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. 

Thematic (Sector/Industry)

<ul>
<li>The long awaited lifting of restrictions on inbound tourists in October seems to have given new confidence to domestic tourists too.</li>
<li>Major airlines, hotels and railways are all reporting a significant uplift in bookings with several forecasting that figures will exceed 2019 by March next year.</li>
<li>Retailers have benefitted too, notably department stores and lifestyle retailers. Now all Japan needs is for Chinese tourists to be allowed out.</li>
</ul>


The long awaited lifting of restrictions on inbound tourists in October seems to have given new confidence to domestic tourists too.
Major airlines, hotels and railways are all reporting a significant uplift in bookings with several forecasting that figures will exceed 2019 by March next year.
Retailers have benefitted too, notably department stores and lifestyle retailers. Now all Japan needs is for Chinese tourists to be allowed out.


Japan's Retailers, Hotels, Carriers Rejoice: Domestic Tourism Surges and Inbound Traffic Rises

Japan Specialist

Mark Chadwick

<ul>
<li>Retail stocks perform well again as China relaxes restrictions on domestic travel</li>
<li>However, it could take a couple of years for international travel to return to previous levels</li>
<li>We believe that most of the catalysts for our bullish stance on this macro call have now played out</li>
</ul>


Retail stocks perform well again as China relaxes restrictions on domestic travel
However, it could take a couple of years for international travel to return to previous levels
We believe that most of the catalysts for our bullish stance on this macro call have now played out


Japan Weekly | Chinese Tourists Stay Close to Home

<ul>
<li>After a bullish week for Japanese equities last week, this week was a bit blah. The average return for our watchlist was -0.3%, with 57 of 120 registering a gain</li>
<li>Over the past one month, the yen has gained 10-big figures against the dollar and the NKY has gained 3%</li>
<li>Japanese inflation at 40-year high; Kishida meets Xi; Visitors to Japan tops 500k in October; &amp; corporate tax may be hiked to fund defense spending</li>
</ul>


After a bullish week for Japanese equities last week, this week was a bit blah. The average return for our watchlist was -0.3%, with 57 of 120 registering a gain
Over the past one month, the yen has gained 10-big figures against the dollar and the NKY has gained 3%
Japanese inflation at 40-year high; Kishida meets Xi; Visitors to Japan tops 500k in October; &amp; corporate tax may be hiked to fund defense spending


<ul>
<li>
<strong> Good Morning Japan:</strong>  We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in Japan. <strong>FOLLOW US to keep abreast!</strong>
</li>
<li>OVERNIGHT:  Partial reversal - Sell BETA/Buy Momentum; Contrasting views from the Fed; Amazon cuts 10,000; FedEx furloughs workers - probably the doves it; Positive China - finally the bottom in?</li>
<li>JAPAN: Flat open vs Cash on the NKY; Buybacks continues - now the megabanks get involved; Not a heavy news day but watch out for Matsumotokio(3088) -strong 2Qs </li>
</ul>



 Good Morning Japan:  We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in Japan. FOLLOW US to keep abreast!

OVERNIGHT:  Partial reversal - Sell BETA/Buy Momentum; Contrasting views from the Fed; Amazon cuts 10,000; FedEx furloughs workers - probably the doves it; Positive China - finally the bottom in?
JAPAN: Flat open vs Cash on the NKY; Buybacks continues - now the megabanks get involved; Not a heavy news day but watch out for Matsumotokio(3088) -strong 2Qs 


Good Morning Japan | The Hawk Vs The Dove..the Dove Has It !

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/welcia-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:20895:1" rel="noopener">Welcia Holdings (3141 JP)</a> and <a href="https://www.smartkarma.com/entities/tsuruha-holdings-inc" target="_blank" data-smartkarma-citation="entities:9536:1" rel="noopener">Tsuruha Holdings (3391 JP)</a>, the country’s leading drugstore chains, are both looking to expand quickly in Kyushu after only entering the market recently. </li>
<li>This won’t be easy. Kyushu is full of discount retailers led by one of the best discounters, <a href="https://www.smartkarma.com/entities/cosmos-pharmaceutical-corp" target="_blank" data-smartkarma-citation="entities:3797:1" rel="noopener">Cosmos Pharmaceutical (3349 JP)</a>, which is also a leading drugstore chain.</li>
<li>But building a significant market share in the Kyushu market is crucial to competing nationally with these emerging discount leaders.</li>
</ul>



Welcia Holdings (3141 JP) and Tsuruha Holdings (3391 JP), the country’s leading drugstore chains, are both looking to expand quickly in Kyushu after only entering the market recently. 
This won’t be easy. Kyushu is full of discount retailers led by one of the best discounters, Cosmos Pharmaceutical (3349 JP), which is also a leading drugstore chain.
But building a significant market share in the Kyushu market is crucial to competing nationally with these emerging discount leaders.


Japan

MatsukiyoCocokara & Co. operates drug store chains. The Company retails medicines, cosmetics, health foods, beauty care products, and other products. MatsukiyoCocokara & also operates supermarkets and home centers.

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MatsukiyoCocokara (3088 JP)

Japan's Retailers, Hotels, Carriers Rejoice: Domestic Tourism Surges and Inbound Traffic Rises

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Welcia Challenges Cosmos in Kyushu

Kyushu has become a hotbed of retail competition, especially in discount and drugstores. Aeon is determined to undermine the local champions,...

Michael Causton

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