Zozo, Inc. · TSE:3092

Zozo — Q2 FY2025 Earnings Presentation

26 slides from Zozo's earnings presentation

  1. Slide 1: 2Q FY2025 ZOZO, Inc. Consolidated Business Results

    2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS ZOZO 2 026 3 2

  2. Slide 2: Highlights

    HIGHLIGHTS 2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

  3. Slide 3: 2Q FY2025 Consolidated Business Results

    2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 3,124 2,926 347 11.9 % 3

  4. Slide 4: 2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 4

  5. Slide 5: Business Results

    BUSINESS RESULTS 2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

  6. Slide 6: 2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 6

  7. Slide 7: 2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 7

  8. Slide 8: 2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 8

  9. Slide 9: 2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 03 11,0 0 0 1 0% 10,0 0 0 9,092 9,0 0 0 8,229 8% 8,0 0 0 7,0 0 0 6,899 6,762 3,317 6,278 3,876 6,0 0 0 6% 5. 2% 5,451 5.3% 5,0 0 0 4,982 4.8% 4.7% 4,480 4,323 3,618 4. 2% 4,013 2,895 3,042 4,0 0 0 3.8% 2,820 4% 4.0% 3.9% 2,142 2,509 1,844 1,954 3,0

  10. Slide 10: 2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 04 14,000,000 12,365,080 12,529,665 12,057,726 12,217,038 12,000,000 11,552,764 11,690,958 11,681,218 11,790,269 11,870,844 11,470,592 81 3,647 777,3 03 725,822 842,140 845,734 891,221 870,584 1,036,854 951,71 2 1,11 8,341 10,000,000 8,000,000 11,58

  11. Slide 11: 2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 05 1,80 0 1,681 1,686 1,70 0 1,656 1,649 29 28 1,605 1,595 1,605 1,621 30 29 1,652 1,658 1,60 0 1,564 1,581 28 31 1,626 1,620 29 29 29 1,590 1,577 1,566 1,576 28 1,552 1,536 1,50 0 1,40 0 1,3 0 0 1, 20 0 1,10 0 1,0 0 0 24/0 3 1 Q 24/0 3 2Q 24/0 3 3

  12. Slide 12: 2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 06 7,0 0 0 35% 6,0 0 0 25% 5,0 0 0 4,360 4,369 4,0 03 4,038 1 5% 4,0 0 0 3,726 3,698 3,629 3,744 3,590 3,584 3,0 0 0 5% 4.9% 2 ,0 0 0 3.0% 0.2% 0.9% 0.4% -0.7% 1.1% 1.2% -1.7% -1.2% - 5% 1,0 0 0 0 -1 5% 24/0 3 1 Q 24/0 3 2Q 24/0 3 3 Q 24/0 3 4Q 2 5/

  13. Slide 13: 2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 07 14,0 0 0 3 0% 12 ,0 0 0 20% 10,0 0 0 9,119 9,422 8,735 8,980 8,177 8,343 8,196 8,543 7,894 8,1 83 1 0% 8,0 0 0 6.2% 6,0 0 0 4.3% 5.2% 3.8% 3.3% 1.8% 2.0% 2.8% 0% 2.4% -0.2% 4,0 0 0 -1 0% 2 ,0 0 0 0 -20% 24/03 1Q 24/03 2Q 24/03 3Q 24/03 4Q 25/03 1

  14. Slide 14: 2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    2Q FY2025 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 14

  15. Slide 15: ZOZOFES

    ZOZO F E S 10 12 13 2 4 K 15

  16. Slide 16: ZOZOTOWN K-Fashion MUSINSA

    ZOZOTOW N K- FA S H I O N 11 6 MUSINSA 16

  17. Slide 17: ZOZO

    ev An ZOZO

  18. Slide 18: AI ZOZO

    AI ZOZO

  19. Slide 19: AI LLM

    LLM Al EC LLM Al ENE .ECELT CAUSE HS?

  20. Slide 20: AI EC

    AI EC AI Z OZ O ZOZOTOWN AI AI ZOZO AI EC 20

  21. Slide 21: AI

    AI AI 21

  22. Slide 22: EC

    EC EC EC 22

  23. Slide 23: AI ZOZO

    AI ZOZO ZOZO AI AI EC 23

  24. Slide 24: WEAR by ZOZO

    Al WEAR by ZOZO rlgula’ 2 ALR (ERAN) 14005 4UL0 3-7 SHLRRwE ZOZOTOWNTHA 24

  25. Slide 25: AI Agent Optimization ZOZO ZOZOFES

    AI Agent Optimization ZOZO ZOZOFES ChatGPT EC 25

  26. Slide 26: ZOZO

    ev An ZOZO

ZOZO — Q2 FY2025 Earnings Presentation on 6ix