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

News and analysis on Japanese retailing and consumers

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 February, 2024