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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Start Today: We Expect 50% YoY OP Growth This FY; Significant Deceleration Likely Over a Year Away
We fine tune our earnings estimates in anticipation of 1Q earnings and find that even with conservative assumptions FY earnings are likely to beat...
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Not Overly Expensive on 14x and They Yield 2.7%.
United Arrows operates some 361 fashion outlets in Japan. 44% of sales are ladies, 30% men’s wear and 10% accessories. Average spend at “United...
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