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INSIGHT PROVIDER
Top 5%
Michael Causton
Expert on Japan Retail and Consumer Markets
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JapanConsuming
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Location:
Japan
Joined:
15 January 2018
654
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244.3k
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Japan
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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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Isetan Mitsukoshi Holdings Ltd
•
24 Dec 2024 07:10
Isetan Shinjuku to Hit ¥424 Billion
Isetan-Mitsukoshi, once cautious, now optimistic as record sales at main stores drive profits to exceed previous averages by four times.
Michael Causton
87 Views
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bullish
•
Abc Mart Inc
•
18 Dec 2024 07:05
ABC Mart Forges Further Ahead of Competitors
ABC Mart is dominating the footwear retail market, leaving competitors like Chiyoda and G-Foot struggling to keep up. ABC also has a strong growth...
Michael Causton
253 Views
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bullish
•
LY
•
17 Dec 2024 08:00
Yahoo Shopping up and Rakuten Ichiba Down
Yahoo Shopping sees a resurgence with loyalty point programs, while Rakuten faces setbacks. Both companies anticipate growth through cross-use and...
Michael Causton
226 Views
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bearish
•
Seven & I Holdings
•
11 Dec 2024 20:00
7&I (3382JP) - Spanners in the Works: FTC Blocks Another US Retail Merger and 7-11 Japan Sales Slump
Potential MBO of a firm may not be as straightforward as initially thought, with potential hurdles in the form of a blocked ACT purchase and a...
Michael Causton
435 Views
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bearish
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Workman Co Ltd
•
06 Dec 2024 02:19
Workman Under Pressure
Workman's shift from durable work gear to casual clothing has led to declining sales and profits, challenging its once successful business model.
Michael Causton
312 Views
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