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)

Fashion retailers had a much better year in 2017-18 as the apparel and accessories market expanded 2.2% after two years of market contraction.
Recent growth has mostly benefited the speciality store and online sectors, but last year department stores also improved, and even the odd GMS chain enjoyed the balmier climate.
As a result, department store market share among the top 100 apparel retailers – which account for 70% of the market – rose for the first time in 15 years.
The market share of the top 100 fell due to better sales at small retailers and independents.
Trading is still tough, however, and retailers are cautious about consumer sentiment going forward.
The winners though are clear to see, with companies like <a href="https://www.smartkarma.com/entities/2765" target="_blank" data-smartkarma-citation="entities:2765:1">Ryohin Keikaku (7453 JP)</a>, <a href="https://www.smartkarma.com/entities/23991" target="_blank" data-smartkarma-citation="entities:23991:1">Tokyo Base (3415 JP)</a>, Mash Holdings and <a href="https://www.smartkarma.com/entities/18379" target="_blank" data-smartkarma-citation="entities:18379:1">ZOZO Inc (3092 JP)</a> pushing well ahead of the sector year after year.
The following is a comprehensive review of the Japanese apparel/fashion market in FY2017, and the winners within it.

Fashion retailers had a much better year in 2017-18 as the apparel and accessories market expanded 2.2% after two years of market contraction.
Recent growth has mostly benefited the speciality store and online sectors, but last year department stores also improved, and even the odd GMS chain enjoyed the balmier climate.
As a result, department store market share among the top 100 apparel retailers – which account for 70% of the market – rose for the first time in 15 years.
The market share of the top 100 fell due to better sales at small retailers and independents.
Trading is still tough, however, and retailers are cautious about consumer sentiment going forward.
The winners though are clear to see, with companies like Ryohin Keikaku (7453 JP), Tokyo Base (3415 JP), Mash Holdings and ZOZO Inc (3092 JP) pushing well ahead of the sector year after year.
The following is a comprehensive review of the Japanese apparel/fashion market in FY2017, and the winners within it.

The Winners in Japanese Fashion Retailing

Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

In our previous report (<a href="https://www.smartkarma.com/insights/a-stallion-in-donki-clothing" target="_blank" data-smartkarma-citation="insights:20037">A Stallion in “Donki” Clothing?</a> ), we had highlighted <a href="https://www.smartkarma.com/entities/13475" target="_blank" data-smartkarma-citation="entities:13475:1">Don Quijote Holdings Co Ltd (7532 JP)</a> 's plans to continue its overseas expansion with other stores in Asia. Donki’s store in Singapore, its first in AEJ, opened to much fanfare as customers poured in to take advantage of bargain prices on everything from fresh seafood to household items. The next stop for Donki will be Bangkok, Thailand. Thai tourists account for nearly 4% of the total tourists to Japan and their…

In our previous report (A Stallion in “Donki” Clothing? ), we had highlighted Don Quijote Holdings Co Ltd (7532 JP) 's plans to continue its overseas expansion with other stores in Asia. Donki’s store in Singapore, its first in AEJ, opened to much fanfare as customers poured in to take advantage of bargain prices on everything from fresh seafood to household items. The next stop for Donki will be Bangkok, Thailand. Thai tourists account for nearly 4% of the total tourists to Japan and their…

Donki’s Overseas Strategy Seeks to Avoid Pitfalls That Hurt Its Retail Compatriots

Japan

HONEYS. CO., LTD. plans, manufactures, and retails ladies' casual clothing and accessories.  The Company operates stores throughout Japan.

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Honeys Holdings Co., Ltd. (2792 JP)

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...

Michael Causton

Donki’s Overseas Strategy Seeks to Avoid Pitfalls That Hurt Its Retail Compatriots

In our previous report (A Stallion in “Donki” Clothing? ), we had highlighted Don Quijote Holdings Co Ltd (7532 JP) 's plans to continue its...

Chacko Jacob

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)