Fashion Retailers Fight Back Against the Dominance of Zozotown
Fashion retailers may want to preserve footfall in their physical stores, but most are also trying harder to increase e-commerce sales, especially...
333 Views
Fashion: Still the Biggest Japanese E-Commerce Category – and Still Growing Fast
Our recent post on e-commerce (E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution) showed just how...
399 Views
Kakaku.com (2371 JP): How High Can It Go as Bain/LY Ups the Ante?
Bain/LY’s second offer, belatedly and publicly, sets in motion an auction process. My analysis suggests that a competing bidding war could result...
259 Views
E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
384 Views
Kakaku.com (2371 JP): Pass the Popcorn as EQT Launches a Tender Offer
The conspicuous lack of Oasis’s support, the absence of an auction despite a Bain/LY bid, reliance on passives' vote and irrevocables with...
387 Views