FamilyMart And Lawson Best Poised To Weather Quake Aftermath

Recent financial forecasts from the leading Japanese retailers underline our view that domestic household spending is set for subdued growth over the coming quarters in the post-Tohoku era. As Japanese shoppers keep a tighter rein on their household expenses and stock up on basics such as bottled water, bread and rice over the near term, we believe convenience store retailers are best poised to weather the quake aftermath. Taking into account factors such as debt capacities, profit margins and the higher demand for basic essentials, we particularly like the growth prospects of Japanese convenience retailers Lawson and FamilyMart.

To read the full article, please choose one of the following options: