Japan : Q2 Sector & Company Performance Review
DOMESTICÂ DEFENSIVE SECTORS â–˛ GLOBAL CYCLICAL SECTORS â–ĽÂ -Â The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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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...
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Donki’s Overseas Strategy Seeks to Avoid Pitfalls That Hurt Its Retail Compatriots
In our previous report (A Stallion in “Donki” Clothing? ), we had highlighted Don Quijote Holdings Co Ltd (7532 JP) 's plans to continue its...
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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...
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I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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