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FRFRCOY

Fast Retailing Co., Ltd.

$FRCOY·$155B·Apparel - Retail·Consumer Cyclical
$46.31-2.7%YTD+37.5%1Y+41.0%
Mentions · last 7 days
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Price updated 2d ago·X counts updated 2d ago
FRFRCOY
$FRCOYFast Retailing Co., Ltd.
$46.31-2.73%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 $FRCOY, 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 2026-08-22

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

Fast Retailing (Uniqlo owner) +41% t12m, +37% YTD, fiscal Q3 profit +46%, upgraded FY guidance.

Fast Retailing is the Japanese parent of UNIQLO (Japan + International), GU, and Global Brands (PLST, Theory, J Brand) — the ADR at $46.31 is up 37% year to date and 41% over twelve months on a $155B market cap, and fiscal Q3 continued the momentum.

  • Fiscal Q3 2026 (period ending May 31) revenue was JPY 826B with EPS of JPY 34.4; the ADR-equivalent fiscal Q3 EPS was $0.30 topping the $0.24 estimate by 24% — the four-quarter cadence (24%, 37%, 14%, 49%) shows consistent large beats. Fiscal FY26 consensus revenue of JPY 3.90T with EPS of JPY 162 rising to JPY 266 in FY30 supports the multi-year growth trajectory.
  • The July 9 Reuters piece 'Uniqlo operator Fast Retailing's Q3 profit jumps 45.7%, raises forecast' plus WSJ 'Uniqlo Owner Raises Guidance After Strong Quarterly Profit' plus July 13 Seeking Alpha 'Staying Positive After Q3 Outperformance And Upgraded Guidance' capture the specific catalyst — management upgraded FY guidance on Q3 outperformance.
  • Gross margin of 50% with operating margin of 18% and ROE of 20% reflects the specialty-apparel-retail unit economics; trailing PE of 55 with beta of 0.47 reflects the defensive-consumer-discretionary premium valuation, and position in 52-week range of 65% shows moderate accumulation into the acceleration.

October 8 fiscal Q4 next earnings is the immediate catalyst — UNIQLO Japan vs UNIQLO International vs GU segment mix, US and China store expansion progress, gross-margin trajectory, and any commentary on tariff-and-input-cost dynamics are the specific items to watch.

What to watch: Fiscal Q4 earnings on October 8 for UNIQLO Japan vs UNIQLO International vs GU segment mix, US and China store expansion progress, gross-margin trajectory, and commentary on tariff-and-input-cost dynamics.

On the calendar: Fiscal Q4 earnings on 2026-10-08

Read the AI verdict + X sentiment for $FRCOY

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What it does

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

ADR for Japan's Fast Retailing; parent of UNIQLO and GU, designing and retailing affordable apparel globally.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $FRCOY

Partial — ADR for Japan's Fast Retailing; parent of UNIQLO and GU, designing and retailing affordable apparel globally; partial earnings exposure to apparel - retail demand dynamics through its product portfolio.

Industry benchmark

14-name peer basket
+9.1%YTD
+56.5%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$0.30$0.24+24.4%
Q1 2026Apr 9, 2026$0.27$0.20+37.3%
Q4 2025Jan 8, 2026$0.30$0.27+14.1%
Q3 2025Oct 9, 2025$0.20$0.13+49.1%
Next earningsThu, Oct 8·consensus EPS $0.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.03T+15.3%47.2%17.6%$43.84$289.6B
Q1 FY26$1.06T+18.4%49.7%20.0%$49.60$174.2B
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$3.90T$3.77T – $4.03T$162.18$153.98 – $170.8517
FY27$4.32T$4.13T – $4.53T$183.89$174.60 – $193.7317
FY28$4.77T$4.58T – $4.97T$206.93$196.46 – $217.997
FY29$5.23T$5.02T – $5.44T$237.07$225.08 – $249.758
FY30$5.73T$5.51T – $5.97T$265.63$252.20 – $279.839

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.0.6×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.65%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.-7.3%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.+6.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 184.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% 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.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Fast Retailing: Staying Positive After Q3 Outperformance And Upgraded Guidanceseekingalpha.com·41d agoUniqlo Owner Raises Guidance After Strong Quarterly Profitwsj.com·46d agoUniqlo operator Fast Retailing's Q3 profit jumps 45.7%, raises forecastreuters.com·46d ago

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Voices on X · last 7 days

No standout posts about $FRCOY 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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