Japan's $67B Drugstore Revolution: How Pharmacies Disrupted Retail

Japan's drugstores just hit $67 billion in sales—surpassing supermarkets by selling groceries, prescriptions, and cosmetics under one roof. Discover the hybrid retail revolution reshaping Japanese commerce.

◆Introduction: How Japanese pharmacies evolved into lifestyle superstores that are winning the retail war

In 2024, Japan's drugstore industry crossed a historic milestone: 10 trillion yen ($67B) in total sales. These aren't your typical pharmacies—they're hybrid retail powerhouses combining food, medicine, beauty products, and digital health services. Join Sakura and Professor Haru as they explore how companies like Welcia, Matsumoto Kiyoshi, and Cosmos Pharmaceutical are disrupting traditional supermarkets through strategic M&A, EDLP pricing, and innovative co-location with pharmacies. This episode reveals the front-end/back-end business model driving Japan's most dynamic retail transformation.

◆Note

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