7-Eleven Plans to Expand Domestically and Internationally

Kanoko Matsuyama & Koh Yoshida from The Japan Times:

Seven & I Holdings said it will open 1,300 new international stores, mainly in the United States, in an update to its midterm plan after Circle-K operator Alimentation Couche-Tard dropped its ¥6.77 trillion ($44.9 billion) takeover proposal.

The company said it will also add 1,000 net new outlets in Japan as part of its growth strategy. The goal is to "satisfy changing customer needs with new formats and accelerate openings,” the operator of 7-Eleven stores said in a presentation Wednesday.

This article summarizes the Couche-Tard drama from the past year well. Ultimately, 7 along with its rivals Lawsons & FamilyMart are too vital to the functioning of Japanese society to be run by a foreign operator. I was very happy to see the Canadians surrender. Au revoir!

ANA and JAL in 2025 Top 10 Airlines in the World

From Nippon.com:

The British company Skytrax recently announced the winners of its 2025 World Airline Awards. Regarded as the top prizes in the aviation industry, the awards began in 1999. All Nippon Airways was fifth and Japan Airlines ninth in the World’s Best Airlines category.

Much love for my two home airlines, but the most interesting part of this article is the chart of historical places in this survey. ANA has always been consistent, but JAL was in the 20s and 30s a decade ago. An amazing turnaround for the flag carrier.

Marubeni CEO Projects Shift to Regional Trade Blocs Due to US Tariffs

Shotaro Tani from Nikkei:

U.S. President Donald Trump's tariffs will create regional trading blocs and realign global supply chains, the CEO of Japanese trading house Marubeni has warned.

"There is a perception that things are getting back to normal" now that some countries have tariff agreements with the U.S., but "the protectionist tendencies will alter the movements of goods and alter supply chains in the mid to long term," Masayuki Omoto, the CEO of one of Japan's five main general trading houses, told Nikkei Asia.

"I believe economies will become more regionally focused -- or bloc-based," he said.

Globalization being buried, one tariff at a time.

Company Helps Ease Foreigner Integration By Being Lease Guarantor

Kazuaki Nagata from The Japan Times:

Hiroyuki Goto ventured into what appeared to be a high-risk business nearly two decades ago when, at the age of 28, he started providing rent guarantees for foreign nationals living in Japan.

Goto's experience suggested that the actual risk of backing a foreign resident might not be unusually high, and he thought that renting a place should not be an obstacle for people coming to Japan. More broadly, he felt it was inevitable that the country would have to accept more foreign workers due to depopulation.

So, he started GTN.

This is one of many areas that make starting a life in Japan so difficult. GTN was the only company that would allow me to open a credit card when I first came here to work and that allowed me to build up my personal infrastructure. This guy is a saint.

Eneos to Create Fuel from Recycled Paper

Mao Kawano from Nikkei:

Energy company Eneos will soon launch a pilot initiative with printing group Toppan Holdings to recycle discarded paper into bioethanol, part of an effort to find a stable supply of the decarbonized fuel.

The field test is due to take place in early 2027. If successful, the companies aim to commercialize the technology as soon as fiscal 2030.

Cool tech, but the real money maker is to somehow convert all the waste plastic bags and packaging in this country into something useful.

Tax Free Sales Drop Amid Tourist Retreat

Yurika Yoneda from Nikkei:

For the January-June first half, tax-free sales totaled 285.7 billion yen, down 14.6%.

Some of the declines may have been exaggerated by a drop in tourism from Hong Kong and other mainly Chinese-speaking countries due to rumors of an imminent earthquake, which turned out to be groundless.

But industry officials caution that the slowdown may not be temporary and are redoubling their efforts to attract foreign shoppers amid global economic headwinds. Economists warn that the impact of Trump's tariffs -- on Friday the baseline 10% rate is set to go up -- will further raise consumer anxiety around the world.

Putting the Hong Kong earthquake hoax to one side, this is an example of actions having consequences. There is a slow anti-tourist movement growing in Japan and this is a natural and obvious result.

While I do understand the dislike of some tourist behavior and overcrowding, one also has to factor in the benefits of it, not just monetary but also in boosting Japan’s soft power. If the anti-tourism sentiment continues and increases, Japanese may have a quieter and less crowded country, but also a weaker and poorer one as well.

Japanese Businesses Look Past US for Study Abroad for Employees

Yohei Kawai from Nikkei:

Japanese ocean shipping group Mitsui O.S.K. Lines is exploring options for sending employees to English-speaking countries other than the U.S., citing the possibility of longer-term impacts.

The company has eight participants in its program, with four each at New York University and University of California, Irvine. They have student visas to take part in three-month programs to study English and business.

"The Trump administration's xenophobic policies will in the long term hurt the free-spirited charm has attracted exceptional young talent from all over the world and has been a U.S. strength," Mitsui O.S.K. Lines chief executive Takeshi Hashimoto said.