於本公告日期，我們的執行董事為柳井正、岡﨑健、柳井一海及柳井康治，以及我們的獨立非執 行董事為服部暢達、新宅正明、大野直竹、 Kathy Mitsuko Koll (也被稱為 Kathy 松井) 、車戶城二 及京谷裕。 承董事會命 迅銷有限公司 佘綺雯 公司秘書 日本，二零二五年十月二十七日 自願公告 迅銷有限公司 (「本公司」) 董事會兹通告本公司董事將考慮於二零二五年十一月六日(星期四)通 過董事書面決議以批准宣派本公司截至二零二五年八月三十一日止年度之末期股息。 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） ...

Core Insights - Uniqlo, once known for its high cost-performance ratio, is facing challenges in the Chinese market due to intensified competition and changing consumer attitudes [1][6][7] Financial Performance - Fast Retailing Group reported a record revenue of 3.4 trillion yen for the fiscal year ending August 31, 2025, a 9.6% increase year-on-year, with operating profit at 551.1 billion yen, up 13.6% [2] - Uniqlo remains the core brand, contributing approximately 2.9 trillion yen, or 86% of total revenue, but reliance on a single brand poses risks [2][3] - Revenue in Greater China fell to 650.2 billion yen, a 4% decline, marking the first time both revenue and profit have decreased in this market [3][6] Regional Performance - Japan's Uniqlo revenue surpassed 1 trillion yen for the first time, growing 10.1%, while international business revenue reached 1.91 trillion yen, up 11.6%, accounting for 56% of total revenue [2][3] - Despite the decline in Greater China, it remains the largest single market outside Japan, contributing about 19% to total revenue, outperforming North America (8%) and Europe (10.9%) [3][5] Market Challenges - The rise of domestic brands and "affordable alternatives" has eroded Uniqlo's price advantage, leading to discussions among consumers about whether Uniqlo has become too expensive [6][7] - Uniqlo faces dual challenges of product strategy and brand perception, with recent policy changes and design criticisms affecting its appeal among younger consumers [6][7] - The company is adjusting its store layout, reducing the number of stores in lower-tier cities while focusing on flagship stores in first-tier cities, indicating a shift from expansion to efficiency optimization [8][9] Future Outlook - Fast Retailing Group plans to drive growth in the Chinese market through business restructuring and digital transformation, projecting a revenue increase to 3.75 trillion yen for the fiscal year 2026, a 10.3% year-on-year growth [5]

Core Viewpoint - Uniqlo, once celebrated for its high cost-performance ratio, is facing challenges in the Chinese market due to intensified competition and changing consumer attitudes, leading to a decline in both revenue and profit in its largest overseas market, Greater China [2][4][7]. Financial Performance - Fast Retailing Group reported a record revenue of 3.4 trillion yen for the fiscal year ending August 31, 2025, a 9.6% increase year-on-year, with operating profit at 551.1 billion yen, up 13.6% [3]. - Uniqlo remains the core brand, contributing approximately 2.9 trillion yen, or 86% of total revenue, but reliance on a single brand poses risks [3][4]. - Greater China revenue fell to 650.2 billion yen, a 4% decline, with operating profit down 12.5% to 89.9 billion yen, marking the first instance of simultaneous revenue and profit decline in recent years [4][6]. Regional Performance - Japan's Uniqlo revenue surpassed 1 trillion yen for the first time, growing 10.1%, while international business revenue reached 1.91 trillion yen, up 11.6%, accounting for 56% of total revenue [3][4]. - In contrast, Greater China's revenue accounted for about 19% of total revenue, still higher than North America's 8% and Europe's 10.9% [4][6]. Market Dynamics - The rise of domestic brands and "alternative" products has eroded Uniqlo's price advantage, with consumers increasingly turning to local brands and cheaper alternatives [7][8]. - Uniqlo's pricing strategy is under scrutiny, as consumers express concerns over perceived value, with many opting for alternatives that offer similar styles at lower prices [7][8]. - The company is adjusting its store strategy, reducing the number of outlets in lower-tier cities while focusing on flagship stores in first-tier cities, indicating a shift from expansion to efficiency optimization [8][9]. Future Outlook - Fast Retailing plans to drive growth in the Chinese market through business restructuring and digital transformation, projecting a revenue increase to 3.75 trillion yen for the fiscal year 2026, a 10.3% year-on-year growth [6].

