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Posted by
Two Blokes Jun 5 -
Filed in
Stock
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8 views
I see an upside to the current valuation for Fast Retailing, following the stock's lackluster performance YTD, despite the company posting solid earnings and a full-year outlook. The company has yet to penetrate the European and US markets meaningfully, which presents a growth driver for international sales. Tariff costs are manageable, with forecasts for a 2–3% downward effect on US business operating profit. My worst-case scenario calculation is for a 3.9% tariff impact on US operating profits.
