Coverage

Coverage Architecture
Japan Consumer Coverage
01 — Retail & Pharmacies

Segment structured by store formats and by volume, traffic, or value-driven strategies.

Drugstores & Pharmacies

Beauty specialists, hybrid grocery models, and dispensing networks.

Coverage:
  • MatsukiyoCocokara (3088 JP)
  • Welcia (3141 JP)
  • Tsuruha (3391 JP)
  • Cosmos Pharmaceutical (3349 JP)
  • Sugi Holdings (7649 JP)
  • Sundrug (9989 JP)
  • Kusuri No Aoki (3549 JP)
  • Ain Holdings (9627 JP)

Department Stores

Urban players exposed to tourism, luxury, and domestic or inbound premium flows.

Coverage:
  • Isetan Mitsukoshi (3099 JP)
  • Takashimaya (8233 JP)
  • J. Front Retailing (3086 JP)
  • H2O Retailing (8242 JP)

GMS, Convenience & Discount

Mass retail, proximity formats, and discount concepts driven primarily by volume or traffic.

Coverage:
  • Seven & i Holdings (3382 JP)
  • Aeon (8267 JP)
  • Pan Pacific International (7532 JP)
  • Kobe Bussan (3038 JP)

Specialty Retail

Specialized retailers exposed to home equipment, lifestyle, apparel, and discretionary consumption.

Coverage:
  • Yamada Holdings (9831 JP)
  • Edion (2730 JP)
  • K's Holdings (8282 JP)
  • Bic Camera (3048 JP)
  • Fast Retailing (9983 JP)
  • Shimamura (8227 JP)
  • Pal Group (2726 JP)
  • ABC-Mart (2670 JP)
  • Ryohin Keikaku (7453 JP)
02 — Food & Beverage

Coverage of food producers and processors, organized by product families.

Packaged Goods, Proteins and Dairy

Players across packaged goods, animal proteins, frozen food, and dairy products.

Coverage:
  • Meiji Holdings (2269 JP)
  • Morinaga & Co (2201 JP)
  • Morinaga Milk Industry (2264 JP)
  • NH Foods (2282 JP)
  • Nissui (1332 JP)
  • Nichirei (2871 JP)
  • Yamazaki Baking (2212 JP)

Condiments, Sauces and Noodles

Groups exposed to staples, home cooking, and high-frequency categories.

Coverage:
  • Ajinomoto (2802 JP)
  • Kikkoman (2801 JP)
  • Kewpie (2809 JP)
  • Nissin Foods (2897 JP)
  • Toyo Suisan (2875 JP)

Beverages

Bottling models and brand owners in soft drinks and ready-to-drink beverages.

Coverage:
  • Suntory Beverage & Food (2587 JP)
  • Coca-Cola Bottlers Japan (2579 JP)
03 — Beauty & OTC

Segment split across prestige, mass market, hygiene, and OTC health.

Prestige Beauty and Cosmetics

Houses exposed to prestige, travel retail, and brand desirability.

Coverage:
  • Shiseido (4911 JP)
  • Kose (4922 JP)

Personal Care, Hygiene and OTC Health

Players in everyday care, hygiene, and consumer health products.

Coverage:
  • Kao (4452 JP)
  • Rohto Pharmaceutical (4527 JP)
  • Kobayashi Pharmaceutical (4967 JP)
  • Unicharm (8113 JP)
  • Lion Corp (4912 JP)
04 — Autos & Mobility

Classification of the Japanese automotive value chain, from OEMs to critical suppliers.

Manufacturers (OEMs)

Global models, hybrid leaders, regional platforms, and export profiles.

Coverage:
  • Toyota (7203 JP)
  • Honda (7267 JP)
  • Nissan (7201 JP)
  • Subaru (7270 JP)
  • Mazda (7261 JP)
  • Mitsubishi Motors (7211 JP)
  • Isuzu (7202 JP)

Equipment and Electric Transition

Suppliers of critical components, systems, batteries, and electrification exposure.

Coverage:
  • Denso (6902 JP)
  • Niterra (5334 JP)
  • GS Yuasa (6674 JP)

Tires

Players exposed to the replacement market, OEMs, and mobility cycles.

Coverage:
  • Bridgestone (5108 JP)
  • Sumitomo Rubber (5110 JP)
  • Yokohama Rubber (5101 JP)
  • Toyo Tire (5105 JP)
05 — IP & Entertainment

Covers franchise monetization, video games, animation, and transmedia extensions.

