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Izumi Co Ltd (8273 JP)
Watchlist
45
Analysis
Consumer Discretionary
•
Japan
IZUMI CO., LTD. operates shopping centers mainly in the Chugoku area, selling food products, clothing, and household utensils. The Company also operates real estate business and credit card services.
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bullish
•
Thematic (Sector/Industry)
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22 Jun 2021 22:15
Leading Supermarkets Have a Great Year but Gap Widens Between Best and Rest
Japanese supermarkets had a great year in 2020 thanks to Covid. However, the gap in performance is widening and more consolidation can be expected.
Michael Causton
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196 Views
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bearish
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Izumi Co Ltd
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08 Jun 2021 15:57
Izumi Focus on Food and Online Should Improve Margins
Izumi has been one of the few decent performers among GMS retailers in the past five years but now looks under increasing pressure - despite new...
Michael Causton
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194 Views
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bearish
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Thematic (Sector/Industry)
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28 Apr 2021 15:01
Department Stores and GMS: A Bit Better than Expected in CY2020
A review of the 2020 performance of Japanese GMS chains and department stores. There is more growth for food-based GMS retailers but department...
Michael Causton
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226 Views
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bullish
•
Amazon.com Inc
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20 Apr 2021 14:51
Amazon Adds Partnership with Valor in Race for Japan Online Food Retail Leadership
Amazon is reaching out to the leading supermarkets in each region to create a network of supply and delivery points for its online supermarket in...
Michael Causton
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313 Views
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bullish
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Thematic (Sector/Industry)
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23 Feb 2021 22:41
Japan Retail Full Review 2020-2021: Some Retail Sectors Outperform in a Pandemic
An in-depth update for investors in Japan's retail and consumer space on Japan's retail sector by retail type as well as a review of the impact of...
Michael Causton
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228 Views
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