小売り決算を総点検 コンビニの明暗分けた“戦略の差” 【NIKKEI NEWS NEXT】

A snippet of the special feature from BS TV Tokyo's "NIKKEI NEWS NEXT," broadcast on July 11, 2025, will be streamed on YouTube. ▼The full version is currently streaming on "TV Tokyo BIZ"▼ https://txbiz.tv-tokyo.co.jp/nikkeine... ▼Register for a "TV Tokyo BIZ" membership here▼ https://txbiz.tv-tokyo.co.jp/lp/?utm_... Major retailers, including Seven & i Holdings (HD), Fast Retailing, and Muji, are reaching a critical stage with the announcement of their quarterly financial results for the March-May period. Among domestic convenience stores, Seven-Eleven continues to struggle, while FamilyMart sees growth, resulting in mixed results. Our guest is UBS Securities Senior Analyst Takahiro Kazehaya, who will analyze the current state of personal consumption based on retail financial results. #7-Eleven #Lawson #FastRetailing #RyohinKeikaku #MUJI #FamilyMart #UBSSecurities #KazehayaTakahiro #ConvenienceStore #Apparel #NaomiTrauden #SetsuoOtsuka #HitomiYagi #Seven&I