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

<a href="https://www.smartkarma.com/entities/12989" target="_blank" data-smartkarma-citation="entities:12989:1">Seria (2782 JP)</a> remains a robust 100 Yen shop business with one of the most disciplined store management systems in the business and an ever-expanding store portfolio.However, it faces problems, notably the labour shortage and higher wages, leading to lower operating profit.At the same time, same-store sales growth has palled in the last 18 months.These are hard issues to solve, especially for a retail model that depends on fixed, low prices. One of the solutions the sector is trying out is switching from a 100 Yen model to a variable fixed price model with ranges at ¥300 and above.While Seria has been the most disciplined retailer in the 100 Yen sector until now, its competitors are finally catching up, including Daiso Sangyo, which has triple the number of stores.

Seria (2782 JP) remains a robust 100 Yen shop business with one of the most disciplined store management systems in the business and an ever-expanding store portfolio.However, it faces problems, notably the labour shortage and higher wages, leading to lower operating profit.At the same time, same-store sales growth has palled in the last 18 months.These are hard issues to solve, especially for a retail model that depends on fixed, low prices. One of the solutions the sector is trying out is switching from a 100 Yen model to a variable fixed price model with ranges at ¥300 and above.While Seria has been the most disciplined retailer in the 100 Yen sector until now, its competitors are finally catching up, including Daiso Sangyo, which has triple the number of stores.

Japan

Seria Co., Ltd. operates 100 yen chain stores nationwide.   The Company also operates franchise business.  Seria's main product line includes household goods and snacks.

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Seria Co Ltd (2782 JP)

Slower Growth at Seria

Seria (2782 JP) remains a robust 100 Yen shop business with one of the most disciplined store management systems in the business and an...

Michael Causton

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