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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
734
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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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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
191 Views
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bullish
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Aeon Kyushu
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28 Nov 2025 08:00
Aeon Kyushu: The Future Is Small Format Supermarkets
Aeon Kyushu is expanding its small store formats in Fukuoka to compete with local players like Cosmos Yakuhin and Trial, following its parent...
Michael Causton
194 Views
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bullish
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United Arrows
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26 Nov 2025 08:00
United Arrows on a Roll Again with Korean Brands
United Arrows expands market power by launching new brands, focusing on Korean licenses to meet demand and increase share of premium market.
Michael Causton
214 Views
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bullish
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Ryohin Keikaku
•
25 Nov 2025 10:00
Muji: Closing in on ¥1 Trillion with Fresh Ideas
Ryohin Keikaku's record sales and profits show strong customer trust driving successful category expansion, with overseas markets like China and...
Michael Causton
263 Views
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bullish
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Onward Holdings
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25 Nov 2025 08:00
Onward’s Radical Transformation from Stolid to Trend Leader
Onward shifts from wholesale to omnichannel retail, successfully appealing to younger demographics with new brands, spurring growth in sales and...
Michael Causton
189 Views
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