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. 

Equity Bottom-Up

After five years of lackluster experiments, Lawson closed its Lawson Fresh business this month, switching its focus to a successor service, Lawson Fresh Pick, which launched in February.
The move follows a similar shift by Seven Eleven last month and leaves Familymart the only chain not leveraging its large store network to sell food online – yet.
Given Lawson's existing infrastructure it could grow faster even than Seven Eleven, at last providing an effective, if limited, response to Amazon which is threatening local incumbents.

After five years of lackluster experiments, Lawson closed its Lawson Fresh business this month, switching its focus to a successor service, Lawson Fresh Pick, which launched in February.
The move follows a similar shift by Seven Eleven last month and leaves Familymart the only chain not leveraging its large store network to sell food online – yet.
Given Lawson's existing infrastructure it could grow faster even than Seven Eleven, at last providing an effective, if limited, response to Amazon which is threatening local incumbents.

Lawson Follows Seven Eleven into Promised Land of Mobile Conbini Shopping

Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

As far as the history of Japanese department stores goes, <a href="https://www.smartkarma.com/entities/370" target="_blank" data-smartkarma-citation="entities:370:1">Takashimaya (8233 JP)</a> is one of the newer stores in the country despite being founded nearly 190 years ago. Even in terms of market cap, the company is only the fourth largest among domestic department stores. However, the company is now plotting a new course to increase sales and traffic. In this report, we will analyse the company’s medium and long-term plans to grow revenue while also weighing its performance against that of industry peers.

As far as the history of Japanese department stores goes, Takashimaya (8233 JP) is one of the newer stores in the country despite being founded nearly 190 years ago. Even in terms of market cap, the company is only the fourth largest among domestic department stores. However, the company is now plotting a new course to increase sales and traffic. In this report, we will analyse the company’s medium and long-term plans to grow revenue while also weighing its performance against that of industry peers. 

Takashimaya(8233): ASEAN Projects and Inbound Sales Offer Positive Long-Term Growth Outlook

Facing stagnation, the three big convenience store chains continue to dream up more new ideas designed to drive footfall, including new hybrid formats, encroaching on drugstore and supermarket territory, and even bookstores.
In Familymart’s case, the shift is being driven by parent Itochu as it strengthens its control of the CVS chain, and integrates it with its huge food wholesale interests.
The growing integration between Itochu's wholesale and retail operations is providing positive net results in sales and profit for Familymart Uny, Nippon Access, and Itochu Shokuhin.

Facing stagnation, the three big convenience store chains continue to dream up more new ideas designed to drive footfall, including new hybrid formats, encroaching on drugstore and supermarket territory, and even bookstores.
In Familymart’s case, the shift is being driven by parent Itochu as it strengthens its control of the CVS chain, and integrates it with its huge food wholesale interests.
The growing integration between Itochu's wholesale and retail operations is providing positive net results in sales and profit for Familymart Uny, Nippon Access, and Itochu Shokuhin. 

Familymart Leads Break Out from Conbini Market

<h2>Overview</h2>
Natural. Anonymous. Simple. Global. These are the underlying principles that Muji (<a href="https://www.smartkarma.com/entities/2765" target="_blank" data-smartkarma-citation="entities:2765:1">Ryohin Keikaku (7453 JP)</a>) has imbibed into its business model. The no-logo/no-brand company has come a long way from being a private brand under supermarket chain Seiyu GK to becoming an independent global retail chain. The company today sells 7,000 products across 800 stores in 28 countries. The company’s product portfolio ranges from groceries to apparel to household and consumer goods.
While Japan…

Overview
Natural. Anonymous. Simple. Global. These are the underlying principles that Muji (Ryohin Keikaku (7453 JP)) has imbibed into its business model. The no-logo/no-brand company has come a long way from being a private brand under supermarket chain Seiyu GK to becoming an independent global retail chain. The company today sells 7,000 products across 800 stores in 28 countries. The company’s product portfolio ranges from groceries to apparel to household and consumer goods.
While Japan…

Ryohin Keikaku (7453 JP): Despite Strong Growth Drivers High Base Poses Downside Risk

Pan Pacific International Holdings / Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/13475" target="_blank" data-smartkarma-citation="entities:13475:1">Don Quijote Holdings (7532 JP)</a>'s stock price rose as much as 12% at the start of trading yesterday following the company’s announcement of its FY06/18 earnings last Friday. Net sales for the year were up 13.6% YoY to JPY 941bn while operating income grew 11.7% to JPY 51bn. However, OPM was marginally lower than last year by about 10bps. This fiscal period also marks the company’s 29th consecutive year of growth in sales and operating profit. While the company’s net sales were about 2% higher…
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Don Quijote Holdings (7532 JP)'s stock price rose as much as 12% at the start of trading yesterday following the company’s announcement of its FY06/18 earnings last Friday. Net sales for the year were up 13.6% YoY to JPY 941bn while operating income grew 11.7% to JPY 51bn. However, OPM was marginally lower than last year by about 10bps. This fiscal period also marks the company’s 29th consecutive year of growth in sales and operating profit. While the company’s net sales were about 2% higher…


Don Quijote: Uny Partnership and Growing Inbound Sales Support Donki's Trillion Yen Sales Forecast

Japan

Pan Pacific International Holdings Corporation operates discount stores which sell consumer electronics, daily necessities, groceries, watches, and sporting goods. The Company mostly operates small scale stores based in Tokyo.

Pan Pacific International Holdings (7532 JP)

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Pan Pacific International Holdings (7532 JP)

Lawson Follows Seven Eleven into Promised Land of Mobile Conbini Shopping

After five years of lackluster experiments, Lawson closed its Lawson Fresh business this month, switching its focus to a successor service, Lawson...

Michael Causton

Takashimaya(8233): ASEAN Projects and Inbound Sales Offer Positive Long-Term Growth Outlook

As far as the history of Japanese department stores goes, Takashimaya (8233 JP) is one of the newer stores in the country despite being founded...

Chacko Jacob

Familymart Leads Break Out from Conbini Market

Facing stagnation, the three big convenience store chains continue to dream up more new ideas designed to drive footfall, including new hybrid...

Michael Causton

Ryohin Keikaku (7453 JP): Despite Strong Growth Drivers High Base Poses Downside Risk

Overview Natural. Anonymous. Simple. Global. These are the underlying principles that Muji (Ryohin Keikaku (7453 JP)) has imbibed into its business...

Chacko Jacob

Don Quijote: Uny Partnership and Growing Inbound Sales Support Donki's Trillion Yen Sales Forecast

Don Quijote Holdings (7532 JP)'s stock price rose as much as 12% at the start of trading yesterday following the company’s announcement of its...

Chacko Jacob

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52-week Range

Market Cap (USDm)

P/E

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