American Eagle Outfitters Enters Buyout Talks with Aoyama Shoji
American Eagle Outfitters (AEO US) looked to have a promising future when it first decided to enter the Japanese market but when it arrived in 2010...
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The Winners in Japanese Fashion Retailing
Fashion retailers had a much better year in 2017-18 as the apparel and accessories market expanded 2.2% after two years of market...
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Japanese Small-Cap Names with Consensus Changes Leading into Earning Season....
We know that historically there has been a lot of leakage leading into Earnings Season. In a different life, I remember Fuji Photo calling me in...
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Zozo: A ¥700 Billion Business in Three Years. Really?
There is already some good coverage on Start Today (3092 JP) (Zozo) from Chacko Jacob and Mio Kato at Lightstream Research here and here but below...
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Fixed Price 100 Yen Shops Bask in Growing Discount Economy in Japan
The continuation of the ‘Great Wage Squeeze’ in Japan over the past two decades means more households have found it harder to make ends meet. The...
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