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Michael Causton

Michael Causton
Expert on Japan Retail and Consumer Markets
JapanConsuming

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Japan Consumer Discretionary & Consumer Staples Multi-Asset Thematic (Sector/Industry) Equity Bottom-Up
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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...

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bullishVega Corp
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...

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bullishZOZO Inc
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...

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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...

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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....

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