Category Archives for "JC Headlines"

Mar 09

March 2017 Highlights

FOCUS: Fashion: The biggest e-commerce category – and still growing fast Our recent focus on e-commerce (JC1701) showed just how rapidly the sector is growing in Japan, catching up with other advanced markets, and in some ways surpassing them, especially in mobile e-commerce where Japan is now a global leader. One of the main drivers […]

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Mar 09

February 2017 Highlights

FOCUS: Supermarkets becoming regional powerhouses as GMS chains flounder Japan’s supermarket sector remains extremely fragmented, but with consumers waking up to better deals and improved merchandising, some chains around the country are now making serious headway. A regionally diverse model is appearing, with individual chains now coming to dominate in particular areas. What is more, […]

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Jan 18

January 2017 Highlights

FOCUS: E-commerce in Japan: 20% of retail by 2022 E-commerce will be Japan’s largest single retail channel by 2022. Having overtaken convenience stores to become the second biggest already in 2015, this is a forecast that few would challenge, although there are plenty of traditional retailers who are in deep denial. The only point of […]

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Dec 05

December 2016 Highlights

FOCUS: Three chains mop up convenience store sector The convenience sector stands alone in terms of growth and innovation over the past 20 years. It is a format that suits Japan’s time-limited, urban consumer markets perfectly, but the leading companies have catered to this market with skill and dedication, making it the single most successful […]

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Nov 10

November 2016 Highlights

FOCUS: Shopping Centres 2015-16: Top SCs surge nearly 7% on upgrades and tourism After sales growth of 4% in both FY2013 and 2014, the top 100 shopping centres posted their best year since 1995 last year, growing combined sales 7.1%. The top selling SCs fared better than the sector as a whole, but even then […]

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Nov 10

October 2016 Highlights

FOCUS: Apparel Retailing 2015-16: specialty retailers surge ahead, led by top chains The apparel market overall contracted in 2015, but while small business and GMS chains lost out, big specialty retailers leapt ahead. It was a year of concentration and consolidation, with the top retailers across all formats taking share away from the rest. Independent […]

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Sep 07

September 2016

FOCUS Department Stores FY2015: the sun still shining but storm clouds gathering Department store sales are a bellwether for the spending patterns of two crucial market drivers in recent years: wealthy Japanese and tourists. Last year, both groups continued to support department stores, but most of the growth in spending was reserved for stores in […]

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Sep 07

July-Aug 2016 Highlights

FOCUS Retail Results FY2015: one of the best years for retailing since the 1980s Japanese retailers had a remarkably good year in FY2015. Price increases helped of course but only three of the top 45 retail groups saw sales fall, and many posted sales in double digits. The strong performance was also across almost all […]

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Jun 13

June 2016 Highlights

FOCUS: Outlet malls: here to stay A full update on Japan’s Outlet Mall sector, main players and stats. Gap Japan to close Old Navy Gap Japan was opening Old Navy stores faster than any other foreign retailer has ever done, but will close the entire operation this year. The right move? Editorial: Retailers don’t need […]

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May 08

May 2016 Highlights

FOCUS Expenditure 2011-2015: Trouble ahead as consumption falls on the back of wage stagnation Retailers made hay in the last couple of years, especially those at the premium end of the sector, as did those overseas brands and retailers who met demand for treats even from households on tighter budgets. Unfortunately, the party seems to […]

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Apr 19

April 2016 Highlights

FOCUS: The future of online retailing has arrived, but implementation remains patchy Japan is perceived as being behind other markets like China and the US in terms of e-commerce penetration. Statistically this is true, and implementation of online services and online to offline marketing strategies vary greatly by company and sector. 2016 is a watershed […]

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Mar 16

March 2016 Highlights

FOCUS The future of food retailing: small stores The future of food retailing is small formats. This simple conclusion to the current shake up in food distribution now seems increasingly obvious – and in some ways it is surprising that the trend did not emerge sooner. In the four largest urban areas centred around Tokyo, […]

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Mar 16

February 2016 Highlights

FOCUS Taking over retail: how retailing market share is concentrating into fewer and fewer hands Japanese retailing was traditionally a fragmented, complex jigsaw, with multiple competing formats and multitudinous players within. Today, retailing still looks complex and highly competitive, but in the past five years, there has been a dramatic increase in market share concentration, […]

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Jan 05

January 2016 Highlights

FOCUS: 2015 proving a good year for retailers – unless you’re a GMS chain Consumers face growing pressure from stagnant wages and increasing prices for basics, a situation that is likely to worsen with further weakening of the Yen. Last Autumn, worries about consumer spending led several major retailers to publicly express concern that things […]

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Dec 07

December 2015 Highlights

FOCUS: Convenience Stores to dominate retail industry? The rise and rise of convenience store retailing is one of the most significant stories in Japanese business over the past 30 years. While few would fail to admire the skill with which the leading chains have grown, and their efficiency and profitability as retailers, for the majority […]

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Nov 02

November 2015 Highlights

FOCUS: Leading shopping centres upgrade their way to 3.9% jump in sales in 2014-15 The top 100 shopping centres continue to grow. After a great year in FY2013, with sales rising an average of 4.2%, the leading SCs overcame the downturn in spending in 1H2014 to finish with another 3.9% jump in FY2014. The top […]

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Oct 06

October 2015 Highlights

FOCUS: Apparel Retailing FY2014-15: making the best of it Apparel retailers entered FY2014 with a good deal of worry about just how long consumers would stay away from stores after splurging before the consumption tax increase. The good news was that for many the second half of the year was positive, and by the end […]

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Sep 04

September 2015 Highlights

FOCUS: Department Stores FY2014: over the hurdle After sales at department stores rose for the first time in 16 years in FY2013, most forecasts suggested those gains would be wiped out by the collapse in spending post-tax hike. This didn’t happen for most major stores in most big cities, even while regional stores continued their […]

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Jul 15

Highlights Jul-Aug 2015

FOCUS: Retail Industry Performance FY2014: solid results for many as distribution evolution continues Retail results for FY2014 show just how well corporate retailing weathered the impact of the consumption tax increase in April 2014. Market share for the largest companies continues to grow, as does the percentage of sales taken up by private brands, but […]

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Jul 15

Highlights June 2015

FOCUS: Sogo Shosha in fashion: Japanese trading companies adapt to changing fashion market The big Japanese trading companies are key conduits in domestic apparel and fashion distribution. They supply yarn, buttons and other parts, clothing, accessories and footwear to most of the high street retailers, while also acting as distributors for hundreds of overseas brands. […]

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