Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Michael is co-founder and partner at 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 and seminars on retail sectors and consumer trends, as well as telephone consulting/meetings with investors. 

All of JapanConsuming's team are bilingual and bi-cultural, and the company's research sources are:

Direct meetings with retailers, wholesalers, distributors, trade body staff, govt., marketing firms, academics etc.
Govt. data
Trade association data
Trade Press across all consumer sectors
Unique Network of buyers/managers/marketing staff at retail, as well as wholesalers and trading firms.
Editors/Journalists at publishing houses and PR/Ad firms.


JapanConsuming was founded by Michael Causton and Roy Larke. 

Michael Causton set up and ran a consumer distribution business in Tokyo for 10 years and developed this into a business responsible for annual imports to Japan of several billion Yen, at the same time building up an inside knowledge of how Japanese distribution works and developing a network of contacts across the industry. Seeing the lack of quality market intelligence on Japanese markets, he co-founded JapanConsuming in 2000. He divides his time between Japan and Europe/US consulting for companies, governments and investors, including providing talks, seminars, and webinars as well as writing reports and books.

Expert on Japan Retail and Consumer Markets

March 2024 Nikkei 225 Rebal - Socionext, Disco, and a Consumer Goods Stock to ADD and ¥1trn To Trade

Suruga Bank - Only 33% of Buyback Done, Profit Guidance to Rise a Lot, Credit Saison Support Growth

Fast Retailing (9983) | Exceptional Quarter

FAST RETAIL (9983) | 3 Reasons Why Guidance Could Miss

Fast Retailing (9983) Beats Guidance, Stronger Forecasts, STILL Has a Nikkei 225 Problem

A Bull Investment Case for TSMC (Summary Version)

Fast Retailing: Great Fundamentals for Uniqlo, Shame About the Share Price

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>We once called Uniqlo the Toyota of clothing. And this remains apposite. Its consistent, reliable quality, focus on supply chain efficiency, and increasingly global renown make it a solid bet.</li>
<li>The majority of the growth last year came from overseas markets, including even the US and Europe and the appointment of Daisuke Tsukagoshi as president will boost overseas performance further.</li>
<li>Fast Retailing is talking up the potential of GU, which should make up for lower domestic growth from Uniqlo but also now thinks it can make it a global brand.</li>
</ul>


We once called Uniqlo the Toyota of clothing. And this remains apposite. Its consistent, reliable quality, focus on supply chain efficiency, and increasingly global renown make it a solid bet.
The majority of the growth last year came from overseas markets, including even the US and Europe and the appointment of Daisuke Tsukagoshi as president will boost overseas performance further.
Fast Retailing is talking up the potential of GU, which should make up for lower domestic growth from Uniqlo but also now thinks it can make it a global brand.


Fast Retailing: On to the Next (Bigger) Stage