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.

Japan's Consumers 2024: Incomes, Spending and Savings

Japan's Consumers 2024: Incomes, Spending and Savings is a great way to quickly understand Japanese consumer behaviour today. The report details the key trends in consumer shopping habits, mindset and concerns, backed up by detailed analysis of all the data on inflation, incomes (real and nominal), spending (real and nominal), as well as savings rates and total savings. The report shows just how much Japanese incomes have fallen in real terms in recent years as well as the impact of inflationary pressures on spending by category, with a sharp rise in food expenditure and a dramatic fall in apparel and fashion consumption. Further details....

Japan Fashion & Apparel E-Commerce 2024 Snapshot

Japan Fashion & Apparel E-Commerce 2024 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 2022-23 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....

Japanese Consumer Trends Review 2024

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 2023-24 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 2023-24 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 2027, as well as incisive analysis of performance, future trends and winners & losers.  E-commerce will become the largest channel by 2025-26 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 Retail Sector in Review 2023-24

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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Japan's Apparel Market 2023-24 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 Convenience Stores 2023-24 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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Japanese Department Stores 2023-24 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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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....