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The Japanese restaurants that will prosper beyond COVID

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The Japanese restaurants that will prosper beyond COVID

Fast-food and sushi are taking market share on a secular basis, but the izakayas have the greatest recovery potential. Estimated reading time: 36 minutes

Michael Fritzell
Mar 5
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The Japanese restaurants that will prosper beyond COVID

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Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers. Consult your financial adviser to understand whether any investment is suitable for your specific needs. I may, from time to time, have positions in the securities covered in the articles on this website. This is not a recommendation to buy or sell stocks.

High-end sushi. Source: Getty Images

Table of contents

1. A short history of Japanese food
2. Restaurant industry sector trends
2.1. Low-priced restaurants taking market share
2.2. Consolidation
2.3. Franchising
2.4. Central food kitchens
2.5. Automation
2.6. Overseas growth
2.7. Delivery services
2.8. COVID-19
2.9. Rising prices
3. Investable universe of stocks
3.1. Fast-food restaurants
3.2. Sushi restaurants
3.3. Family restaurants
3.4. Japanese BBQ
3.5. Chinese restaurants
3.6. Pubs & Izakayas
3.7. Coffee shops
4. Hidden champions of Japan F&B retail
4.1. Arclands Service
4.2. Gift Holdings
4.3. Genki Sushi
4.4. Torikizoki
4.5. Yossix
4.6. WDI (World Dining Inspirations)
5. Conclusion


Summary

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