MUJI母公司发布最新财报，中国市场表现突出

Core Insights - MUJI's parent company, Ryohin Keikaku, reported a strong performance for Q1 of FY2026, with significant increases in revenue and profit metrics [2] Financial Performance - The company achieved an operating revenue of 107.30 billion yen, representing a year-on-year growth of 15.4% [2] - Net profit attributable to the parent company reached 10.37 billion yen, marking a 47.4% increase year-on-year [2] - Operating profit was reported at 13.34 billion yen, reflecting a year-on-year growth of 29.3% [2] Growth Drivers - The increase in revenue was primarily driven by the expansion of store numbers both domestically and internationally, as well as a significant boost in overseas sales [2] - The Chinese market showed exceptional performance, with existing stores and e-commerce sales growing by 118.3% year-on-year [2] - Promotional events such as "Double 11" and "Ryohin Festival," along with strong sales in lifestyle goods and food items, contributed to revenue growth [2] Store Expansion - As of the end of November 2025, MUJI had a total of 1,443 stores globally, with a net increase of 4 stores in mainland China, bringing the total to 426 [2] - Industry experts noted that despite the halt of Japan's e-commerce business, global store expansion and the strong performance in the Chinese market were key drivers for sales and profit growth [2]