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      
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Company Research

Top stories from Japan's retail & consumer markets

JapanConsuming

This month's edition of JapanConsuming includes articles on: 1) Asics - sets its sights on becoming the leading performance running brand in Japan, Europe and the US by 2026. 2) Major food-drugstores like Kusuri no Aoki and Genky DrugStores continue to pressure local supermarket competition. 3) Itochu’s online platform to help retailers procure overseas products. 4) A new luxury digital emporium for the wealthy. 5) Shopping mall development looks set to fall in 2024 as developers favour refurbishment over new builds. 6) New regulations are forcing Japan’s logistics industry to evolve rapidly with many consumers seemingly willing to accept slower deliveries.

Edition: 177

- 12 January, 2024