ASICS' Japan Boom: More Than Just Tourism?
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ASICS' Japan Boom: More Than Just Tourism?
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Recent growth at ASICS has been strong, but much of it has been driven by tourism rather than domestic demand.
Michael Causton joins Pranav Rao to unpack:
• Why tourist spending especially for Onitsuka Tiger has driven recent growth in Japan
• The structural challenges in ASICS' traditional wholesale model
• Risks from shifting tourism trends and geopolitical factors
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Listen to the full conversation and access Michael's Insight here: skr.ma/ALnCU
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