Core Insights - Fast Retailing, the parent company of Uniqlo, has reported an annual profit for the fourth consecutive year, with consolidated revenue rising 9.6% year-on-year to Y3.4 trillion ($22.3 billion) for the fiscal year ending August 31, 2025 [1] - The company anticipates continued growth, projecting a 10.3% increase in consolidated revenue to Y3.75 trillion for fiscal 2026 [4] Financial Performance - Business profit increased by 13.6% to Y551.1 billion, while profit attributable to owners of the parent grew 16.4% to Y433.0 billion [1] - Uniqlo Japan reported revenue of Y1.02 trillion, a 10.1% increase, and business profit of Y181.3 billion, up 17.5% from the previous year [2] - Uniqlo International posted revenue of Y1.91 trillion, an 11.6% increase, and business profit of Y305.3 billion, a 10.6% rise [2] Market Performance - Revenue in North America grew significantly by 24.5%, with business profit rising 35.1% [1] - Despite a decline in revenue and profit in the Greater China market, operations in South Korea, Southeast Asia, India, Australia, North America, and Europe reported gains [3] Brand Performance - The GU brand recorded revenue of Y330.7 billion, up 3.6%, but business profit declined 12.6% to Y28.3 billion due to higher costs [3] - Global Brands experienced a 5.3% fall in revenue to Y131.5 billion, but business profit improved significantly from Y0.1 billion to Y2.6 billion [4] Future Plans - The company plans to pay an annual dividend of Y520 per share and aims to expand its global store network to 3,594 locations by the end of August 2026 [5] - New flagship outlets are planned in North America, Europe, and Greater China [5]

Core Insights - Fast Retailing Group, the parent company of Uniqlo, reported record-high performance for the fourth consecutive fiscal year ending in 2025, with significant contributions from both domestic and overseas operations [1][2] Financial Performance - In fiscal year 2025, Uniqlo's total revenue reached 3,400.5 billion yen, a 9.6% increase from the previous year, maintaining a leading position in the global apparel retail industry [2] - Operating profit rose by 13.6% to 551.1 billion yen, while net profit attributable to the parent company increased by 16.4% to 433.0 billion yen, indicating a stronger profit growth compared to revenue [2] - Uniqlo's inventory turnover days decreased to 118 days, down by 10 days from the previous fiscal year, alleviating inventory pressure and enhancing the efficiency of new product launches [2] Business Segments - Uniqlo remains the core brand of Fast Retailing, generating 2.9 trillion yen in revenue, accounting for approximately 86.4% of total revenue [2] - The GU brand contributed 330.7 billion yen (9.7%), while global brands accounted for 131.5 billion yen (3.9%) [2] Market Position - Uniqlo secured a 1.4% share of the global apparel market, ranking third, driven by stable sales of functional products like HEATTECH and AIRism [3] - The brand's competitive advantage stems from continuous fabric research and data-driven operations, balancing cost-effectiveness and brand strength [3] Domestic Market Performance - Uniqlo's domestic business in Japan achieved a record revenue of 1.03 trillion yen, marking a 10% year-on-year increase, making it the first Japanese apparel brand to surpass the trillion-yen mark in domestic sales [5] - The company has strategically reduced the number of stores by over 30 in the past five years, focusing on enhancing the quality of individual stores [6] International Market Growth - Uniqlo's overseas revenue reached 1.9102 trillion yen, an 11.6% increase, surpassing 55% of total revenue, solidifying its role as a key growth driver [7] - The North American market saw a revenue increase of 24.5% to 271.1 billion yen, while Europe experienced a 33.6% growth to 369.5 billion yen [9] Challenges in Greater China - The Greater China market faced a revenue decline of 4% and a profit drop of 10%, prompting Fast Retailing to implement structural reforms [9][11] - The company is shifting its focus from rapid store expansion to improving the profitability of individual stores, with plans to close or renovate about 50 stores annually [11] Product and Cultural Strategy - Uniqlo is enhancing its product strategy by focusing on functional innovation and local cultural integration, launching customized products to meet diverse consumer needs [12][14] - Collaborations with local cultural institutions and artists have been part of Uniqlo's strategy to strengthen its brand appeal and connect with consumers [15] Future Outlook - The management anticipates a cautious outlook for the Greater China market, expecting revenue and profit to decline by approximately 10% in the latter half of fiscal year 2025 [18] - Despite challenges, there are signs of positive developments as the company continues to refine its operational strategies to adapt to market conditions [18]

