March 5, 2014

Fast Retailing Overview
and Future Outlook
Tadashi Yanai
Fast Retailing Co., Ltd.
Chairman, President & CEOCorporate Philosophy

FAST RETAILING WAY(FR Group Corporate Philosophy)

Changing clothes.
Changing conventional wisdom.
Change the world.
Mission■ To create truly great clothing with new and unique value,
and to enable people all over the world to experience the joy,happiness and satisfaction of wearing such great clothes■ To enrich people’s lives through our unique corporate activities,
and to seek to grow and develop our company in unity
with society2Fast Retailing Performance1984 Opened first UNIQLO store
2000 Fleece boom boosted sales growth
2001 First UNIQLO store in London
2002 First UNIQLO store in Shanghai
2005 First UNIQLO store in Hong Kong
FY2013 Group sales top ¥1 trillion
Aim for Global No. 1 with sales of ¥5 trillionTop¥1 trillionsales

1st UNIQLO store

Fleece BoomFirst store outside Japan
opens in London

3

Aim for¥5 trillion
salesFast Retailing Business Segments
UNIQLO Japan

No. 1 apparel retailer
in Japan

UNIQLOInternationalKey driver of growth

Global Brands

To make GU the 2ndmainstay Group brand

Proportion of Group sales in fiscal 2013

4

UNIQLO International

5

UNIQLO – the most talked aboutbrand globally
New global flagship or hotspot stores in major global cities

UNIQLO Paris Opera StoreUNIQLO New York Fifth Avenue StoreUNIQLO Shanghai StoreUNIQLO 311 Oxford Street Store, London

UNIQLO Lee Theatre Store, Hong Kong

UNIQLO International

6
UNIQLO
Intl. StoreFY2014
Forecast

UNIQLO International
continues to grow strongly
FY2014 store estimate: 629 stores
Particularly strong growth in Greater China
and Southeast Asia

‘13‘12‘11‘10‘09‘03’02(fiscal year end)

‘04

UNIQLO InternationalStore Numbers

‘05

‘06

‘07

‘08629‘14

Pacific Rim “Gold Rush” Opportunities• Rapid growth in middle-income population in
Greater China and SE Asia to propel
consumer spending higher• U.S. West Coast exhibits an Asian-style
vibrancy with new IT industries and growing
young population
Greater China,
the Asia-Pacificrim base
A new Asia onU.S. West Coast7

Southeast Asia & Oceania

8

Accelerate store openings in SE Asiaand Oceania. Open first store in
Melbourne in April 2014
Philippines
11 stores

Thailand14 stores
Malaysia
14 stores
Singapore
16 stores
Indonesia
3 stores(At end February 2014)

Ｎａｃａｓａ＆Ｐａｒｔｎｅｒｓ

UNIQLO Lotte Shopping Avenue Store, Indonesia

Australia
Plan to open firststore in April 2014

UNIQLO USA

9Start developing full-scale retail chain,aiming to become No.1 brand in U.S.
・Develop 100-store networks on U.S. East and West
Coasts by opening a total of 20-30 stores per year
・Establish a strong U.S. management team

UNIQLO Palisades Center Store opened September 2013

UNIQLO Europe

10Continue opening stores in major
European cities. First German store
to open in Berlin in April 2014
Next steps in Milan and Barcelona
Russia4 storesU.K.
10 stores

France4 stores(At end February 2014)

Germany
Plan to open
first store inApril 2014

Artist’s impression of first store in Berlin1112

UNIQLO is...
...the elements of style.
...a toolbox for living.
...clothes that suit your values.
...how the future dresses.
...beauty in hyperpracticality.
...clothing in the absolute.
UNIQLO MADE FOR ALL

UNIQLO Clothes

UNIQLO clothes represent a new
category of clothing designed for
ultimate daily comfort
The history of clothes:
Europe invented the dress. U.S. developed everyday
jeans, T-shirts, casualwear and sportswear

UNIQLO
New clothing category =clothes

13

UNIQLO’s Core Strengths

14

Production: 700 million items per year

Production

Long-term relationships with top-class partner factories
Produce high-quality products

Materials Procurement

Negotiate directly with materials manufacturers worldwide
Cashmere, Supima Cotton, Merino Wool

Materials Development
Develop unique, new functional materials together withmaterials manufacturers
HEATTECH, AIRism, Ultra Light Down

GU Operation

15

A second Group mainstay brand■ Aiming for sales over ¥100 billion in FY2014 for
GU as the low-priced fashion brand of choice■ Medium-term sales goal: ¥300 billion■ Opened first store outside Japan within theUNIQLO Shanghai Store in September 2013
Medium-termVision¥300blnFiscal
2012
Approx.
¥58.0bln

Fiscal2013¥83.7bln

Fiscal2014 (E)Over¥100blnAffordable Luxury Brands

Generate Group synergy benefits
between Theory, Comptoir desCotonniers, Princesse tam.tam andJ Brand to help promote global growth16

Aiming for Sales of ¥5 Trillion

Generate further,faster growth byexpanding globaloperations¥5trln sales target

UNIQLO(Japan &International)

FY2014 sales forecast :¥1.32 trillion

GUUNIQLO(Japan & International)GU
Affordable Luxury

Affordable Luxury

17

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Fast Retailing aims to use
the opportunity of listing on
the Hong Kong Stock Exchange
to pursue further growth globally.

謝謝！