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INSIGHT PROVIDER
Top Quartile
Michael Causton
Expert on Japan Retail and Consumer Markets
•
JapanConsuming
Location:
Japan
Joined:
15 January 2018
680
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288.1k
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515
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Japan
•
Consumer Discretionary & Consumer Staples
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Multi-Asset
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Thematic (Sector/Industry)
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Equity Bottom-Up
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Recent
bullish
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Meitetsu Transport
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12 Apr 2025 23:19
Meitetsu Transport (9077JP) Confirms Closure of Last Department Store
Nagoya's department store landscape is changing as Meitetsu closes flagship store for redevelopment, bringing competition to Takashimaya by 2033.
Michael Causton
203 Views
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bullish
•
Trial Holdings
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10 Apr 2025 07:00
Trial Purchase of Seiyu Creates New Japanese Retail Power
Kyushu-based retailer Trial becomes one of Japan's largest FMCG retailers after acquiring Seiyu, putting pressure on competitors to step up.
Michael Causton
244 Views
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bullish
•
Thematic (Sector/Industry)
•
09 Apr 2025 07:00
Fashion E-Commerce in Japan: Stores Are Key Too
Japanese fashion e-commerce market sees growth, but in-store sales outpace online, challenging even top omnichannel strategies. Staff engagement...
Michael Causton
270 Views
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bullish
•
Thematic (Sector/Industry)
•
02 Apr 2025 07:00
Japan Shopping Mall Sector in 2025: Robust Sales, Fewer Doors
New mall developments in Japan to collapse in 2025 due to higher costs, lower demand, and lack of labor, while existing malls see robust sales and...
Michael Causton
219 Views
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bullish
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J Front Retailing
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31 Mar 2025 07:00
J Front Diversifies to Generate More Income
J Front is diversifying to raise OPM, targeting younger, wealthier customers by opening high-end art floors, expanding fashion subscriptions, and...
Michael Causton
188 Views
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