EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      
Filters

The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

News and analysis on Japanese retailing and consumers

Report by JapanConsuming

Articles from this month’s edition of JapanConsuming include: 1) Goldwin has had a remarkable run of record sales and profits - it presents a case study of how outdoor and sportswear is developing in Japan. 2) Kintetsu expands its franchise model - the department store hopes for c.40% of sales from this source by 2026. 3) Less beer as younger consumers switch to stronger drinks - unit sales have shrunk but consumption of alcohol per unit has soared. 4) The growth in retail media continues to be one of the big trends in 2024. 5) eCommerce review - Japan’s continuing support for its retail store structure means that omnichannel will be the model adopted by most.