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INSIGHT PROVIDER
Top Quartile
Michael Causton
Japan Retail and Consumer Specialist
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JapanConsuming
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Location:
Japan
Joined:
15 January 2018
542
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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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Istyle Inc
•
29 Sep 2023 07:00
IStyle Growth Following Amazon Shareholding
@Cosme's record sales last year are set to expand even further as it plans to sell through Amazon, its largest shareholder, attracting a wider...
Michael Causton
313 Views
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bullish
•
Tsuruha Holdings
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26 Sep 2023 07:00
Activists May Be Pushing Tsuruha Towards a Merger with Welcia
Activist investment fund targets retailer Tsuruha, but Aeon's support helps fend off board shake-up; potential for collaboration and Welcia...
Michael Causton
265 Views
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bullish
•
Descente Ltd
•
21 Sep 2023 05:58
Descente a Key Part of Itochu's Plans in Sports
Itochu Corp wants to grow its share of discretionary product distribution in Japan and the rest of Asia, particularly in the sports market, and...
Michael Causton
422 Views
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bullish
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Abc Mart Inc
•
14 Sep 2023 16:48
ABC Mart Expands Lead in Footwear
Despite a stagnant market, ABC Mart remains dominant in Japan's footwear industry, although it is now facing competition from direct brand sales...
Michael Causton
269 Views
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bearish
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Z Holdings
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14 Sep 2023 05:58
Yahoo Troubles Continue for Z Holdings
Yahoo's shopping division experienced an 8% decrease in GTVs in 1Q2023, indicating deeper concerns despite improved gross profits. Even the Zozo...
Michael Causton
236 Views
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