GU(极优)

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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
10月10日,优衣库母公司迅销(06288.HK)股价逆势拉升,截至发稿前,涨幅为5.86%,报25.64港元/股。 今日该公司股价大涨,与靓丽的业绩表现有关。 10月9日,迅销集团发布截至2025年8月31日止的2025财年业绩报告。整体而言,成绩喜人,其营收、利润双双增长。 财报显示,迅销全年收入为3.4万亿日元,同比增长9.6%;归母净利润为4330.1亿日元,同比增长16.4%。这主要受益于日本UNIQLO(优衣库)、海外优衣 库业务强劲增长,及品牌全球化策略深化。 分品牌看,作为母公司迅销集团的核心品牌,UNIQLO(优衣库)一直贡献营收大头。2025财年,优衣库品牌实现收益2.9万亿日元,贡献营收约86.4%。 近些年,迅销不断孵化其他品牌以满足市场不同需求,同时打造第二增长点,减少过度依赖"优衣库"。但从业绩上看,新品牌收入贡献还不足以挑大梁。 按区域市场划分,2025财年,在日本UNIQLO(优衣库)事业分部收入1.0万亿日元,同比增长10.1%,首次突破一万亿日元,创历史最高水平;溢利为1813 亿日元,同比增长17.5%。 海外UNIQLO事业分部收益、溢利也双双大增,创历来最佳业绩。其中 ...
FAST RETAIL-DRS(06288.HK):2025财年归母净利达4330亿日圆 同比增长16.4%
Ge Long Hui· 2025-10-09 12:18
本财年设备投资总额为1,719亿日圆,较上年度增加597亿日圆。其中包括日本UNIQLO(优衣库)事业分 部151亿日圆,海外UNIQLO(优衣库)事业分部1,200亿日圆,GU(极优)事业分部77亿日圆,全球品牌事 业分部14亿日圆,以及其他系统等相关投资274亿日圆。集团为推展事业于全球增长,积极投资于开设 新店铺以及自动化仓储设备等。 格隆汇10月9日丨FAST RETAIL-DRS(06288.HK)公司2025年财政年度(2024年9月1日~2025年8月31日)综 合收益总额为34,005亿日圆(较上年度增长9.6%;反映事业本身利润的事业溢利总额,即收益总额扣除 销售成本以及销售、一般及行政开支后的溢利,为5,511亿日圆(同比增长13.6%),整体录得收益增长, 溢利大幅增长。集团所提出的"LifeWear服适人生"理念愈发受到来自全球顾客的支持,集团连续四个年 度创下历来最高业绩水平。此外,融资收入及成本项下录得净增863亿日圆,这是因利息净收入达524亿 日圆,加上以外币计值的资产帐面价值等在换算为日圆后产生338亿日圆汇兑收益所致。因此,集团全 年度税前溢利总额达6,505亿日圆(同比增 ...
优衣库母公司上半财年营收增长12%,净赚超118亿元
Sou Hu Cai Jing· 2025-04-12 14:51
Core Insights - Fast Retailing, the parent company of UNIQLO, reported a 12% year-on-year revenue increase to 1,790.1 billion yen (approximately 90.9 billion RMB) for the first half of the fiscal year ending February 28, 2025, with a gross margin of 53.3% and a net profit increase of 19.2% to 233.6 billion yen (approximately 11.868 billion RMB) [1][3]. Group 1: Performance by Region - The Japan segment saw an 11.6% revenue increase to 541.5 billion yen (approximately 27.5 billion RMB), with operating profit rising 26.4% to 97.6 billion yen (approximately 4.9 billion RMB) and same-store sales increasing by 9.8% [3]. - The overseas segment experienced a 14.7% revenue increase to 1,014.1 billion yen (approximately 51.5 billion RMB), with operating profit growing 11.7% to 168.5 billion yen (approximately 8.5 billion RMB) [3]. Group 2: Performance in Greater China - In the Greater China region, revenue in mainland China decreased by approximately 4% year-on-year, with operating profit declining by about 11%, attributed to low consumer sentiment and significant temperature variations affecting product demand [5]. - The Hong Kong market recorded a decline in revenue and a significant drop in profit, while Taiwan saw increases in both revenue and profit [5]. - South Korea reported growth in both revenue and profit, while Southeast Asia, India, and Australia experienced substantial increases in both metrics [5]. Group 3: Other Business Segments - The GU segment reported a revenue increase of 3.9% to 165.8 billion yen (approximately 8.4 billion RMB) [5]. - The global brand segment, including Theory, recorded revenue of 67.7 billion yen (approximately 3.4 billion RMB), a year-on-year decrease of 2.3%, but achieved profitability with an operating profit of 0.9 billion yen (approximately 45.73 million RMB) [5].