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ZOZO Inc (3092 JP)
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336
Analysis
Consumer Discretionary
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Japan
ZOZO Inc operates internet shopping sites for apparel. The Company also provides communication services relating to apparel such as blogs by fashion moguls and internet chat room for users.
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bullish
•
Thematic (Sector/Industry)
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19 May 2018 01:41
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...
Michael Causton
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399 Views
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bullish
•
Kakaku.com Inc
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14 May 2026 15:33
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...
Arun George
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259 Views
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bullish
•
Thematic (Sector/Industry)
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25 Apr 2018 20:26
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...
Michael Causton
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384 Views
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bullish
•
Kakaku.com Inc
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12 May 2026 20:46
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...
Arun George
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387 Views
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bullish
•
Thematic (Sector/Industry)
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26 Jan 2018 10:08
Sector Capsule: Internet Retailing in Japan
Logistics is a challenging issue in internet retailing in 2017 Amazon Japan continued to lead internet retailing in 2017, accounting for a 14%...
Euromonitor International Ltd.
294 Views
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