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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
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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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Itochu Corp
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27 Mar 2025 08:00
Itochu the Fashion Giant Doubles Down on Brand Business
Warren Buffett is investing in Japan's trading companies for good reason but only Itochu has a big share of the fashion sector through Itochu...
Michael Causton
303 Views
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bullish
•
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
200 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
554 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
339 Views
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bullish
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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
258 Views
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