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Rakuten

The Big 3: Amazon’s Lead Grows as Rakuten Stumbles

Michael has highlighted this Insight as a Top Pick
191 Views13 Mar 2025 22:57
​Amazon continues to dominate Japan's e-commerce market, outpacing Rakuten in growth despite slower progress compared to other markets.
What is covered in the Full Insight:
  • Introduction to the Big 3
  • Amazon's Performance and Strategy
  • Challenges and Changes at Rakuten
  • Positive Developments for LY Corp
  • Competition from Direct E-commerce
SUMMARY
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Full Insight
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Michael Causton
Expert on Japan Retail and Consumer Markets
JapanConsuming
JapanConsumer Discretionary & Consumer StaplesMulti-AssetThematic (Sector/Industry)Equity Bottom-Up
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