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With Japanese Chain Daiso Opening Megastore in Blumenau and Accelerating Expansion Across the Country, Competitor Pressures Havan as Luciano Hang Invests 2 Billion in New Stores

Written by Bruno Teles
Published on 01/12/2025 at 09:26
Luciano Hang reage à Daiso Japan e à megaloja em Blumenau, defende a Havan no varejo brasileiro e aposta bilhões em novas lojas para segurar espaço no país
Luciano Hang reage à Daiso Japan e à megaloja em Blumenau, defende a Havan no varejo brasileiro e aposta bilhões em novas lojas para segurar espaço no país
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While Daiso Japan Transforms a Megastore in Blumenau into a Showcase of Low Prices and Variety, Luciano Hang Races to Defend Havan, Bets on Opening 200 Units, and Accelerates the Dispute for Physical Brazilian Retail Amid High Interest Rates and Pressured Consumption in 2025 and the Coming Years

The advancement of Daiso Japan with the megastore in Blumenau sends a direct message to Brazilian retail and pushes Luciano Hang to the center of the dispute, as Havan and competitors recalculate investments and store formats.

The opening in Blumenau raises alarms in Santa Catarina, the birthplace of Havan and a natural showcase for any competitor movement regarding the consumer base of Luciano Hang’s network. The megastore opened on October 3rd was established in Shopping H, with 400 square meters dedicated to an intensive operation of quick turnover, variety, and visual appeal.

The inauguration marks the third unit of Daiso in Santa Catarina and the first in the Itajaí Valley, a region where Havan has consolidated part of its expansion, using large stores as anchors for regional flow. The Japanese presence in this commercial corridor increases competitive pressure precisely on the audience accustomed to Luciano Hang’s megastore models.

How Daiso Is Positioning Itself in Brazilian Retail

Daiso Japan has been operating in Brazil since 2012, with a strategy based on high assortment density, affordable prices, and a strong visual identity from Japanese culture.

In Blumenau, the chain repeats the model: household goods, stationery, organizational items, decoration, and Asian foods share space in a compact layout, designed to maximize product exposure per square meter.

This format contrasts with Havan’s business model, which bets on giant stores, family shopping experiences, and a strong presence of well-known brands, but directly engages two sensitive audiences: consumers in search of novelty and price-oriented buyers.

For Luciano Hang, the advancement of this combination in key cities acts as a gauge of Daiso’s appetite for market share in regions dominated by his group.

The location in a shopping mall in Blumenau is not just a real estate choice.

It means competing for daily foot traffic, impulsive purchases, and visit frequency in an environment where many families already use Havan as a reference for large purchases and leisure.

Daiso’s presence creates a new attraction hub within the same consumption ecosystem.

Luciano Hang’s Response: 2 Billion for 200 New Stores

In this scenario, Luciano Hang announced an investment plan of R$ 2 billion to open 200 new Havan stores by 2026, in a clear message to the market that the chain does not intend to cede space in physical retail.

The move repositioned the company in the competition for reach, visibility, and negotiating power with suppliers.

In practice, Luciano Hang’s strategy reinforces three fronts:

Constructed area and geographic presence in more medium and large cities, expanding the reach of the Havan brand.

Market share protection in regions where foreign chains, like Daiso itself, begin to test formats and audiences.

Logistical and commercial scale, a crucial element to maintain price competitiveness in a high-interest, pressured consumption environment.

The behind-the-scenes reading is that Luciano Hang’s announced expansion is not just a plan for inertial growth but also a message to new foreign entrants who see Brazil as a still fragmented retail market, with space for compact and niche formats.

Each Daiso store opened in strategic locations serves as a reminder that Havan’s dominance is not uncontested.

Blumenau as a Laboratory for New Competition

Blumenau becomes an important laboratory to observe how local customers will distribute their attention and budget between a high-turnover Japanese model and Havan’s megastore experience.

Daiso brings the appeal of Japanese pop culture, the “treasure hunt” in shelves filled with small solutions, while Luciano Hang bets on a broad portfolio with electronics, fashion, decoration, and household items on an industrial scale.

The coexistence of the two models within the same consumption axis helps measure:

how willing consumers are to shift part of their spending to smaller, yet more specialized operations;

Havan’s capacity, under Luciano Hang’s command, to reinforce campaigns, promotions, and store layout to retain traffic;

the reaction of other regional players who may be pressured by both Daiso and a more aggressive Havan in expansion.

For the Itajaí Valley region, where local retail traditionally coexists with large national groups, Daiso’s arrival increases the complexity of the public dispute.

If the Japanese megastore becomes a recurring destination, the impact on the regional consumption mix is likely to be quickly observed in competitors’ numbers.

What Is at Stake for Havan and Daiso

For Daiso, Blumenau is another step in a project of building a national brand, which depends on scale, price memory, and the perception of everyday utility.

For Havan, each step of the competitor in Santa Catarina territory is an invitation to anticipate movements: choosing new cities, negotiating more aggressively for commercial points, and designing stores capable of retaining the customer longer.

Luciano Hang faces this process at a moment when physical retail needs to prove itself relevant against e-commerce, delivery apps, and marketplaces.

By announcing a package of 2 billion reais in new stores, the businessman signals that he still bets on physical stores as a brand asset, a political presence, and a job generator, even in the face of the acceleration of smaller and more flexible competitors.

From the consumer’s perspective, the competition tends to translate into more options, more competition, and possibly better price and assortment conditions.

From Luciano Hang’s perspective, however, the message is clear: Daiso’s advance in Blumenau and other regions demands constant monitoring and an expansion strategy that combines speed with financial discipline.

In the end, the Japanese megastore in Blumenau serves as a symbol of a new competitive cycle in Brazilian physical retail, where international chains test localized formats while players like Luciano Hang increase investments to avoid losing ground in strategic cities.

And you, do you believe that Daiso’s arrival in cities like Blumenau will force Luciano Hang and Havan to change the way they compete in Brazilian retail?

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Robson
Robson
02/12/2025 12:05

Queria impor e fez campanhas para maiores impostos. De importação aos clientes.
..tá aí….fez com que a concorrência aumentar a performance no quintal de casa ! Parabéns Luciano Hang! Nós clientes agradecemos a concorrência e principalmente as alternativas!

Lourival carvalho
Lourival carvalho
01/12/2025 17:44

Megaloja com 400 metros quadrados
É isso mesmo !!!!
Vai quebrar todo mundo né

José
José
01/12/2025 10:34

A principal intenção desses “lideres” e se promoverem a candidatos políticos. Nada mais.
Enquanto que os liderados ficam no prejuízo a vida inteira.

Jultano Folletto
Jultano Folletto
Em resposta a  José
01/12/2025 20:50

Com certeza o veio da Havan,usa empréstimos de bancos oficiais(BRDE e BNDS) oara financiar seus empreendimentos.

Bruno Teles

Falo sobre tecnologia, inovação, petróleo e gás. Atualizo diariamente sobre oportunidades no mercado brasileiro. Com mais de 7.000 artigos publicados nos sites CPG, Naval Porto Estaleiro, Mineração Brasil e Obras Construção Civil. Sugestão de pauta? Manda no brunotelesredator@gmail.com

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