Retailing in Japan

Retailing in Japan

EXECUTIVE SUMMARY

Japanese retailing evolving rapidly

Merging the digital and store-based arenas

Increasing focus on the consumer experience

Labour shortage exerting a growing influence

Consumers placing an increasing emphasis on convenience

OPERATING ENVIRONMENT

Informal retailing

Opening hours

Summary 1 Standard Opening Hours by Channel Type 2019

Physical retail landscape

Cash and carry

Seasonality

Hatsu Uri ("First Sales") at New Year
Valentine’s Day
White Day
Mother’s Day
Father’s Day
Summer Bargain
Halloween
Black Friday and Cyber Monday
Christmas and Year-end Bargain

Payments and delivery

Emerging business models

MARKET DATA

Table 1 Sales in Retailing by Store-based vs Non-Store: Value 2014-2019
Table 2 Sales in Retailing by Store-based vs Non-Store: % Value Growth 2014-2019
Table 3 Sales in Store-based Retailing by Channel: Value 2014-2019
Table 4 Sales in Store-based Retailing by Channel: % Value Growth 2014-2019
Table 5 Store-based Retailing Outlets by Channel: Units 2014-2019
Table 6 Store-based Retailing Outlets by Channel: % Unit Growth 2014-2019
Table 7 Sales in Non-Store Retailing by Channel: Value 2014-2019
Table 8 Sales in Non-Store Retailing by Channel: % Value Growth 2014-2019
Table 9 Grocery Retailers: Value Sales, Outlets and Selling Space 2014-2019
Table 10 Grocery Retailers: Value Sales, Outlets and Selling Space: % Growth 2014-2019
Table 11 Sales in Grocery Retailers by Channel: Value 2014-2019
Table 12 Sales in Grocery Retailers by Channel: % Value Growth 2014-2019
Table 13 Grocery Retailers Outlets by Channel: Units 2014-2019
Table 14 Grocery Retailers Outlets by Channel: % Unit Growth 2014-2019
Table 15 Non-Grocery Specialists: Value Sales, Outlets and Selling Space 2014-2019
Table 16 Non-Grocery Specialists: Value Sales, Outlets and Selling Space: % Growth 2014-2019
Table 17 Sales in Non-Grocery Specialists by Channel: Value 2014-2019
Table 18 Sales in Non-Grocery Specialists by Channel: % Value Growth 2014-2019
Table 19 Non-Grocery Specialists Outlets by Channel: Units 2014-2019
Table 20 Non-Grocery Specialists Outlets by Channel: % Unit Growth 2014-2019
Table 21 Mixed Retailers: Value Sales, Outlets and Selling Space 2014-2019
Table 22 Mixed Retailers: Value Sales, Outlets and Selling Space: % Growth 2014-2019
Table 23 Sales in Mixed Retailers by Channel: Value 2014-2019
Table 24 Sales in Mixed Retailers by Channel: % Value Growth 2014-2019
Table 25 Mixed Retailers Outlets by Channel: Units 2014-2019
Table 26 Mixed Retailers Outlets by Channel: % Unit Growth 2014-2019
Table 27 Retailing GBO Company Shares: % Value 2015-2019
Table 28 Retailing GBN Brand Shares: % Value 2016-2019
Table 29 Store-based Retailing GBO Company Shares: % Value 2015-2019
Table 30 Store-based Retailing GBN Brand Shares: % Value 2016-2019
Table 31 Store-based Retailing LBN Brand Shares: Outlets 2016-2019
Table 32 Non-Store Retailing GBO Company Shares: % Value 2015-2019
