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. 

Equity Bottom-Up

<ul>
<li>Lawson will begin offering made-on-demand meals direct from its convenience stores. </li>
<li>Suitable stores are being renovated to include in-store kitchens, with 100 planned for this time next year and 1,000 by 2025, with delivery handled by companies like Uber Eats.</li>
<li>Most other chains offering made-to-order meals are small, so Lawson could well take a large share of this growing market.</li>
</ul>


Lawson will begin offering made-on-demand meals direct from its convenience stores. 
Suitable stores are being renovated to include in-store kitchens, with 100 planned for this time next year and 1,000 by 2025, with delivery handled by companies like Uber Eats.
Most other chains offering made-to-order meals are small, so Lawson could well take a large share of this growing market.


<ul>
<li>Thanks to the huge supply chain capabilities of its parent <a href="https://www.smartkarma.com/entities/itochu-corp" target="_blank" data-smartkarma-citation="entities:18448:1" rel="noopener">Itochu Corp (8001 JP)</a>, <a href="https://www.smartkarma.com/entities/familymart-co-ltd" target="_blank" data-smartkarma-citation="entities:320:1" rel="noopener">FamilyMart Co Ltd (8028 JP)</a> is moving into new categories of private label product.</li>
<li>These are not the traditional staples of the convenience store but new types of more fashionable lifestyle products in clothing and cosmetics.</li>
<li>Recent results show successful collaboration with Noin for cosmetics and with Hiromichi Ochiai from Facetasm for clothing basics, selling more than 1 million items each.</li>
</ul>


Thanks to the huge supply chain capabilities of its parent Itochu Corp (8001 JP), FamilyMart Co Ltd (8028 JP) is moving into new categories of private label product.
These are not the traditional staples of the convenience store but new types of more fashionable lifestyle products in clothing and cosmetics.
Recent results show successful collaboration with Noin for cosmetics and with Hiromichi Ochiai from Facetasm for clothing basics, selling more than 1 million items each.


Thematic (Sector/Industry)

<ul>
<li>Convenience stores are bouncing back after a difficult 18 months, aided by efforts to find new ways to meet demand for home deliveries.</li>
<li>While conbini are ideally placed to do this, their less flexible business model means that competitors like food delivery companies are making the first moves.</li>
<li>These firms are already setting up dark stores for local deliveries and could grow into a new form of competition for convenience stores and local supermarkets.</li>
</ul>


Convenience stores are bouncing back after a difficult 18 months, aided by efforts to find new ways to meet demand for home deliveries.
While conbini are ideally placed to do this, their less flexible business model means that competitors like food delivery companies are making the first moves.
These firms are already setting up dark stores for local deliveries and could grow into a new form of competition for convenience stores and local supermarkets.


Home Delivery Next Evolution for Japan's Conbini Sector?

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

<ul>
<li>This is part of a series of M&amp;A guides that our Quiddity* <a href="https://www.smartkarma.com/companies/quiddity-advisors/team" target="_blank" rel="noopener">team</a> is publishing to aid investors in understanding the rules, parameters, possibilities, and processes in M&amp;A. </li>
<li>They are designed to contain links to all the relevant rules, oversight entities, and provide details as to how M&amp;A is conducted and what rules apply.</li>
<li>In many of the insights on deals in specific markets and countries, these insights will be used as points of reference. </li>
</ul>


This is part of a series of M&amp;A guides that our Quiddity* team is publishing to aid investors in understanding the rules, parameters, possibilities, and processes in M&amp;A. 
They are designed to contain links to all the relevant rules, oversight entities, and provide details as to how M&amp;A is conducted and what rules apply.
In many of the insights on deals in specific markets and countries, these insights will be used as points of reference. 


<ul>
<li>Familymart is fast becoming the leading retailer for unmanned stores.</li>
<li>It has a target of 1,000 unmanned stores by 2024 and is rolling out new shops regularly, although most remain experimental as it searches for the best model.</li>
<li>Other convenience stores are catching up too although have much less ambitious targets.</li>
</ul>


Familymart is fast becoming the leading retailer for unmanned stores.
It has a target of 1,000 unmanned stores by 2024 and is rolling out new shops regularly, although most remain experimental as it searches for the best model.
Other convenience stores are catching up too although have much less ambitious targets.


Familymart Taking the Lead in Developing Unmanned Conbini

Japan

FamilyMart Co., Ltd. operates convenience store chains. The Company provides rice balls, hot snacks, stews, beverages, and other products. FamilyMart conducts businesses in China, Taiwan, South Korea, Thailand, and other countries and regions.

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FamilyMart Co Ltd (8028 JP)

Lawson Expands into Takeaways

Finding ways to increase same-store sales is a problem for Japan's convenience stores given that saturation has resulted in more stores competing...

Michael Causton

Familymart, the Lifestyle Store

Itochu always intended to make better use of its vast network of suppliers to improve both the merchandise mix at Familymart and also gross...

Michael Causton

Home Delivery Next Evolution for Japan's Conbini Sector?

Food delivery is evolving fast in Japan but not just for takeaways. Local delivery of essentials by food delivery firms is becoming a new source of...

Michael Causton

Quiddity Japan M&A Guide 2022

The 2022 version of the Quiddity Japan M&A Guide with the rules and regulations and practices surrounding Mergers and Acquisitions in Japan as they...

Travis Lundy

Familymart Taking the Lead in Developing Unmanned Conbini

A labour shortage has pushed Japanese convenience store retailers to invest in technologies to reduce staff requirements and are now beginning to...

Michael Causton

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