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. 

Event-Driven

<ul>
<li>Zozo-Owned Yutori has just acquired a womenswear brand and plans a series of acquisitions, with ambitions to become the Zozo of the younger generation.</li>
<li>So far, it has grown very fast on the back of strong support from Japan's youth looking for street fashion but this latest move will reach into new segments.</li>
<li>Unlike Zozo, Yutori is investing in a chain of stores which have helped push awareness and sales and is the right strategy for Japan's store-addicted consumers.</li>
</ul>


Zozo-Owned Yutori has just acquired a womenswear brand and plans a series of acquisitions, with ambitions to become the Zozo of the younger generation.
So far, it has grown very fast on the back of strong support from Japan's youth looking for street fashion but this latest move will reach into new segments.
Unlike Zozo, Yutori is investing in a chain of stores which have helped push awareness and sales and is the right strategy for Japan's store-addicted consumers.


Equity Bottom-Up

<ul>
<li>Yutori , the Zozo-controlled online fashion mall, is diversifying into cosmetics and other items, with wholesale distribution to chain stores as well as sales through its own mall.</li>
<li>The fledgling online mall continues to grow fast, with sales up 74% so far this year.</li>
<li>It is in essence Zozo 20 years ago given its focus on the teen and youth market but with the difference in that it has Zozo's experience and advice.</li>
</ul>


Yutori , the Zozo-controlled online fashion mall, is diversifying into cosmetics and other items, with wholesale distribution to chain stores as well as sales through its own mall.
The fledgling online mall continues to grow fast, with sales up 74% so far this year.
It is in essence Zozo 20 years ago given its focus on the teen and youth market but with the difference in that it has Zozo's experience and advice.


Yutori Moves into Cosmetics as Strong Growth Continues

Equity Capital Markets

<ul>
<li>Zozo may lead in online fashion malls but its customer base, while young, is getting older.</li>
<li>In 2020, it acquired a majority stake in Yutori, a fledgling fashion mall targeting the young, which will now list this month.</li>
<li>Yutori has grown sales to ¥2.47 billion since launching five years ago. As well as Japan, it sees a major opportunity across Asia given Japanese street fashion popularity there.</li>
</ul>


Zozo may lead in online fashion malls but its customer base, while young, is getting older.
In 2020, it acquired a majority stake in Yutori, a fledgling fashion mall targeting the young, which will now list this month.
Yutori has grown sales to ¥2.47 billion since launching five years ago. As well as Japan, it sees a major opportunity across Asia given Japanese street fashion popularity there.


Japan

yutori, Inc. operates electronic marketing businesses. The Company provides planning of clothing and miscellaneous goods, as well as their retail and wholesale businesses. yutori provides its services throughout Japan.

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yutori (5892 JP)

Yutori Expands Through M&A Too

Yutori, owned by Zozo, aims to become the Zozo of the younger generation by acquiring a womenswear brand and planning further M&A to reach new...

Michael Causton

Yutori Moves into Cosmetics as Strong Growth Continues

Yutori, Zozo's online fashion mall, expands into cosmetics and other items, targeting the youth market. It is Zozo 20 years ago but with Zozo's...

Michael Causton

Zozo-Owned Yutori IPO This Month

Zozo-owned Yutori aims to tap into the growing popularity of Japanese street fashion in Asia. Yutori has real promise and its IPO this month could...

Michael Causton

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Yutori Expands Through M&A Too

​Yutori, owned by Zozo, aims to become the Zozo of the younger generation by acquiring a womenswear brand and planning further M&A to reach new...

Michael Causton

Yutori Moves into Cosmetics as Strong Growth Continues

​Yutori, Zozo's online fashion mall, expands into cosmetics and other items, targeting the youth market. It is Zozo 20 years ago but with Zozo's...

Michael Causton

Zozo-Owned Yutori IPO This Month

Zozo-owned Yutori aims to tap into the growing popularity of Japanese street fashion in Asia. Yutori has real promise and its IPO this month could...

Michael Causton

Yutori, owned by Zozo, aims to become the Zozo of the younger generation by acquiring a womenswear brand and planning further M&A to reach new...

Yutori, Zozo's online fashion mall, expands into cosmetics and other items, targeting the youth market. It is Zozo 20 years ago but with Zozo's...