EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
Filters

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