On January 8, Fast Retailing, the parent company of UNIQLO, released key financial data for the first quarter of fiscal year 2026, ending November 30, 2025. Both revenue and profit recorded strong growth, reaching historic highs. Consolidated revenue totaled JPY 1.0277 trillion (up 14.8% year-on-year), and operating profit reached JPY 205.6 billion (up 31.0% year-on-year).
UNIQLO saw robust performance across global markets, with both revenue and profit posting overall increases. In particular, the Chinese Mainland achieved double-digit year-on-year growth in both revenue and profit. This was mainly driven by several factors: colder weather beginning in late October, effective marketing that successfully communicated the value of UNIQLO products, and the launch of a partnership with JD.com that attracted a large number of new customers.
In addition, the opening of high-quality new stores and strategic communication efforts contributed significantly to UNIQLO’s brand building. Seasonal transitions also saw an improved sales structure, with fall and year-round products helping to boost sales.
The day after the earnings release, as of market close on January 9, Fast Retailing’s share price rose by 10.67% from the previous trading day to JPY 62,750 per share. Over the past year, the share price has increased by 20.44%, with the current market capitalization at approximately JPY 19.25 trillion.
As of November 30, 2025, key financial figures for the first quarter of fiscal year 2026 are as follows:
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Revenue increased 14.8% year-on-year to JPY 1.0277 trillion (approx. USD 7.09 billion)
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Operating profit rose 31.0% year-on-year to JPY 205.6 billion (approx. USD 1.42 billion), with an operating margin of 20%
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Gross profit increased 16.4% year-on-year to JPY 567.7 billion (approx. USD 3.92 billion), with a gross margin of 55.2%
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Profit attributable to the parent company rose 11.7% year-on-year to JPY 147.4 billion (approx. USD 1.02 billion), with a net profit margin of 14.3%
— By business segment:
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UNIQLO Japan: Revenue of JPY 299.0 billion (up 12.2% year-on-year), operating profit of JPY 62.4 billion (up 20.2%)
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UNIQLO International: Revenue of JPY 603.8 billion (up 20.3%), operating profit of JPY 117.3 billion (up 38.0%). All regions — including Greater China, South Korea, Southeast Asia, Australia, India, Europe, and North America — achieved double-digit growth in both revenue and profit
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GU: Revenue of JPY 91.3 billion (up 0.8%), operating profit of JPY 11.4 billion (up 20.0%)
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Global Brands (including Theory, PLST, Comptoir des Cotonniers, and Princesse tam.tam): Revenue of JPY 33.0 billion (down 7.6%), operating profit of JPY 1.7 billion (down 14.8%)
In light of these results, Fast Retailing has revised upward its full-year forecast for fiscal year 2026. The company now expects:
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Consolidated revenue of JPY 3.8 trillion (up 11.7%) (approx. USD 26.25 billion)
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Consolidated operating profit of JPY 650.0 billion (up 17.9%) (approx. USD 4.49 billion)
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Profit attributable to owners of the parent of JPY 450.0 billion (up 3.9%) (approx. USD 3.11 billion)
Note: At the time of reporting, JPY 100 is approximately equal to USD 0.63.
| Source: Official Financial Report
| Image Credit: UNIQLO Official Instagram
| Editor: LeZhi
