Core Insights - FAST RETAIL-DRS reported a total comprehensive income of 2,616.7 billion JPY for the nine months ending May 31, 2025, representing a 10.6% year-on-year increase, with operating profit rising by 12.2% to 450.9 billion JPY, marking the best performance in the company's history [1] - The overall gross profit margin decreased by 0.2 percentage points to 53.8%, while the ratio of selling, general, and administrative expenses to revenue improved by 0.5 percentage points to 36.9% [1] - The company recorded a net increase of 69.5 billion JPY in financing income and costs, driven by a net increase in interest income of 39.8 billion JPY and foreign exchange gains of 29.7 billion JPY [1] Japan UNIQLO Division - For the first three quarters of the fiscal year, the Japan UNIQLO division reported total revenue of 801.4 billion JPY, a year-on-year increase of 11.0%, and operating profit of 150.6 billion JPY, up 17.8% [2] - Same-store sales increased by 7.5% due to strong sales of seasonal products during the Thanksgiving and Golden Week periods, despite a 2.1 percentage point decline in gross profit margin due to a weak yen and increased discount promotions [2] - The ratio of selling, general, and administrative expenses to revenue improved by 1.2 percentage points due to rising sales [2] Overseas UNIQLO Division - The overseas UNIQLO division achieved total revenue of 1,457.1 billion JPY, a 12.7% year-on-year increase, with operating profit rising by 8.4% to 240.6 billion JPY [2] - Strong support for UNIQLO's core products and the introduction of high-quality stores that convey the LifeWear brand value contributed to robust performance [2] Regional Performance - In the Greater China region, revenue in mainland China decreased by approximately 5% year-on-year, with operating profit down about 3% due to low consumer sentiment and prolonged low temperatures [3] - South Korea saw significant growth in both revenue and profit due to strategic inventory management and effective marketing strategies [3] - North America and Europe also reported substantial increases in revenue and profit, driven by enhanced marketing activities and successful new store openings [3] GU Division - The GU division reported total revenue of 256.2 billion JPY, a 4.0% year-on-year increase, but operating profit decreased by 10.7% to 26.3 billion JPY [4] - Despite slight growth in same-store sales, the division faced challenges with inventory shortages and insufficient marketing for certain products, leading to lower-than-expected sales performance [4] Global Brands Division - The global brands division experienced a revenue decline to 100.5 billion JPY, down 3.1% year-on-year, but turned a profit with operating income of 2.8 billion JPY compared to a loss of 0.3 billion JPY in the previous year [5] - The Theory business faced challenges in Japan, while PLST saw significant growth in both revenue and operating profit due to strong sales of new products [5] Stock Trading Resumption - The company plans to apply for the resumption of trading of its Hong Kong depositary receipts starting from July 11, 2025 [6]

Core Insights - The company reported a revenue of 26,167.08 billion yen for the nine months ending May 31, 2025, representing a year-on-year growth of 10.6% [1] - Net profit attributable to the parent company was 3,390.99 billion yen, an increase of 8.4% year-on-year, with basic earnings per share at 1,105.36 yen [1] Domestic Business Performance (UNIQLO Japan) - Revenue for the first three quarters reached 801.4 billion yen, up 11.0% year-on-year, with operating profit at 150.6 billion yen, reflecting a 17.8% increase [1] - Same-store sales increased by 7.5% due to strong sales of seasonal products during Thanksgiving and Golden Week [1] - Gross margin decreased by 2.1 percentage points due to a weaker yen affecting procurement costs and increased discount rates for spring inventory clearance [1] - Selling, general, and administrative expenses as a percentage of revenue improved by 1.2 percentage points due to rising sales [1] International Business Performance (UNIQLO Overseas) - Revenue for the first three quarters was 1,457.1 billion yen, a year-on-year increase of 12.7%, with operating profit at 240.6 billion yen, up 8.4% [2] - Strong customer support for core products and the introduction of high-quality stores contributed to robust performance [2] GU Business Performance - Revenue for the first three quarters was 256.2 billion yen, a 4.0% increase, but operating profit fell by 10.7% to 26.3 billion yen [2] - Despite slight growth in same-store sales, overall performance was hindered by insufficient inventory and marketing for certain products [2] - Increased cost rates due to a weaker yen and rising personnel costs negatively impacted profit margins [2] Global Brands Business Performance - Revenue decreased to 100.5 billion yen, down 3.1% year-on-year, while operating profit turned positive at 2.8 billion yen compared to a loss of 0.3 billion yen in the previous year [3] - The Theory brand faced challenges in Japan and Asia, leading to declines in revenue and profit [3] - PLST brand saw significant growth in both revenue and operating profit, driven by popular new products and successful holiday promotions [3] Market Activity - The company plans to apply for the resumption of trading of its Hong Kong depositary receipts on July 11, 2025 [4]