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INSIGHT PROVIDER
Top 5%
Michael Causton
Expert on Japan Retail and Consumer Markets
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JapanConsuming
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Location:
Japan
Joined:
15 January 2018
651
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242.8k
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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
bearish
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Seven & I Holdings
•
11 Dec 2024 20:00
7&I (3382JP) - Spanners in the Works: FTC Blocks Another US Retail Merger and 7-11 Japan Sales Slump
Potential MBO of a firm may not be as straightforward as initially thought, with potential hurdles in the form of a blocked ACT purchase and a...
Michael Causton
318 Views
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bearish
•
Workman Co Ltd
•
06 Dec 2024 02:19
Workman Under Pressure
Workman's shift from durable work gear to casual clothing has led to declining sales and profits, challenging its once successful business model.
Michael Causton
303 Views
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bullish
•
Adastria Co Ltd
•
28 Nov 2024 18:02
Adastria Targets Zozo with New Online Mall, ‘And ST’
Adastria Co Ltd aims to rival Zozo and Rakuten Fashion with a new online store and omnichannel strategy, targeting younger Japanese with small...
Michael Causton
189 Views
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bullish
•
Aeon Co Ltd
•
26 Nov 2024 08:00
Aeon (8267JP): Sales Up, Profit Down
Post-Covid, Aeon Co Ltd has seen significant profit growth but must address profit challenges and overhead costs to rival Seven & I's profit...
Michael Causton
194 Views
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bullish
•
Seven & I Holdings
•
20 Nov 2024 22:54
Even in Japan, Significant Growth Potential for Seven Eleven and Other CVS
Contrary to popular belief, Seven Eleven in Japan is not saturated and has room for growth both territorially and new ventures. We look at Seven's...
Michael Causton
322 Views
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