The Zozo Revival: A New Private Brand of Many Names, Category Expansion, Merchants Return
ZOZO (3092 JP)'s new plan to create a direct-to-consumer (DtoC) e-commerce platform this October, and fund the brands sold on it, is much more than...
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LINE (3938) - This Is Not the Kitchen Sink You Are Looking For
Since writing my two insights describing how I thought betting on a LINE bump was not the best trade out there in Bump-Land, I have received no...
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Z Holdings [Alt Data]: PayPay Mall and PayPay Flea Market Continue to Disappoint
In our previous notes, we have continuously questioned Z Holdings (4689 JP)’ strategy of aggressively trying to expand its user growth in the...
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A LINE Bump - The Other Argument Against
Two weeks ago I wrote Market Is Pricing a LINE Bump - Should It? discussing the possibility, parameters, and likelihood of a bump in terms to LINE...
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Recruit Holdings [Alt Data]: Indeed’s Traffic Picks Up, But Weak Hiring Activity Could Hurt Recruit
A slowdown in the HR Technology business, which operates the two popular employment websites, indeed.com (Indeed) and glassdoor.com (Glassdoor), is...
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