Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Equity Bottom-Up

<ul>
<li>Adastria is on a roll, capturing more market share in both the core apparel market as well as through licensing (Forever 21) and home decoration and other lifestyle markets.</li>
<li>Until now, it has focused on slightly premium mass markets but a new chain will face Uniqlo and Muji head on in apparel basics.</li>
<li>It is also adding a new basics chain in home decoration and hoovering up contracts to supply apparel to chain stores. </li>
</ul>


Adastria is on a roll, capturing more market share in both the core apparel market as well as through licensing (Forever 21) and home decoration and other lifestyle markets.
Until now, it has focused on slightly premium mass markets but a new chain will face Uniqlo and Muji head on in apparel basics.
It is also adding a new basics chain in home decoration and hoovering up contracts to supply apparel to chain stores. 


Adastria Takes on Uniqlo and Muji with New Chain

<ul>
<li>Three years ago, Itochu Corp made it clear it would be investing heavily in its brand business.</li>
<li>It has been true to its word, adding the likes of Reebok, Under Armour and Forever 21 to its portfolio in the last year alone.</li>
<li>It has now signed a deal with long-term Japan operator, L.L.Bean, while gearing up for a major relaunch of Eddie Bauer.</li>
</ul>


Three years ago, Itochu Corp made it clear it would be investing heavily in its brand business.
It has been true to its word, adding the likes of Reebok, Under Armour and Forever 21 to its portfolio in the last year alone.
It has now signed a deal with long-term Japan operator, L.L.Bean, while gearing up for a major relaunch of Eddie Bauer.


Itochu Signs L.L.Bean License, Gears up Forever 21 and Eddie Bauer Relaunches

<ul>
<li>Zozo may be the leading online fashion mall but it has spent the last two years using its power to drive more traffic to its merchants’ physical stores. </li>
<li>Its latest service allows stores to sell stock held at Zozo’s fulfilment centre when they themselves have sold out and thus avoid lost sales opportunities.</li>
<li>Zozo itself, meanwhile, will open a physical store in Omotesando but one entirely devoted to styling services for its customers.</li>
</ul>


Zozo may be the leading online fashion mall but it has spent the last two years using its power to drive more traffic to its merchants’ physical stores. 
Its latest service allows stores to sell stock held at Zozo’s fulfilment centre when they themselves have sold out and thus avoid lost sales opportunities.
Zozo itself, meanwhile, will open a physical store in Omotesando but one entirely devoted to styling services for its customers.


Zozo Opens Store in Omotesando, to Increase Retail Ties

<ul>
<li>Nitori dominates in home decor and furniture but now wants to become a top 10 fashion retailer through its N+ chain targeting older women. </li>
<li>It will raise the rate of new stores to 30 a year and then to up to 100 a year as it reaches scale. </li>
<li>Will it be the Uniqlo for the middle-aged? If so it could own a chunk of a segment worth an estimated ¥2.5 trillion.</li>
</ul>


Nitori dominates in home decor and furniture but now wants to become a top 10 fashion retailer through its N+ chain targeting older women. 
It will raise the rate of new stores to 30 a year and then to up to 100 a year as it reaches scale. 
Will it be the Uniqlo for the middle-aged? If so it could own a chunk of a segment worth an estimated ¥2.5 trillion.


Nitori to Ramp up N+ Clothing Chain – ¥500 Billion in New Sales?

<ul>
<li>Adastria's growth has been sporadic in recent years as it adjusts to maturity and saturation in core apparel markets.It has diversification projects but these will take time to develop.</li>
<li>It thinks it can find faster growth by franchising and licensing with already well-known brands, starting with Forever 21.</li>
<li>It also has a new business providing apparel collections to General Merchandise Retailers, starting with Izumi.</li>
</ul>


Adastria's growth has been sporadic in recent years as it adjusts to maturity and saturation in core apparel markets.It has diversification projects but these will take time to develop.
It thinks it can find faster growth by franchising and licensing with already well-known brands, starting with Forever 21.
It also has a new business providing apparel collections to General Merchandise Retailers, starting with Izumi.


Adastria Signs Forever 21, New Growth Through Licensing?

Japan

and ST HD Co Ltd operates a chain of clothing stores in Japan. The Company also operates stores in China, Taiwan, Hong Kong and Korea.

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And ST HD Co Ltd (2685 JP)

Adastria Takes on Uniqlo and Muji with New Chain

Adastria is on a roll, expanding brands in Japan's rebounding clothing market. While in the long-term there is not much room for the apparel market...

Michael Causton

Itochu Signs L.L.Bean License, Gears up Forever 21 and Eddie Bauer Relaunches

Itochu continues to gain share in consumer goods distribution in Japan, particularly in fashion and lifestyle sectors, resulting in consistently...

Michael Causton

Zozo Opens Store in Omotesando, to Increase Retail Ties

Zozo has proven that it can continue to innovate in the nexus between fashion and technology even without its founder and in fact has become more...

Michael Causton

Nitori to Ramp up N+ Clothing Chain – ¥500 Billion in New Sales?

Nitori has been underestimated before and now apparel retailers believe Nitori doesn't have the experience to take them on. They are wrong. It...

Michael Causton

Adastria Signs Forever 21, New Growth Through Licensing?

Adastria has suffered from inconsistent growth recently as it adjusted to maturity and the pandemic but has come up with two new growth ideas:...

Michael Causton

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52-week Range

Market Cap (USDm)

P/E

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