Table 33 Non-Store Retailing GBN Brand Shares: % Value 2016-2019
Table 34 Grocery Retailers GBO Company Shares: % Value 2015-2019
Table 35 Grocery Retailers GBN Brand Shares: % Value 2016-2019
Table 36 Grocery Retailers LBN Brand Shares: Outlets 2016-2019
Table 37 Grocery Retailers LBN Brand Shares: Selling Space 2016-2019
Table 38 Non-Grocery Specialists GBO Company Shares: % Value 2015-2019
Table 39 Non-Grocery Specialists GBN Brand Shares: % Value 2016-2019
Table 40 Non-Grocery Specialists LBN Brand Shares: Outlets 2016-2019
Table 41 Non-Grocery Specialists LBN Brand Shares: Selling Space 2016-2019
Table 42 Mixed Retailers GBO Company Shares: % Value 2015-2019
Table 43 Mixed Retailers GBN Brand Shares: % Value 2016-2019
Table 44 Mixed Retailers LBN Brand Shares: Outlets 2016-2019
Table 45 Mixed Retailers LBN Brand Shares: Selling Space 2016-2019
Table 46 Forecast Sales in Retailing by Store-based vs Non-Store: Value 2019-2024
Table 47 Forecast Sales in Retailing by Store-based vs Non-Store: % Value Growth 2019-2024
Table 48 Forecast Sales in Store-based Retailing by Channel: Value 2019-2024
Table 49 Forecast Sales in Store-based Retailing by Channel: % Value Growth 2019-2024
Table 50 Forecast Store-based Retailing Outlets by Channel: Units 2019-2024
Table 51 Forecast Store-Based Retailing Outlets by Channel: % Unit Growth 2019-2024
Table 52 Forecast Sales in Non-Store Retailing by Channel: Value 2019-2024
Table 53 Forecast Sales in Non-Store Retailing by Channel: % Value Growth 2019-2024
Table 54 Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space 2019-2024
Table 55 Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2019-2024
Table 56 Forecast Sales in Grocery Retailers by Channel: Value 2019-2024
Table 57 Forecast Sales in Grocery Retailers by Channel: % Value Growth 2019-2024
Table 58 Forecast Grocery Retailers Outlets by Channel: Units 2019-2024
Table 59 Forecast Grocery Retailers Outlets by Channel: % Unit Growth 2019-2024
Table 60 Non-Grocery Specialists Forecasts: Value Sales, Outlets and Selling Space 2019-2024
Table 61 Non-Grocery Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2019-2024
Table 62 Forecast Sales in Non-Grocery Specialists by Channel: Value 2019-2024
Table 63 Forecast Sales in Non-Grocery Specialists by Channel: % Value Growth 2019-2024
Table 64 Forecast Non-Grocery Specialists Outlets by Channel: Units 2019-2024
Table 65 Forecast Non-Grocery Specialists Outlets by Channel: % Unit Growth 2019-2024
Table 66 Mixed Retailers Forecasts: Value Sales, Outlets and Selling Space 2019-2024
Table 67 Mixed Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2019-2024
Table 68 Forecast Sales in Mixed Retailers by Channel: Value 2019-2024
Table 69 Forecast Sales in Mixed Retailers by Channel: % Value Growth 2019-2024
Table 70 Forecast Mixed Retailers Outlets by Channel: Units 2019-2024
Table 71 Forecast Mixed Retailers Outlets by Channel: % Unit Growth 2019-2024

