Japan

Japan sports equipment

The Japanese love sport! Learn how your brand can succeed tomorrow in this $11 billion market! 

The EU-Japan centre kindly asked me and my colleague Hiro Tsujioka to write a report on Japan’s sport equipment market. They have recently published it on their website. We’re also giving a webinar on this topic on the 28th June 2022. To access the report and webinar you’ll need to register with the Eu-Japan centre. …

The Japanese love sport! Learn how your brand can succeed tomorrow in this $11 billion market!  Read More »

As the world shifts to EV, will Porsche’s turbo-charged Taycan entice Japanese enthusiasts?

Petrol prices in Japan are currently about 6% higher than the start of the year; they’ve actually dropped slightly since February. The prognosis looking forward isn’t good, one report from Trading Economics is forecasting US$1.63/litre in 2023 and $1.74 in 2024. With these headwinds, and generous Government subsidies for EV buyers (currently JPY650,000 or $5,132) …

As the world shifts to EV, will Porsche’s turbo-charged Taycan entice Japanese enthusiasts? Read More »

With flat revenues and mounting losses, is Aeon scared to reform its legacy and low margin retail businesses?

Aeon employs over 155,000 staff across a plethora of businesses ranging from General Merchandise, Supermarket and Drug stores, plus financial services and shopping centre developments.  Although global retailers have been challenged to expand internationally (think of Tesco’s advance and retreat in the US, or Carrefour’s global pull back), Aeon has developed businesses in Hong Kong, …

With flat revenues and mounting losses, is Aeon scared to reform its legacy and low margin retail businesses? Read More »

Seijo Ishii is the jewel in Lawson’s crown. Where next for the gourmet retailer?

Lawson is one of the big guns in the Japanese convenience store channel. It boasts close to 15,000 outlets domestically, second only to 7-Eleven. Lawson has not sailed untarnished through the pandemic. Its shopper traffic dropped, it sold fewer impulse items and as a consequence the profitability in its core CVS business declined. In 2014 …

Seijo Ishii is the jewel in Lawson’s crown. Where next for the gourmet retailer? Read More »

Kao wants to become a global player but the big question is how?

If you live in Japan, you almost certainly know Kao 花王 It’s one of the country’s largest FMCG manufacturers marketing a plethora of brands in Cosmetics, Skin & Hair care, Health beverages, Fabric and Home care as well as a Chemicals division. The problem for Kao is that 70% of its revenues come from Japan, …

Kao wants to become a global player but the big question is how? Read More »

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Hungry in Japan? Über Eats ‘new verticals’ wants to eat your lunch

Über Eats has just celebrated its fifth anniversary in Japan, its eighth global market. As in other markets it started focusing on restaurants. In Japan these were in up-market districts of Tokyo like Aoyama and Akasaka. Now the business claims to cover all 47 prefectures, facilitated by 100,000 delivery riders. Über Eats is steadily eating …

Hungry in Japan? Über Eats ‘new verticals’ wants to eat your lunch Read More »

Panko or Breadcrumbs are an integral part of Japanese cuisine, however the industry faces stiff headwinds

Not many people know that the Japanese breadcrumb category is worth around $350m. Breadcrumbs are an every day part of life and used to make batter for fried foods like Tonkasu and fish, they also coat many types of vegetable dishes. Panko as it’s called here, is a combination of the word ‘Pan’ (‘Le pain’, …

Panko or Breadcrumbs are an integral part of Japanese cuisine, however the industry faces stiff headwinds Read More »

’60s rebel child Dr Martens stomps its footprint worldwide; a psychedelic punk pivoted by private equity

Made famous by Pete Townsend of the Who, who famously wore Dr Martens on stage when rebelling against flower power fashion and the flamboyant colours of the psychedelic era. The dark, drab boots were originally conceived in the late 1940s, and sold primarily to Britain’s working classes. Today the brand tries hard to stick to …

’60s rebel child Dr Martens stomps its footprint worldwide; a psychedelic punk pivoted by private equity Read More »

Japan’s CVS sales still struggle from Covid; low shopper traffic to blame

Last year, the Japanese convenience store industry suffered from a slump in sales due to Corona. The pandemic drove away shoppers, particularly in city centres. 2021 interim results show the pace of recovery has been somewhat sluggish with none of the major chains able to increase sales on 2020.  Although basket size has grown due …

Japan’s CVS sales still struggle from Covid; low shopper traffic to blame Read More »

SkyLark banks on Shabu Shabu hotpot to launch its US business

Skylark may not be a household name in Japan but it has a plethora of well-known fast food restaurant brands from Gusto to Yumean to Tonkara Tei that are found across the country. It’s a big company with sales in excess of $3b, although its revenues dropped 23% in the pandemic. Like many Japanese corporates, …

SkyLark banks on Shabu Shabu hotpot to launch its US business Read More »

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