Uniqlo
Uniqlo is a clothing retailer that designs and sells casual apparel and accessories for women, men, and kids through its website and stores.www.uniqlo.com
18
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16
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Search complete. 18 mentions across 16 episodes found for "Uniqlo".
Sep 30, 2026
Jim CramerHOST
Honestly, I do think it's an intriguing story down here.
Jim CramerHOST
Reformation as a model, it's reminiscent of the fast fashion brands a lot of people like to talk about, Zara, H&M, Uniqlo, but higher quality and with a sustainability kicker.
Jim CramerHOST
At the same time, they seem to have a devoted customer base to the point where they don't need to do a lot of discounting to get rid of fash- just excess inventory.
Jim CramerHOST
Very rare for fashion companies.
David BrickellHOST
Yeah,
Santiago Roel SantosGUEST
and they will now like it just it's dramatic in the same way of like consumer trends your ability to if you're a retailer Zara built one of largest H&M czar and Uniqlo are massive companies because they're fast fashion and what they had was teams that were like on the ground listening to consumer preferences and tick-tock and like shipping fast well now 3d printing and fast manufacturing and ai will like do this just faster so how many consumer brands are going to like really spun out because of that that's just one area but healthcare is the one that really excites me because that's an area where like you've had a lot of bad human judgment you've had mistakes happening in clinical trials you've had doctors making mistakes because they're tired simple stuff like i was looking at like veterinary clinics as an example you know just like Introducing a scribing AI to make sure it takes notes it records with a doctor once you make sure that you fill the actual drug You know you know how many lives are lost because like the doctor's handwriting is not legible and you can't like or like a nurse comes into a room and doesn't have context and some of the other medications that the patient's taking and then like mistakenly gives that patient a wrong dose and like it's crazy isn't it you mean like this is the kind of shit like that we should be talking about not there's a 10% probability that the AI gets access to nuclear codes and we're all going to get fucked.
Santiago Roel SantosGUEST
You know what I mean? For someone that is so on the frontier, he should have an appreciation of how some of the larger companies are going to start using this.
Santiago Roel SantosGUEST
And so my bet is I'm super long healthcare.
AliGUEST
But I think the really distinctive element about Curb is that we're really focused on designer archival clothing.
AliGUEST
So you'll never find or we don't try to index like H&M, Zara, Uniqlo, Shein or anything like that.
AliGUEST
We're really focused on catering to someone who's looking for like gucci by tom ford or celine by phoebe filo or gwee or jeffrey b small so a very like focused kind of designer nerd um and to kind of cater there we've i think we've done really well as well as our coverage so you on curb you'll find today like this day collective depop ebay etc but you'll also find hundreds of other super niche stores like the other week i added a turkish marketplace called dulap or something um which is kind of like turkish ebay and then we've got like austrian ebay there's like there's hundreds of these like really niche marketplaces that we we scour and particularly in japan i mean that market's always been like really good fruit for a cover designer yeah And maybe the last I could say that's kind of our core distinction is, I think with Curb giving us surveillance of the ecosystem, what's been really nice is kind of building market transparency.
AliGUEST
So, for example, maybe you're looking for a really particular Marie Francis Drabow jacket or something or Katherine Hammond.
Kat KnoxHOST
It is kind of like... pulling from too much and i think it's nice to have that curation there'll be a part of it even though you have like these big marketplaces as well is that something then that's quite tricky to do then if you're pulling from bigger marketplaces to then distinguish like that it will still only be archival from that marketplace
AliGUEST
yeah there's a lot like fine tuning at that level as well and i think What makes it extra tricky is often they're designer collaborations with fast fashion.
AliGUEST
I think there's Uniqlo, Lumiere.
AliGUEST
I mean, there's a lot of these that happen or like John Galliano, H&M or something.
Fi JohnstonHOST
from news.com is that, you know, there's all sorts of commentary about why this has happened.
