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INSIGHT PROVIDER
Top Quartile
Michael Causton
Expert on Japan Retail and Consumer Markets
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JapanConsuming
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Location:
Japan
Joined:
15 January 2018
738
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Japan
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Consumer Discretionary & Consumer Staples
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Multi-Asset
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Thematic (Sector/Industry)
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Equity Bottom-Up
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Recent
bullish
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Rakuten
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18 Dec 2025 10:00
Rakuten and Yahoo (And Zozo) Take More Share in Japanese E-Commerce Market
​Rakuten and Yahoo Shopping lead in growth, but recent surge in sales was partly due to now banned points scheme. Revenues may dip but big malls...
Michael Causton
69 Views
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bullish
•
Tokyo Base
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18 Dec 2025 08:00
Tokyo Base: Like Human Made, a Potential Export Growth Stock
​Tokyo Base, a promoter of Japanese design, is finding new success post-Covid with a growing following among Japanese customers and inbound...
Michael Causton
84 Views
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bullish
•
Seven & I Holdings
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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
331 Views
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bearish
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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
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bullish
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Tsuruha Holdings
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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...
Michael Causton
423 Views
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