CORONAVIRUS (COVID-19)

DEFINITIONS

SOURCES

Summary 2 Research Sources

Convenience Stores in Japan

HEADLINES

PROSPECTS

Convenience stores players revising expansion strategies

Investing in technology to address labour shortage

Continued focus on long-lasting ready meals

COMPETITIVE LANDSCAPE

7-Eleven maintains lead but faces significant challenges

FamilyMart focusing on efficiency and digital development

Lawson experimenting with new styles of retailing

CHANNEL DATA

Table 72 Convenience Stores: Value Sales, Outlets and Selling Space 2014-2019
Table 73 Convenience Stores: Value Sales, Outlets and Selling Space: % Growth 2014-2019
Table 74 Convenience Stores GBO Company Shares: % Value 2015-2019
Table 75 Convenience Stores GBN Brand Shares: % Value 2016-2019
Table 76 Convenience Stores LBN Brand Shares: Outlets 2016-2019
Table 77 Convenience Stores LBN Brand Shares: Selling Space 2016-2019
Table 78 Convenience Stores Forecasts: Value Sales, Outlets and Selling Space 2019-2024
Table 79 Convenience Stores Forecasts: Value Sales, Outlets and Selling Space: % Growth 2019-2024

Discounters in Japan

PROSPECTS

Hypermarkets in Japan

PROSPECTS

Supermarkets in Japan

HEADLINES

PROSPECTS

Supermarkets facing growing competition as rival formats evolve

Addressing the labour shortage challenge

Mini-supermarkets positioned to counter competition from convenience stores

COMPETITIVE LANDSCAPE

AEON Group looks to secure loyal consumers across a multiple brand offer

PPIH expands new hybrid store format

Comfort Market experimenting with new technologies

CHANNEL DATA

Table 80 Supermarkets: Value Sales, Outlets and Selling Space 2014-2019
Table 81 Supermarkets: Value Sales, Outlets and Selling Space: % Growth 2014-2019
Table 82 Supermarkets GBO Company Shares: % Value 2015-2019
Table 83 Supermarkets GBN Brand Shares: % Value 2016-2019
Table 84 Supermarkets LBN Brand Shares: Outlets 2016-2019
Table 85 Supermarkets LBN Brand Shares: Selling Space 2016-2019
Table 86 Supermarkets Forecasts: Value Sales, Outlets and Selling Space 2019-2024
Table 87 Supermarkets Forecasts: Value Sales, Outlets and Selling Space: % Growth 2019-2024

Traditional Grocery Retailers in Japan

HEADLINES

PROSPECTS

Harsh competitive environment

Public concern about “Shuttered Streets” but no easy remedy

Some hope for upmarket specialists

COMPETITIVE LANDSCAPE

Yamaya Corp leads fragmented channel

Important role for social media

CHANNEL DATA

Table 88 Traditional Grocery Retailers: Value Sales, Outlets and Selling Space 2014-2019
Table 89 Traditional Grocery Retailers: Value Sales, Outlets and Selling Space: % Growth 2014-2019
Table 90 Sales in Traditional Grocery Retailers by Channel: Value 2014-2019
Table 91 Sales in Traditional Grocery Retailers by Channel: % Value Growth 2014-2019
Table 92 Traditional Grocery Retailers Outlets by Channel: Units 2014-2019
Table 93 Traditional Grocery Retailers Outlets by Channel: % Unit Growth 2014-2019
Table 94 Traditional Grocery Retailers GBO Company Shares: % Value 2015-2019
Table 95 Traditional Grocery Retailers GBN Brand Shares: % Value 2016-2019
Table 96 Traditional Grocery Retailers LBN Brand Shares: Outlets 2016-2019
Table 97 Traditional Grocery Retailers LBN Brand Shares: Selling Space 2016-2019
Table 98 Traditional Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space 2019-2024
Table 99 Traditional Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2019-2024
Table 100 Forecast Sales in Traditional Grocery Retailers by Channel: Value 2019-2024
Table 101 Forecast Sales in Traditional Grocery Retailers by Channel: % Value Growth 2019-2024
Table 102 Forecast Traditional Grocery Retailers Outlets by Channel: Units 2019-2024
Table 103 Forecast Traditional Grocery Retailers Outlets by Channel: % Unit Growth 2019-2024

Apparel and Footwear Specialist Retailers in Japan

HEADLINES

PROSPECTS

Leveraging digital technologies

C2C poses a growing threat but presents some opportunities

Emergence of rental and sharing services presents a challenge to retailers

COMPETITIVE LANDSCAPE

Uniqlo moves beyond fast fashion

Beginning of the end for fast fashion?

New stores aim to enhance consumer experience of brands

CHANNEL DATA

Table 104 Apparel And Footwear Specialist Retailers: Value Sales, Outlets and Selling Space 2014-2019
Table 105 Apparel And Footwear Specialist Retailers: Value Sales, Outlets and Selling Space: % Growth 2014-2019
Table 106 Apparel And Footwear Specialist Retailers GBO Company Shares: % Value 2015-2019
Table 107 Apparel And Footwear Specialist Retailers GBN Brand Shares: % Value 2016-2019
Table 108 Apparel And Footwear Specialist Retailers LBN Brand Shares: Outlets 2016-2019
Table 109 Apparel And Footwear Specialist Retailers LBN Brand Shares: Selling Space 2016-2019
Table 110 Apparel And Footwear Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space 2019-2024
Table 111 Apparel And Footwear Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2019-2024

