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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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bullish•Rakuten
•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...

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bullish•Tokyo Base
•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...

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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.

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•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...

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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...

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