Adastria Falters in Normally Strong 1Q; Turnaround Efforts Continue with Closure of Overseas Stores
In our earlier report, Adastria: Packed the Wrong Clothes for the Journey, we highlighted a number of underlying risks the company is facing and...
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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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Start Today (3092 JP): Calling the Bluff on Forecasted Growth
While Start Today Co Ltd (3092 JP) has been covered extensively by my colleague Mio Kato, CFA (click here), in this report we will focus on the...
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Adastria: Packed the Wrong Clothes for the Journey
Company OverviewAdastria Co Ltd (2685 JP) is a Japanese casual fashion chain with 26 brands and 1,500 stores (1,375 in Japan and 125 globally). The...
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Pacific Textiles: When Will Toray Take Its Stake Up to 50%?
Last year, at the end of Jun, Toray Industries Inc (3402 JP) announced that it would purchase a 28.03% stake in Pacific Textiles Holdings (1382 HK)...
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