Retail in Japan

TABLE OF CONTENTS

List Of Contents And Tables

Executive Summary

Retailers Invest in Digital Innovation, Automation and In-Store Experiences

Key Data Insights

Key Industry Trends

CHART 1 Key Industry Trends for Retail

Industry Performance

Health and Beauty Specialists the Top Performer in 2025

Rakuten Leverages Private Label to Deepen Customer Engagement and Loyalty

CHART 2 Rakuten Invests in Private Label Line

CHART 3 Value Sales 2020-2030

CHART 4 Value Sales by Category 2025

What's Next?

Tourist Demand Key to Future Growth Prospects

Private Label and Slow Delivery Attracting Value-Driven Shoppers

Social Commerce Set to Shake up the Market

CHART 5 Forecast Value Sales 2020-2030

CHART 6 Forecast Value Sales by Category 2025-2030

Competitive Landscape

Aeon, Amazon and Rakuten Drive Consolidation through Scale and Innovation

CHART 7 Lawson Launches Innovative RealXTech Store

CHART 8 Analyst Insight for Retail

Strategic Mergers Signal a New Era of Competition

CHART 9 Labi Launches Live Commerce Booth

CHART 10 Company Shares 2025

CHART 11 Brand Shares 2025

Operating yamada-holdings.jpEnvironment

Informal Retail

Opening Hours for Physical Retail

CHART 12 Standard Opening Hours by Channel Type 2025

Seasonality

Hatsu Uri ("First Sales") at New Year

Valentine's Day

White Day

Mother's Day

Father's Day

Summer Bargains

Halloween

Black Friday and Cyber Monday

Christmas and Year-end Bargains

Economic Context

CHART 13 Economic Context for Retail

CHART 14 Real Gdp Growth 2020-2030

CHART 15 Inflation 2020-2030

Consumer Context

CHART 16 Consumer Context for Retail

CHART 17 Population 2020-2030

CHART 18 Population by Generation 2025

Country Reports Disclaimer

CONVENIENCE RETAILERS IN JAPAN

• Key Data Insights
• 2025 Developments
• Convenience Stores Remain Central to the Lives of Many Locals
• Key Industry Trends
• CHART 19 Key Industry Trends for Convenience Retailers
• Industry Performance
• Family Mart Attracts New Shoppers with Lifestyle-Driven Convenience Wear
• CHART 20 Familymart Finds Success with Convenience Wear
• 7-Eleven Pilots Autonomous Robots to Support Quick Delivery
• CHART 21 7-Eleven Turns to Robots for Deliveries
• CHART 22 Value Sales 2020-2030
• CHART 23 Value Sales by Category 2025
• What's Next?
• Convenience Stores Will Retain a Central Role in Japan
• Retailers Can Strengthen Loyalty by Expanding Their Role in the Community
• CHART 24 Forecast Value Sales 2020-2030
• CHART 25 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Familymart Leverages Private Label to Challenge 7-Eleven'S Stronghold
• CHART 26 Analyst Insight for Convenience Retailers
• Lawson Acquires Save on and Launches a New and Innovative Store
• CHART 27 Company Shares 2025
• CHART 28 Brand Shares 2025
• Economic Context
• CHART 29 Economic Context for Convenience Retailers
• CHART 30 Real Gdp Growth 2020-2030
• CHART 31 Inflation 2020-2030
• Consumer Context
• CHART 32 Consumer Context for Convenience Retailers
• CHART 33 Population 2020-2030
• CHART 34 Population by Generation 2025
• Country Reports Disclaimer

