J Front (3086) | Posts Strong Q1 Numbers as Thesis Plays Out
J Front Retailing reported 1Q earnings, confirming our bullish thesis on the stock. A sales recovery is well on its way, progress on cost control....
420 Views
Subscriptions Provide Growth Model for J Front's Daimaru-Matsuzakaya
Subscription retailing is on the up in Japan including at the luxury end, providing a way for J Front to not only add new revenue streams but also...
316 Views
J-Front (3086) | Recent Datapoints Point to High-End Shoppers Loosening the Purse Strings
J-Front Retailing is a beneficiary of COVID normalisation and eventual resumption of inbound tourism. The restructuring and cost cuts bode well for...
240 Views
Seven & I: Selling Sogo Seibu Is Just the Start
Seven & I could be one of Japan's most profitable retailers – in part because one if its parts already is. The problem is the rest of the group but...
252 Views
Seven & I to Sell The Loss Making Department Store Business Amidst Pressure From Investors
Nikkei reported yesterday that Seven & I Holdings (3382 JP) is in final negotiations to sell its underperforming department store business Sogo...
264 Views