Electronics and Appliance Specialist Retailers in Japan

HEADLINES

PROSPECTS

Surge in demand prior to VAT increase

Growing focus on experience

Digital price tags enable dynamic pricing

COMPETITIVE LANDSCAPE

Diversifying product offer to promote visits

Bic Camera enhances online shopping experience

Department store renews interest in appliances

CHANNEL DATA

Table 112 Electronics and Appliance Specialist Retailers: Value Sales, Outlets and Selling Space 2014-2019
Table 113 Electronics and Appliance Specialist Retailers: Value Sales, Outlets and Selling Space: % Growth 2014-2019
Table 114 Electronics and Appliance Specialist Retailers GBO Company Shares: % Value 2015-2019
Table 115 Electronics and Appliance Specialist Retailers GBN Brand Shares: % Value 2016-2019
Table 116 Electronics and Appliance Specialist Retailers LBN Brand Shares: Outlets 2016-2019
Table 117 Electronics and Appliance Specialist Retailers LBN Brand Shares: Selling Space 2016-2019
Table 118 Electronics and Appliance Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space 2019-2024
Table 119 Electronics and Appliance Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2019-2024

Health and Beauty Specialist Retailers in Japan

HEADLINES

PROSPECTS

Polarisation of strategic approaches adopted by drugstores

Challenging environment for independent pharmacists

Beauty specialists taking over demand from department stores

COMPETITIVE LANDSCAPE

Merger will create leading drugstores player

Lack of pharmacists a significant threat

Beauty retailers explore experience-based retailing

CHANNEL DATA

Table 120 Health and Beauty Specialist Retailers: Value Sales, Outlets and Selling Space 2014-2019
Table 121 Health and Beauty Specialist Retailers: Value Sales, Outlets and Selling Space: % Growth 2014-2019
Table 122 Sales in Health and Beauty Specialist Retailers by Channel: Value 2014-2019
Table 123 Sales in Health and Beauty Specialist Retailers by Channel: % Value Growth 2014-2019
Table 124 Health and Beauty Specialist Retailers GBO Company Shares: % Value 2015-2019
Table 125 Health and Beauty Specialist Retailers GBN Brand Shares: % Value 2016-2019
Table 126 Health and Beauty Specialist Retailers LBN Brand Shares: Outlets 2016-2019
Table 127 Health and Beauty Specialist Retailers LBN Brand Shares: Selling Space 2016-2019
Table 128 Health and Beauty Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space 2019-2024
Table 129 Health and Beauty Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2019-2024
Table 130 Forecast Sales in Health and Beauty Specialist Retailers by Channel: Value 2019-2024
Table 131 Forecast Sales in Health and Beauty Specialist Retailers by Channel: % Value Growth 2019-2024

Home and Garden Specialist Retailers in Japan

HEADLINES

PROSPECTS

Ongoing consolidation in home improvement and gardening stores

Targeting “urban” consumers with city-based stores

Working to develop sales to professionals

COMPETITIVE LANDSCAPE

Nitori successfully targets urban consumers

Ikea building sales through e-commerce ahead of urban expansion

Increasing focus on private label development

CHANNEL DATA

Table 132 Home and Garden Specialist Retailers: Value Sales, Outlets and Selling Space 2014-2019
Table 133 Home and Garden Specialist Retailers: Value Sales, Outlets and Selling Space: % Growth 2014-2019
Table 134 Sales in Home and Garden Specialist Retailers by Channel: Value 2014-2019
Table 135 Sales in Home and Garden Specialist Retailers by Channel: % Value Growth 2014-2019
Table 136 Home and Garden Specialist Retailers GBO Company Shares: % Value 2015-2019
Table 137 Home and Garden Specialist Retailers GBN Brand Shares: % Value 2016-2019
Table 138 Home and Garden Specialist Retailers LBN Brand Shares: Outlets 2016-2019
Table 139 Home and Garden Specialist Retailers LBN Brand Shares: Selling Space 2016-2019
Table 140 Home and Garden Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space 2019-2024
Table 141 Home and Garden Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2019-2024
Table 142 Forecast Sales in Home and Garden Specialist Retailers by Channel: Value 2019-2024
Table 143 Forecast Sales in Home and Garden Specialist Retailers by Channel: % Value Growth 2019-2024

