Zozo, Inc. · TSE:3092
Zozo — FY2019 Earnings Presentation
48 slides from Zozo's earnings presentation
Slide 1: FY2019 ZOZO, Inc. Consolidated Business Results
CONSOLIDATED BUSINESS RESULTS #XBHZOZO REWARA
Slide 2: NSOLIDATE
NSOLIDATE . — TT | ee
Slide 3: 20/03H8 \T 3h
20/03H8 \T 3h
Slide 4: | eM OME (OEM)
| eM OME (OEM)
Slide 5: Slide 5
Slide 6: SRA OMA (AAT RALL)
SRA OMA (AAT RALL)
Slide 7: x8 A PAK BR
x8 A PAK BR
Slide 8: Wte+ryy1- 7O—-OHB
Wte+ryy1- 7O—-OHB
Slide 9: Rao AN IR OPES
Rao AN IR OPES
Slide 10: An BS ROMER
An BS ROMER
Slide 11: | SRFRE -MSEALAE (HARUM) OWB
| SRFRE -MSEALAE (HARUM) OWB
Slide 12: seeesrTiaenr:
seeesrTiaenr: oF fel AS eX
Slide 13: ZOZOTOWN
SE ZOZOTOWNHE YAY TRADES {AIIM
Slide 14: SE Ri on {ih OPES
SE 39 Ri on {ih OPES
Slide 15: FES toy BH fii OD HES
FES toy BH fii OD HES
Slide 16: ISOLIDATE
ISOLIDATE
Slide 17: VAS SRO Be Stk) O HEB
17 VAS SRO Be Stk) O HEB
Slide 18: ZOZO
ev Au ZOZO
Slide 19: BASE
4 / / / / / / / / / BASE /
Slide 20: EC ZOZO
EC ZOZO
Slide 21: EC ZOZO
wr ( ZOZO
Slide 22: EC ZOZO
EC ZOZO EC
Slide 23: Logistics, PayPay, ZOZOTOWN
X Logistics PayPay - ZOZOTOWN PayPay
Slide 24: ZOZOYEAR 2020
2020 ZOZOYEAR
Slide 25: MORE FASHION, FASHION TECH
MORE FASHION FASHION TECH
Slide 26: 1
1 2 3
Slide 27: ZOZOTOWN
ZOZO ZOZOTOWN
Slide 28: WEAR WEAR WEAR
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
Slide 29: PayPay
1 PayPay
Slide 30: ZOZOTOWN PayPay
ZOZOTOWN PayPay 1 2 3 ZOZOTOWN 50%
Slide 31: ZOZOTOWN PayPay
ZOZOTOWN PayPay 15 20 25 30 35 40 45 50 51
Slide 32: ZOZO
ZOZO
Slide 33: ZOZOCHINA / WEAR
2 ZOZOCHINA / WEAR
Slide 34: ZOZOCHINA
ZOZOCHINA 2019/12 2020/01 2020/02 2020/03 2020/04 - 3 -4
Slide 35: WEAR
WEAR MAU 1,200 WEAR WEAR MAU 1,200 WEAR ZOZOTOWN ZOZOTOWN
Slide 36: ZOZOSHOES / ZOZOMAT
1 ZOZOSHOES / ZOZOMAT
Slide 37: ZOZOMAT
ZOZOMAT 119 93 25 2 cm 10 3 cm 24 6 cm 10 3 cm 3 24 6 cm 25 3 cm 19.4%
Slide 38: #ZOZOMAT
#ZOZOMAT 222% 2 SC® @ 96 29®9S6%6 e°,2e%%e
Slide 39: D2C
2 D2C
Slide 40: D2C
D2C ZOZO ZOZOTOWN EC EC INFLUENCER @tera1008 161cm WOMEN NEW RELEASE 2020 - MAR - 10 8items 6,600yen ¥6,600 ¥5,400 ¥3,300 Designer @tera1008 / 161cm / WOMEN ¥16,800 ¥3,600 ¥4,500 ADD TO CART MORE INFLUENCER + EC INFLUENCER INFLUENCER
Slide 41: yPay ZOZOTOWN
3 ZOZO ZOZO ayPay MAT yPay ZOZO ZOZO ZOZO ZOZO ZOZO ZOZOTOWN TOWN TOWN TOWN TOWN TOWN 830,000 SHOES COSME D2C & 7,600
Slide 42: Slide 42
Slide 43: Slide 43
Slide 44: BEAUTY & YOUTH, UNITED ARROWS
BaEe—R BEAUTYEYOUTH sama yoancomranouanosvar. t SmtoRuRUne, SRRCEAL, Se AMRMBICED, GMERMIRRE ACERT, BUGit, CHMEMCSIRAUEDE REN, IRR, REUSE iS OH ( UNITED ARROWS AIRE UNITED ARROWS 78/11 qa» rit \N
Slide 45: ZOZO
ZOZO en onl Mi ZOZOTOWN => NY
Slide 46: ZOZOTOWN WEAR
ZOZOTOWN ZOZOTOWN » iv) PayPay £ ri ig Ast] ng én a WEAR
Slide 47: ZOZOYEAR 2020
2020 ZOZOYEAR WEAR WEAR PayPay ZOZOMAT ZOZO PayPay WEAR CHINA ZOZOTOWN ZOZOTOWN ZOZO TOWN ZOZO TOWN ZOZO TOWN ZOZO TOWN 830,000 7,600 SHOES COSME D2C &
Slide 48: ZOZO
ev Au ZOZO