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Top Quartile
Michael Causton
Expert on Japan Retail and Consumer Markets
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JapanConsuming
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Japan
Joined:
15 January 2018
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Japan
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Consumer Discretionary & Consumer Staples
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Multi-Asset
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Equity Bottom-Up
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Recent
bullish
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Pan Pacific International Holdings
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16 May 2024 09:00
PPI Succeeds with Uny Using Donki Know-How
Don Quijote's acquisition of Uny has led to a resurgence in the retailer's success through innovative merchandising and empowering staff with...
Michael Causton
141 Views
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bullish
•
yutori
•
16 May 2024 08:00
Yutori Moves into Cosmetics as Strong Growth Continues
Yutori, Zozo's online fashion mall, expands into cosmetics and other items, targeting the youth market. It is Zozo 20 years ago but with Zozo's...
Michael Causton
138 Views
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bullish
•
Paris Miki Holdings
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13 May 2024 19:22
Luxottica Buys Washin Optical, Paris Miki Next?
EssilorLuxottica is investing in local production and expanding its store network in Japan, buying Washin Optical last month for example. Is Paris...
Michael Causton
231 Views
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bullish
•
Seven & I Holdings
•
08 May 2024 10:00
Seven & I Letting Go of Ito-Yokado at Last?
Seven may consolidate supermarket operations and list in 2027 but will need to make Ito-Yokado profitable and outright sale may be more likely,...
Michael Causton
212 Views
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bullish
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Thematic (Sector/Industry)
•
08 May 2024 08:00
Japan Tourist Spending Per Head up 50% on 2019 Amid Record Arrivals
Japan's tourism rebound post-Covid was expected due to high demand, but diverse nationalities and increased spending per visitor are boosting...
Michael Causton
155 Views
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