Department Stores in Japan

HEADLINES

PROSPECTS

Department stores faces challenging environment

Inbound tourist numbers could provide opportunities for flagship stores

Looking for new business models

COMPETITIVE LANDSCAPE

Isetan Mitsukoshi plans to strengthen its position through omnichannel strategy

Takashimaya combining department stores with shopping centres to expand consumer base

Store closures continue in 2019

CHANNEL DATA

Table 144 Department Stores: Value Sales, Outlets and Selling Space 2014-2019
Table 145 Department Stores: Value Sales, Outlets and Selling Space: % Growth 2014-2019
Table 146 Department Stores GBO Company Shares: % Value 2015-2019
Table 147 Department Stores GBN Brand Shares: % Value 2016-2019
Table 148 Department Stores LBN Brand Shares: Outlets 2016-2019
Table 149 Department Stores LBN Brand Shares: Selling Space 2016-2019
Table 150 Department Stores Forecasts: Value Sales, Outlets and Selling Space 2019-2024
Table 151 Department Stores Forecasts: Value Sales, Outlets and Selling Space: % Growth 2019-2024

Variety Stores in Japan

HEADLINES

PROSPECTS

Variety stores appeals to price-sensitive consumers and encourages frequent visits

Popular amongst inbound tourists

MUJI opens first domestic hotel

COMPETITIVE LANDSCAPE

Don Quijote continues to thrive

MUJI expands product range and opens hotel

100 yen shops performing well

CHANNEL DATA

Table 152 Variety Stores: Value Sales, Outlets and Selling Space 2014-2019
Table 153 Variety Stores: Value Sales, Outlets and Selling Space: % Growth 2014-2019
Table 154 Variety Stores GBO Company Shares: % Value 2015-2019
Table 155 Variety Stores GBN Brand Shares: % Value 2016-2019
Table 156 Variety Stores LBN Brand Shares: Outlets 2016-2019
Table 157 Variety Stores LBN Brand Shares: Selling Space 2016-2019
Table 158 Variety Stores Forecasts: Value Sales, Outlets and Selling Space 2019-2024
Table 159 Variety Stores Forecasts: Value Sales, Outlets and Selling Space: % Growth 2019-2024

Warehouse Clubs in Japan

HEADLINES

PROSPECTS

Costco is the only player in warehouse clubs

COMPETITIVE LANDSCAPE

Costco does not face direct competition

Costco moving into e-commerce

CHANNEL DATA

Table 160 Warehouse Clubs: Value Sales, Outlets and Selling Space 2014-2019
Table 161 Warehouse Clubs: Value Sales, Outlets and Selling Space: % Growth 2014-2019
Table 162 Warehouse Clubs GBO Company Shares: % Value 2015-2019
Table 163 Warehouse Clubs GBN Brand Shares: % Value 2016-2019
Table 164 Warehouse Clubs LBN Brand Shares: Outlets 2016-2019
Table 165 Warehouse Clubs LBN Brand Shares: Selling Space 2016-2019
Table 166 Warehouse Clubs Forecasts: Value Sales, Outlets and Selling Space 2019-2024
Table 167 Warehouse Clubs Forecasts: Value Sales, Outlets and Selling Space: % Growth 2019-2024

Direct Selling in Japan

HEADLINES

PROSPECTS

Turnaround in direct selling’s performance

Direct sellers increasingly integrating other retailing approaches

US/Japan trade deal could boost direct selling

COMPETITIVE LANDSCAPE

Amway launches new products to strengthen leading position

Nu Skin targets senior consumers with phone service

Growing focus on physical experience

CHANNEL DATA

Table 168 Direct Selling by Category: Value 2014-2019
Table 169 Direct Selling by Category: % Value Growth 2014-2019
Table 170 Direct Selling GBO Company Shares: % Value 2015-2019
Table 171 Direct Selling GBN Brand Shares: % Value 2016-2019
Table 172 Direct Selling Forecasts by Category: Value 2019-2024
Table 173 Direct Selling Forecasts by Category: % Value Growth 2019-2024

