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Michael Causton

Michael Causton
Expert on Japan Retail and Consumer Markets
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Japan Consumer Discretionary & Consumer Staples Multi-Asset Thematic (Sector/Industry) Equity Bottom-Up
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20 Nov 2024 22:54

Even in Japan, Significant Growth Potential for Seven Eleven and Other CVS

​Contrary to popular belief, Seven Eleven in Japan is not saturated and has room for growth both territorially and new ventures. We look at Seven's...

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bullishItochu Corp
20 Nov 2024 08:00

Mash Buys into LeSportsac with Itochu

​Itochu expands its consumer-facing business by acquiring fashion and sports brands like LeSportsac, partnering with Mash Holdings for future...

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bullishTsi Holdings
14 Nov 2024 08:00

TSI to Cull Brands and 20% of Staff and Deliver Real Profits – Finally

​TSI Holdings finally taking real action after operating losses and sales declines, with potential for easy income boost due to multiple...

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bearishBic Camera Inc
12 Nov 2024 08:00

Bic Camera to Focus on Omnichannel Amidst Consumer Electronics Saturation

​Bic Camera to invest in omnichannel, focusing on experiential in-store shopping to attract tourists but the market is facing saturation. Bic is...

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