Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Michael is co-founder and partner at JapanConsuming.

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports and seminars on retail sectors and consumer trends, as well as telephone consulting/meetings with investors. 

All of JapanConsuming's team are bilingual and bi-cultural, and the company's research sources are:

Direct meetings with retailers, wholesalers, distributors, trade body staff, govt., marketing firms, academics etc.
Govt. data
Trade association data
Trade Press across all consumer sectors
Unique Network of buyers/managers/marketing staff at retail, as well as wholesalers and trading firms.
Editors/Journalists at publishing houses and PR/Ad firms.


JapanConsuming was founded by Michael Causton and Roy Larke. 

Michael Causton set up and ran a consumer distribution business in Tokyo for 10 years and developed this into a business responsible for annual imports to Japan of several billion Yen, at the same time building up an inside knowledge of how Japanese distribution works and developing a network of contacts across the industry. Seeing the lack of quality market intelligence on Japanese markets, he co-founded JapanConsuming in 2000. He divides his time between Japan and Europe/US consulting for companies, governments and investors, including providing talks, seminars, and webinars as well as writing reports and books.

Expert on Japan Retail and Consumer Markets

Seven & I Holdings (3382 JP): A Potential Derailing of the MBO

7&I (3382) - MBO Off, SC "Engaging Constructively with ACT", Skepticism Higher, Questions And More

Merger Arb Mondays (03 Mar) - Seven & I, Makino, Aeon Delight, Tonami, Tam Jai, Vesync, Insignia

7&I (3382) - Bain Gets York Holdings with a Surprising Price, And We Approach Deal Deadlines

7&I (3382) - In Limbo, Dipping, But Stories Coming Together

Seven & I Holdings (3382 JP): The MBO Is Still Alive and Kicking

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Event-Driven

<ul>
<li>York HD is due to take over operation of all group business except Seven Eleven at the end of February and press reports suggest Bain's bid has been accepted.</li>
<li>All of which is fine but this leaves Seven Eleven Japan which is struggling against rivals. Even franchise owners are becoming more critical.</li>
<li>A recent survey by Nikkei also suggested that consumers are increasingly favouring Lawson and Familymart and 30% visited Seven Eleven stores less frequently in 2024. This is a big problem.</li>
</ul>


York HD is due to take over operation of all group business except Seven Eleven at the end of February and press reports suggest Bain's bid has been accepted.
All of which is fine but this leaves Seven Eleven Japan which is struggling against rivals. Even franchise owners are becoming more critical.
A recent survey by Nikkei also suggested that consumers are increasingly favouring Lawson and Familymart and 30% visited Seven Eleven stores less frequently in 2024. This is a big problem.


Seven & I Restructures but Discontent Rises Among Franchisees and Customers