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

Look Holdings Incorporated / Equity Bottom-Up

<ul>
<li>It has been a tough few years for premium fashion importers. </li>
<li>Decimated sales during Covid were followed by a sharp depreciation in the Yen that has forced a hike in prices and/or a squeeze on profits.</li>
<li>Look has found some solutions, adding new brands while exploring new markets and expects significant upside in revenues and profits.</li>
</ul>


It has been a tough few years for premium fashion importers. 
Decimated sales during Covid were followed by a sharp depreciation in the Yen that has forced a hike in prices and/or a squeeze on profits.
Look has found some solutions, adding new brands while exploring new markets and expects significant upside in revenues and profits.


Look HD Bullish on Fashion Imports and Exports

<ul>
<li>Distributors of overseas fashion have been battered by the collapse of the Yen, forcing higher prices. </li>
<li>Look Holdings has managed to elicit strong growth through this crisis, resulting in a doubling in its share price, and is looking for more brands.</li>
<li>The sharp rebound in both domestic demand for premium fashion and inbound tourism should result in better than expected returns for the importer-distributor.</li>
</ul>


Distributors of overseas fashion have been battered by the collapse of the Yen, forcing higher prices. 
Look Holdings has managed to elicit strong growth through this crisis, resulting in a doubling in its share price, and is looking for more brands.
The sharp rebound in both domestic demand for premium fashion and inbound tourism should result in better than expected returns for the importer-distributor.


Look HD: Imported Fashion on the Up, Achieves Targets Early

<p>Although distributors of overseas fashion brands have been as affected as any by the current crisis, some brands have outperformed in the last year. What has really happened is that the performance of the best and the rest has widened as the example of <a href="https://www.smartkarma.com/entities/look-inc" target="_blank" data-smartkarma-citation="entities:6888:1" rel="noopener">Look Inc (8029 JP)</a> shows.</p>

Although distributors of overseas fashion brands have been as affected as any by the current crisis, some brands have outperformed in the last year. What has really happened is that the performance of the best and the rest has widened as the example of Look Inc (8029 JP) shows.

Japan

Look Holdings Incorporated is a manufacturer of ready-made ladies' clothing.  The Company manufactures dresses, coats, suits, casual wears, and other related products mainly for women.

Look Holdings Incorporated (8029 JP)

Look HD Bullish on Fashion Imports and Exports

Premium fashion importers have faced challenges with decimated sales during Covid and a lower Yen, but Look is finding solutions by adding new...

Michael Causton

Look HD: Imported Fashion on the Up, Achieves Targets Early

Importers and distributors of premium fashions were hit hard by the pandemic but are recovering quickly. One of the most resilient has been Look...

Michael Causton

Look Ups Investment as Sales Fall

Japanese fashion markets have contracted this year but some brands have outperformed. This helped Look Inc weather the storm better than many...

Michael Causton

Look HD Bullish on Fashion Imports and Exports

​Premium fashion importers have faced challenges with decimated sales during Covid and a lower Yen, but Look is finding solutions by adding new...

Michael Causton

Look HD: Imported Fashion on the Up, Achieves Targets Early

Importers and distributors of premium fashions were hit hard by the pandemic but are recovering quickly. One of the most resilient has been Look...

Michael Causton

Look Ups Investment as Sales Fall

Japanese fashion markets have contracted this year but some brands have outperformed. This helped Look Inc weather the storm better than many...

Michael Causton

Premium fashion importers have faced challenges with decimated sales during Covid and a lower Yen, but Look is finding solutions by adding new...