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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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bullishItochu Corp
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...

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bullishWorkman Co Ltd
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...

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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...

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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...

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bullishRakuten
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.

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