Core Insights - Fast Retailing (迅销) reported a significant increase in revenue and profit for the first quarter ending November 30, 2025, with total revenue reaching 1,027.745 billion yen, a year-on-year increase of 14.8% [1][2] - The company's net profit attributable to shareholders was 147.445 billion yen, reflecting an 11.7% increase compared to the previous year [1][2] - The overall gross profit margin improved to 55.2%, up 0.7 percentage points year-on-year, while selling, general, and administrative expenses as a percentage of total revenue decreased by 1.7 percentage points to 35.2% [2] Financial Performance - Total comprehensive income for the first quarter was 1,027.7 billion yen, marking a 14.8% increase from the same period last year [2] - Operating profit, which is total comprehensive income minus cost of sales and selling, general, and administrative expenses, reached 205.6 billion yen, a 31.0% year-on-year growth [2] - The pre-tax profit for the quarter was 226.6 billion yen, showing a 15.3% increase year-on-year [2] Strategic Goals - The company aims to become a globally trusted brand and an essential part of daily life, focusing on talent development and sustainable business practices [3] - Fast Retailing plans to diversify its global revenue sources and expand its brand portfolio, particularly enhancing the UNIQLO brand and its product offerings [3] - The "LifeWear" concept will continue to play a crucial role in the company's production activities, emphasizing high-quality, sustainable clothing that minimizes environmental impact [3] Market Activity - The company will apply to the Hong Kong Stock Exchange to resume trading of its Hong Kong Depositary Receipts starting January 9, 2026 [4]

Financial Performance - For the first quarter ending November 30, 2025, the total revenue was ¥1,027,745 million, representing a year-on-year increase of 14.8%[5] - Operating profit for the same period was ¥210,914 million, reflecting a 33.9% increase compared to the previous year[5] - The pre-tax profit reached ¥226,667 million, which is a 15.3% increase year-on-year[5] - The net profit attributable to the parent company was ¥147,445 million, up 11.7% from the same period last year[5] - The gross profit margin improved to 55.2%, an increase of 0.7 percentage points year-on-year[12] - UNIQLO Japan's Q1 revenue reached ¥299 billion, a 12.2% year-over-year increase, with operating profit at ¥62.4 billion, up 20.2%[14] - UNIQLO Overseas reported Q1 revenue of ¥603.8 billion, a 20.3% year-over-year increase, and operating profit of ¥117.3 billion, up 38.0%[15] - Same-store sales in Japan increased by 11.0% due to strong sales of autumn and winter products, despite a 0.5 percentage point decline in gross margin[14] - GU's Q1 revenue was ¥91.3 billion, a slight increase of 0.8%, while operating profit rose significantly by 20.0% due to improved gross margin[18] - Global Brands segment revenue decreased by 7.6% to ¥33 billion, with operating profit down 14.8% to ¥1.7 billion, impacted by challenges in the U.S. market[19] Forecast and Future Plans - The company forecasts total revenue for the fiscal year ending August 31, 2026, to be ¥3,800,000 million, an increase of 11.7%[8] - The projected operating profit for the same fiscal year is ¥650,000 million, which represents a 17.9% increase[8] - The company aims to diversify its global revenue sources and expand its brand portfolio, particularly focusing on GU and other group brands[13] - The company plans to enhance product development and brand building in its overseas UNIQLO business segment to support sustainable growth[13] Sustainability and Corporate Responsibility - The company raised its supply chain greenhouse gas emissions reduction target from 20% to 30% by the end of the fiscal year 2030[21] - The company received an "A List" rating from CDP for climate action and water security, marking its fourth consecutive year of recognition in climate change[22] - UNIQLO plans to donate over 1 million HEATTECH products globally as part of its "The Heart of LifeWear" initiative, with significant contributions to UNHCR and local communities[23] Assets and Liabilities - The total assets as of November 30, 2025, amounted to ¥4,286,412 million, with total equity of ¥2,568,873 million[6] - Total liabilities as of November 30, 2025, reached ¥17,175 billion, up by ¥1,856 billion from the previous fiscal year-end[25] - Total equity as of November 30, 2025, was ¥25,688 billion, an increase of ¥2,413 billion from the previous fiscal year-end[25] - Cash and cash equivalents as of November 30, 2025, were ¥9,236 billion, an increase of ¥304 billion from the previous fiscal year-end[26] Cash Flow - Net cash generated from operating activities for the three months ended November 30, 2025, was ¥1,917 billion, compared to ¥876 billion for the same period last year[27] - Net cash used in investing activities for the three months ended November 30, 2025, was ¥844 billion, compared to ¥35 billion for the same period last year[28] - Net cash used in financing activities for the three months ended November 30, 2025, was ¥1,177 billion, compared to ¥1,062 billion for the same period last year[29] Employee Engagement - Employee engagement score improved by 3.3 percentage points compared to the previous year, with a positive response rate of 78.0% from 40,583 surveyed employees[24] Compliance and Reporting - Deloitte Touche Tohmatsu LLC issued a review report for the interim consolidated financial statements for the period ending November 30, 2025[72] - The report assesses compliance with Tokyo Stock Exchange quarterly financial reporting standards, specifically Article 5-2 and Article 5-5[73] - Trading of the company's Hong Kong depositary receipts was temporarily suspended on January 8, 2026, pending the announcement[74] - The company plans to apply for the resumption of trading of Hong Kong depositary receipts on January 9, 2026, at 9:00 AM[74]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何 損失承擔任何責任。 2026 年 1 月 8 日 迅銷有限公司 （東京：9983／香港：6288） FAST RETAILING CO., LTD. 迅銷有限公司 （於日本註冊成立的有限公司） （股份代號：6288） 海外監管公告 本海外監管公告由迅銷有限公司 (「本公司」) 根據香港聯合交易所證券上市規則第 13.10B 條之規 定作出。 請參閱隨附的本公司於今天在東京證券交易所網頁刊登的有關《截至 2026 年 8 月 31 日止年度之 預測股息修訂》的通告。 承董事會命 迅銷有限公司 佘綺雯 公司秘書 日本，二零二六年一月八日 於本公告日期，我們的執行董事為柳井正、岡﨑健、柳井一海、柳井康治及塚越大介，以及我們 的獨立非執行董事為新宅正明、大野直竹、Kathy Mitsuko Koll(也被稱為 Kathy 松井) 、車戸城二、 京谷裕及國部毅。 2. 股息修訂 | | | | 宣派日期 | | | | | | | 每 ...

