Fast Retailing held its earnings briefing at Tokyo Midtown Conference on April 9th. During its presentation on global growth, the company mentioned its logistics strategy.
<Daisuke Tsukagoshi, COO of Fast Retailing (left), and Takashi Morikawa, CEO of Uniqlo Europe (right)>
As part of the group's overall growth strategy, COO Daisuke Tsukagoshi stated that there is room for growth in Europe and North America, and that these are merely stepping stones to future growth. He said that the group aims to achieve sales of 1 trillion yen in both Europe and North America first.
<Store expansion status in Europe>
As of the end of February 2026, there are 91 stores in Europe, and in addition to the current flagship stores, the company plans to accelerate its expansion into prime locations in the second and third largest cities in France, the UK, Germany, and Spain, following Paris and London.
The company stated that increased trust in the brand has led to inquiries from countries where it does not yet have stores, and that it will accelerate its expansion into new countries. It also revealed strategies to strengthen both physical stores and e-commerce in an integrated manner.
<Store expansion status in North America>
In North America, in addition to major cities such as New York, San Francisco, Chicago, and Houston, the company plans to open flagship stores in Portland and Miami, where it has not yet established a presence.
Based on their success in Texas, they plan to expand into new markets, focusing on regions where e-commerce sales are strong.
<A newly constructed automated warehouse with a floor area of 11 m2 in the Netherlands (left) and the expansion of warehouse bases in Europe (right)>
To advance the aforementioned development strategy, it was also mentioned that both Europe and the United States will proceed with supply chain reforms.
In Europe, the company plans to establish multiple warehouses in key locations such as the UK, the Netherlands, Belgium, Spain, and Italy, with the goal of achieving 2-day delivery (delivery arriving two days after dispatch).
By establishing multiple warehouses, the company aims to diversify delivery routes, shorten transportation lead times from production sites, and improve cost efficiency.
<Warehouse operations in North America>
In North America, we are expanding our automated warehouse network not only on the East Coast but also on the West Coast, and strengthening our partnerships with delivery companies to shorten delivery lead times for our customers.
Furthermore, they plan to optimize inventory allocation in warehouses by utilizing AI.
■Related links
Fast Retailing Q2 FY2026 Earnings Briefing
