Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
Search or
𝛼
SK
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top Quartile
Michael Causton
Expert on Japan Retail and Consumer Markets
•
JapanConsuming
Message
Follow
Location:
Japan
Joined:
15 January 2018
736
Insights
371.5k
Views
544
Followers
Japan
•
Consumer Discretionary & Consumer Staples
•
Multi-Asset
•
Thematic (Sector/Industry)
•
Equity Bottom-Up
Message
Follow
Regions
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Seven & I Holdings
•
11 Dec 2025 08:00
Seven Eleven: Still a Work in Progress as Lawson and Familymart Innovate
​Convenience store sector in Japan saturated and facing new competition, big 3 innovating to differentiate but Seven Eleven lagging behind.
Michael Causton
320 Views
Share
bearish
•
Thematic (Sector/Industry)
•
09 Dec 2025 07:00
There Is Now a Real Drag on Japanese Consumer Markets: Labour
​Labour shortage in Japan is causing consumer-facing SMEs to go out of business and larger firms to cut back services, prompting PM Takaichi to...
Michael Causton
217 Views
Share
bullish
•
Tsuruha Holdings
•
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...
Michael Causton
422 Views
Share
bullish
•
Aeon 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...
Michael Causton
216 Views
Share
bullish
•
United 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.
Michael Causton
233 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.60.1
x