Zozo, Inc. · TSE:3092
Zozo — Q2 FY2022 Earnings Presentation
48 slides from Zozo's earnings presentation, October 2022
Slide 1: FY2022 2Q ZOZO, Inc. Consolidated Business Results
FY20z2 2Q ZOZO, me #XRHZ0Z0023% GAM BOER RS e? \ HLOKIWBTt 29 ipte FEOASPORREEUMKSY REA. thwes: = — A THBETS CAV RT
Slide 2: Highlights
MIGHLIGHTS 2svos% 20 1734 FY2022 2Q ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS j Zz tS RR ZR (LF) \ AR Hit (F129) y 4 SRAETT
Slide 3: FY2022 2Q highlights
23/039) 2Q NPS @ BNR. ation. ESLERTT OH? ~ PeeSPORE, Zi fo OU De aS cm
Slide 4: FY2022 2Q highlights
23/038) 2Q I\¢S-4 hb w N
Slide 5: Business Results
BUSINESS RESULTS ga FY2022 2Q ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS &, TE. SHOTERELZAT
Slide 6: Fsta@
Fsta@
Slide 7: Slide 7
Slide 8: BOR Ma ih (BIE Mc) CRO UE RAD UYT
BOR Ma ih (BIE Mc) 3 CRO UE RAD UYT
Slide 9: cc Ae
cc Ae
Slide 10: f. see
f. see WOSRLCMAL TORT. HAMEFEORA PDS EE DARE Dor
Slide 11: Be iin tee os DHS
Be iin tee os DHS
Slide 12: meteors 7o-one Ge
meteors 7o-one Ge
Slide 13: ROEORES - SUMAas82 (Swi mR)
ROEORES - SUMAas82 (Swi mR) co z W4
Slide 14: 1HSLVUELSRORLAAORE ef OY
1HSLVUELSRORLAAORE ef 7 OY une aeee
Slide 15: (eI OTS
(eI OTS m l (a a ||
Slide 16: Tamesons ae Fy
a» Tamesons ae Fy | | a | || A) ||| | | 0 | | 100 | | || ||
Slide 17: Ln ia at ao) MO
Ln ia at ao) MO
Slide 18: HS (WEE)
a HS (WEE) ] J } a) JI 000 AL ont | anor 4) | | | oo) DC o00Ld 2 |
Slide 19: Consolidated results summary by quarter
Slide 20: UPd. RAEZOTUUONE?
UPd. RAEZOTUUONE? sen AMOR Te OP URI TLAM. $OT ACHE RT. CER + LTESITUSEIE ~~ EARMDER DERE BERLAMEVELE, | \
Slide 21: Berrlas BR Aakes (Wai) OS (EAM)
oi Berrlas BR Aakes (Wai) OS (EAM) (sae (ss 2%
Slide 22: KSRONS (EM Fy
e &@ KSRONS (EM Fy fr o e an
Slide 23: LRIIE-Y ay RRORS
LRIIE-Y ay RRORS
Slide 24: RERONE
i) ee ( RERONE
Slide 25: Fae
Fae sc | aAulery
Slide 26: tS g . SS
tS g . SS ZnleLhevotia MM P a’
Slide 27: rosamanms |p
rosamanms |p FP a WA BR (OZ)
Slide 28: PIT FE PRRIAGEVOBZMBAGA - SOBA aR
PIT FE PRRIAGEVOBZMBAGA - SOBA aR eo Mite a
Slide 29: BEPIT ¢PARIASEVOSOMAGR - SBA ee
BEPIT ¢PARIASEVOSOMAGR - SBA ee ’ tir i@le er 7 aiberc aaa ea
Slide 30: RaeERORe hi
RaeERORe hi “+ ou
Slide 31: PPG Monys
PPG Monys | SAA PSZOZONOWNG 5 en vesesizensn
Slide 32: SPIDER ey Es ii OFS
SPIDER ey Es ii OFS ot
Slide 33: Business Plan for FY2022
BUSINESS PLAN FOR FY2022 aana FY2022 2Q ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS
Slide 34: Operating profit and margin trend
Slide 35: Full-year forecast
23/039) BRWER
Slide 36: Merchandise volume and operating margin trend
Slide 37: Reference Data
REFERENCE DATA sam FY2022 2Q ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS Wo peal) f . ages et age ZOUAASGOETH DS 2 sp "07a Pika wueon |
Slide 38: arvasmneuzozo if
arvasmneuzozo if 14852 18,3826 8 AO Sasex 1] OSS BA
Slide 39: SEVER \ail
9 SEVER \ail BRRAROD Py va GR fb [ZOZOTOWN rr i T os BARAROZ? YY BYA—FIR—HPTVIWEARI (-
Slide 40: ZOZOTOWN and PayPay
ZOZOTOWN2aS Ee PayPay=t—UEOR LS
Slide 41: EYRAETI
EYRAETI ZOZOTOWNE PayPay —lb BtoBss : eR
Slide 42: OA arse el i VE
OA arse el i VE NUOO0K000 HULU
Slide 43: Sie
Sie
Slide 44: Slide 44
Slide 45: Slide 45
Slide 46: To be continued
Slide 47: BOWE
(9? BOWE AR GR (S137) - US.Lee be pa —d otat Sy — wo ee _ BEDE WDEZOZOEMHLTETC LAG: BFREVOLF 7 B22. UPD DVELIOGK, VZEATOBar DM2TFRKOSA** BVURWORRTLZ. BGAWOMEDLPCHLIZITAELEDT,. CGSEREBWUEF, BRARFTOLT MRE CPC HABHZOZO CIZ NS
Slide 48: FAIRE Ee CAR oe |
FAIRE Ee CAR oe | https://onl.tw/KSsPaA5 wren e 22 AY 2,418 (W—FIVXSYRFY—A/SPRIY—Y x4 Lv y) BURIZN—FUXSYRIU-Y