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

Keeping track of Japan's Retail & Consumer markets

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.

Edition: 172

- 27 October, 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