Zozo, Inc. · TSE:3092

Zozo — Q3 FY2020 Earnings Presentation

38 slides from Zozo's earnings presentation, February 2021

  1. Slide 1: 3Q FY2020 ZOZO, Inc. Consolidated Business Results

    3Q FY2020 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS #XBHZ0Z0 2021F3AM SIM RARASAA

  2. Slide 2: Highlights

    HIGHLIGHTS 3Q FY2020 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

  3. Slide 3: Slide 3

  4. Slide 4: Slide 4

  5. Slide 5: Business Results

    BUSINESS RESULTS 3Q FY2020 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

  6. Slide 6: Slide 6

  7. Slide 7: soil

    soil

  8. Slide 8: Slide 8

  9. Slide 9: Slide 9

  10. Slide 10: Slide 10

  11. Slide 11: Slide 11

  12. Slide 12: Slide 12

  13. Slide 13: Slide 13

  14. Slide 14: Slide 14

  15. Slide 15: Slide 15

  16. Slide 16: ZOZO

    ev An ZOZO

  17. Slide 17: Slide 17

  18. Slide 18: 2019 2020

    4 5 6 7 8 9 10 11 12 2019 2020

  19. Slide 19: 2020

    0 50 100 150 200 250 300 350 2020

  20. Slide 20: ZOZO ecosystem: WEAR, PayPay, ZOZOTOWN

    ZOZO ZOZO WEAR WEAR PayPay MAT WEAR ZOZO PayPay ZOZO ZOZO ZOZO ZOZO ZOZO ZOZOTOWN TOWN TOWN TOWN TOWN TOWN CHINA 830,000 830,000 SHOES COSME D2C & 7,600 7,600

  21. Slide 21: ZHD and ZOZO 2021 initiatives

    130 2,000 ZHD 30% 2021 ZOZO ZOZO WEAR WEAR PayPay MAT WEAR ZOZO PayPay ZOZO ZOZO ZOZO ZOZO ZOZO ZOZOTOWN TOWN TOWN TOWN TOWN TOWN CHINA 830,000 830,000 SHOES COSME D2C & 7,600 7,600 DL 202 1 3

  22. Slide 22: Brand lineup

    Chloé JUNYA WATANABE MA COMME des GARCONS RAF SIMONS DRIES VAN NOTEN |WANDERSON TAKAHIROMIYASHITA TheSoloist. kolor / BEACON MONTBLANC® THOM BROWNE. NEW YORK

  23. Slide 23: ZOZO

    ev An ZOZO

  24. Slide 24: ZOZOCOSME

    ZOZOCOSME 3 18

  25. Slide 25: ZOZOTOWN customer data

    ZOZOTOWN Z 34 30% 70% 43,809 7,897 300,000 (16-24) 250,000 (28-38) 200,000 150,000 16 - 24 38% 78% 100,000 50,000 0 28 - 38 23% 78% 0 20 40 60 80 ZOZOTOWN 2020 12 1 2

  26. Slide 26: Source: 2020 survey (N=4,823)

    500 2.2 533 82,200 / 2.2 73.7% 36% F1 20~34 82,200 37,794 2019 Source: 2020 8 ZOZOTOWN (N=4,823) 1 Note 4,403 Active

  27. Slide 27: Lineup, Innovation, Traffic

    3 LINEUP INNOVATION TRAFFIC UI 500+ No.1 ZOZOGLASS e- 2020 2019

  28. Slide 28: Lineup

    LINEUP 500 3 UI/UX

  29. Slide 29: Innovation

    INNOVATION UI 20:20 9 9+ ZOZOGLASS 10 19 23:59 24 10 19 23:59 ZOZOPOPUP… ZOZO Beauty ¥10,000 ¥10,000 10%OFF ¥9,000 10%OFF ¥9,000 ZOZOTOWN Cosme Top Shop Top Concept Shop News

  30. Slide 30: Innovation

    INNOVATION

  31. Slide 31: | Ra) DD.

    | Ra) DD. DeELOA BADDS.

  32. Slide 32: 20:20 2020.07.10 20:20 / /

    20:20 2020.07.10 20:20 71 40 71 / 100 40 / 100

  33. Slide 33: ZOZOGLASS

    ZOZOGLASS 20:20 1 | 13 04 Natural Beige ZOZOBeauty 04 Natural Beige 9 YOU ¥3,300 Liquid Foundation ¥3,300 ZOZOCARD 5% 150pt 2 28 2706

  34. Slide 34: ZOZO Beauty

    ZOZO Beauty ZOZO Beauty ZOZO Beauty ¥7,560 ¥7,560 ¥7,560 SHINE RED SATIN RED MATTE ZOZO Beauty ZOZO Beauty ZOZO Beauty ¥2,200 ¥3,580 ¥5,560 3 AR

  35. Slide 35: ZOZOTOWN

    1 29 3 18 ZOZOTOWN

  36. Slide 36: Traffic

    TRAFFIC ZOZO 6,800 UU PC 8,600 2,100 UU Source:

  37. Slide 37: ZOZOCOSME

    ZOZOCOSME

  38. Slide 38: ZOZO

    ev An ZOZO

ZOZO — Q3 FY2020 Earnings Presentation on 6ix