At the 2025 Sohn Hong Kong Conference, Seth Fischer, Founder & CIO of Oasis Management, presented an idea focused on a company that is transforming traditional retail spaces into entertainment destinations and bringing high-quality Japanese food concepts to the United States.
2025 Sohn Hong Kong Conference - Seth Fischer
Fischer describes the company's strategy of converting traditional mall spaces, which were once dominated by old-fashioned arcades, into vibrant entertainment centers. A key innovation mentioned is the shift from a coin-based system to a "card-based system". This system enables "dynamic pricing," allowing the company to raise prices during peak hours and lower them during off-peak times to maximize revenue and optimize capacity utilization.