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)

The drugstore sector has been the fastest growing retail sector after e-commerce in the last decade, boosted by the popularity of Japanese toiletry and cosmetics brands among tourists and the push for market share by leading players.Drugstores already account for 40% of cosmetics sales and their share of other key categories is growing, even in food, with some chains already selling enough food to qualify as top 20 supermarkets (in 2017, 26.2% of drugstore sales came from food).Future profit growth will be determined by prescription services, food and M&amp;A, with all of the leading firms racing to build capacity.

The drugstore sector has been the fastest growing retail sector after e-commerce in the last decade, boosted by the popularity of Japanese toiletry and cosmetics brands among tourists and the push for market share by leading players.Drugstores already account for 40% of cosmetics sales and their share of other key categories is growing, even in food, with some chains already selling enough food to qualify as top 20 supermarkets (in 2017, 26.2% of drugstore sales came from food).Future profit growth will be determined by prescription services, food and M&amp;A, with all of the leading firms racing to build capacity.

Leading Japanese retail chains across all the major formats had a strong 1H2018 with surprisingly few exceptions.
Although some saw operating profits fall, and most of those that did expect profits to be lower for the year as a whole, other results were particularly impressive given the difficult operating conditions this year due to weather and natural disasters.
The following is a quick snapshot of the state-of-play at major Japanese retailers.

Leading Japanese retail chains across all the major formats had a strong 1H2018 with surprisingly few exceptions.
Although some saw operating profits fall, and most of those that did expect profits to be lower for the year as a whole, other results were particularly impressive given the difficult operating conditions this year due to weather and natural disasters.
The following is a quick snapshot of the state-of-play at major Japanese retailers.

Japan Retail Review 1H2018: Top Retailers Outperform

JapanConsuming’s retail ranking for FY2017 has now been compiled, and the results show that the retail industry enjoyed another extremely good year in FY2017. 
There are now 79 companies with sales of ¥250 billion or more, including franchise operators and holding companies, and overall sales grew by 4.5%, way ahead of the 1.9% growth in retail sales overall, showing how much the bigger businesses are outperforming the rest of the sector, and how quickly they are eating up market share.
What follows is a comprehensive review of the major developments, focusing on the two key trends of e-commerce and greater group concentration, with an analysis of each of the major format sectors in the ranking.
It’s a long read but provides a complete and concise summary of both winners and losers, and the key trends in the retail sector at the moment.

JapanConsuming’s retail ranking for FY2017 has now been compiled, and the results show that the retail industry enjoyed another extremely good year in FY2017. 
There are now 79 companies with sales of ¥250 billion or more, including franchise operators and holding companies, and overall sales grew by 4.5%, way ahead of the 1.9% growth in retail sales overall, showing how much the bigger businesses are outperforming the rest of the sector, and how quickly they are eating up market share.
What follows is a comprehensive review of the major developments, focusing on the two key trends of e-commerce and greater group concentration, with an analysis of each of the major format sectors in the ranking.
It’s a long read but provides a complete and concise summary of both winners and losers, and the key trends in the retail sector at the moment.

Retail Ranking FY2017-18: Winners and Losers in Japanese Retailing

<ul class=""><li>The drugstore sector is the one Japanese retail sector to show consistent growth over the past decade. </li><li>It is now the leading channel for mass market cosmetics, health and medical supplies, and is fast becoming an important channel for all types of foods, with some chains already selling enough food to qualify as top 20 supermarkets. </li><li>Drugstores already own close to a 40% share in cosmetics. </li><li>With massive consolidation in the sector, leading chains are looking for ways to differentiate their ranges and add value, generating higher returns as a result.</li><li>The sector still has 1000s of small independent stores which will lose share to the big four buying groups over time.</li><li>Plenty of room for expansion still for all the leading chains.</li><li>Their success means significant competition for other retail sectors, especially convenience stores.</li></ul>

The drugstore sector is the one Japanese retail sector to show consistent growth over the past decade. It is now the leading channel for mass market cosmetics, health and medical supplies, and is fast becoming an important channel for all types of foods, with some chains already selling enough food to qualify as top 20 supermarkets. Drugstores already own close to a 40% share in cosmetics. With massive consolidation in the sector, leading chains are looking for ways to differentiate their ranges and add value, generating higher returns as a result.The sector still has 1000s of small independent stores which will lose share to the big four buying groups over time.Plenty of room for expansion still for all the leading chains.Their success means significant competition for other retail sectors, especially convenience stores.

Drugstores in Japan: Still Plenty of Growth Ahead

Fintech, Real-time Big-Data Analytics Provider, Nowcast, Inc.

Ryota Hayashi

Fintech, Real-time Big-Data Analytics Provider

Nowcast, Inc.

We at Nowcast develop "Big-Data Economic Analytics Platforms".  We aim to revolutionize the financial markets by providing "accurate" and "real-time" analytics based on economic indicators and corporate activity data procured worldwide. 

Our Main Services

(1) Real-time Analytics
With our Nikkei CPI Now Index at our core, we provide real time analytics of global economic indicators such as POS Data. By utilizing Big-Data technology, we also provide real-time analytics of micro level data such as corporate earnings. 

(2) Big-Data Application Consulting
We too provide business consultation and conduct joint research on initiatives that strive to use data, such as from the operation capacity of construction machinery to number of passengers on railroad trains, as economic indicators. We provide continuous support to Data Scientists specialized in economics in their proposal stage, product development and up till its business development. 

(3) Monetary Policy Insights
With the proactive involvement of and support from from academicians in macroeconomics & key figures in the financial industry, we produce reports, conduct seminars and meetings that discuss about the forecast of financial markets, provide intellectual suggestions on asset allocation, etc. 

Macroeconomics

<ul class="ember-tether-target ember-tether-element-attached-top ember-tether-element-attached-left ember-tether-target-attached-top ember-tether-target-attached-right"><li>"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.</li><li>Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.</li><li>This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.</li></ul>

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.

December 2016 Review of Current Developments in Japan's Economy

Japan

WELCIA HOLDINGS CO.,LTD. is a holding company established through a merger of Welcia Kanto and Takada Pharmacy.  The Group mainly operates drug chain stores which sell medicines, health foods, cosmetics, nursery items and daily necessity goods.

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

Welcia Holdings (3141 JP)

Japan Drugstores Set to Expand Further

The drugstore sector has been the fastest growing retail sector after e-commerce in the last decade, boosted by the popularity of Japanese toiletry...

Michael Causton

Japan Retail Review 1H2018: Top Retailers Outperform

Leading Japanese retail chains across all the major formats had a strong 1H2018 with surprisingly few exceptions. Although some saw operating...

Michael Causton

Retail Ranking FY2017-18: Winners and Losers in Japanese Retailing

JapanConsuming’s retail ranking for FY2017 has now been compiled, and the results show that the retail industry enjoyed another extremely good year...

Michael Causton

Drugstores in Japan: Still Plenty of Growth Ahead

The drugstore sector is the one Japanese retail sector to show consistent growth over the past decade. It is now the leading channel for mass...

Michael Causton

December 2016 Review of Current Developments in Japan's Economy

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data”...

Nowcast, Inc.

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)