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>Although subscription consumption was already becoming popular before the pandemic, as familiarity with managing monthly payments for products and services have grown, sign up rates have surged since 2020. </li>
<li>The market reached just under ¥1 trillion in 2021, doubling in five years. Estimates suggest that B2C and B2B subscriptions combined will exceed ¥6 trillion in 2023.</li>
<li>As the sector grows more mainstream, more platforms are emerging to facilitate both set up and marketing, and more diverse subscriptions are launching to target specific niches.</li>
</ul>


Although subscription consumption was already becoming popular before the pandemic, as familiarity with managing monthly payments for products and services have grown, sign up rates have surged since 2020. 
The market reached just under ¥1 trillion in 2021, doubling in five years. Estimates suggest that B2C and B2B subscriptions combined will exceed ¥6 trillion in 2023.
As the sector grows more mainstream, more platforms are emerging to facilitate both set up and marketing, and more diverse subscriptions are launching to target specific niches.


Subscription Retailing Goes Mainstream in Japan

<ul>
<li>This is an in-depth review of Japanese e-commerce in the last 18 months, a time when e-commerce expanded rapidly and by 2023, e-commerce will be Japan’s single biggest retail channel.</li>
<li>We are now riding a wave of change as retailers integrate the e-commerce channel into their businesses, increasingly approaching a true omnichannel model.</li>
<li>And this is important in Japan because, although e-commerce penetration appears low, this overlooks the importance, convenience and ease of access to physical shops and integration with online.</li>
</ul>


This is an in-depth review of Japanese e-commerce in the last 18 months, a time when e-commerce expanded rapidly and by 2023, e-commerce will be Japan’s single biggest retail channel.
We are now riding a wave of change as retailers integrate the e-commerce channel into their businesses, increasingly approaching a true omnichannel model.
And this is important in Japan because, although e-commerce penetration appears low, this overlooks the importance, convenience and ease of access to physical shops and integration with online.


Equity Bottom-Up

<ul>
<li>Oisix Ra Daichi sees sales continue to rise, up 18% in the first half of the year and ARPU still remains 18% higher than 2019.</li>
<li>Additional promotional costs and the cost of expanding production and distribution capacity meant profits fell short of 2020. </li>
<li>But the online food firm is a leader in the online category with the biggest growth potential and we see no downside, especially given the recent decline in share price.</li>
</ul>


Oisix Ra Daichi sees sales continue to rise, up 18% in the first half of the year and ARPU still remains 18% higher than 2019.
Additional promotional costs and the cost of expanding production and distribution capacity meant profits fell short of 2020. 
But the online food firm is a leader in the online category with the biggest growth potential and we see no downside, especially given the recent decline in share price.


Oisix Fundamentals Strong Base for Future Premium Online Food Leadership

Online food sales surged last year with people staying at home, causing a consequent downturn for restaurant sales. Yano’s recent report on non-store food retail suggests growth in online food will continue to be strong in 2021 with a retrenchment unlikely until 2022 at the earliest.

Online food sales surged last year with people staying at home, causing a consequent downturn for restaurant sales. Yano’s recent report on non-store food retail suggests growth in online food will continue to be strong in 2021 with a retrenchment unlikely until 2022 at the earliest.

The latest Census in Japan confirms the ongoing fall in total population across most of the country but reveals surprising growth markets in small pockets, particularly around Greater Tokyo which now accounts for just under 30% of the total population.There are also ever growing numbers of single people, expanding the promising solo market. In the bigger cities, younger people bring new types of consumption but the increase in older singles is a growing problem.The following provides background macro trends for any investor looking at the Japan consumer space and some stocks we think will benefit from these macro trends.

The latest Census in Japan confirms the ongoing fall in total population across most of the country but reveals surprising growth markets in small pockets, particularly around Greater Tokyo which now accounts for just under 30% of the total population.There are also ever growing numbers of single people, expanding the promising solo market. In the bigger cities, younger people bring new types of consumption but the increase in older singles is a growing problem.The following provides background macro trends for any investor looking at the Japan consumer space and some stocks we think will benefit from these macro trends.

Shrinking, Ageing Japan but a Growing Solo Market

Japan

Oisix ra daichi Inc. sells various food products online. Among other products, the company sells vegetables, fruits, fish, meat, milk, and ready-made food.

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Oisix ra daichi (3182 JP)

Subscription Retailing Goes Mainstream in Japan

Subscription retailing is becoming a mainstream channel for many types of brand and retailer, not just digital services. The model helps shift...

Michael Causton

E-Commerce in Japan: The Big Review

Japan's e-commerce sector expanded rapidly in the last 18 months. The following is a complete review and analysis of the major trends as well as...

Michael Causton

Oisix Fundamentals Strong Base for Future Premium Online Food Leadership

Japan's online food market has less than 3% share but will grow fast in the next 3 years as both consumers and retailers adapt. Oisix is brilliant...

Michael Causton

Japan Online Food Sales Surge in 2020

As forecast, Japan's online food market is just beginning to build towards massive growth. Last year, estimates suggest growth of more than 13% and...

Michael Causton

Shrinking, Ageing Japan but a Growing Solo Market

Japan's population is contracting but there are areas of growth, particularly the solo market (single people living alone) and the senior market....

Michael Causton

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