Japan Fashion E-Commerce Review: More Competition Coming for ZOZO and Rakuten
Fashion is already the largest single category online, but it also a sector that is developing rapidly. While the bulk of sales come from the...
505 Views
Smartkarma’s Week That Was in JP/KR: -0.3% GDP Growth, Intel's Warnings, & The Next Joker?
KOSPI is up 7% YTD and Nikkei is up 11% YTD. South Korea reported horrible GDP data in 1Q19. It was reported in the past week that South Korea's...
541 Views
ZOZO: No More Thank Yous and Less Profit Too
ZOZO's (3092 JP) announced its FY18 results today, with operating profit down 21% despite sales increasing by 20.3%.What was more surprising was a...
543 Views
Aeon: Where’s the Digital Strategy?
In 2017, Aeon (8267 JP) said it would spend ¥500 billion on logistics and digital infrastructure to grow online sales to ¥1 trillion by 2020.Two...
461 Views
NTT Vs Docomo: Where To From Here?
Last November when the "Docomo Shock" of lower pricing come April 2019 was announced on 31 October, the surprising result was that NTT (Nippon...
546 Views