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优衣库日本国内销售额首次突破1万亿日元
日经中文网· 2025-09-15 02:56
Core Viewpoint - The article highlights the significant growth of Uniqlo's domestic sales in Japan, projecting a 10% increase to approximately 1.03 trillion yen by the fiscal year 2025, marking a historic milestone for the apparel industry in Japan [2][4]. Group 1: Domestic Business Performance - Uniqlo's domestic sales in Japan are expected to exceed 1 trillion yen for the first time, driven by store expansion and data utilization for demand forecasting [2][4]. - The company operates 784 Uniqlo stores in Japan, with sales also coming from e-commerce and franchise royalties [4]. - After a period of stagnation post-COVID-19, Uniqlo's sales surged by 200 billion yen over three years due to reforms in store and production systems [4]. Group 2: Store Expansion and Sales Strategy - In the last five years, the company reduced the number of stores by over 30 while increasing the average store size by 10%, enhancing the shopping experience [5]. - The average sales per direct store are projected to reach 992.53 million yen for the fiscal year 2024, reflecting a 13% increase from fiscal year 2020 [6]. Group 3: Data Utilization and Product Development - The launch of the "Management Cockpit" platform allows the company to collect over 30 million data points for product development and inventory management, improving demand forecasting and production efficiency [8]. - Sales of products made with functional materials like "AIRism" have performed well, although there are concerns about the impact of warm winter weather on higher-priced autumn and winter products [8]. Group 4: International Expansion and Market Challenges - The overall sales revenue for the Fast Retailing Group is expected to grow by 10% to 3.4 trillion yen in fiscal year 2025, with net profit also projected to rise by 10% to 410 billion yen [10]. - Uniqlo's international sales are increasingly significant, with overseas revenue expected to account for 55.2% of total income by fiscal year 2024, particularly driven by growth in China [10][11]. - Despite concerns over slowing consumer spending in China, the company is focusing on expanding in Europe and North America, where revenues are experiencing double-digit growth [11].