Workflow
品牌全球化策略
icon
Search documents
优衣库母公司股价涨逾5%,但在大中华市场面临增长挑战?
Sou Hu Cai Jing· 2025-10-10 07:27
Core Insights - Fast Retailing's stock price surged by 5.86% to HKD 25.64 per share, driven by strong financial performance [2] - The company reported a revenue of JPY 3.4 trillion for the fiscal year ending August 31, 2025, representing a year-on-year growth of 9.6%, and a net profit of JPY 433.01 billion, up 16.4% [2] - UNIQLO remains the core brand, contributing approximately 86.4% of total revenue with JPY 2.9 trillion in earnings for the fiscal year [2] Financial Performance - UNIQLO's revenue in Japan reached JPY 1 trillion, a historic high with a growth of 10.1%, and profit increased by 17.5% to JPY 181.3 billion [3] - Overseas UNIQLO operations also saw significant growth, with revenue rising by 11.6% to JPY 1.9 trillion and profit increasing by 10.6% to JPY 305.3 billion [3] - The company experienced substantial growth in markets such as South Korea, Southeast Asia, India, and Australia, while North America and Europe also showed strong performance [3] Regional Performance - UNIQLO's performance in Greater China was disappointing, with a revenue decline of 4.0% and profit down 12.5% during the reporting period [3] - The Chinese mainland market saw a revenue decrease of 4% and a profit drop of 10%, with similar declines in Hong Kong and Taiwan [3] Future Outlook - Fast Retailing remains optimistic about overall performance, projecting a revenue of JPY 3.75 trillion for the fiscal year 2026, a growth of 10.3%, and a net profit of JPY 435 billion, a slight increase of 0.5% [4]