Uniqlo Parent Fast Retailing Defies China Weakness – Four Consecutive Record Years

The Japanese fashion company Fast Retailing, known for its brand Uniqlo, continues its success despite weak demand in China. In the fiscal year 2024/25, the company achieved record results for the fourth consecutive time.

10/10/2025, 10:00 AM
Eulerpool News Oct 10, 2025, 10:00 AM

Record-Level Profit Thanks to Japan and the USA

Operating profit rose by around 13 percent to 564.3 billion yen, equivalent to 3.69 billion US dollars, in the fiscal year ended at the end of August. This allowed Fast Retailing to once again exceed its own forecasts.

Drivers of the strong figures were primarily robust sales in Japan and a significant increase in revenue in the USA. The company particularly benefited from the resurgence of tourism in the domestic market, where visitors from China, South Korea, and Southeast Asia made substantial purchases.

This enabled the company to offset the weakening China business and the higher US tariffs.

Growth spurt in Western markets

For the new fiscal year until August 2026, Fast Retailing is optimistic: The operating profit is expected to rise to 610 billion yen. Although China remains the largest foreign market, the management is increasingly shifting the strategic focus to North America and Europe.

Uniqlo plans to expand its presence there with new flagship stores and a premium collection to compete more strongly with Zara, H&M, and Gap. The USA is considered a key market: The company was recently able to increase its sales there by double digits.

Stock on Record Course

Investors reacted enthusiastically on the Tokyo Stock Exchange. The Fast Retailing stock continued its record rally and is currently trading near its all-time high. Analysts see the figures as proof of the company's resilience and brand strength - and see further potential for price increases if the North American business continues to grow strongly.

Despite global uncertainties, Uniqlo proves that discipline, efficiency, and brand focus can pay off even in challenging markets.

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