Core Viewpoint - Fast Retailing, the parent company of Uniqlo, reported record-high revenues and profits for the fiscal year 2025, driven by strong international business growth and effective inventory management [1][3][5]. Financial Performance - For the fiscal year 2025, the company achieved revenues of 3.4 trillion yen (approximately 158.3 billion RMB), a year-on-year increase of 9.6% [1]. - Operating profit reached 564.27 billion yen (approximately 25.5 billion RMB), up 13% from the previous year, exceeding both the company's and analysts' expectations [1][3]. - The international business generated 1.91 trillion yen (approximately 88.9 billion RMB) in revenue, marking an 11.6% increase and accounting for 56% of total revenue [3][5]. Regional Performance - The Greater China region saw a decline in both sales and profits, with revenues of 650.23 billion yen, down 4% year-on-year, and profits of 89.9 billion yen, down 12.5% [3][6]. - North America and Europe reported revenues of 271.13 billion yen and 369.51 billion yen, respectively, with North America experiencing a significant revenue growth of 24.5% and operating profit increase of 35.1% [5]. - The Japanese market generated revenues exceeding 1 trillion yen for the first time, reaching 1.03 trillion yen, a 10.1% increase, with operating profit growing by 17.5% to 184.45 billion yen [5]. Inventory and Store Management - The company's inventory decreased to 510.96 billion yen, below market expectations, indicating healthy operational status and demand forecasting capabilities [5]. - Uniqlo opened its first city flagship store in Hunan Province, China, while also closing three stores in Beijing, Xi'an, and Jiaxing during the first week of October [5]. Future Outlook - Fast Retailing forecasts an operating profit of 610 billion yen (approximately 28.4 billion RMB) for the fiscal year 2026, surpassing analysts' average expectations of 588 billion yen, reflecting confidence in its global expansion strategy [7].

Core Viewpoint - Fast Retailing, the parent company of Uniqlo, has reported strong financial results for the fiscal year ending August 31, 2025, with significant year-on-year growth in revenue and profit [1] Financial Performance - The company achieved revenue of 3,400.539 billion JPY, representing a year-on-year increase of 9.6% [1] - Profit attributable to the parent company was 433.009 billion JPY, reflecting a year-on-year growth of 16.4% [1] - Basic earnings per share for the year were 1,411.44 JPY [1] Future Outlook - Fast Retailing expects consolidated revenue for the fiscal year 2026 to reach 3,750.0 billion JPY, which would be a year-on-year increase of 10.3% [1] - The company's "LifeWear" concept continues to gain support from global customers, contributing to its record performance over four consecutive years [1]

Core Viewpoint - FAST RETAIL-DRS (06288) announced that its shares will resume trading on October 10, 2025, at 9:00 AM [1] Company Summary - The company has made an official announcement regarding the resumption of trading for its shares [1]

Core Points - FAST RETAIL-DRS (06288) announced that its shares will resume trading on October 10, 2025, at 9:00 AM [2] Summary by Category - **Company Announcement** - The company has officially stated the resumption of trading for its shares [2]

Core Insights - FAST RETAIL-DRS reported a total revenue of 3,400.5 billion JPY for the fiscal year 2025, reflecting a 9.6% increase year-on-year, with operating profit reaching 551.1 billion JPY, a 13.6% growth [1] - The company's pre-tax profit totaled 650.5 billion JPY, marking a 16.8% increase, while profit attributable to the parent company was 433.0 billion JPY, up 16.4% [1] Financial Performance - Total revenue for the fiscal year 2025 was 3,400.5 billion JPY, a 9.6% increase from the previous year [1] - Operating profit, which excludes sales costs and administrative expenses, was 551.1 billion JPY, reflecting a 13.6% growth [1] - Pre-tax profit reached 650.5 billion JPY, up 16.8% year-on-year [1] - Profit attributable to the parent company was 433.0 billion JPY, an increase of 16.4% [1] Investment Strategy - Total capital investment for the fiscal year was 171.9 billion JPY, an increase of 59.7 billion JPY from the previous year [2] - Investments included 15.1 billion JPY for domestic UNIQLO, 120.0 billion JPY for overseas UNIQLO, and 7.7 billion JPY for GU [2] - The company aims to expand globally by opening new stores and investing in automated warehousing [2] Business Philosophy and Goals - The company aspires to become a globally trusted brand and an essential part of daily life [2] - Key initiatives include talent development, sustainable business models, meeting customer needs, diversifying revenue sources, and expanding the GU brand [2] - The "LifeWear" concept will continue to play a significant role in sustainable clothing production, focusing on quality, durability, and recyclability [2]