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FRFRCOF

Fast Retailing Co., Ltd.

$FRCOF·$1.5T·Apparel - Retail·Consumer Cyclical
$457.69+1.5%YTD+46.6%1Y+36.9%
Mentions · last 7 days
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Price updated 10m ago·X counts updated 2d ago
FRFRCOF
$FRCOFFast Retailing Co., Ltd.
$457.69+1.47%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $FRCOF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-20

The move is getting stronger, with heavier trading behind it.

Fast Retailing (Uniqlo) Japanese apparel giant up 47% YTD — Q1 EPS beat 26% on continued global Uniqlo growth.

Fast Retailing Co Ltd is Japan's largest apparel company — best known for Uniqlo, plus GU, Theory, and Comptoir des Cotonniers brands. The stock is up 47% year-to-date on the continued global Uniqlo store-growth story combined with Japan-domestic tourist-driven demand strength.

The setup that's compounding:

  • Revenue growth is consistent and strong: Q2 fiscal-2026 revenue grew 15.1% year-on-year to ¥1.03T after 14.6% in Q1 and 6.3% earlier — this is the Uniqlo global-store expansion plus same-store-sales growth compounding cleanly.
  • The Q1 fiscal-2026 EPS beat was material: EPS of $3.00 beat consensus by 26% following a 38% Q4 beat — two consecutive material beats mean the sell-side model is materially undercalling, and the operating margin at 18% is a defensible level for a global specialty-retailer.
  • The valuation is stretched but the compounder-tape justifies it: 55x trailing earnings and 27x EV-to-EBITDA on a business posting 15% revenue growth — high but consistent with the compounder track record, and the FY27 consensus continues the mid-teens growth trajectory.

Trajectory is accelerating at 75% of the 52-week range on the beat cadence; the Oct 8 Q4 fiscal-2026 print needs continued double-digit revenue growth plus commentary on Uniqlo global store openings — a Japan tourism softening or a Chinese-Uniqlo demand softness breaks the setup back toward $400.

What to watch: Oct 8 Q4 fiscal-2026 earnings — continued double-digit revenue growth plus commentary on Uniqlo global store openings sustains the setup; a Japan tourism softening or a Chinese-Uniqlo demand softness breaks the setup back toward $400.

On the calendar: 2026-10-08 — Q4 fiscal-2026 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Parent of UNIQLO, operating affordable basics and fashion brands across Japan, Asia, and globally through owned and franchised stores.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Retail sits in its cycle right now — and what that implies for $FRCOF.

Apparel - Retail · Consumer Cyclical

No material change from last week — TJX is being called 'Retail's Apex Predator' feasting on inflation, with excess inventory from full-price retailers expanding TJX's buying opportunity.

What this means for $FRCOF

Neutral — Parent of UNIQLO, operating affordable basics and fashion brands across Japan, Asia, and globally through owned and franchised stores; limited read-through from apparel - retail macro dynamics to this specific revenue mix.

Industry benchmark

14-name peer basket
+8.4%YTD
+56.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
54.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
20.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
49.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 9, 2026$3.00$2.38+26.1%
Q1 2026Apr 9, 2026$2.75$1.99+38.2%
Q4 2025Jan 8, 2026$3.08$2.66+15.8%
Q3 2025Oct 8, 2025$2.08$1.36+52.9%
Next earningsThu, Oct 8·consensus EPS $1.85

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.03T+15.1%47.2%17.6%$43.05$289.5B
Q1 FY26$1.03T+14.6%49.7%20.0%$48.00$168.7B
Q4 FY25$783.8B+6.3%53.6%14.5%$30.61$131.2B
Q3 FY25$826.5B+7.7%54.9%17.8%$34.40$95.4B

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.85T$3.72T – $3.98T$1604.02$1522.92 – $1689.7917
FY27$4.27T$4.08T – $4.48T$1818.94$1726.97 – $1916.2017
FY28$4.71T$4.53T – $4.90T$2045.72$1942.29 – $2155.107
FY29$5.18T$4.98T – $5.40T$2351.51$2232.61 – $2477.248
FY30$5.68T$5.46T – $5.92T$2635.17$2501.93 – $2776.079

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.58%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-9.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.8B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.475-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

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Voices on X · last 7 days

No standout posts about $FRCOF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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