The Two Weeks That Were In 🇰🇷 🇯🇵 on Smartkarma to June 28.
We are covering about a week and a half of insights in this cut because it was slow, month end, a HK holiday Monday, and many people seem to be on...
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Shimamura Hoping for Profit Revival but Don't Hold Your Breath
Shimamura (8227 JP) had one of its toughest years last year, with sales falling and operating profit down 40%. Efforts to rationalise its supply...
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Zozo: Shimamura's Out, Who's Next?
ZOZO Inc (3092 JP) is down just 1.9% despite the rather surprising announcement that discount apparel retailer Shimamura (8227 JP) would be leaving...
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ZOZO's Competitors: A Review of Japanese Online Malls Selling Fashion
As reported in a separate Insight today, fashion is already the largest single category online, but it also a sector that is developing...
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Smartkarma Originals
Zozo: A Shooting Star Shooting Itself in the Foot
The following is an in-depth review of ZOZO (3092 JP) covering its core operations and its potential to achieve its stated targets over the next...
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