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Michael Causton

Michael Causton
Expert on Japan Retail and Consumer Markets
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Japan • Consumer Discretionary & Consumer Staples • Multi-Asset • Thematic (Sector/Industry) • Equity Bottom-Up
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•09 Oct 2026 07:00

Conbini Clothing Wars: No Riches from Rags for Seven Eleven

Seven Eleven Japan is playing catch up with its rivals in turning its Japan chain into a variety-conbini format. Its new clothing line is an...

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bullish•Trial Holdings
•01 Oct 2026 01:20

Trial Continues Seiyu Rebuild and Combini-Killer Expansion

Trail has full absorbed Seiyu which has had a negative impact on the bottom line due to interest costs. But the expense is worth it, with Trial...

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bullish•Workman Co Ltd
•23 Sep 2026 20:01

Workman Turnaround Gathers Pace

Workman is now well out of its depression. The turnaround is complete and the workwear retailer has its mojo back, with functional value and supply...

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bullish•Seria Co Ltd
•18 Sep 2026 08:00

Daiso's Record Sales, 6,000 Stores Dominates Seria and Can Do

Daiso continues to dominate the 100 Yen sector in Japan thanks to massive economies of scale and rapid expansion of multi-price formats to beat...

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bullish•ABC Mart
•17 Sep 2026 08:00

ABC Mart to Double Stores for Oshman's

ABC Mart is doing all the right things in Japan: category expansion, more premium brands, and more banners, all helping drive sales and healthy op....

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