以下文章来源于剁椒Spicy ，作者剁椒团队 剁椒Spicy . 专注于电商、营销、流量生态，以及消费者洞察的全新商业自媒体 来源丨剁椒Spicy（ID：ylwanjia） 作者丨李静林 图源丨优衣库官方微博 优衣库刷新了公司历史最好业绩，东南亚、印度、澳洲、北美和欧洲都在高歌猛进，唯独中国市场一脚 踏进降速换档的时段。 前不久优衣库母公司迅销集团发布2024-2025财年中期业绩（2024年9月-2025年2月），总营收17901亿日 元（约合人民币913亿元），同比增长12%，净利润2335亿日元（约合人民币119亿元），同比增长 19.2%。其中优衣库品牌收入在迅销集团总收入占比86.9%。 但只有大中华区拖了后腿，营收下降约3%到3617亿日元，利润下降约9%，中国大陆市场收入下降了 4%，利润下滑11%。 不可否认，优衣库已经结束了与中国市场长达十年的蜜月期。首席财务官冈崎武史前不久明确表示，"随 着市场的发展，我们在中国走到了要专注市场渗透而非扩张的阶段。" 2024年第三季度（3月1日-5月31日）优衣库大中华区业绩突然下滑。优衣库大中华区CEO潘宁那时表示， 中国消费者的心态发生转变，年轻一代 ...

Core Insights - Fast Retailing, the parent company of UNIQLO, reported a 12% year-on-year revenue increase to 1,790.1 billion yen (approximately 90.9 billion RMB) for the first half of the fiscal year ending February 28, 2025, with a gross margin of 53.3% and a net profit increase of 19.2% to 233.6 billion yen (approximately 11.868 billion RMB) [1][3]. Group 1: Performance by Region - The Japan segment saw an 11.6% revenue increase to 541.5 billion yen (approximately 27.5 billion RMB), with operating profit rising 26.4% to 97.6 billion yen (approximately 4.9 billion RMB) and same-store sales increasing by 9.8% [3]. - The overseas segment experienced a 14.7% revenue increase to 1,014.1 billion yen (approximately 51.5 billion RMB), with operating profit growing 11.7% to 168.5 billion yen (approximately 8.5 billion RMB) [3]. Group 2: Performance in Greater China - In the Greater China region, revenue in mainland China decreased by approximately 4% year-on-year, with operating profit declining by about 11%, attributed to low consumer sentiment and significant temperature variations affecting product demand [5]. - The Hong Kong market recorded a decline in revenue and a significant drop in profit, while Taiwan saw increases in both revenue and profit [5]. - South Korea reported growth in both revenue and profit, while Southeast Asia, India, and Australia experienced substantial increases in both metrics [5]. Group 3: Other Business Segments - The GU segment reported a revenue increase of 3.9% to 165.8 billion yen (approximately 8.4 billion RMB) [5]. - The global brand segment, including Theory, recorded revenue of 67.7 billion yen (approximately 3.4 billion RMB), a year-on-year decrease of 2.3%, but achieved profitability with an operating profit of 0.9 billion yen (approximately 45.73 million RMB) [5].

以下文章来源于36氪未来消费 ，作者贺哲馨 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 优衣库的上一个10年属于中国， 如今它需要一个新故事。 文 ｜ 贺哲馨 编辑 ｜ 乔芊 来源｜ 36氪未来消费（ID：lslb168） 封面来源 ｜ 视觉中国 走进位于阿姆斯特丹热门旅游街区Koningsplein的这家优衣库门店，最吸引人注意的不是店内陈设，而是本地艺术家Sandy Van Helden巨大的、布满三层 楼墙面的壁画：肤色各异的年轻人在硕大的郁金香下散步、骑车或遛狗——人物与景色和动物在这位艺术家的作品里总是显得不成比例，而这正是她的特 色。 "这座建筑本身即是Jugendstill风格（一种德国和奥地利的新艺术风格，对装饰的运用较为节制），又恰好位于曾经的花市，所以我将这些郁金香与城市的 喧嚣结合在一起，体现在阿姆斯特丹人骑着自行车或步行上楼场景里。"Van Helden向36氪描述道。 优衣库Koningsplein门店，36氪摄 在欧洲，优衣库正通过与本地艺术家合作建立良好的第一印象，在黄金地段附近开出旗舰大店来"赢得当地消费者的尊重"。这和21世纪头二十年优衣库赢 得中国市场的 ...

