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

<a href="https://www.smartkarma.com/entities/3" target="_blank" data-smartkarma-citation="entities:3:1">Aeon (8267 JP)</a> will radically restructure its entire supermarket operation over the next 18 months, merging 14 chains into the same seven regional administrations set up to run its GMS (General Merchandise Store) chains.
The move has been a long time coming and will lead to further integration and rationalisation of Aeon’s many supermarket subsidiaries.
The group is expecting an immediate, positive impact on profits, and this is probable given similar improvements in profitability following rationalisation at its biggest supermarket operation, <a href="https://www.smartkarma.com/entities/26107" target="_blank" data-smartkarma-citation="entities:26107:1">United Super Markets (3222 JP)</a>.
At the same time, Aeon – which is essentially an agglomeration of acquisitions – continues to buy regional businesses in order to consolidate its already large share of food and drugstore retailing. It bought a stake in <a href="https://www.smartkarma.com/entities/11419" target="_blank" data-smartkarma-citation="entities:11419:1">Fuji Co Ltd (8278 JP)</a>, a major retailer in Shikoku, and indirectly, in Masaya, a drugstore chain in Okayama.

Aeon (8267 JP) will radically restructure its entire supermarket operation over the next 18 months, merging 14 chains into the same seven regional administrations set up to run its GMS (General Merchandise Store) chains.
The move has been a long time coming and will lead to further integration and rationalisation of Aeon’s many supermarket subsidiaries.
The group is expecting an immediate, positive impact on profits, and this is probable given similar improvements in profitability following rationalisation at its biggest supermarket operation, United Super Markets (3222 JP).
At the same time, Aeon – which is essentially an agglomeration of acquisitions – continues to buy regional businesses in order to consolidate its already large share of food and drugstore retailing. It bought a stake in Fuji Co Ltd (8278 JP), a major retailer in Shikoku, and indirectly, in Masaya, a drugstore chain in Okayama.

Aeon: Major Overhaul of Supermarkets, Ties with Fuji (8278)

Japan

Hiroshima Electric Railway Co., Ltd. mainly provides rail and bus transportation services based in Hiroshima.  The Company operates department stores, leases and sells real estate, and designs and offers construction works and land development services.  The Company operates hotels, golf course, and restaurants as well.

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Hiroshima Electric Railway (9033 JP)

Aeon: Major Overhaul of Supermarkets, Ties with Fuji (8278)

Aeon (8267 JP) will radically restructure its entire supermarket operation over the next 18 months, merging 14 chains into the same seven regional...

Michael Causton

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