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BackZARA and UNIQLO "2nd place era" Fastri is the world's No. 1 Anxiety is "GU"?
ZARA and UNIQLO "2nd place era" Fastri is the world's No. 1 Anxiety is "GU"?
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朝日新聞yesterdayBusiness2 min readJapanView original

ZARA and UNIQLO "2nd place era" Fastri is the world's No. 1 Anxiety is "GU"?

UNIQLO overseas business performs well, hitting record high profits

Quick Look

  • Fast Retailing is expected to achieve record profits for the fiscal year ending August 2026, overtaking H&M and becoming the world's second-largest apparel company.
  • While the growth of UNIQLO overseas is driving the growth, the gap in sales with the leader Inditex remains large, and future strategies will be watched closely.

AI-generated summary

Why It Matters

Fast Retailing continues to grow by developing Uniqlo and expanding its overseas business. Inditex is the world's largest apparel company that operates ZARA.

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Fast Retailing is likely to become the world's second largest apparel company. The UNIQLO brand began to spread overseas, and this significantly drove the company's business performance. However, the leader Inditex, which sells "ZARA", has sales of over 7 trillion yen, so there is still a long way to go. How can we close the gap to become the best in the world?

In the financial results for the fiscal year ending August 2026 (International Financial Reporting Standards) announced on the 8th, sales were 3,963.3 billion yen, an increase of 16.6% from the previous year, and net income was 542.5 billion yen, an increase of 25.3% from the previous year, both of which were record highs. Sweden's H&M, which used to be No. 2 in the industry, has been on the decline in sales since its fiscal year ending in November. There is a high possibility that FastLi will surpass them in terms of sales.

Takahiro Kazehaya, Senior Analyst at UBS Securities, said, ``We are entering an era where Inditex is the first to catch trends and sells high-quality, inexpensive clothing, and Fastri is the leading company with highly functional and basic designs.'' Inditex is quick to introduce products that catch trends, and has gained a lot of support, especially from the younger generation.

The company's strong performance is driven by its overseas UNIQLO business.

“UNIQLO becomes a destination for discerning consumers”

Domestic UNIQLO business sales are...

Open Questions

  • What is the specific strategy to close the sales gap with the leader Inditex?

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This article was originally published by 朝日新聞.

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