Fashion: Still the Biggest Japanese E-Commerce Category – and Still Growing Fast
Our recent post on e-commerce (E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution) showed just how...
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E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
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Names with Bonds Coming Due and Not a Lot of Cash...
We initially screened for names that do not have a lot of cash relative to their short-term debt. We then went a step further and limited the...
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Itochu Mining Profit from Brands and Retail – Investing Further
​Itochu's focus on lifestyle brands pays off with record profits, plans to expand further into consumer market with more brands and stores.
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United Arrows (7606 JP): Q1 FY03/26 flash update
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,...
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