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)

<ul><li>Our recent post on e-commerce (<a href="https://www.smartkarma.com/insights/e-commerce-in-japan-2017-2022-relentless-expansion-means-upheaval-in-consumer-goods-distribution" target="_blank" data-smartkarma-citation="insights:19667">E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution</a>) showed just how rapidly the channel is growing in Japan. One of the main drivers of this growth has been fashion, with apparel the biggest category overall by value and one of the top two fastest growing categories for the last five years.</li><li>Even then e-commerce still only accounts for around 11% of the total value of the apparel market, compared to around 30% for consumer electronics.</li><li>In addition, fashion retailers and brands have a very mixed record when it comes to grasping the opportunities and threats of what is already Japan’s biggest distribution channel, meaning most apparel firms sell through the big malls that dominate the market – a factor that has driven the growth in the share price of companies like <a href="https://www.smartkarma.com/entities/18379" target="_blank" data-smartkarma-citation="entities:18379:1">Start Today Co Ltd (3092 JP)</a> and <a href="https://www.smartkarma.com/entities/31" target="_blank" data-smartkarma-citation="entities:31:1">Rakuten Inc (4755 JP)</a> over the last decade.<span class="Apple-converted-space"> </span></li><li>Some retailers, though, are trying to wrest back control and share from the big malls, giving rise to some speculation that the latter will soon see their 55% share of the market start to fall.</li><li>At the same time, expanding direct online sales should help to boost the operating margins of leading fashion retailers like <a href="https://www.smartkarma.com/entities/751" target="_blank" data-smartkarma-citation="entities:751:1">Fast Retailing Co Ltd (9983 JP)</a>, <a href="https://www.smartkarma.com/entities/4887" target="_blank" data-smartkarma-citation="entities:4887:1">United Arrows Ltd (7606 JP)</a>, <a href="https://www.smartkarma.com/entities/11895" target="_blank" data-smartkarma-citation="entities:11895:1">Adastria Co Ltd (2685 JP)</a> and <a href="https://www.smartkarma.com/entities/23991" target="_blank" data-smartkarma-citation="entities:23991:1">Tokyo Base Co Ltd (3415 JP)</a>.</li></ul>

Our recent post on e-commerce (E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution) showed just how rapidly the channel is growing in Japan. One of the main drivers of this growth has been fashion, with apparel the biggest category overall by value and one of the top two fastest growing categories for the last five years.Even then e-commerce still only accounts for around 11% of the total value of the apparel market, compared to around 30% for consumer electronics.In addition, fashion retailers and brands have a very mixed record when it comes to grasping the opportunities and threats of what is already Japan’s biggest distribution channel, meaning most apparel firms sell through the big malls that dominate the market – a factor that has driven the growth in the share price of companies like Start Today Co Ltd (3092 JP) and Rakuten Inc (4755 JP) over the last decade. Some retailers, though, are trying to wrest back control and share from the big malls, giving rise to some speculation that the latter will soon see their 55% share of the market start to fall.At the same time, expanding direct online sales should help to boost the operating margins of leading fashion retailers like Fast Retailing Co Ltd (9983 JP), United Arrows Ltd (7606 JP), Adastria Co Ltd (2685 JP) and Tokyo Base Co Ltd (3415 JP).

Fashion: Still the Biggest Japanese E-Commerce Category – and Still Growing Fast

Japan

KONAKA CO., LTD. operates a men's suits store chain based in Yokohama. The Company has its own brand name JOHN PEARSE.  The Company also operates jeans and casual wear store chain named BALBO.

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Konaka Co Ltd (7494 JP)

Fashion: Still the Biggest Japanese E-Commerce Category – and Still Growing Fast

Our recent post on e-commerce (E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution) showed just how...

Michael Causton

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