing ¥500 billion around Isetan Shinjuku alone.