ROADSHOWS: Behavioural Finance, Portfolio Strategy & Quant - Jim Rocchio /Kailash Capital Research   •   London   05 - 05 Nov 26       US, European and Asian SELL / SHORT Ideas - Robert Prather /Vision Research   •     10 Nov - 15 Dec 26       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   16 - 18 Nov 26      
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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.

Edition 179 - 09 Feb 24