HYPERMARKETS IN JAPAN

• Key Data Insights
• 2025 Developments
• Seven & Holdings Pivots to Convenience Stores as Shoppers Seek Specialisation
• Key Industry Trends
• CHART 35 Key Industry Trends for Hypermarkets
• Industry Performance
• Aeon Drives Innovation with Climate-Friendly Private Label Launches
• CHART 36 Aeon Invests in Its Private Label Line
• Ito-Yokado and Onigo Deliver Speed and Freshness through Online Partnerships
• CHART 37 Ito-Yokado Partners with Onigo to Rei
• CHART 38 Value Sales 2020-2030
• What's Next?
• Aeon Consolidates Scale as Rivals Retreat and Urban Demand Intensifies
• Hypermarkets Must Focus on Exclusive Services and Digitalisation to Retain Relevance
• CHART 39 Forecast Value Sales 2020-2030

Competitive Landscape

• Aeon Secures Dominance as Rivals Exit and Trial Gains Momentum
• CHART 40 Analyst Insight for Hypermarkets
• CHART 41 Company Shares 2025
• CHART 42 Brand Shares 2025
• Economic Context
• CHART 43 Economic Context for Hypermarkets
• CHART 44 Real Gdp Growth 2020-2030
• CHART 45 Inflation 2020-2030
• Consumer Context
• CHART 46 Consumer Context for Hypermarkets
• CHART 47 Population 2020-2030
• CHART 48 Population by Generation 2025
• Country Reports Disclaimer

SUPERMARKETS IN JAPAN

• Key Data Insights
• 2025 Developments
• Supermarkets Focus on Delivering Convenience
• Key Industry Trends
• CHART 49 Key Industry Trends for Supermarkets
• Industry Performance
• Private Label No Longer Just a Budget Choice
• CHART 50 Bio-Ral Introduces Apparel Items
• CHART 51 Value Sales 2020-2030
• What's Next?
• Private Label Innovation Responds to Hyper-Local Demand
• Physical Stores Deepen Community Engagement with Service-Led Formats
• Online Grocery Faces Persistent Barriers as Partnerships Emerge
• CHART 52 Forecast Value Sales 2020-2030

Competitive Landscape

• Lopia Accelerates Expansion as Aeon Group Deepens Digital Engagement
• CHART 53 Aeon Continues to Expand across Japan
• Trial Holdings and Seiyu Combine Strengths for Urban Growth
• CHART 54 Analyst Insight for Supermarkets
• CHART 55 Company Shares 2025
• CHART 56 Brand Shares 2025
• Economic Context
• CHART 57 Economic Context for Supermarkets
• CHART 58 Real Gdp Growth 2020-2030
• CHART 59 Inflation 2020-2030
• Consumer Context
• CHART 60 Consumer Context for Supermarkets
• CHART 61 Population 2020-2030
• CHART 62 Population by Generation 2025
• Country Reports Disclaimer

SMALL LOCAL GROCERS IN JAPAN

• Key Data Insights
• 2025 Developments
• Store Closures Accelerate as Urbanisation and Digital Shift Reduce Foot Traffic
• Industry Performance
• Health Food and Ethnic Grocers Tap into Niche Demand but See Limited Gains
• Local Identity and Experiential Retail Become Critical for Survival
• CHART 63 Value Sales 2020-2030
• What's Next?
• Niche Grocers Target Wellness and Ethnic Demand as Traditional Stores Decline
• Community-Led Initiatives and Tourist Engagement Drive Survival Strategies
• CHART 64 Forecast Value Sales 2020-2030
• Economic Context
• CHART 65 Economic Context for Small Local Grocers
• CHART 66 Real Gdp Growth 2020-2030
• CHART 67 Inflation 2020-2030
• Consumer Context
• CHART 68 Consumer Context for Small Local Grocers
• CHART 69 Population 2020-2030
• CHART 70 Population by Generation 2025
• Country Reports Disclaimer

