Fast Retailing , the owner of Uniqlo , has kicked off its fiscal 2026 year with a strong earnings beat, posting a roughly 34% jump in first‑quarter operating profit and raising its full‑year outlook on the back of robust demand in Japan, Europe, and North America .
The results show how Fast Retailing is successfully turning Uniqlo into a truly global basics powerhouse while gradually reducing its reliance on China . Q1 numbers beat expectations For the three months from September to November 2025 , Fast
Retailing’s operating profit climbed about 34% to roughly ¥205.6 billion (about $1.3 billion ), easily topping analysts’ consensus of around ¥ 177 billion .
Consolidated revenue for the quarter rose around 15% to approximately ¥ 1.028 trillion , reflecting strong growth across both domestic and overseas Uniqlo operations. The company’s domestic business in Japan saw a 20.6% year-over-year growth in profit, driven by strong sales of sweatshirts and warm innerwear during the colder weather.
Internationally, Fast Retailing’s overseas segment delivered profit growth of roughly 41.6%, as many markets posted double‑digit gains in both revenue and profit. Uniqlo’s global engine: Japan, Europe, North America Uniqlo Japan reported significantly higher revenue and profit, with revenue reaching about ¥299.0 billion (up 12.2% ) and business profit climbing to roughly ¥62.4 billion (up 20.2%) for the quarter.
Same-store sales (including e-commerce) in Japan increased by about 11.0%, underscoring resilient demand for functional basics and seasonal products. Uniqlo International continued to be the key growth engine, with revenue rising to around ¥603.8 billion (up 20.3%) and business profit…
