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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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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,...

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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...

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25 Apr 2024 07:00

Japan Consumers: Still Cautious Spending but Big Savings Will Unlock when Real Wages Rise

​Consumers are still cautious due to inflation, as record high food costs reduce spending in other categories. But savings are high, offering...

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23 Apr 2024 07:00

Fashion E-Commerce: Physical Stores Grow Faster than Online in Japan

​Fashion sector saw a slowdown in online spending post-Covid as shoppers returned to physical stores, impacting overall market growth. Winners in...

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bullishNitori Holdings
17 Apr 2024 07:00

Nitori: One of the Best Bets in Japan Consumer Markets

​Furniture retailer Nitori to launch online marketplace as part of plans for a tripling of revenue by 2032 through online growth at home overseas...

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