Fast Retailing Co., Ltd. (abbrev. Fast Retailing) reported strong results for the nine months ended 31 May 2026 and raised its full-year outlook, prompting a planned resumption of trading in its Hong Kong depositary receipts at 09:00 on 10 July 2026.
Revenue and profitability • Consolidated revenue rose 17.1 % year-on-year to ¥3,065.18 billion, propelled by broad-based growth across UNIQLO operations worldwide. • Business profit advanced 33.6 % to ¥592.71 billion; operating profit climbed 36.2 % to ¥614.39 billion. • Profit attributable to owners of the parent increased 25.6 % to ¥426.08 billion; basic EPS grew to ¥1,388.62. • Gross margin expanded 1.1 ppts to 54.9 %, while the SG&A ratio improved 1.3 ppts to 35.6 %. Net finance income of ¥43.85 billion, driven mainly by ¥37.80 billion in net interest income, supported the earnings gain.
Segment performance (nine-month basis) • UNIQLO Japan: Revenue ¥867.69 billion (+8.3 %), business profit ¥172.90 billion (+15.1 %). Same-store sales rose 9.9 % in Mar–May on strong demand for functional summer items. • UNIQLO International: Revenue ¥1,834.03 billion (+25.9 %), business profit ¥345.30 billion (+45.4 %). All regional markets delivered double-digit profit growth, with notable strength in Mainland China, South Korea, Southeast Asia, North America, and Europe. • GU: Revenue ¥265.67 billion (+3.7 %), business profit ¥32.10 billion (+28.0 %) on tighter cost control and improved product mix. • Global Brands: Revenue fell 4.2 % to ¥96.31 billion; business profit contracted 33.4 % to ¥1.90 billion as Theory’s wholesale softness and store rationalisation at Comptoir des Cotonniers/Princesse tam.tam offset gains at PLST.
Balance sheet and cash flow • Total assets reached ¥4,432.39 billion, up ¥573.03 billion from 31 August 2025, led by a ¥238.84 billion increase in cash and cash equivalents to ¥1,132.08 billion. • Equity attributable to owners of the parent rose 20.0 % to ¥2,728.44 billion, lifting the equity ratio to 61.6 %. • Operating activities generated ¥650.11 billion in net cash (+52.2 % YoY). Free cash outflow narrowed as investing cash outflow decreased to ¥109.98 billion. Financing outflows totalled ¥371.98 billion, mainly dividends of ¥177.89 billion, ¥70.00 billion bond redemption and ¥108.37 billion lease repayments.
Dividend • The board declared a third-quarter dividend of ¥320, lifting cumulative FY26 dividends to ¥320 per share. The full-year dividend forecast is unchanged at ¥640 per share (FY25: ¥500).
Revised FY26 guidance (year ending 31 Aug 2026) • Revenue: ¥3,970.00 billion (+16.7 % YoY; +1.8 % versus prior guidance). • Business profit: ¥710.00 billion (+28.8 % YoY; +2.9 %). • Operating profit: ¥730.00 billion (+29.4 % YoY; +4.3 %). • Profit attributable to owners: ¥500.00 billion (+15.5 % YoY; +4.2 %). • Revised basic EPS forecast: ¥1,629.54.
Strategic highlights Management reiterated its focus on: enhancing global store rollout, strengthening LifeWear product development, diversifying earnings beyond Japan, expanding GU, and embedding sustainability initiatives such as RE.UNIQLO studios and heightened CO₂-reduction targets.
Trading status After a trading halt at 13:00 on 9 July 2026, Fast Retailing has applied for share trading resumption in Hong Kong at 09:00 on 10 July 2026.
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