Adastria Falters in Normally Strong 1Q; Turnaround Efforts Continue with Closure of Overseas Stores
In our earlier report, Adastria: Packed the Wrong Clothes for the Journey, we highlighted a number of underlying risks the company is facing and...
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Adastria: Packed the Wrong Clothes for the Journey
Company OverviewAdastria Co Ltd (2685 JP) is a Japanese casual fashion chain with 26 brands and 1,500 stores (1,375 in Japan and 125 globally). The...
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Fashion: Still the Biggest Japanese E-Commerce Category – and Still Growing Fast
Our recent post on e-commerce (E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution) showed just how...
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E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
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Names with Bonds Coming Due and Not a Lot of Cash...
We initially screened for names that do not have a lot of cash relative to their short-term debt. We then went a step further and limited the...
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