在这个“铁幕”时代，优衣库的应对策略是教科书级的

Core Insights - The article discusses the impact of the U.S. protectionist tariff policies on multinational companies, particularly focusing on Uniqlo, a fast-fashion brand under Japan's Fast Retailing Group, which is facing challenges due to increased tariffs on goods from Asia [1][4]. Group 1: Tariff Impact on Uniqlo - By 2025, tariffs on goods from Southeast Asian countries like Vietnam and Bangladesh will range from 20% to 49%, and Japan will face a 24% tariff on non-automotive products, putting pressure on companies reliant on Asian supply chains [1][4]. - Uniqlo's global supply chain is heavily dependent on Asia, with approximately 30% of production in China and significant reliance on Southeast Asia, which will be affected by these tariffs [4][5]. - Fast Retailing expects a 1% profit erosion due to tariffs in the 2025 fiscal year, with a more pronounced impact in the second half of the year [5]. Group 2: Uniqlo's Business Strategy - Uniqlo's success is attributed to a model combining Japanese quality with Asian scale, allowing for high-quality products at affordable prices [6][8]. - The company plans to increase North American store count from 106 to 200 by 2027, capitalizing on a 24.5% revenue growth and a 35.1% profit increase in the North American market for the 2025 fiscal year [3][12]. - To mitigate tariff impacts, Uniqlo has stockpiled goods in advance and plans to raise prices by 10%-15% on certain products starting in the fall of 2025 [9][11]. Group 3: Leadership Perspective - Tadashi Yanai, Uniqlo's founder, views the U.S. market as a personal ambition and has expressed a commitment to maintaining the supply chain in Asia despite tariff threats [2][12]. - Yanai has criticized U.S. isolationist policies, arguing they are irrational and detrimental to global trade [5][12]. - The company’s strategy reflects a broader trend among global businesses to prioritize cost efficiency and supply chain resilience over local manufacturing [12][13].