GENERAL MERCHANDISE STORES IN JAPAN

• Key Data Insights
• 2025 Developments
• Increased Focus on Value Boosts Sales through Variety Stores
• Key Industry Trends
• CHART 71 Key Industry Trends for General Merchandise Stores
• Industry Performance
• CHART 72 Hankyu Launches Kodomo College
• Hankyu Fosters Family Loyalty through Experiential Retail Innovation
• CHART 73 Private Label Key to Growth
• Don Quijote Disrupts with Affordable Private Label Launches
• CHART 74 Value Sales 2020-2030
• CHART 75 Value Sales by Category 2025
• What's Next?
• Variety Stores to Drive Growth as Department Stores Consolidate
• Department Stores Enhance Experiences to Capture Affluent and Inbound Demand
• CHART 76 Forecast Value Sales 2020-2030
• CHART 77 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Don Quijote Leverages Private Label and Tourism to Widen Lead
• CHART 78 Analyst Insight for General Merchandise Stores
• 100 Yen Shop Provides a Lifeline for Cash-Strapped Consumers
• CHART 79 Company Shares 2025
• CHART 80 Brand Shares 2025
• Economic Context
• CHART 81 Economic Context for General Merchandise Stores
• CHART 82 Real Gdp Growth 2020-2030
• CHART 83 Inflation 2020-2030
• Consumer Context
• CHART 84 Consumer Context for General Merchandise Stores
• CHART 85 Population 2020-2030
• CHART 86 Population by Generation 2025
• Country Reports Disclaimer

APPAREL AND FOOTWEAR SPECIALISTS IN JAPAN

• Key Data Insights
• 2025 Developments
• Shimamura and Fast Retailing Shape Omnichannel Experiences as Value Declines
• Key Industry Trends
• CHART 87 Key Industry Trends for Apparel and Footwear Specialists
• Industry Performance
• CHART 88 Fast Retailing Transforms Outlets
• Shimamura Park Boosts Digital Engagement through a Unified Brand Ecosystem
• Uniqlo'S Experiential Events Drive Engagement among Families and Millennials
• CHART 89 Value Sales 2020-2030
• What's Next?
• Familymart Expands Convenience Wear Line, Forcing Specialists to Adapt
• Tourism-Driven Demand Fuels Focus on Japanese Authenticity
• Personalised Loyalty and Experiential Retail Become Essential for Growth
• CHART 90 Forecast Value Sales 2020-2030

Competitive Landscape

• Uniqlo Leverages Store Network and Collaborations to Accelerate Share Gains
• CHART 91 Analyst Insight for Apparel and Footwear Specialists
• CHART 92 Zara Opens Flagship Store in Osaka
• CHART 93 Company Shares 2025
• CHART 94 Brand Shares 2025
• Economic Context
• CHART 95 Economic Context for Apparel and Footwear Specialists
• CHART 96 Real Gdp Growth 2020-2030
• CHART 97 Inflation 2020-2030
• Consumer Context
• CHART 98 Consumer Context for Apparel and Footwear Specialists
• CHART 99 Population 2020-2030
• CHART 100 Population by Generation 2025
• Country Reports Disclaimer

APPLIANCES AND ELECTRONICS SPECIALISTS IN JAPAN

• Key Data Insights
• 2025 Developments
• Yamada Denki Leverages Private Label Innovation to Drive Growth
• Key Industry Trends
• CHART 101 Key Industry Trends for Appliances and Electronics Specialists
• Industry Performance
• CHART 102 Yamada Denki Offers Affordable Innovation
• Yodobashi Camera Accelerates Engagement through Tiktok Shop
• CHART 103 Yodobashi Camera Embraces Social Commerce with Tiktok Shop Launch
• CHART 104 Value Sales 2020-2030
• What's Next?
• Housing Demand Key to Growth, While Tourism Offers Opportunities
• Yodobashi Camera Addresses Climate-Driven Demand with Cooling Innovation
• Retailers Embrace Experiential Shopping to Capture Inbound and Local Demand
• CHART 105 Forecast Value Sales 2020-2030

