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      
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The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

Keeping track of Japan's Retail & Consumer markets

Report by JapanConsuming

Key stories in this month's issue of JapanConsuming include: 1) Low cost apparel sales keep rising - Shimamura is adapting well despite the competition from platforms like Shein and Temu. 2) Zozo claims the global market for virtual clothes is growing rapidly - and prices suggest it’s probably correct. 3) The next big thing? Seven & I targets first SIP store by Feb. 4) Itochu (and Mizujin) have big plans for Eddie Bauer’s relaunch - hopes to create a major new lifestyle chain for 30s and 40s consumers. 5) Aeon’s new online food store, Green Beans, aims to change shopping habits. 6) Solving the 2024 logistics problem - companies are working hard to come up with solutions to reduce the impact of the new rules re. truck driver working hours.

Muji (7453): a ¥3 trillion brand by 2030?

Consumer Discretionary

Report by JapanConsuming

Ryohin Keikaku fired a broadside at Uniqlo last month. He confirmed that not only was their new president a former lieutenant of Tadashi Yanai, but that it plans to reduce prices to compete with Uniqlo in apparel and Nitori in homeware. Muji has big plans to become a ¥3 trillion behemoth in just 10 years with more stores in Japan than even discount apparel chain, Shimamura.