Fashion Retailers Fight Back Against the Dominance of Zozotown
Fashion retailers may want to preserve footfall in their physical stores, but most are also trying harder to increase e-commerce sales, especially...
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Mercari IPO - Going Bold, Without Fear of Failure - Some Bits Might Apply to Investors
Mercari Inc (4385 JP) plans to raise US$1.2bn in its IPO through a mix of a sale of primary and secondary shares. The IPO has been well covered by...
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Mercari: Valuation Update and Some Peer Charts for Context
On Friday Mercari Inc (4385 JP) raised the price range for its IPO from JPY2,200-2,700 to JPY2,700-3,000, suggesting strong demand. This isn't...
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Mercari: Valuation and Some Observations
As Mercari Inc (4385 JP) prepares to raise about JPY49bn in capital through its IPO we take a look at the implied valuations. The peer group is...
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Fashion: Still the Biggest Japanese E-Commerce Category – and Still Growing Fast
Our recent post on e-commerce (E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution) showed just how...
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