Fast Retailing：迅销集团（9983.T）：首席财务官炉边谈话：改革成效初显，但仍有提升空间；欧美市场降级消费呈积极态势；买入-20250530
Goldman Sachs·2025-05-30 02:45
On May 27, we held a fireside chat with Takeshi Okazaki, Group Senior Executive Officer & CFO of Fast Retailing. Mr. Okazaki's comments were notable for indicating (1) considerable scope for operational improvements that could boost the gross margin and cost efficiency further and ultimately lead to better individual store management and SKU management, (2) the potential for the company to achieve its sales targets for FY8/27 (¥500 bn in Europe and ¥300 bn in North America) one year ahead of schedule, and ( ...