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INSIGHT PROVIDER
Rising
Michael Causton
Expert on Japan Retail and Consumer Markets
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JapanConsuming
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Location:
Japan
Joined:
15 January 2018
619
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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
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18 Jul 2024 06:00
Isetan-Mitsukoshi Bets on Flagships and Real Estate
Isetan Shinjuku anticipates record sales exceeding ¥400 billion, while focusing on long-term stability and higher margins through improved...
Michael Causton
191 Views
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bullish
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Vega Corp
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16 Jul 2024 06:00
Vega's Lowya Expanding Omnichannel to Grow Audience
Lowya, the online furniture retailer, is expanding physical stores and omnichannel solutions to boost sales due to limited brand awareness and...
Michael Causton
167 Views
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bullish
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ZOZO Inc
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15 Jul 2024 06:00
Zozo Still Expecting New Highs
Zozo's sales are strong, but a drop in new customers has some concerned of a peak, particularly as retail stores outperformed e-commerce last...
Michael Causton
210 Views
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bullish
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Thematic (Sector/Industry)
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26 Jun 2024 09:00
Leaders of Japan's Drugstore Sector
Japan's drugstore sector is consolidating through organic growth and M&A, with key players poised to dominate retailing in the next decade. But...
Michael Causton
210 Views
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bullish
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Thematic (Sector/Industry)
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25 Jun 2024 08:00
Japan Drugstores: More M&A as Sector Attacks Supermarkets and Conbini
The merger of Welcia and Tsuruha reflects market consolidation in Japan's drugstore sector, with major attacks on supermarkets and even conbinis....
Michael Causton
159 Views
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