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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
647
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240.2k
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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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Seven & I Holdings
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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...
Michael Causton
232 Views
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bullish
•
Itochu Corp
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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...
Michael Causton
137 Views
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bullish
•
Tsi Holdings
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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...
Michael Causton
121 Views
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bearish
•
Bic Camera Inc
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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...
Michael Causton
151 Views
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bullish
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Thematic (Sector/Industry)
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08 Nov 2024 05:00
Japan Fashion Retailing: Stores Still Popular and Profit Soars for Some
A major review of Japanese clothing retail markets: the ongoing shakeout benefits large and small chains, but profit growth across the sector is...
Michael Causton
146 Views
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