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. 

Thematic (Sector/Industry)

<ul>
<li>The Japan fashion e-commerce sector continues to grow at a pace that outstrips the broader fashion market.</li>
<li>But the gains are increasingly concentrated among a small group of operators that have mastered omnichannel, staff-driven social media, and loyalty marketing and capture</li>
<li>At the same time, smaller, mall-dependent players face mounting pressure and anaemic profits. A full sector review with rankings.</li>
</ul>


The Japan fashion e-commerce sector continues to grow at a pace that outstrips the broader fashion market.
But the gains are increasingly concentrated among a small group of operators that have mastered omnichannel, staff-driven social media, and loyalty marketing and capture
At the same time, smaller, mall-dependent players face mounting pressure and anaemic profits. A full sector review with rankings.


Japan Fashion E-Commerce: Growth but More Divergence

Equity Bottom-Up

<ul>
<li>Tokyo Base struggled during and after Covid, but the promoter of Japanese design has begun to find a new following.</li>
<li>As well as a new generation of Japanese customers thanks to new banners, it is becoming a favourite with inbound tourists, which account for as much as 25% of sales.</li>
<li>It is now planning greater expansion both at home and overseas</li>
</ul>


Tokyo Base struggled during and after Covid, but the promoter of Japanese design has begun to find a new following.
As well as a new generation of Japanese customers thanks to new banners, it is becoming a favourite with inbound tourists, which account for as much as 25% of sales.
It is now planning greater expansion both at home and overseas


Tokyo Base: Like Human Made, a Potential Export Growth Stock

Event-Driven

<ul>
<li>United Arrows has struggled to improve profitability since Covid despite significant HQ restructuring and has decided to sell its beleaguered Coen chain. </li>
<li>Gyet, formerly Mac House, will acquire the brand and plans to invest cash flow from Coen into cryptocurrencies – for reasons only it can really fathom.</li>
<li>The sale will leave United Arrows in much better shape and, combined with its pipeline of new brands and stores, should deliver expected growth.</li>
</ul>


United Arrows has struggled to improve profitability since Covid despite significant HQ restructuring and has decided to sell its beleaguered Coen chain. 
Gyet, formerly Mac House, will acquire the brand and plans to invest cash flow from Coen into cryptocurrencies – for reasons only it can really fathom.
The sale will leave United Arrows in much better shape and, combined with its pipeline of new brands and stores, should deliver expected growth.


Profit Growth to Come: United Arrows Sells Coen

<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

<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

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

United Arrows (7606 JP)

Japan Fashion E-Commerce: Growth but More Divergence

Japan's fashion e-commerce sector is booming, but success is concentrated among a few operators utilizing omnichannel strategies, while smaller...

Michael Causton

Tokyo Base: Like Human Made, a Potential Export Growth Stock

Tokyo Base, a promoter of Japanese design, is finding new success post-Covid with a growing following among Japanese customers and inbound...

Michael Causton

Profit Growth to Come: United Arrows Sells Coen

United Arrows sells struggling Coen chain to Gyet, plans to invest cash flow into cryptocurrencies, expects growth with new brands and stores.

Michael Causton

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

United Arrows Finds New Growth Path Through Korean Brand

United Arrows is looking to accelerate growth by signing promising overseas brands like Nice Weather, following a period of fixing internal issues...

Michael Causton

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Fashion E-Commerce: Growth but More Divergence

​Japan's fashion e-commerce sector is booming, but success is concentrated among a few operators utilizing omnichannel strategies, while smaller...

Michael Causton

Tokyo Base: Like Human Made, a Potential Export Growth Stock

​Tokyo Base, a promoter of Japanese design, is finding new success post-Covid with a growing following among Japanese customers and inbound...

Michael Causton

Profit Growth to Come: United Arrows Sells Coen

​United Arrows sells struggling Coen chain to Gyet, plans to invest cash flow into cryptocurrencies, expects growth with new brands and stores.

Michael Causton

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

United Arrows Finds New Growth Path Through Korean Brand

​United Arrows is looking to accelerate growth by signing promising overseas brands like Nice Weather, following a period of fixing internal issues...

Michael Causton

Japan's fashion e-commerce sector is booming, but success is concentrated among a few operators utilizing omnichannel strategies, while smaller...

Tokyo Base, a promoter of Japanese design, is finding new success post-Covid with a growing following among Japanese customers and inbound...

United Arrows sells struggling Coen chain to Gyet, plans to invest cash flow into cryptocurrencies, expects growth with new brands and stores.

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

United Arrows is looking to accelerate growth by signing promising overseas brands like Nice Weather, following a period of fixing internal issues...