DoCoMo: Key Takeaways from the Analyst Meeting
Behind DoCoMo's major headlines from the FY18 results on Friday, there were a few more items to be gleaned from the analyst meeting. Importantly,...
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ZOZO's Competitors: A Review of Japanese Online Malls Selling Fashion
As reported in a separate Insight today, fashion is already the largest single category online, but it also a sector that is developing...
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Japan Fashion E-Commerce Review: More Competition Coming for ZOZO and Rakuten
Fashion is already the largest single category online, but it also a sector that is developing rapidly. While the bulk of sales come from the...
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Smartkarma’s Week That Was in JP/KR: -0.3% GDP Growth, Intel's Warnings, & The Next Joker?
KOSPI is up 7% YTD and Nikkei is up 11% YTD. South Korea reported horrible GDP data in 1Q19. It was reported in the past week that South Korea's...
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ZOZO: No More Thank Yous and Less Profit Too
ZOZO's (3092 JP) announced its FY18 results today, with operating profit down 21% despite sales increasing by 20.3%.What was more surprising was a...
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