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>United Arrows is beginning to flex its market power by launching more new brands rather than just iterations of its eponymous name</li>
<li>A key focus is a move to exploit the massive demand for Korean brands in Japan with Korean licenses for Nice Weather and Osoi.</li>
<li>More licenses are expected in the near future as the select shop retailer looks to take more share of the premium market.</li>
</ul>


United Arrows is beginning to flex its market power by launching more new brands rather than just iterations of its eponymous name
A key focus is a move to exploit the massive demand for Korean brands in Japan with Korean licenses for Nice Weather and Osoi.
More licenses are expected in the near future as the select shop retailer looks to take more share of the premium market.


United Arrows on a Roll Again with Korean Brands

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<ul><li>In FY03/26, consolidated revenue increased by 7.6% YoY, with a GPM of 55.3%, the highest in 10 years.</li><li>Revenue from existing stores grew 4.3% YoY, driven by a 2.1% increase in customer count and 2.3% rise in average spend.</li><li>Despite revenue growth, SG&A expenses rose 11.6% YoY, leading to an 8.5% decline in operating profit to JPY2.5bn.</li></ul>

In FY03/26, consolidated revenue increased by 7.6% YoY, with a GPM of 55.3%, the highest in 10 years.Revenue from existing stores grew 4.3% YoY, driven by a 2.1% increase in customer count and 2.3% rise in average spend.Despite revenue growth, SG&A expenses rose 11.6% YoY, leading to an 8.5% decline in operating profit to JPY2.5bn.

United Arrows (7606 JP): Q1 FY03/26 flash update

<ul>
<li>United Arrows is best known for building its own chains but has had a choppy few years spent fixing merchandising, supply chains and a poor e-commerce unit.</li>
<li>It now believes it can take a leaf from the playbook of Mash Holdings by signing promising overseas brands as a way to accelerate growth.</li>
<li>The first of these is the Korean brand, Nice Weather, a sort of lifestyle convenience store beloved by Gen Z.</li>
</ul>


United Arrows is best known for building its own chains but has had a choppy few years spent fixing merchandising, supply chains and a poor e-commerce unit.
It now believes it can take a leaf from the playbook of Mash Holdings by signing promising overseas brands as a way to accelerate growth.
The first of these is the Korean brand, Nice Weather, a sort of lifestyle convenience store beloved by Gen Z.


United Arrows Finds New Growth Path Through Korean Brand

<ul><li>FY03/25 revenue grew 12.4% YoY, driven by proactive inventory strategies and expanded product lineup, with GPM at 52.1%.</li><li>FY03/26 forecasts include 9.8% YoY revenue growth, 12.2% YoY gross profit increase, and 12.7% YoY operating profit growth.</li><li>FY03/25 net income fell 12.2% YoY due to impairment losses, store relocations, and higher corporate tax rate.</li></ul>

FY03/25 revenue grew 12.4% YoY, driven by proactive inventory strategies and expanded product lineup, with GPM at 52.1%.FY03/26 forecasts include 9.8% YoY revenue growth, 12.2% YoY gross profit increase, and 12.7% YoY operating profit growth.FY03/25 net income fell 12.2% YoY due to impairment losses, store relocations, and higher corporate tax rate.

United Arrows (7606 JP): Full-year FY03/25 flash update

<ul>
<li>United Arrows spent a few years in retreat as a succession of problems around e-commerce, Covid and merchandising hit sales.</li>
<li>Instead, competitors like the unlisted retailers, Baycrews and Mash Holdings, took greater share thanks to innovative ideas and new chains mixing fashion, lifestyle and food.</li>
<li>United Arrows now claims the backend fixes are complete and it is starting to expand again, with new chains and target segments, both at home and overseas. Can it succeed?</li>
</ul>


United Arrows spent a few years in retreat as a succession of problems around e-commerce, Covid and merchandising hit sales.
Instead, competitors like the unlisted retailers, Baycrews and Mash Holdings, took greater share thanks to innovative ideas and new chains mixing fashion, lifestyle and food.
United Arrows now claims the backend fixes are complete and it is starting to expand again, with new chains and target segments, both at home and overseas. Can it succeed?


Japan

UNITED ARROWS LTD., operates fashion stores, specializing in casual clothing and accessory for men and women.  The Company has stores nationwide.  Main forces are United Arrows, Green Label Relaxing and Chrome Hearts.

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United Arrows (7606 JP)

United Arrows on a Roll Again with Korean Brands

United Arrows expands market power by launching new brands, focusing on Korean licenses to meet demand and increase share of premium market.

Michael Causton