[Rumor] 优衣库的Uniqlo U产品线今年要停产了
优衣库Uniqlo U系列或于2026秋冬停更,主理人Lemaire将独立发展。
关键信息
- 合作终止传闻:据Puck News报道,优衣库(Fast Retailing)与设计师Christophe Lemaire及其团队Sarah-Linh Tran的合作预计在今年结束,Fall/Winter 2026系列将是最后一季#1。
- 股权变动:此前迅销集团创始人柳井正家族曾持有Lemaire品牌少数股权,但近期该持股已被减持#1。
- 官方态度:优衣库方面未予置评;Lemaire品牌方亦无评论#1。
背景与商业逻辑
- Lemaire品牌现状:Lemaire个人品牌近年来增长迅速,预计2026年销售额将达1.6亿欧元(疫情前为1000万欧元)#1。主要驱动力来自亚洲市场的扩张(东京、首尔开设独立门店)及标志性单品“牛角包袋”的热销#1。
- 人事变动:Lemaire品牌前CEO Laetitia Mergui今年早些时候离职,由长期员工Clarisse Godbillon接任总经理,负责品牌战略与运营#1。
- 合作初衷与现状:Uniqlo U最初被视为优衣库主线的“试验田”,成功元素常被复刻至主线#1。Lemaire本人曾在2016年加入迅销集团担任巴黎研发实验室艺术总监#1。
- 终止原因推测:随着品牌独立运营规模扩大,存在维持设计完整性与规模化扩张之间的张力;且Lemaire品牌目前盈利能力增强,设计师可能不再需要依赖优衣库的高额代言费(七位数)来维持运营,转而“All in”自有品牌#1。
消费者关注点
- 产品存续:有用户担心合作终止后经典款T恤(如E465185-000)是否继续销售#1。
- 后续可能性:曾有讨论在设计师退出后继续保留Uniqlo U系列,但被柳井正否决;不过考虑到柳井正惜才,未来几个月情况仍可能发生变化#1。
https://puck.news/lemaires-solid-bet-on-itself/ TLDR: Uniqlo U的head designer Lemaire 很可能会停止合作,今年可能是最后一年的Uniqlo U. 我个人觉得Uniqlo U的styling挺不错的, 我最喜欢的tshirt(https://www.uniqlo.com/us/en/products/E465185-000/00?colorDisplayCode=69&sizeDisplayCode=004/https://www.uniqlo.com/customize/tairyo/products/E465185-000/69) 就是Uniqlo U的. 希望合作终止后Uniqlo会继续卖这个shirt. THE FRESH PRINCE OF LEMAIRE It’s been a decade since Christophe Lemaire linked up with Uniqlo for a partnership that’s both steadfast and mutually beneficial. But while insiders now expect a conclusion of the collaboration, Lemaire’s namesake line is on the shortlist of independent luxury brands that every strategic buyer has been quietly watching. Last week’s Lemaire show in Paris, staged in an unfinished concert hall in the Opéra Bastille, was typical for designers Christophe Lemaire and Sarah-Linh Tran . With Lemaire, the shtick is that there is no shtick, just solutions for dressing for real life. Every season, the clothes are adjusted but never totally erased. You could call it iterative fashion. Behind the scenes, though, Lemaire has become a very different business. The company is transformed, projected to hit €160 million in annual sales in 2026, up from €10 million pre-pandemic, according to a source familiar with the figures. This trajectory was enabled through increased distribution in Asia, where the brand’s distinctive croissant bag is a certified hit and where Lemaire and Tran have opened stand-alone stores in Tokyo and Seoul. That expansion was also partly expedited by Fast Retailing, the group that owns Uniqlo, where Lemaire himself began working in 2016 as the artistic director of its Paris R&D lab—a locus essentially built for him. With his appointment, Lemaire and Tran began designing a seasonal capsule collection called Uniqlo U. The project, which took material and silhouette inspiration from his namesake collection, was viewed as a skunk works for the broader Uniqlo offering. If something worked within U, it would often be reproduced for the main line. In the early days, Uniqlo U was a hit, and the partnership was so fruitful that the family office of Fast Retailing founder and C.E.O. Tadashi Yanai took a minority stake in Lemaire two years later. Now, though, I’ve learned that Fast Retailing’s ownership position in the business has been reduced, and there are plans for Lemaire and Tran to exit Uniqlo U, with their Fall/Winter 2026 collection being the last. There has been talk of continuing Uniqlo U without the designers, but Yanai nixed the idea, I’m told. Of course, there is a chance that things could change in the coming months: Yanai likes to hold on to talent, and Lemaire and Tran are core components of the Uniqlo architecture. A rep for Lemaire had no comment. A rep for Uniqlo did not comment. If the separation from Uniqlo does take place, it will come as Lemaire is operationalizing the effects of its rapid growth. Laetitia Mergui , an Asia expert who oversaw the expansion in the region, stepped down as C.E.O. earlier this year. After an extensive search, she has effectively been replaced by Clarisse Godbillon , a longtime Lemaire employee who spent a couple of years in between as the C.O.O. of Jacquemus. Godbillon, who joins September 1, will be named managing director, responsible for “implementation of Lemaire’s vision across all activities while maintaining the brand’s consistency, high standards, and long-term growth,” a rep confirmed to me. “She has an in-depth understanding of every aspect of the company’s operations and identity. Her mission will be to lead the brand’s development and oversee its strategic and operational management, working closely with Christophe and Sarah-Linh.” At this stage of growth, there is a tension between maintaining the designers’ integrity with each collection and the ambition to scale. And the arrangement also reflects a new reality for Lemaire, himself. Even before Tran entered the picture, the 61-year-old Lemaire always maintained side hustles in order to fund his nearly four-decade-old business—first at Lacoste from 2000 to 2010, then at Hermès from 2010 to 2014. Fast Retailing is known for paying its ancillary talent well into the seven figures, but Lemaire and Tran may not need that additional income now that the business is faring so well. On the other hand, now they’re going all in and betting on themselves.