智通财经APP获悉，高盛发布研报称，将FAST RETAIL-DRS(06288)2026至2028财年的经营利润预测分别上调2%、1%及1%，反映截至11月强劲的日本本土销售势头，包括9月至11月累计同店销售同比增长11%，整体销售同比增长12.1%。高盛预计公司2026财年首季综合经营利润为1,840亿日圆，同比增长17%;将迅销日股(9983.JP)目标价升至60,000日圆，维持“买入”评级。
该行已在预测纳入中国内地业绩触底及美国关税影响的因素，预计中国市场销售额及经营利润分别升2%及5%。北美市场方面，虽然有关税影响，但随着公司进行价格调整、控制折扣幅度及提升工时效率，该行料2026财年经营利润率将改善，主要集中在下半财年。日本方面，考虑到日圆汇率走弱导致日本Uniqlo的加价幅度降低，该行预测2026财年综合经营利润率为16.9%，同比改善0.3个百分点。
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