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INSIGHT PROVIDER
Top Quartile
Michael Causton
Expert on Japan Retail and Consumer Markets
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JapanConsuming
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Location:
Japan
Joined:
15 January 2018
674
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275.6k
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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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Workman Co Ltd
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24 Mar 2025 08:00
Workman Fixes the Big Problem: Colors Replaces Workman Joshi
Workman has posted slower and more inconsistent growth due to a shift to mass market fashion and a confused choice of banner but a rebranding as...
Michael Causton
194 Views
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bearish
•
Seven & I Holdings
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17 Mar 2025 06:36
Retail Media Can Help Pay for a ¥2 Trillion Buyback
Seven & I seeks shareholder approval for ¥2 trillion buyback despite Seven Eleven's struggles, but retail media could potentially help fund a...
Michael Causton
508 Views
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bullish
•
FamilyMart Co Ltd
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14 Mar 2025 19:11
Familymart Adding Variety Flavour to Chain Under Nigo
Familymart offerings beyond Convenience Wear now include cosmetics and other products for the young, with plans to create a Conbini-Variety store...
Michael Causton
334 Views
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bullish
•
Rakuten
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14 Mar 2025 06:57
The Big 3: Amazon’s Lead Grows as Rakuten Stumbles
Amazon continues to dominate Japan's e-commerce market, outpacing Rakuten in growth despite slower progress compared to other markets.
Michael Causton
254 Views
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bullish
•
Trial Holdings
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07 Mar 2025 06:25
Trial a Top 10 Retailer After Seiyu Purchase from KKR (With Big Synergies)
Trial, a leading discounter in Japan, becomes a national champion by acquiring Seiyu, creating a strong competitor to major retailers in building...
Michael Causton
323 Views
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