Game Publishers and Consoles

Platforms, proprietary franchises, content ecosystems, and digital monetization.

Coverage:
  • Nintendo (7974 JP)
  • Sony (6758 JP)
  • Capcom (9697 JP)
  • Koei Tecmo (3635 JP)
  • Konami (9766 JP)
  • Nexon (3659 JP)
  • Square Enix (9684 JP)

Animation, Films and Transmedia

Studios, audiovisual rights, licensing, and cross-media exploitation.

Coverage:
  • Toei Animation (4816 JP)
  • Toho (9602 JP)
  • Kadokawa (9468 JP)

Physical Licensing and Toys

Tangible franchise monetization through toys, figurines, licenses, and character goods.

Coverage:
  • Bandai Namco (7832 JP)
  • Sanrio (8136 JP)
  • TOMY (7867 JP)
06 — Consumer Electronics & Imaging

Technology hardware, capital goods, and industrial franchises linked to imaging and electronics.

Imaging and Printing

Cameras, printers, visual solutions, and optical or office instruments.

Coverage:
  • Canon (7751 JP)
  • Nikon (7731 JP)
  • Seiko Epson (6724 JP)
  • Brother Industries (6448 JP)

Home Electronics and Displays

Home equipment, displays, components, and consumer electronics.

Coverage:
  • Panasonic (6752 JP)
  • Sharp (6753 JP)

Watches and Electronic Niches

Brands exposed to technical accessories, watchmaking, and specialty niches.

Coverage:
  • Casio (6952 JP)
  • Seiko Group (8050 JP)
  • Citizen Watch (7762 JP)
07 — Home & Building Durables

Players in construction, HVAC, sanitary equipment, and tools.

HVAC and Thermal Equipment

Exposure to heating, ventilation, air conditioning, and thermal solutions.

Coverage:
  • Daikin (6367 JP)
  • Rinnai (5947 JP)

Sanitary Equipment, Tools and Commercial Foodservice Equipment

Products linked to building equipment, tools, and professional kitchens.

Coverage:
  • TOTO (5332 JP)
  • Makita (6586 JP)
  • Hoshizaki (6465 JP)

Residential Construction

Residential players exposed to housing cycles, building quality, and the durable home theme.

Coverage:
  • Sekisui House (1928 JP)
08 — Connectivity & Consumer Services

Models built on subscriptions, infrastructure, security, leisure, and services.

Telecommunications

Infrastructure, recurring subscriptions, and exposure to domestic connectivity.

Coverage:
  • KDDI (9433 JP)
  • SoftBank Corp (9434 JP)
  • NTT (9432 JP)

Security and Guarding

Recurring services, residential security, and infrastructure protection.

Coverage:
  • Secom (9735 JP)
  • ALSOK (2331 JP)

Leisure, Hospitality and Parks

Experiences, theme parks, hospitality, and service consumption.

Coverage:
  • Oriental Land (4661 JP)
  • Round One (4680 JP)
  • Resorttrust (4681 JP)
  • Kyoritsu Maintenance (9616 JP)

HR Platforms

Business and employment services with exposure to labor-market fluidity.

Coverage:
  • Recruit Holdings (6098 JP)
09 — Foodservice

Restaurant chains operating across different ticket sizes, usage frequencies, and customer segments.

Quick-Service and Family Dining

Players exposed to domestic traffic, average ticket, and price-volume dynamics.

Coverage:
  • Zensho (7550 JP)
  • Skylark (3197 JP)
  • Toridoll (3397 JP)
  • Food & Life Companies (3563 JP)
10 — Apparel & Footwear

Brands specialized in performance, sporting goods, and technical apparel.

Footwear, Technical Apparel and Equipment

Exposure to active, outdoor, performance, and technical accessory categories.

Coverage:
  • Asics (7936 JP)
  • Goldwin (8111 JP)
  • Shimano (7309 JP)
  • Yonex (7906 JP)
11 — Online Marketplaces

Intermediation, e-commerce, and marketplace models connecting sellers and buyers.

B2C, C2C and Online Fashion Players

Digital platforms exposed to e-commerce, resale, and product discovery.

Coverage:
  • Mercari (4385 JP)
  • Rakuten (4755 JP)
  • Zozo (3092 JP)