Competitive Landscape

• Yamada Denki Redefines Retail Experience to Defend Its Lead
• CHART 106 Analyst Insight for Appliances and Electronics Specialists
• Bic Camera Benefiting From Inbound Tourism
• CHART 107 Company Shares 2025
• CHART 108 Brand Shares 2025
• Economic Context
• CHART 109 Economic Context for Appliances and Electronics Specialists
• CHART 110 Real Gdp Growth 2020-2030
• CHART 111 Inflation 2020-2030
• Consumer Context
• CHART 112 Consumer Context for Appliances and Electronics Specialists
• CHART 113 Population 2020-2030
• CHART 114 Population by Generation 2025
• Country Reports Disclaimer

HEALTH AND BEAUTY SPECIALISTS IN JAPAN

• Key Data Insights
• 2025 Developments
• Matsumotokiyoshi Reinvents Private Label to Deepen Shopper Loyalty
• Key Industry Trends
• CHART 115 Key Industry Trends for Health and Beauty Specialists
• Industry Performance
• CHART 116 Matsumotokiyoshi Celebrates 10 Years of Matsukiyo
• Nihon Chouzai Leverages Ai to Transform Pharmacy Operations and Patient Care
• CHART 117 Value Sales 2020-2030
• CHART 118 Value Sales by Category 2025
• What's Next?
• Inbound Tourism Key to the Growth of Beauty Specialists
• Retailers Are Broadening Their Private Label Lines and Digital Services to Boost Loyalty
• CHART 119 Forecast Value Sales 2020-2030
• CHART 120 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Welcia Merges with Tsuruha to Reshape Leadership
• CHART 121 Analyst Insight for Health and Beauty Specialists
• CHART 122 Japan'S Ai-Powered Pharmacy Experience by Mg-Dx
• Visionary Holdings Acquisition Fuels Intermestic's Expansion Plans
• CHART 123 Company Shares 2025
• CHART 124 Brand Shares 2025
• Economic Context
• CHART 125 Economic Context for Health and Beauty Specialists
• CHART 126 Real Gdp Growth 2020-2030
• CHART 127 Inflation 2020-2030
• Consumer Context
• CHART 128 Consumer Context for Health and Beauty Specialists
• CHART 129 Population 2020-2030
• CHART 130 Population by Generation 2025
• Country Reports Disclaimer

HOME PRODUCTS SPECIALISTS IN JAPAN

• Key Data Insights
• 2025 Developments
• Cainz Harnesses Private Label to Build Loyalty and Margins
• Key Industry Trends
• CHART 131 Key Industry Trends for Home Products Specialists
• Industry Performance
• CHART 132 Cainz Elevates Private Label Line
• Home Improvement and Gardening and Pet Shops Show Resilience
• Ikea Transforms Retail with Immersive Sleepover Experiences
• CHART 133 Value Sales 2020-2030
• CHART 134 Value Sales by Category 2025
• What's Next?
• Nitori and Competitors Diversify into Appliances to Capture Household Spending
• Retailers Adapt Product Lines in Response to Demographic Shifts
• Pet Shops and Superstores Need to Evolve as Pressure From E-Commerce Grows
• CHART 135 Forecast Value Sales 2020-2030
• CHART 136 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Nitori Expands into Appliances to Sustain Sales Lead
• CHART 137 Analyst Insight for Home Products Specialists
• Cainz Accelerates Growth through Daito Acquisition
• CHART 138 Cainz Acquires Daito
• CHART 139 Company Shares 2025
• CHART 140 Brand Shares 2025
• Economic Context
• CHART 141 Economic Context for Home Products Specialists
• CHART 142 Real Gdp Growth 2020-2030
• CHART 143 Inflation 2020-2030
• Consumer Context
• CHART 144 Consumer Context for Home Products Specialists
• CHART 145 Population 2020-2030
• CHART 146 Population by Generation 2025
• Country Reports Disclaimer

