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...
248 Views
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...
213 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...
320 Views
Start Today: We Expect 50% YoY OP Growth This FY; Significant Deceleration Likely Over a Year Away
We fine tune our earnings estimates in anticipation of 1Q earnings and find that even with conservative assumptions FY earnings are likely to beat...
393 Views
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...
2k Views