UNITED ARROWS LTD. (7606) Stock Price

Market cap
¥74.8B
P/E ratio
13.5x
United Arrows plans and sells upscale men's and women's clothing through multiple store brands, aiming to create a new Japanese lifestyle culture through fashion.

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Business Overview

United Arrows is primarily engaged in the planning and sale of clothing and related products, including men's and women's apparel. The company operates three core business divisions: United Arrows, Beauty & Youth United Arrows, and United Arrows Green Label Relaxing. It also operates small-format store brands and outlet stores tailored to diverse customer preferences.

United Arrows operates comprehensive stores that house both "United Arrows" and "Beauty & Youth United Arrows" under one roof. United Arrows aims to create a new Japanese lifestyle culture through fashion, proposing an upscale, dress-focused lifestyle for adults centered on richness and quality.

Beauty & Youth United Arrows is a select shop that prioritizes quality, cleanliness, and dignity, offering beauty and youthfulness regardless of age. The brand values free thinking and intellectual curiosity, pursuing timeless beauty and youthfulness that transcends trends.

United Arrows Green Label Relaxing operates under the theme "Be happy ~Stylish Days That Feel Good~," offering new discoveries with each visit. The brand carries business and casual wear, children's clothing, and lifestyle goods, providing products for men and women seeking comfortable daily living.

United Arrows Outlet features a comprehensive selection spanning from refined to casual items for both men and women across the company's store brands. It enables total coordination including accessories such as shoes and bags.

Subsidiary Cohen operates under the concept of "design for play," proposing casual-minded fashion and lifestyle products. Taiwan United Aino Co., Ltd. conducts apparel retail in Taiwan, and You Ai (Shanghai) Trading Co., Ltd. does the same in China. BOOT BLACK JAPAN Co., Ltd. primarily provides shoe polishing and repair services.

Management Policy

United Arrows is pursuing a growth strategy that prioritizes sustainability to realize a sustainable society. In 2020, the company established five key themes—Supply Chain, Resources, Community, Human Resources, and Governance—to strengthen its contributions to the environment and society.

The company has set a long-term vision through fiscal year 2033, aiming to become a "beautiful company, United Arrows." In addition to expanding its existing fashion-focused business, the company is exploring entry into non-apparel sectors to broaden its business scale and customer base.

In its medium-term management plan, the company emphasizes deepening customer relationships through OMO (Online Merges with Offline). This approach strengthens connections with existing customers while advancing new business development.

United Arrows is deploying three strategies: UA CREATIVITY, UA MULTI, and UA DIGITAL. These initiatives enhance brand strength, develop new businesses, and drive efficiency through digitalization.

The UA CREATIVITY strategy focuses on expanding existing operations and strengthening brand power. The company aims to increase sales through OMO promotion and resume new store openings, while improving gross profit margins.

The UA MULTI strategy pursues business expansion and global growth. The company is considering developing new brands and entering non-apparel sectors, while expanding operations in Taiwan and China.

The UA DIGITAL strategy advances OMO promotion and supply chain optimization. This creates seamless integration between physical stores and online channels, establishing efficient operations.

United Arrows targets consolidated net sales of 250 billion yen, consolidated operating profit of 25 billion yen, and an operating profit margin of 10% by fiscal year 2033. Through these goals, the company aims to achieve sustainable growth and contribute to society.

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