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Michael Causton

Michael Causton
Expert on Japan Retail and Consumer Markets
JapanConsuming

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Japan Consumer Discretionary & Consumer Staples Multi-Asset Thematic (Sector/Industry) Equity Bottom-Up
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04 Dec 2025 23:44

Tsuruha-Welcia: Will Scale Translate into Profit?

​Tsuruha-Welcia merger aims for ¥50 billion in savings through procurement, private brands, and stores, but faces challenges in weak food...

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bullishAeon Kyushu
28 Nov 2025 08:00

Aeon Kyushu: The Future Is Small Format Supermarkets

​Aeon Kyushu is expanding its small store formats in Fukuoka to compete with local players like Cosmos Yakuhin and Trial, following its parent...

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bullishUnited Arrows
26 Nov 2025 08:00

United Arrows on a Roll Again with Korean Brands

​United Arrows expands market power by launching new brands, focusing on Korean licenses to meet demand and increase share of premium market.

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bullishRyohin Keikaku
25 Nov 2025 10:00

Muji: Closing in on ¥1 Trillion with Fresh Ideas

​Ryohin Keikaku's record sales and profits show strong customer trust driving successful category expansion, with overseas markets like China and...

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bullishOnward Holdings
25 Nov 2025 08:00

Onward’s Radical Transformation from Stolid to Trend Leader

​Onward shifts from wholesale to omnichannel retail, successfully appealing to younger demographics with new brands, spurring growth in sales and...

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