Core Viewpoint - Uniqlo has implemented a new policy starting in May, where online orders cannot be returned in physical stores, requiring returns to be sent back to a designated address, which may involve additional shipping costs depending on the order details [2][5][10]. Group 1: New Return Policy - The new return policy aims to unify online and offline management, making the process more streamlined for the company [6]. - Some consumers appreciate the change, viewing it as a simplification of the return process, while others express confusion and frustration over the lack of flexibility in return options [7][10]. - Concerns have been raised about the potential for a divide between online and offline product quality due to the separation of return channels [8]. Group 2: Financial Performance - Fast Retailing, Uniqlo's parent company, reported a total revenue of 1,790.1 billion yen (approximately 91.3 billion RMB) for the fiscal year 2024-2025, with a year-on-year growth of 12% [13]. - However, revenue in the Greater China region declined by approximately 3% to 361.7 billion yen, with profits down about 9%, indicating a slowdown in this key market [13][14]. - The company attributes the poor performance in Greater China to low consumer sentiment and a mismatch in product offerings with regional demands [14]. Group 3: Market Competition - The decline in Uniqlo's revenue in China is partly attributed to the rise of "affordable alternatives" that replicate Uniqlo's popular styles at lower prices [15][16]. - Many popular Uniqlo items can be found on platforms like Pinduoduo and 1688 for under 100 yuan, highlighting the competitive pressure from these alternatives [16]. - The domestic apparel manufacturing industry has become highly developed, making it easier for competitors to replicate Uniqlo's basic designs [18].

近日，有消费者在网上留言称优衣库的衣服不好退货了，原来线上下单门店退货的方式将在5月1日被取消，只能在线上付费寄回指定地址。 4月21日，南都·湾财社记者也与优衣库深圳一门店确认，相关工作人员表示公司确实出了新规定，自5月起所有线上下单的衣服无法拿到优衣库线下门店退 货，只能寄回指定地址办理退货，至于是否需要额外支付运费则需要关注下单时产品是否包含有运费险。至于新规原因，店员表示并不清楚，之前确实会有 顾客带大行李箱来门店退换。 就新规变动原因，南都·湾财社也联系了优衣库相关负责人。截至发稿前，暂未收到优衣库方面的回复。 退货新规惹争议 线上下单的衣服无法线下退货，消费者给出了不同声音。 比如黄女士就表示，这样的退货更加智能与简化，线上线下更统一方便管理，"跟大家现在正常网购一样"。 但也有不少消费者不理解，认为明明优衣库有线上线下两个渠道，可同时供消费者做退货选择，如今变成哪里买的就得从哪里退，限制变多。再者，也有诸 如蒲女士这样的消费者提出担心，认为线上线下完全区隔，会否存在两个不同渠道的商品，其质量会有不同。 其中优衣库品牌收入在迅销集团总收入占比86.9%。东南亚、印度、澳洲、北美和欧洲都在高速增长， ...