Uniqlo parent company Fast Retailing and 7-Eleven operator Seven & i Holdings are expected to say they have been facing headwinds when they report their latest earnings next week, Bloomberg reported Thursday (Jan. 2).Bloomberg said this while reporting analysts’ forecasts for these and other companies that are set to launch the earnings season in Asia next week.Fast Retailing may report a softening in operating profit growth because of sales of winter clothing being dampened by warmer autumn-winter weather ...

Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...

New markets, fabric tech and reliable quality are leading Fast Retailing (Uniqlo) to positive ... [+] results once again. Photographed: Uniqlo clothing store at Sanlitun on November 5, 2021 in Beijing, China. (Photo by VCG/VCG via Getty Images) VCG via Getty Images Japan's Fast Retailing Co., the parent company of Uniqlo, celebrates another record-breaking year, reporting a 25% rise in net profit to $2.5 billion. The message is clear: Uniqlo's approach to fashion is resonating with consumers. Whilst many wi ...

Financial Performance - First Half FY2021 - Group revenue decreased slightly by 0.5% to ¥1.2028 trillion[8], compared to ¥1.2085 trillion in the previous year[8] - Gross profit increased by 4.1% to ¥600.4 billion[9], with the gross profit margin improving to 49.9%[9] from 47.7%[9] - Business profit increased significantly by 30.2% to ¥179.7 billion[9], with the business profit margin rising to 14.9%[9] from 11.4%[9] - Operating profit increased by 22.9% to ¥167.9 billion[9], with the operating profit margin improving to 14.0%[9] from 11.3%[8] - Profit attributable to owners of the parent increased by 5.4% to ¥105.8 billion[8], with a margin of 8.8%[8] compared to 8.3%[8] Segment Performance - First Half FY2021 - UNIQLO Japan's revenue increased by 6.2% to ¥492.5 billion[13], and operating profit increased by 36.6% to ¥97.8 billion[13] - UNIQLO International's revenue decreased by 3.6% to ¥521.8 billion[13], but operating profit increased significantly by 25.9% to ¥67.0 billion[13] - GU's revenue increased slightly by 0.3% to ¥132.6 billion[13], and operating profit increased by 0.4% to ¥15.8 billion[13] - Global Brands' revenue decreased significantly by 22.2% to ¥54.5 billion[13], resulting in an operating loss of ¥8.1 billion[13] Full Year FY2021 Estimates - The company revised its full-year revenue estimate upward to ¥2.2100 trillion[77], a 10.0% increase year-over-year[77] - The business profit estimate was also revised upward to ¥275.0 billion[77], a 61.7% increase year-over-year[77] - The operating profit estimate was revised upward to ¥255.0 billion[77], a 70.7% increase year-over-year[77] - Profit attributable to owners of the parent is estimated at ¥165.0 billion[77], an 82.6% increase year-over-year[77]

1 January 14, 2021 | --- | --- | |------------------------------------------------|-------| | | | | | | | Fast Retailing Results for | | | September to November | | | 2020 and Estimates for FY2021 Takeshi Okazaki | | | Fast Retailing Co., Ltd. | | | Group Senior Executive Officer & CFO | | Contents | --- | --- | --- | --- | --- | |----------|-----------------------------|-------|-------|-------| | | | | | | | Ｉ． | Results Sep.–Nov. 2020 (1Q) | P ３ | ～ | P19 | | ＩＩ． | Estimates for Fiscal 2021 | P20 | ～ | P2 ...

October 15, 2020 1 Fast Retailing Results for FY2020 and Estimates for FY2021 Takeshi Okazaki Fast Retailing Co., Ltd. Group Senior Executive Officer & CFO Contents Ｉ． Results for FY2020 P3 ～ P21 ＩＩ． Estimates for FY2021 P22 ～ P27 ＩＩＩ．Reference P28 ～ P30 Disclosure of Corporate Performance Following the Group's adoption of International Financial Reporting Standards (IFRS) from the year ending August 31, 2014, all data in this document are calculated using IFRS standards. Business profit = Revenue – (Cost o ...