DIRECT SELLING IN JAPAN

• Key Data Insights
• 2025 Developments
• Yakult Accelerates Digital Shift as Direct Selling Faces Decline
• Key Industry Trends
• CHART 147 Key Industry Trends for Direct Selling
• Industry Performance
• Health and Beauty Direct Selling Leads Sales as Fashion Rebounds
• Yakult Transforms Customer Experience with App-Driven Home Delivery
• CHART 148 Yakult Launches New App
• CHART 149 Value Sales 2020-2030
• CHART 150 Value Sales by Category 2025
• What's Next?
• Amway Enhances Loyalty by Linking Payment Benefits to Digital Engagement
• Health and Beauty Direct Selling to Sustain Leadership Despite Stagnation
• Fashion Direct Selling Builds Momentum through Digital-First Strategies
• CHART 151 Forecast Value Sales 2020-2030
• CHART 152 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Yakult Honsha Leverages Community Trust to Sustain Its Advantage
• CHART 153 Company Shares 2025
• CHART 154 Brand Shares 2025
• Economic Context
• CHART 155 Economic Context for Direct Selling
• CHART 156 Real Gdp Growth 2020-2030
• CHART 157 Inflation 2020-2030
• Consumer Context
• CHART 158 Consumer Context for Direct Selling
• CHART 159 Population 2020-2030
• CHART 160 Population by Generation 2025
• Country Reports Disclaimer

VENDING IN JAPAN

• Key Data Insights
• 2025 Developments
• Beverage Brands Raise Prices and Drive Revenue through Vending
• Industry Performance
• Cold Drinks Providers Capture Growth as Hot Weather Drives Demand
• New Technology Enables Operators to Boost Sales and Efficiency
• CHART 161 Value Sales 2020-2030
• CHART 162 Value Sales by Category 2025
• What's Next?
• Technology to Play a Central Role in the Future of Vending
• Suntory and Mitsui Sumitomo Add Value through Partnerships
• CHART 163 Forecast Value Sales 2020-2030
• CHART 164 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Coca-Cola and Suntory Maintain Their Stronghold
• CHART 165 Company Shares 2025
• CHART 166 Brand Shares 2025
• Economic Context
• CHART 167 Economic Context for Vending
• CHART 168 Real Gdp Growth 2020-2030
• CHART 169 Inflation 2020-2030
• Consumer Context
• CHART 170 Consumer Context for Vending
• CHART 171 Population 2020-2030
• CHART 172 Population by Generation 2025
• Country Reports Disclaimer

RETAIL E-COMMERCE IN JAPAN

• Key Data Insights
• 2025 Developments
• Marketplace E-Commerce Remains the Key Growth Driver
• Key Industry Trends
• CHART 173 Key Industry Trends for Retail E-Commerce
• Industry Performance
• Social Shopification Fuels Retail Transformation
• CHART 174 Yodobashi Camera Launches Tiktok Shop Store
• Line Yahoo and Tmall Unlock Cross-Border Sales as Growth Slows
• CHART 175 Insurance Protects Unattended Deliveries
• CHART 176 Value Sales 2020-2030
• CHART 177 Value Sales by Category 2025
• What's Next?
• Amazon and Rakuten Invest in Loyalty Programmes to Retain Shoppers
• Social and Unified Commerce Reshaping Shopper Expectations
• CHART 178 Forecast Value Sales 2020-2030
• CHART 179 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Amazon Strengthens Logistics and Loyalty to Outpace Rivals
• CHART 180 Analyst Insight for Retail E-Commerce
• Temu Is Making Inroads, but Established E-Commerce Titans Hold Steady
• CHART 181 Company Shares 2025
• CHART 182 Brand Shares 2025
• Economic Context
• CHART 183 Economic Context for Retail E-Commerce
• CHART 184 Real Gdp Growth 2020-2030
• CHART 185 Inflation 2020-2030
• Consumer Context
• CHART 186 Consumer Context for Retail E-Commerce
• CHART 187 Population 2020-2030
• CHART 188 Population by Generation 2025
• Country Reports Disclaimer