Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Thematic (Sector/Industry)

<ul>
<li>Daiso is usually known for standing back and throwing mountains of plastic into cramped stores and selling it all for ¥100 per item. </li>
<li>Daiso has moved on in the past few years and now has new formats that not only sell at higher prices but offer a level of quality that surprises customers.</li>
<li>Its latest chain, Standard Products, targets Muji and Nitori in home categories for anything smaller than a desk and is representative of the growing sophistication and reach of discount retailing.</li>
</ul>


Daiso is usually known for standing back and throwing mountains of plastic into cramped stores and selling it all for ¥100 per item. 
Daiso has moved on in the past few years and now has new formats that not only sell at higher prices but offer a level of quality that surprises customers.
Its latest chain, Standard Products, targets Muji and Nitori in home categories for anything smaller than a desk and is representative of the growing sophistication and reach of discount retailing.


<ul>
<li>Although subscription consumption was already becoming popular before the pandemic, as familiarity with managing monthly payments for products and services have grown, sign up rates have surged since 2020. </li>
<li>The market reached just under ¥1 trillion in 2021, doubling in five years. Estimates suggest that B2C and B2B subscriptions combined will exceed ¥6 trillion in 2023.</li>
<li>As the sector grows more mainstream, more platforms are emerging to facilitate both set up and marketing, and more diverse subscriptions are launching to target specific niches.</li>
</ul>


Although subscription consumption was already becoming popular before the pandemic, as familiarity with managing monthly payments for products and services have grown, sign up rates have surged since 2020. 
The market reached just under ¥1 trillion in 2021, doubling in five years. Estimates suggest that B2C and B2B subscriptions combined will exceed ¥6 trillion in 2023.
As the sector grows more mainstream, more platforms are emerging to facilitate both set up and marketing, and more diverse subscriptions are launching to target specific niches.


Subscription Retailing Goes Mainstream in Japan

<ul>
<li>The last 18 months were the most traumatic for the fashion retail history since WWII. </li>
<li>Average household consumption budgets for apparel fell 18% in 2020 to a monthly average of just ¥10,655, 22% down on five years previously.</li>
<li>The following is an in-depth review of the fashion sector with unique rankings of the top 100, most profitable, fastest growing chains.</li>
</ul>


The last 18 months were the most traumatic for the fashion retail history since WWII. 
Average household consumption budgets for apparel fell 18% in 2020 to a monthly average of just ¥10,655, 22% down on five years previously.
The following is an in-depth review of the fashion sector with unique rankings of the top 100, most profitable, fastest growing chains.


Fashion Retailing 2020-21: Leading Brands Suffer Worst Year in Modern History

Equity Bottom-Up

<p>The Japanese suits market is in free fall, with average expenditure per household down from a peak of ¥19,000 to just ¥1,300 last year. The big four suit retailers are reeling, slashing staff, stores and sales space and investing in new businesses outside of the suits market. While suits are in decline, workwear suits starting at ¥4,800 are taking off.</p>

The Japanese suits market is in free fall, with average expenditure per household down from a peak of ¥19,000 to just ¥1,300 last year. The big four suit retailers are reeling, slashing staff, stores and sales space and investing in new businesses outside of the suits market. While suits are in decline, workwear suits starting at ¥4,800 are taking off.

The Suit Comes Off: Japan Suits Retail Market Collapses

<p>The growth in subscription services is a global phenomenon that has been growing just as fast in Japan as anywhere else. While most attention is given to music and media subscriptions, many brands and retailers of consumer goods are finding that the subscription model can be a key part of their online strategy, delivering multiple benefits across sales growth, customer data, marketing, inventory management and margin improvement.</p>

The growth in subscription services is a global phenomenon that has been growing just as fast in Japan as anywhere else. While most attention is given to music and media subscriptions, many brands and retailers of consumer goods are finding that the subscription model can be a key part of their online strategy, delivering multiple benefits across sales growth, customer data, marketing, inventory management and margin improvement.

The Subscription Economy: Keeping Customers Keen While Earning Recurring Revenues

Japan

AOYAMA TRADING Co., Ltd. is a menswear chain store known as Yofuku-no-Aoyama. The Company sells suits, jacket, formal wears, casual wears, shirts, ties, and business shoes.  The Company also operates credit card business.

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Aoyama Trading (8219 JP)

Daiso: Going After Muji and Nitori

Daiso Sangyo is known for cheap and cheerful 100 Yen stores but is fast expansing new higher priced chains which could well cause problems not only...

Michael Causton

Subscription Retailing Goes Mainstream in Japan

Subscription retailing is becoming a mainstream channel for many types of brand and retailer, not just digital services. The model helps shift...

Michael Causton

Fashion Retailing 2020-21: Leading Brands Suffer Worst Year in Modern History

This insight is an in-depth review of Japan's apparel sector providing key background and comparisons for investors, including rankings of the top...

Michael Causton

The Suit Comes Off: Japan Suits Retail Market Collapses

The Japanese suits market was already in serious decline before the pandemic but since then the suits retailers have collapsed. Worse is to come.

Michael Causton

The Subscription Economy: Keeping Customers Keen While Earning Recurring Revenues

Subscriptions to physical goods are rapidly becoming a popular model. In Japan, many major retailers and brands are creating subscriptions, gaining...

Michael Causton

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