January 8, 2026 Fast Retailing Results for September to November 2025 and Estimates for FY2026 Takeshi Okazaki FAST RETAILING CO., LTD. Group Senior Executive Officer & CFO １ Unless otherwise indicated, business profit shall be used to illustrate business profitability in Fast Retailing Co., Ltd. corporate results announcements from the year ended August 31, 2025. Business profit = Revenue – (Cost of sales + SG&A expenses) Group Operations: UNIQLO Japan: UNIQLO Japan operations UNIQLO International: All UNI ...

Core Viewpoint - The company, Fast Retailing (06288), announced a temporary suspension of its Hong Kong depositary receipts on January 8, 2026, pending the release of its quarterly performance announcement for the three months ending November 30, 2025, which contains insider information [1] Group 1 - The company's Hong Kong depositary receipts will be temporarily suspended on January 8, 2026, at 1:00 PM [1] - The suspension is pending the release of the company's quarterly performance announcement [1] - The quarterly performance announcement pertains to the three months ending November 30, 2025, and is classified as insider information [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴該等內容而引 致的任何損失承擔任何責任。 FAST RETAILING CO., LTD. 迅銷有限公司 （於日本註冊成立的有限公司） （股份代號：6288） 短暫停牌 應迅銷有限公司（「本公司」）要求，本公司的香港預託證券將於二零二六年一月八日(星期四)下 午一時正起於香港聯合交易所有限公司短暫停牌，有待發出本公司及其附屬公司截至二零二五年 十一月三十日止三個月的季度業績公告，該公告之內容屬內幕消息。 承董事會命 迅銷有限公司 佘綺雯 公司秘書 日本，二零二六年一月八日 於本公告日期，我們的執行董事為柳井正，岡﨑健，柳井一海，柳井康治及塚越大介，以及我們 的獨立非執行董事為新宅正明，大野直竹，Koll Kathy Mitsuko (也被稱為 Kathy 松井)，車戶 城二，京谷裕及國部毅。 ...

