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>Oisix was originally known for its food subscription boxes but then expanded into meal kits which brought in a new type of customer looking to save time.</li>
<li>But with more busy and stressed customers no longer wanting to even spend 20 minutes cooking its meal kits, Oisix has launched 5-minute deli meals.</li>
<li>Oisix remains the leading independent online food retailer and the most innovative. While subscriber numbers fell recently, sales per user are up.</li>
</ul>


Oisix was originally known for its food subscription boxes but then expanded into meal kits which brought in a new type of customer looking to save time.
But with more busy and stressed customers no longer wanting to even spend 20 minutes cooking its meal kits, Oisix has launched 5-minute deli meals.
Oisix remains the leading independent online food retailer and the most innovative. While subscriber numbers fell recently, sales per user are up.


Oisix Update: New Lines of Convenience Deli Selling Well

<ul>
<li>Given Japan’s growing interest in food-based health solutions, multiple players are looking to build businesses in the field across gut health and dietary solutions for the old and infirm.</li>
<li>Oisix, the leading online food retailer has developed an incubator for start ups in this area.</li>
<li>It is hoping to create a mini silicon valley for food tech businesses.</li>
</ul>


Given Japan’s growing interest in food-based health solutions, multiple players are looking to build businesses in the field across gut health and dietary solutions for the old and infirm.
Oisix, the leading online food retailer has developed an incubator for start ups in this area.
It is hoping to create a mini silicon valley for food tech businesses.


Thematic (Sector/Industry)

<ul>
<li>FMCG retailers remained dominant and market concentration increased, with top firms expanding through consolidation. </li>
<li>Discounters, drugstores and e-commerce outperformed the market overall, while general merchandise stores and apparel/lifestyle declined.</li>
<li>Profitability varied significantly, but discounters stood out as consumers flocked to their stores to escape inflation where they could.</li>
</ul>


FMCG retailers remained dominant and market concentration increased, with top firms expanding through consolidation. 
Discounters, drugstores and e-commerce outperformed the market overall, while general merchandise stores and apparel/lifestyle declined.
Profitability varied significantly, but discounters stood out as consumers flocked to their stores to escape inflation where they could.


Japanese Big Retailers: Winners and Losers

<ul>
<li>Oisix is planning to double its sales by 2030 and looks set to reach this targets early through both organic expansion and M&amp;A.</li>
<li>The recent acquisition of several B2B and other companies will help sales grow 72% this year alone.</li>
<li>But the longer-term consumer-facing business continues to look positive thanks to continued demand for convenience meal kits and home delivery of quality foods. Profit though remains anaemic.</li>
</ul>


Oisix is planning to double its sales by 2030 and looks set to reach this targets early through both organic expansion and M&amp;A.
The recent acquisition of several B2B and other companies will help sales grow 72% this year alone.
But the longer-term consumer-facing business continues to look positive thanks to continued demand for convenience meal kits and home delivery of quality foods. Profit though remains anaemic.


<ul>
<li>Core inflation rates remain stubbornly high and real wages are still falling. </li>
<li>Surveys suggest one more major round of price hikes in October but the government still thinks prices will stabilise below its 2% target by the end of the year.</li>
<li>The increases are lowering consumer confidence – bad news for most retailers, although major discount chains are making hay while the sun, well, doesn’t shine.</li>
</ul>


Core inflation rates remain stubbornly high and real wages are still falling. 
Surveys suggest one more major round of price hikes in October but the government still thinks prices will stabilise below its 2% target by the end of the year.
The increases are lowering consumer confidence – bad news for most retailers, although major discount chains are making hay while the sun, well, doesn’t shine.


Japanese Prices Rise Again; 60% of Consumers Feeling the Pinch and Looking for Better Value

Japan

Oisix ra daichi Inc. sells various food products online. Among other products, the company sells vegetables, fruits, fish, meat, milk, and ready-made food.

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Oisix ra daichi (3182 JP)

Oisix Update: New Lines of Convenience Deli Selling Well

Oisix adapts to busy customers' needs by introducing 5-minute deli meals, maintaining its position as a leading online food retailer.

Michael Causton

Oisix: Major Growth Expected in Foodtech

Japan's interest in food-based health solutions is attracting multiple players, with Oisix leading the way by developing an incubator for start...

Michael Causton

Japanese Big Retailers: Winners and Losers

An in-depth review of Japan retailers with sales of ¥250+ in 2025: FMCG retailers dominate with market concentration increasing, discounters...

Michael Causton

Oisix Targeting ¥300 Billion by 2030

Oisix aims to double sales by 2030, with recent acquisitions boosting sales by 72% this year. Consumer demand for meal kits and quality food...

Michael Causton

Japanese Prices Rise Again; 60% of Consumers Feeling the Pinch and Looking for Better Value

Japanese consumer markets have three big trends: higher prices/squeezed incomes, doubling of single households and more people feeling the pinch....

Michael Causton

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Oisix Update: New Lines of Convenience Deli Selling Well

​Oisix adapts to busy customers' needs by introducing 5-minute deli meals, maintaining its position as a leading online food retailer.

Michael Causton

Oisix: Major Growth Expected in Foodtech

​Japan's interest in food-based health solutions is attracting multiple players, with Oisix leading the way by developing an incubator for start...

Michael Causton

Japanese Big Retailers: Winners and Losers

An in-depth review of Japan retailers with sales of ¥250+ in 2025: ​FMCG retailers dominate with market concentration increasing, discounters...

Michael Causton

Oisix Targeting ¥300 Billion by 2030

​Oisix aims to double sales by 2030, with recent acquisitions boosting sales by 72% this year. Consumer demand for meal kits and quality food...

Michael Causton

Japanese Prices Rise Again; 60% of Consumers Feeling the Pinch and Looking for Better Value

Japanese consumer markets have three big trends: higher prices/squeezed incomes, doubling of single households and more people feeling the pinch....

Michael Causton

Oisix adapts to busy customers' needs by introducing 5-minute deli meals, maintaining its position as a leading online food retailer.

Japan's interest in food-based health solutions is attracting multiple players, with Oisix leading the way by developing an incubator for start...

An in-depth review of Japan retailers with sales of ¥250+ in 2025: FMCG retailers dominate with market concentration increasing, discounters...

Oisix aims to double sales by 2030, with recent acquisitions boosting sales by 72% this year. Consumer demand for meal kits and quality food...