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. 

Private Capital Markets

Seven & I Holdings / Private Capital Markets

<ul>
<li>The convenience store sector is highly saturated with fewer feasible new locations to exploit. </li>
<li>At the same time, demand for more price-value driven retailing is soaring and competition from small format supermarkets growing.</li>
<li>Lawson is joining the fray through a new supermarket chain to replace Lawson 100 and a new office-space store. Where is Seven &amp; I?</li>
</ul>


The convenience store sector is highly saturated with fewer feasible new locations to exploit. 
At the same time, demand for more price-value driven retailing is soaring and competition from small format supermarkets growing.
Lawson is joining the fray through a new supermarket chain to replace Lawson 100 and a new office-space store. Where is Seven &amp; I?


Lawson Debuts Small Supermarket and Micro Chains

Equity Bottom-Up

<ul>
<li>Seven &amp; I laid out an ambitious and overdue structural overhaul of its North American convenience store operations recently. </li>
<li>But it is the domestic business that faces mounting pressures of its own due to declining footfall.</li>
<li>Japan’s once top retailer no longer looks so strong, especially compared to its rivals.</li>
</ul>


Seven &amp; I laid out an ambitious and overdue structural overhaul of its North American convenience store operations recently. 
But it is the domestic business that faces mounting pressures of its own due to declining footfall.
Japan’s once top retailer no longer looks so strong, especially compared to its rivals.


Seven & I Talks America, but Japan Needs Help Too

Derivatives and Quantitative Strategist

Gaudenz Schneider

<ul>
<li>
Context: Asian indices traded in a narrow band despite ongoing geopolitical uncertainty, creating a sideways market backdrop rather than a broad directional move.</li>
<li>
Highlights: Eight statistically generated pair-trade signals were triggered last week, with five on Thursday alone, spanning Global Indices, Australia, Japan and India.</li>
<li>
Why Read: This recap highlights market-neutral opportunities where single-stock or cross-market dislocations may offer attractive starting points for further relative-value analysis.</li>
</ul>



Context: Asian indices traded in a narrow band despite ongoing geopolitical uncertainty, creating a sideways market backdrop rather than a broad directional move.

Highlights: Eight statistically generated pair-trade signals were triggered last week, with five on Thursday alone, spanning Global Indices, Australia, Japan and India.

Why Read: This recap highlights market-neutral opportunities where single-stock or cross-market dislocations may offer attractive starting points for further relative-value analysis.


Market-Neutral Trade Signals Amid Macro Uncertainty

<ul>
<li>
Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.</li>
<li>
Highlights: Currently eleven pair trade opportunities persist across four markets and seven sectors.</li>
<li>
Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.</li>
</ul>



Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.

Highlights: Currently eleven pair trade opportunities persist across four markets and seven sectors.

Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.


Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (27 Apr 2026)

<ul>
<li>Seven &amp; I has finally separated Seven Eleven from its less successful businesses and can focus again.</li>
<li>However, it faces ever-increasing pressure from re-energised rivals and a host of new competing chains and formats. </li>
<li>With the possibility that many franchisees could retire in the next few years, it needs new ideas to recapture a youth segment which shops elsewhere.</li>
</ul>


Seven &amp; I has finally separated Seven Eleven from its less successful businesses and can focus again.
However, it faces ever-increasing pressure from re-energised rivals and a host of new competing chains and formats. 
With the possibility that many franchisees could retire in the next few years, it needs new ideas to recapture a youth segment which shops elsewhere.


Seven Eleven Hopes Better Products Will Boost Popularity

Japan

Seven & i Holdings Co., Ltd. is a holding company which was established through the merger of Ito-Yokado Co., Seven Eleven Japan Co., and Denny's Japan. The Company plans, manages, and operates mainly convenience stores, supermarkets, and department stores.

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Seven & I Holdings (3382 JP)

Lawson Debuts Small Supermarket and Micro Chains

Convenience store sector faces saturation and increasing competition, Lawson responds with new supermarket chain and office-space store. Seven &...

Michael Causton

Seven & I Talks America, but Japan Needs Help Too

Seven & I faces challenges in both its North American and domestic convenience store operations, with declining footfall and increased competition...

Michael Causton

Market-Neutral Trade Signals Amid Macro Uncertainty

Asian indices traded sideways amid geopolitical uncertainty, triggering eight pair-trade signals last week, offering market-neutral opportunities.

Gaudenz Schneider

Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (27 Apr 2026)

Discover eleven pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.

Gaudenz Schneider

Seven Eleven Hopes Better Products Will Boost Popularity

Seven & I separates from underperforming businesses to refocus on Seven Eleven, but faces challenges from competitors and needs new strategies to...

Michael Causton

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Lawson Debuts Small Supermarket and Micro Chains

​Convenience store sector faces saturation and increasing competition, Lawson responds with new supermarket chain and office-space store. Seven &...

Michael Causton

Seven & I Talks America, but Japan Needs Help Too

​Seven & I faces challenges in both its North American and domestic convenience store operations, with declining footfall and increased competition...

Michael Causton

Market-Neutral Trade Signals Amid Macro Uncertainty

​Asian indices traded sideways amid geopolitical uncertainty, triggering eight pair-trade signals last week, offering market-neutral opportunities.

Gaudenz Schneider

Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (27 Apr 2026)

​Discover eleven pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.

Gaudenz Schneider

Seven Eleven Hopes Better Products Will Boost Popularity

​Seven & I separates from underperforming businesses to refocus on Seven Eleven, but faces challenges from competitors and needs new strategies to...

Michael Causton

Convenience store sector faces saturation and increasing competition, Lawson responds with new supermarket chain and office-space store. Seven &...

Seven & I faces challenges in both its North American and domestic convenience store operations, with declining footfall and increased competition...

Asian indices traded sideways amid geopolitical uncertainty, triggering eight pair-trade signals last week, offering market-neutral opportunities.

Discover eleven pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.

Seven & I separates from underperforming businesses to refocus on Seven Eleven, but faces challenges from competitors and needs new strategies to...