Homeshopping in Japan

HEADLINES

PROSPECTS

Suffering from expansion of e-commerce

Declining number of TV viewers encourages players to turn to digital media

Homeshopping players turn to e-commerce

COMPETITIVE LANDSCAPE

Leader turning attention to e-commerce

Belluna building an integrated multi-channel strategy

CHANNEL DATA

Table 174 Homeshopping by Category: Value 2014-2019
Table 175 Homeshopping by Category: % Value Growth 2014-2019
Table 176 Homeshopping GBO Company Shares: % Value 2015-2019
Table 177 Homeshopping GBN Brand Shares: % Value 2016-2019
Table 178 Homeshopping Forecasts by Category: Value 2019-2024
Table 179 Homeshopping Forecasts by Category: % Value Growth 2019-2024

Vending in Japan

HEADLINES

PROSPECTS

Technological developments provide opportunities for expanded functionality

Responding to the healthy living trend

Alternative to unmanned stores in response to the labour shortage

COMPETITIVE LANDSCAPE

First vending subscription service

Beef bowl restaurant introduces vending machine

Bandai Co introduces vending machine that accepts e-payment

CHANNEL DATA

Table 180 Vending by Category: Value 2014-2019
Table 181 Vending by Category: % Value Growth 2014-2019
Table 182 Vending GBO Company Shares: % Value 2015-2019
Table 183 Vending GBN Brand Shares: % Value 2016-2019
Table 184 Vending Forecasts by Category: Value 2019-2024
Table 185 Vending Forecasts by Category: % Value Growth 2019-2024

E-Commerce in Japan

HEADLINES

PROSPECTS

E-commerce maintains healthy growth

Japanese consumers slow in warming to cross-border e-commerce

Japanese companies working to expand outgoing cross-border sales

COMPETITIVE LANDSCAPE

Softbank Group expanding in digital arena

Amazon continues to build on strong presence in Japan

Leading retailer working to build e-commerce presence

CHANNEL DATA

Table 186 E-Commerce by Channel and Category: Value 2014-2019
Table 187 E-Commerce by Channel and Category: % Value Growth 2014-2019
Table 188 E-Commerce GBO Company Shares: % Value 2015-2019
Table 189 E-Commerce GBN Brand Shares: % Value 2016-2019
Table 190 Forecast E-Commerce by Channel and Category: Value 2019-2024
Table 191 Forecast E-Commerce by Channel and Category: % Value Growth 2019-2024

Mobile E-Commerce in Japan

HEADLINES

PROSPECTS

Potential to build sales amongst older consumers

Retailers need to convert internet access into interest in shopping

Social media and live commerce growing in importance

COMPETITIVE LANDSCAPE

Nike integrating app with physical stores

Intense competition in mobile payment

Softbank Group acquisition could have significant implications for mobile payment

CHANNEL DATA

Table 192 Mobile E-Commerce: Value 2014-2019
Table 193 Mobile E-Commerce: % Value Growth 2014-2019
Table 194 Mobile E-Commerce Forecasts: Value 2019-2024
Table 195 Mobile E-Commerce Forecasts: % Value Growth 2019-2024

Food and Drink E-Commerce in Japan

HEADLINES

PROSPECTS

Food and drink e-commerce growing in popularity

Growing number of players moving into category

Addressing the last mile delivery challenge

COMPETITIVE LANDSCAPE

AEON Group joins with Ocado to build online grocery sales

Amazon launches fresh food delivery service

Oisix focuses on organic produce

CHANNEL DATA

Table 196 Food and Drink E-Commerce: Value 2014-2019
Table 197 Food and Drink E-Commerce: % Value Growth 2014-2019
Table 198 Food and Drink E-Commerce Forecasts: Value 2019-2024
Table 199 Food and Drink E-Commerce Forecasts: % Value Growth 2019-2024

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