Sector Research

Reports on Key Market Topics

We have a range of reports below covering key retail sectors as well as consumer markets. We also produce custom reports on request.

Japanese Consumer Behaviour 2026

Japanese Consumer Behaviour provides a quick but comprehensive overview and analysis of the current state of consumer sentiment in one of the world's largest consumer markets. The report includes analysis of the impact of recent inflation vs. higher incomes, the impact of hidden inflation in food prices, what rising savings rates mean for consumption, and other key data points. Japanese retail spending and consumption have been rising in recent years but much of this is because of inflation, with net decreases for many recent years as consumers curb sending.  Further details....

Japan's Drugstores 2026

Japan's Drugstores provides a full review of Japan's drugstore sector. The report includes unique rankings of the leading drugstore retailers by sales, regional coverage, fastest growing firms and macro data on sector growth, trends and competition. The drugstore sector has not only been the fastest growing retail sector in the last decade, it has also been consolidating in the last five years, largely through M&A. Leading chains have also become major competitors in food and discount retailing. Further details....

Japan's Home Centres 2026

Japan's Home Centres provides a complete update on Japan's home centre sector. The report includes unique rankings of the leading home centre retailers by sales, regional coverage, fastest growing firms and macro data on sector growth, trends and competition. The home centre sector has been consolidating in the last five years due to growing saturation, including M&A. Leading chains have also become key partners for supermarkets to bring in more footfall on a repeat basis. Further details....

Japan Fashion & Apparel E-Commerce 2026 Snapshot

Japan Fashion & Apparel E-Commerce provides a full review of Japan's emerging fashion e-commerce sector. The report includes unique rankings of the leading vendors of fashion and clothing online by sales, e-commerce ratios to total sales, fastest growing firms and macro charts on sector growth. The online fashion sector has been growing sharply in the last five years but the last two years saw a correction as consumers flocked back to stores, resulting in higher growth for stores than e-commerce but the long-term trend is clear. Further details....

100 Yen Stores 2026

Many international consumer brands have no direct relationship with Japan's 100 Yen Store chains but they are an essential part of Japanese consumer life. 100 Yen Stores is a review of all the major Japanese 100 Yen Store chains. The report reviews market share, performance by chain, growth over time and the impact on other retail sectors. Despite inflation and high costs, the report shows how the big chains have not only survived by thrived through innovation and diversification. Further details....

Japanese Consumer Trends Review 2026

Knowing what is going into, and coming out of, Japanese wallets is essential to understanding the future sustainability of retail growth. Consumer Trends Review is an annual review of Japanese trends on prices, incomes, expenditure across all major categories, and savings. The report reviews consumer sentiment and the impact on retail sectors by format and category. Despite the spectres of inflation and negative real wage growth, Japanese continue to spend but there has been a significant negative impact. Further details....

Japan's Shopping Centres 2026 Snapshot

If you are a potential retail tenant, developer or real estate firm, Japan's Shopping Centres provides a full review of Japan's shopping centre market. As well as a ranking of the top 100 shopping malls by sales and sales densities, the report highlights the fastest growing malls and why, overall market size by sales, rents, mall numbers and space over 20 years, as well as incisive analysis of performance, future trends and winners & losers.  Shopping centres have bounced back in the past year but development has slowed with more focus on refurbishment, and rents have risen in some areas with further signs of higher rents to come.
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E-commerce in Japan 2025-26 Snapshot

E-commerce in Japan provides a full review of Japan's thriving e-commerce sector. As well as a unique ranking of the top 100 e-commerce businesses by sales, the report covers sales growth by category, forecasts for market size and category penetration through to 2028, as well as incisive analysis of performance, future trends and winners & losers.  E-commerce will become the largest channel by 2027 but penetration rates are lower than in some other markets. This is not because Japan is behind but because it is developing an omnichannel model that reflects the ease of access of stores and Japanese preference for shop visits in some categories.
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Japan's Convenience Stores 2025-26 Snapshot

Japan's Convenience Stores provides a quick but complete review of the convenience store sector, including future trends, strategies of leading operators, and rankings of the top firms and stores. The sector is experiencing significant stagnation but the innovation within this will ensure continued relevance and potentially, higher margins.
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Japan's Apparel Market 2025-6 Snapshot

Japan's Apparel Market is the ideal way to understand the Japanese apparel sector quickly. The report covers current and future trends, strategies of leading operators, and rankings of the top firms and stores. The sector is now recovering from a very dramatic decline during the pandemic but there is a widening gap between the best performers and the rest of the market, with significant upside for the former.
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Japan's Retail Sector in Review 2025

Japan's Retail Sector in Review is the best way to get a complete map and understanding of the Japanese retail market quickly. The report has extensive rankings of the leading retailers, as well as incisive analysis of performance, future trends and winners & losers.  The sector has seen a big improvement in performance, with the highest growth rates since 1990, even if some of this growth was thanks to higher prices. Almost all categories and formats and the next year already looks like being another strong year across both consumer discretionary  and staples.
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Japanese Department Stores 2025-26 Snapshot

Japanese Department Stores offers a quick but complete review of the department store sector, including future trends, strategies of leading operators, and rankings of the top firms and stores. While the sector overall is contracting, a new group of elite retailers and stores is emerging.
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Who Owns Who in Japanese Retail & Consumer Markets 2025

Who Owns Who in Japanese Retail & Consumer Markets provides a complete overview of how Japanese retail and consumer markets are consolidating, with market share concentrated in the hands of a smaller and smaller number of companies. Trading firms and major conglomerates are the drivers but so too are format leaders in drugstores, supermarkets, e-commerce and wholesalers, with private brands also a major tool of consolidation.
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Who Owns Who in Japanese Fashion & Lifestyle Markets 2025

Who Owns Who in Japanese Fashion & Lifestyle Markets provides a complete overview of the extent to which Japanese fashion and lifestyle markets are consolidating, as a result of the complex web of affiliations and cross-shareholdings. The main drivers of this trend are major retailers moving into new categories, buying in expertise or going vertical as well as trading firms wanting to expand consumer-facing business.
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Japan's Top 300 Retailers 2024

Japan’s Top 300 Retailers provides a complete overview and analysis of the Japanese retail sector. The report includes detailed rankings, demonstrating how each major retailer fits into the market overall as well as its own sector, along with a full ranking of the top 300 retailers and rankings by format, as well as category analysis, performance reviews and key trends now and to 2030.
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Japan's Fashion Distributors 2019

Japan's Fashion Distributors provides a complete review and analysis of the Japanese fashion distribution sector, helping fashion companies find or change distribution partners. The report includes sections on Japanese trading firms and specialist fashion distributors, and explains how they work. Also included are rankings of the key players and the brands they currently distribute. Further details....