Slide 1: Enigmo
erugma
Slide 2: 02
02
Slide 3: 03
03
Slide 4: ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣
‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ 04
Slide 5: Enigmo
05 enigme |
Slide 6: 8,000 7,616 7,439 7,077 6,941 7,000 6,097 6,007 6,868 6,203 6,000 5,000 4,000 3,000
8,000 7,616 7,439 7,077 6,941 7,000 6,097 6,007 6,868 6,203 6,000 5,000 4,000 3,000 2,000 1,000 0 06
Slide 7: 07
07
Slide 8: 44.2% 3,500 42.9% 45% 39.0% 3,033 40% 3,000 2,971 2,692 35% 2,500 30% 2,000
44.2% 3,500 42.9% 45% 39.0% 3,033 40% 3,000 2,971 2,692 35% 2,500 30% 2,000 25% 20% 1,500 16.6% 16.1% 15% 1,136 1,000 999 10% 500 5% 0 0% 08
Slide 9: 14,000 1,842 12,000 10,529 10,316 -1,149 10,000 -481 8,000 6,000 4,819 4,000 2,000 0
14,000 1,842 12,000 1 10,529 10,316 -1,149 10,000 -481 8,000 6,000 4,819 4,000 2,000 0 09
Slide 10: 10
10
Slide 11: 11
11
Slide 12: 11,296,087 1,363,842 10,590,507 1,313,950 1,253,184 9,688,721 1,153,475 8,585,119 1,052,225 7,302,929 67,674 2,957,03…
11,296,087 1,363,842 10,590,507 1,313,950 1,253,184 9,688,721 1,153,475 8,585,119 1,052,225 7,302,929 67,674 2,957,037 2,864,917 62,899 63,277 57,825 2,544,540 2,567,599 53,276 2,112,288 12
Slide 13: YoY 89% 4 CAGR101%
120,000,000 100,000,000 YoY 89% 4 CAGR101% 80,000,000 60,000,000 40,000,000 20,000,000 0 13
Slide 14: ARPU
ARPU 84.0% 108.8 % 14
Slide 15: ARPU
ARPU 108.8% 98.0% 111.1% 15
Slide 16: 16
16
Slide 17: ST LST SLT PSL OT PSL TIPS TST PSL TT PST OAS
ST LST SLT PSL OT PSL TIPS TST PSL TT PST OAS SPEED SEPKESPKEEPEREDKEEPKEEPKREP KES, AD APT A De) A De] A Pe AD > de LET IBS Sq PSP PSPS SERRE ER RR RASS nd ed ed ed ed ed ed ed ee be ed be ed a ed
Slide 18: BUYMA Concierge
a tw —— ~ BUYMA __. CONCIERGE Ye
Slide 19: 20,000 18,000 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 19
20,000 18,000 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 19
Slide 20: 300% 246% 237% 250% 200% 200% 150% 100% 50% 0%
300% 246% 237% 250% 200% 200% 150% 100% 50% 0% 20
Slide 21: 120,000,000 100,000,000 80,000,000 60,000,000 40,000,000 20,000,000 0 21
120,000,000 100,000,000 80,000,000 60,000,000 40,000,000 20,000,000 0 21
Slide 22: YoY
YoY YoY 87% 108% 22
Slide 23: 111% 109% 120% 105% 95% 93% 80% 90% 60% 30% % 23
100 111% 109% 120% 105% 95% 93% 75 80% 90% 50 60% 25 30% 0 0% 23
Slide 24: 140,000,000 120,000,000 100,000,000 80,000,000 60,000,000 ,000,000 20,000,000 0 24
140,000,000 120,000,000 100,000,000 80,000,000 60,000,000 40,000,000 20,000,000 0 24
Slide 25: 25
25
Slide 26: 26
26
Slide 27: ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣
‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ 27
Slide 28: 28
28
Slide 29: Enigmo
29 enigme |
Slide 30: 1,600 1,450 1,400 1,200 ‣ ‣ 1,000 ‣ ‣ ‣ ‣ 7 200 51
1,600 1,450 1,400 1,200 ‣ ‣ 1,000 950 ‣ 800 ‣ 600 ‣ 400 ‣ 277 200 51 0 30
Slide 31: 31
31
Slide 32: ESG index inclusion
Wepp DISCLOSER 2025 \ ys Wis, YZ Wi FTSE Blossom Japan Sector Relative Index
Slide 33: 33
33
Slide 34: 10,000 50,000 8,000 40,000 6,000 30,000 4,000 20,000 2,000 0,000 0 0 34
10,000 50,000 8,000 40,000 6,000 30,000 4,000 20,000 2,000 10,000 0 0 34
Slide 35: 35
35
Slide 36: Personal Shoppers and Customers
STYLE HAUS Owned Media O cial SNS 18,378 Brands Over 6,100,000 items 221,172 Registered In 178 Countries 11,296,087 PERSONAL Beauty Baby Kids Men’s & Ladies’ Lifestyle Sports CUSTOMERS SHOPPERS Empower Engage Fake Detection Data & SEO Expertise Transaction Monitoring Technology LTV Forecast Fashion
Slide 37: Enigmo
37 enigme |
Slide 38: ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣
‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ 38
Slide 39: 39
39
Slide 40: ‣ ‣ ‣
‣ ‣ ‣ 40
Slide 41: Appendix
Appendix 41
Slide 42: 42
42
Slide 43: Fashion is Borderless, BUYMA
Fashion is Borderless, BUYMA 43
Slide 44: SHOP / BUYMA
7% 5% 5% SHOP 1 2 3 4 BUYMA 6 44
Slide 45: 27,337 68% 32%
611 22 178 27,337 36 68% 32% 45
Slide 46: 46
46
Slide 47: 47
47
Slide 48: Travel, Fashion, New
1 2 3 Travel Fashion New 48
Slide 49: 49
49
Slide 50: Enigmo
erugma