Core Viewpoint - Bank of America Securities has raised the target price for Fast Retailing (6288.HK) from 66,000 JPY to 72,000 JPY, reflecting valuation expectations for the fiscal year 2022 [1] Financial Forecasts - The earnings per share (EPS) forecast for Fast Retailing for the fiscal year 2021 has been increased from 1,340.92 JPY to 1,675.57 JPY [1] - The EPS forecast for the fiscal year 2022 has been slightly decreased from 2,192.73 JPY to 2,160.24 JPY [1] - The EPS forecast for the fiscal year 2023 has been reduced from 2,602.38 JPY to 2,512.54 JPY [1] Performance Insights - The performance for the fiscal year 2020 is viewed positively, with a 6% decline in sales in the Greater China region during the fourth quarter, despite being a challenging year [1] - Operating profit only decreased by 25%, indicating resilience in the business [1] - Most regions outside Japan and Greater China faced difficulties in the first half of the year, but a strong recovery is anticipated in the second half [1] Online Sales Growth - Sales of Fast Retailing's main product lines have increased by 20-60%, with expectations for further growth in the future [1] - The company plans to continue expanding its online sales market, while inventory has only seen a slight increase [1]

Group 1 - The article reports on the product quality supervision and inspection results for the fifth batch of products in 2025 by the Anqing Market Supervision Administration, covering a total of 94 batches including electric blankets, mobile power supplies, building insulation materials, and gas appliances [2][3][4]. Group 2 - The inspection results indicate that various products, including electric two-wheeled motorcycles and batteries, have been tested for compliance with relevant standards, with most products meeting the quality requirements [3][4][5]. - Specific brands and models of electric two-wheeled motorcycles, such as those from companies like Jiangsu Aima and Zhejiang Chunfeng, were included in the inspection, with all tested samples passing the quality checks [3][4][5].

Core Viewpoint - Uniqlo's era of effortless success in the Chinese market has ended, facing increasing pressure and challenges [4][16]. Group 1: Incident of Customer Surveillance - Uniqlo has been accused of "spying" on customers in some stores, leading to significant public backlash and discussions on social media [5][6]. - Reports indicate that employees and security personnel have been observed closely monitoring customers, creating discomfort among shoppers [5][6]. - Former employees confirmed the existence of suspicious customer surveillance practices, including sharing photos of suspected shoplifters in internal groups [6][8]. Group 2: Business Performance and Market Challenges - Uniqlo's parent company, Fast Retailing, reported a revenue of 3.1038 trillion yen (approximately 147.1 billion RMB) for the 2024 fiscal year, with a 12.2% year-on-year growth, but the growth rate is slowing [17]. - In the Greater China market, revenue growth was only 9.2%, with operating profit showing a minimal increase of 0.5%, indicating a significant slowdown compared to previous years [17]. - The rise of e-commerce and competition from new local fast-fashion brands has intensified market challenges for Uniqlo [18]. Group 3: Strategic Adjustments - Uniqlo is undergoing structural strategic adjustments in the Chinese market, shifting focus from aggressive store openings to improving store operations and closing unprofitable locations [22][23]. - The company is also investing in flagship stores and enhancing its online presence, including a partnership with JD.com to launch a mini-program for direct logistics [23]. - Despite current challenges, Uniqlo still sees potential for growth in first and second-tier cities and aims to explore new market strategies to maintain brand relevance and competitiveness [23].

Group 1 - Recent consumer complaints on social media indicate that some shoppers at Uniqlo felt they were treated as thieves, leading to significant public attention [1] - Interviews with former and current employees confirmed that certain Uniqlo stores engaged in "surveillance" of suspicious customers, with directives reportedly coming from regional managers [1] - Previous incidents of surveillance at Uniqlo include a 2024 case in Tokyo and a 2019 incident in Shenzhen involving hidden cameras, although investigations indicated that the latter was not conducted by store employees [1] Group 2 - Uniqlo was established in 1984 and entered the Chinese market in 2002, opening its first store in Shanghai [2] - The operating entity in China, Fast Retailing (China) Commercial Co., Ltd., was registered in 2006 with a capital of 20 million USD and is wholly owned by Fast Retailing Co., Ltd. [2] - The Greater China region is Uniqlo's largest overseas market, with projected revenue for the fiscal year 2025 expected to account for approximately 19% of the group's total revenue, although revenue in this region is forecasted to decline by 4% year-on-year [2]