Fi JohnstonHOST
Professor Mortimer, who appears to be a retail marketing expert, His opinion is that some of the inhibiting factors squeezing all Australian retailers, including tighter household budgets, increasing business costs in ultra-budget stores like Shane and Timu, as well as fast fashion stores like Zara, H&M and Uniqlo.
Fi JohnstonHOST
Professor Mortimer, I think it's a little bit of a stretch to look to Shane and Timu as being part of this kind of difficulty that Q is having selling its products.
Fi JohnstonHOST
When we look at what Q looked like before the pandemic, they had 230 stores and they had revenue around $180 million.
YukaGUEST
ちょっとだけ決めてる？ トピックは決めるけどみたいな感じ。
HaizHOST
ちょっとだけ。例えば前の、前のエピソードは何だった？台風。それは週末は台風が来たんだから、じゃあ台風のトピックの会話にしようかとか。と、その台風のなんかトピックの準備しながら、なんかもしかして最近私の服はだいたいほとんどUNIQLOですよね。それ気づきました？とあの話も続きます。そういう自然な会話。
YukaGUEST
その時に思ったこととか、気になってることとか。 最近はちょっと話題を考えるのが大変だから、この前、その前、台風の前のやつも健康診断がその日にあったから、その健康診断のもう何も思いつかなくて、じゃあ健康診断の話しようって言って。で、その撮影した日のその撮影するすぐ前にSASUKEがテレビでやってたから。 SASUKEの話。 SASUKEってまだやってたんだと思ったもん。ちっちゃい時からやってる。
HaizHOST
え、もう人気ではないですか？
Michael LeBlancHOST
...
Michael LeBlancHOST
Uniqlo's, uh, uh, they, are they similar?
Steve DennisHOST
Yeah, I think-
Michael LeBlancHOST
Would, would you put them in the same kinda category?
Ron JohnsonGUEST
And Apple hasn't had checkout for well over a decade, almost 15 years.
Ron JohnsonGUEST
But then there are stores like Zara, Inditex, Uniqlo, these high-volume global apparel.
Ron JohnsonGUEST
You just take your clothes off.
Ron JohnsonGUEST
You drop them in a bin.
John DiJuliusHOST
You know, the 2010s, they, you know, chased a younger, trendier customer with logo-heavy, fast fashion style.
John DiJuliusHOST
While its core customer, Basics, focused, value-driven, drifted to Old Navy, which the Gap owned, Uniqlo and Target.
John DiJuliusHOST
Gap brand sales have been in decline for over a decade.
John DiJuliusHOST
Old Navy now outperforms it, so they kind of cannibalize themselves under that.
Catherine CruzHOST
Yeah, yeah.
Catherine CruzHOST
Well, you know, I know the last time that we chatted, you had mentioned that Mr. Yunai, you know, had made a generous donation, I think with clothing from Uniqlo and that kind of thing.
Catherine CruzHOST
And, you know, just that we aren't sure, you know, what the needs are going to be over the next couple of months, you know, as we're still in hurricane season.
Catherine CruzHOST
But I was heartened to hear from Haima that we have all of our National Guard folks back from D.C.,
Josh GreenSOUNDBITE_SPEAKER
Yes.
Josh GreenSOUNDBITE_SPEAKER
So on the first part, Mr. Unai is awesome.
Josh GreenSOUNDBITE_SPEAKER
He owns Uniqlo.
Josh GreenSOUNDBITE_SPEAKER
So look, having 50,000 articles of clothing, mostly dry fit is going to be really good for us because it's raining constantly.
Bin GaoGUEST
The Japan bubble is signified by consumption companies which are priced at extremely high multiples.
Bin GaoGUEST
The Uniqlo is the least complicated fast retailing.
Bin GaoGUEST
Of course, yeah.
Bin GaoGUEST
Right now, PE is 50 times.
6 more episodes mention Uniqlo.
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