EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Real insight on Japanese Consumer markets

JapanConsuming

Top stories from this month’s issue of JapanConsuming include: 1) Seven & I has finally sold Sogo Seibu - it will be pleased to have offloaded a loss-making format it never really understood, but at a cost, it will write off ¥90bn+ in loans. 2) Tsuruha is the latest retailer to come under attack from an activist investment fund. 3) ABC Mart expands its lead in footwear. 4) 3Coins, a variety store run by Pal Group, looks to have a strong future. 5) Frozen Foods becoming mainstream. 6) JapanConsuming’s FOCUS article discusses how the country is witnessing the emergence of a new elite group of department stores who are far ahead even of their big city peers.

Edition: 170

- 29 September, 2023


Keep track of Japan's Retail & Consumer markets

JapanConsuming

JC’s monthly report offers subscribers an easy, fast way to keep up with key trends, deals, marketing ideas, competitor strategies, and all the latest store and consumer data. Top stories from this month's edition include: 1) Seven & I sells Oshman’s to ABC Mart - clear sign that it is beginning to tackle its legacy operations. 2) Aeon Mall looks to experiences to get people into its properties. 3) Workman to open in Ginza; paves way for next big expansion. 4) Omnichannel accelerates in fashion: 40% of eCommerce sales from staff blogging. 5) Subscription retailing goes mainstream.

Edition: 131

- 18 March, 2022