陷“偷拍防盗”风波背后 优衣库在华业绩现“双降”

Group 1 - Uniqlo has been accused of secretly filming customers under the pretext of theft prevention, leading to discussions about consumer privacy and corporate management boundaries [1] - If the allegations are true, Uniqlo's actions may constitute an infringement of consumer rights, as consumers have the right to personal dignity and protection of personal information [1] - The company has experienced a decline in its competitive advantage in the Chinese market due to intensified competition and changing consumer attitudes [1] Group 2 - Fast Retailing Group reported a decline in revenue and operating profit for the Greater China region in the fiscal year 2025, with revenue falling to 650.2 billion yen (approximately 4% decrease) and operating profit down 12.5% to 89.9 billion yen [2] - The Greater China region, previously a key growth driver, has seen a reversal in revenue and profit trends, reflecting pressures from market competition, rising costs, and weakening demand [2] - Uniqlo's market share in the Greater China region remains significant, accounting for about 19% of the group's total revenue, surpassing North America (approximately 8%) and Europe (approximately 10.9%) [2] Group 3 - As of August 2024, Uniqlo had 926 stores in mainland China, which is projected to decrease to 902 stores by August 2025 [3]