
ファミリーマート、セブン‐イレブン・ジャパン、ローソンのコンビニ大手3社が、店舗のデジタルサイネージやアプリ、購買データを活用したリテールメディア事業を拡大。9月1日にはKDDIと三菱商事が新会社クインタを設立し、ローソン店舗を活用した広告事業を開始。国内リテールメディア広告市場は2026年に1130億円規模に達する見込み。
AI-generated summary
コンビニ各社は、店舗網と顧客データを活用して広告を新たな収益源とするリテールメディア事業に注力している。ファミリーマートが先行し、セブン‐イレブン・ジャパンとローソンが続いた。
コンビニ大手3社が、店舗のデジタルサイネージやアプリ、購買データなどを活用した「リテールメディア事業」に乗り出している。先行するファミリーマートに続き、セブン‐イレブン・ジャパンも広告事業を本格化。9月1日には、KDDIと三菱商事が新会社「クインタ」の設立を発表し、ローソン店舗を活用したリテールメディア事業を始めた。
コンビニ各社は、全国の店舗網や顧客データを武器に、広告を新たな収益源として育てようとしている。
そもそも「リテールメディア」とは?
リテールメディアとは、小売事業者の店舗やアプリ、ECサイトなどを広告媒体として活用する仕組みだ。購買履歴やアプリの利用状況といった顧客データを組み合わせることで、個人に合わせた広告を配信したり、広告を見た後の購買行動を分析したりできる。特にコンビニの場合、店内のデジタルサイネージで広告を見た直後に、商品購入につながる点が強みだ。
デジタルマーケティング事業を手掛けるCARTA HOLDINGS(東京都港区)の調査によると、国内の店舗事業者によるリテールメディア広告市場は2026年に1130億円規模に達する見通しだ。米国では小売り大手のウォルマートが、店舗やECサイトを広告媒体として活用し、事業を拡大している。

ASICS executives say that by having the company discuss their dreams once every two weeks and making store training and marathon volunteering compulsory for all executives, they have revitalized internal conversation and inspired the company to move in the same direction globally. During the coronavirus pandemic, we boosted our profit margin by strengthening our e-commerce platform and shifting production to higher-end models, and promoted the development of products such as ``EDGE'' and ``SKY'' tailored to athletes' running styles with a ``player-first'' approach. He emphasized that leaders in the age of AI will be required to "talk about their dreams and have unwavering faith."

Although SUVs sell in large numbers, they are difficult to rank high in brand rankings, and this is an analysis based on data from Japan Automobile Sales Federation. Jimny, Rise, Rankle series, etc. are actually selling well, and even with advances in hybrid systems and rising fuel prices, users tend to choose cars that are highly satisfying.

The yen rose sharply in the foreign exchange market on the 3rd, and at one point reached the 155 yen level to the dollar. The yen appreciated more than 4 yen against the dollar from 5 p.m. the previous day, reaching the lowest level in about a month. In the United States, expectations for an early interest rate hike have receded, and expectations that the Bank of Japan will accelerate the pace of interest rate hikes have expanded. Yen-buying and dollar-selling progressed with the aim of narrowing the Japan-U.S. interest rate differential. The US Treasury Department announced that Secretary Bessent supported Bank of Japan Governor Ueda in addressing the yen's undervaluation. Bank of Japan Councilor Takada emphasized that the situation has changed, and expectations for an interest rate hike in September have strengthened.

Customers at 24-hour gyms aren't looking for time freedom; they're looking for results like a toned body and a healthy lifestyle. With the expansion of subscription-based businesses, customer success (CS), which helps customers achieve their desired results using services, is attracting attention. Hisanori Yamada, representative director of the Japan Customer Success Association, explains that CS is different from customer satisfaction, and is a business approach that provides outcomes for customers. It is said that the development of the Internet has made it possible to track actual usage, which is behind the spread of the concept of CS.

Domestic farmers are protesting against the lifting of the ban on importing U.S. potatoes. The government is proceeding with consideration at the request of the United States, but farmers are expressing a sense of crisis, fearing that if pests such as the potato cyst nematode invade the country, it could cause catastrophic damage to production.

The yen rose sharply on the New York foreign exchange market on the morning of the 3rd, and at one point hit the mid-155 yen level to the dollar. This is the highest level in a month since August 3rd. While expectations for the Bank of Japan's rate hikes accelerating have increased, expectations for the Fed's early interest rate hikes have receded, leading to stronger yen buying and dollar selling. As of 9 a.m., it was 155.50 to 60 yen, a 3.14 yen appreciation and dollar depreciation from 5 p.m. the previous day.