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>Deep discounter OK Super’s entry into the Kansai market is causing local competitors real headaches –one estimate says it has taken 10% share around its first store already. </li>
<li>OK has exposed just how derivative most existing chains have become and, with the introduction of genuine price competition at a time when consumers are increasingly price sensitive</li>
<li>While OK Super is a private company, some of the competitors are listed like Kansai Food Market who, without new ideas, will suffer in the next three years.</li>
</ul>


Deep discounter OK Super’s entry into the Kansai market is causing local competitors real headaches –one estimate says it has taken 10% share around its first store already. 
OK has exposed just how derivative most existing chains have become and, with the introduction of genuine price competition at a time when consumers are increasingly price sensitive
While OK Super is a private company, some of the competitors are listed like Kansai Food Market who, without new ideas, will suffer in the next three years.


OK Super: Disrupting Kansai Supermarket Sector

Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

<ul><li>Gross sales reached JPY1,159.6bn (+8.0% YoY), with operating profit at JPY34.8bn (+33.0% YoY), achieving record highs.</li><li>Department Store business saw operating profit increase 43.8% YoY, driven by strong sales to tourists and domestic customers.</li><li>Supermarket business operating profit grew 26.2% YoY, supported by sales growth and reduced SG&A expenses.</li></ul>

Gross sales reached JPY1,159.6bn (+8.0% YoY), with operating profit at JPY34.8bn (+33.0% YoY), achieving record highs.Department Store business saw operating profit increase 43.8% YoY, driven by strong sales to tourists and domestic customers.Supermarket business operating profit grew 26.2% YoY, supported by sales growth and reduced SG&A expenses.

H2O Retailing (8242 JP): Full-year FY03/25 flash update

<ul><li>The company applied the Accounting Standard for Revenue Recognition in FY03/22, affecting sales and profit calculations.</li><li>Operating profit in the Department Store business rose 52.3% YoY, driven by domestic sales and inbound tourist demand.</li><li>H2O revised FY03/25 forecasts, lowering sales by JPY20.0bn but raising operating and recurring profit forecasts.</li></ul>

The company applied the Accounting Standard for Revenue Recognition in FY03/22, affecting sales and profit calculations.Operating profit in the Department Store business rose 52.3% YoY, driven by domestic sales and inbound tourist demand.H2O revised FY03/25 forecasts, lowering sales by JPY20.0bn but raising operating and recurring profit forecasts.

H2O Retailing (8242 JP): Q3 FY03/25 flash update

<ul><li>The company applied ASBJ Statement No. 29 in FY03/22, affecting revenue recognition and calculation of profit margins.</li><li>Gross sales increased 10.5% YoY, with operating profit up 51.6% YoY, driven by Department Store performance.</li><li>H2O raised full-year forecasts for FY03/25 operating and recurring profit, maintaining net income forecast at JPY30.0bn.</li></ul>

The company applied ASBJ Statement No. 29 in FY03/22, affecting revenue recognition and calculation of profit margins.Gross sales increased 10.5% YoY, with operating profit up 51.6% YoY, driven by Department Store performance.H2O raised full-year forecasts for FY03/25 operating and recurring profit, maintaining net income forecast at JPY30.0bn.

H2O Retailing (8242 JP): 1H FY03/25 Flash update

<ul><li>The company applied ASBJ Statement No. 29 in FY03/22, affecting revenue recognition and sales commissions, impacting financial metrics.</li><li>Department Store business saw increased gross sales and operating profit YoY, driven by domestic sales and inbound tourist expansion.</li><li>Supermarket business experienced flat sales YoY but a decline in operating profit due to higher personnel expenses.</li></ul>

The company applied ASBJ Statement No. 29 in FY03/22, affecting revenue recognition and sales commissions, impacting financial metrics.Department Store business saw increased gross sales and operating profit YoY, driven by domestic sales and inbound tourist expansion.Supermarket business experienced flat sales YoY but a decline in operating profit due to higher personnel expenses.

H2O Retailing (8242 JP): Q1 FY03/25 flash update

Japan

H2O RETAILING CORPORATION founded in Osaka in 1929, operates railway terminal department stores.  The Company's main store is located at Hankyu terminal in Umeda (Osaka) and sells clothing, foods, sundry goods, furniture, and household utensils.  H2O Retailing also operates restaurants and coffee shops.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

H2O Retailing (8242 JP)

OK Super: Disrupting Kansai Supermarket Sector

OK Super's entry into the Kansai market is shaking up local competitors with its deep discounts, posing a threat to existing chains lacking...

Michael Causton