Japan Retail: Essentials Strong in May but in June Even Discretionary Bounces Back
Retail sales slumped again in May, but only because people are not buying clothes, visiting department stores and shopping centres, or buying their...
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🇯🇵 JAPAN • Results & Revisions 10th July - Small Change
SMALL CHANGE - With over half of the companies with February, May, August and November year-ends having reported, the gap between the performance...
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Nitori Holdings Coverage Initiation Part 3: Valuation
This is the last of a three-part series on Nitori Holdings (9843 JP), Japan’s largest furniture and home accessories retailer. Previously, we have...
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After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
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90% of Japanese Listed Apparel Firms Down but E-Commerce Powers Ahead
Most apparel firms and retailers suffered plummeting sales in March and expect a further wrenching in April.The only retailers to post higher sales...
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