Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

<ul class=""><li>Convenience stores sales declined by 5% to SGD508 million in 2017</li><li>Supermarkets are gradually eroding the traditional value proposition of convenience stores, but the latter are experimenting with initiatives to differentiate</li><li>Both 7-Eleven and Cheers have been receptive to exploring new concepts and options to adapt to modern consumers</li><li>Convenience stores to post a negative retail value CAGR of 4% at constant 2017 prices over the forecast period to fall to SGD412 million in 2022</li></ul>

Convenience stores sales declined by 5% to SGD508 million in 2017Supermarkets are gradually eroding the traditional value proposition of convenience stores, but the latter are experimenting with initiatives to differentiateBoth 7-Eleven and Cheers have been receptive to exploring new concepts and options to adapt to modern consumersConvenience stores to post a negative retail value CAGR of 4% at constant 2017 prices over the forecast period to fall to SGD412 million in 2022

Sector Capsule: Convenience Stores in Singapore

<ul><li>Population decline encourages focus on value-added products and automation</li><li>Players target products at increasing number of elderly consumers</li><li>Concerns over lifestyle diseases boost interest in FFC packaged food</li><li>Consumers seek healthy vegetables amidst busy lifestyles</li></ul>

Population decline encourages focus on value-added products and automationPlayers target products at increasing number of elderly consumersConcerns over lifestyle diseases boost interest in FFC packaged foodConsumers seek healthy vegetables amidst busy lifestyles

Sector Briefing: Packaged Food in Japan  (Key Trends and Development) - Part 2

<ul><li>Sluggish growth continues with sales growth challenged by demographic trends</li><li>Health and wellness drives innovation and sales growth</li><li>Domestic leaders prove proactive in tackling challenges</li><li>Supermarkets lead but convenience stores push for share</li><li>Players use health, convenience and quality to add value in the forecast period</li></ul>

Sluggish growth continues with sales growth challenged by demographic trendsHealth and wellness drives innovation and sales growthDomestic leaders prove proactive in tackling challengesSupermarkets lead but convenience stores push for sharePlayers use health, convenience and quality to add value in the forecast period

Sector Briefing: Packaged Food in Japan - Part 1

<ul><li>Logistics is a challenging issue in internet retailing in 2017</li><li>Amazon Japan continued to lead internet retailing in 2017, accounting for a 14% value share</li><li>Due to the relatively low penetration rate and the increase in m-commerce, internet retailing still has potential for growth in Japan over the forecast period</li></ul>

Logistics is a challenging issue in internet retailing in 2017Amazon Japan continued to lead internet retailing in 2017, accounting for a 14% value shareDue to the relatively low penetration rate and the increase in m-commerce, internet retailing still has potential for growth in Japan over the forecast period

Sector Capsule: Internet Retailing in Japan

Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

We are entering the period when Japanese company love to tweak their full-year guidance in front of the fiscal year-end in March. We looked back over the last 9 years to identify companies that are always revising up and those that always revising down company guidance. We put together 3 screens. The first are companies that have revised up full-year company EPS guidance more than 60% of the time over the last 9 years. The biggest names that made the screen are  <a href="https://www.smartkarma.com/entities/73" target="_blank" data-smartkarma-citation="entities:73:1">Toyota Motor Corp (7203 JP)</a>…

We are entering the period when Japanese company love to tweak their full-year guidance in front of the fiscal year-end in March. We looked back over the last 9 years to identify companies that are always revising up and those that always revising down company guidance. We put together 3 screens. The first are companies that have revised up full-year company EPS guidance more than 60% of the time over the last 9 years. The biggest names that made the screen are  Toyota Motor Corp (7203 JP)…

Which Companies Tend to Revise Company Guidance in January / February....

Japan

Seven & i Holdings Co., Ltd. is a holding company which was established through the merger of Ito-Yokado Co., Seven Eleven Japan Co., and Denny's Japan. The Company plans, manages, and operates mainly convenience stores, supermarkets, and department stores.

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Seven & I Holdings (3382 JP)

Sector Capsule: Convenience Stores in Singapore

Convenience stores sales declined by 5% to SGD508 million in 2017 Supermarkets are gradually eroding the traditional value proposition of...

Euromonitor International Ltd.

Sector Briefing: Packaged Food in Japan (Key Trends and Development) - Part 2

Population decline encourages focus on value-added products and automation Players target products at increasing number of elderly...

Euromonitor International Ltd.

Sector Briefing: Packaged Food in Japan - Part 1

Sluggish growth continues with sales growth challenged by demographic trends Health and wellness drives innovation and sales growth Domestic...

Euromonitor International Ltd.

Sector Capsule: Internet Retailing in Japan

Logistics is a challenging issue in internet retailing in 2017 Amazon Japan continued to lead internet retailing in 2017, accounting for a 14%...

Euromonitor International Ltd.

Which Companies Tend to Revise Company Guidance in January / February....

We are entering the period when Japanese company love to tweak their full-year guidance in front of the fiscal year-end in March. We looked back...

Custom Products Group

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)