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

While <a href="https://www.smartkarma.com/entities/14750" target="_blank" data-smartkarma-citation="entities:14750:1">Rizap Group (2928 JP)</a> has seen its share price crash and its CEO bow in apology after profit warnings and a plan to radically cut back on M&amp;A, <a href="https://www.smartkarma.com/entities/13185" target="_blank" data-smartkarma-citation="entities:13185:1">Jeans Mate Corp (7448 JP)</a>, which Rizap acquired last year, has quickly moved to modernise stores. It has just replaced its Shibuya store with a new concept called JEM that could mean the end of the Jeans Mate name altogether and posted its first operating profit in years. While many of Rizap's acquisitions were dubious, Jeans Mate is one business that could be turned around into a modestly successful casual apparel retailer.

While Rizap Group (2928 JP) has seen its share price crash and its CEO bow in apology after profit warnings and a plan to radically cut back on M&amp;A, Jeans Mate Corp (7448 JP), which Rizap acquired last year, has quickly moved to modernise stores. It has just replaced its Shibuya store with a new concept called JEM that could mean the end of the Jeans Mate name altogether and posted its first operating profit in years. While many of Rizap's acquisitions were dubious, Jeans Mate is one business that could be turned around into a modestly successful casual apparel retailer.

Thematic (Sector/Industry)

Fashion retailers had a much better year in 2017-18 as the apparel and accessories market expanded 2.2% after two years of market contraction.
Recent growth has mostly benefited the speciality store and online sectors, but last year department stores also improved, and even the odd GMS chain enjoyed the balmier climate.
As a result, department store market share among the top 100 apparel retailers – which account for 70% of the market – rose for the first time in 15 years.
The market share of the top 100 fell due to better sales at small retailers and independents.
Trading is still tough, however, and retailers are cautious about consumer sentiment going forward.
The winners though are clear to see, with companies like <a href="https://www.smartkarma.com/entities/2765" target="_blank" data-smartkarma-citation="entities:2765:1">Ryohin Keikaku (7453 JP)</a>, <a href="https://www.smartkarma.com/entities/23991" target="_blank" data-smartkarma-citation="entities:23991:1">Tokyo Base (3415 JP)</a>, Mash Holdings and <a href="https://www.smartkarma.com/entities/18379" target="_blank" data-smartkarma-citation="entities:18379:1">ZOZO Inc (3092 JP)</a> pushing well ahead of the sector year after year.
The following is a comprehensive review of the Japanese apparel/fashion market in FY2017, and the winners within it.

Fashion retailers had a much better year in 2017-18 as the apparel and accessories market expanded 2.2% after two years of market contraction.
Recent growth has mostly benefited the speciality store and online sectors, but last year department stores also improved, and even the odd GMS chain enjoyed the balmier climate.
As a result, department store market share among the top 100 apparel retailers – which account for 70% of the market – rose for the first time in 15 years.
The market share of the top 100 fell due to better sales at small retailers and independents.
Trading is still tough, however, and retailers are cautious about consumer sentiment going forward.
The winners though are clear to see, with companies like Ryohin Keikaku (7453 JP), Tokyo Base (3415 JP), Mash Holdings and ZOZO Inc (3092 JP) pushing well ahead of the sector year after year.
The following is a comprehensive review of the Japanese apparel/fashion market in FY2017, and the winners within it.

The Winners in Japanese Fashion Retailing

Japan

RIGHT ON Co, Ltd. retails jeans and casual wear.  The Company operates the chain stores nationwide in various type of styles such as suburban roadside stores, and stores in shopping centers and station buildings.

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Right On Co Ltd (7445 JP)

Jeans Mate Posts a Profit at Last

While Rizap Group (2928 JP) has seen its share price crash and its CEO bow in apology after profit warnings and a plan to radically cut back on...

Michael Causton

The Winners in Japanese Fashion Retailing

Fashion retailers had a much better year in 2017-18 as the apparel and accessories market expanded 2.2% after two years of market...

Michael Causton

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)