EPISODE · Mar 23, 2026 · 10 MIN
ASICS' Japan Boom: More Than Just Tourism?
from Smart Calls with Smartkarma · host Smartkarma
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 factorsLike what you heard? Share this episode and follow us for more Smart Calls.Listen to the full conversation and access Michael's Insight here: skr.ma/ALnCUThis podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
What this episode covers
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 factorsLike what you heard? Share this episode and follow us for more Smart Calls.Listen to the full conversation and access Michael's Insight here: skr.ma/ALnCUThis podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
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ASICS' Japan Boom: More Than Just Tourism?
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