Zozo, Inc. · TSE:3092

Zozo — Q2 2020 Earnings Presentation

44 slides from Zozo's earnings presentation, Oct 29, 2020

  1. Slide 1: 2Q FY2020 ZOZO, Inc. Consolidated Business Results

    2Q FY2020 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

  2. Slide 2: Highlights

    HIGHLIGHTS 2Q FY2020 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

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  5. Slide 5: Business Results

    BUSINESS RESULTS 2Q FY2020 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

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    :

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  17. Slide 17: ZOZO

    ev An ZOZO

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  20. Slide 20: 2019 — 2020

    = 2019 — 2020

  21. Slide 21: 2020

    0 50 100 150 200 250 300 350 2020

  22. Slide 22: Your Brand Project

    AMERICAN) HOLIC by HIROSAI SENSION Gin’ slowmelly y/m y/m y/m

  23. Slide 23: 9 brands started sales from October 22

    9 brands started sales from October 22. There was a brand which sold all the inventory of a style in 5 minutes and a brand with complete sold-out. No. 1 sales brand sales 6x * sales per style 200x * No. 2 sales brand sales 3x * sales per style 90x * *Comparison to a new shop s 5-days sales average f

  24. Slide 24: Synergies with Z Holdings

    Synergies with Z HOLDINGS

  25. Slide 25: ZOZOTOWN and PayPay as of October 19, 2020

    PD] PayPay ZOZOTOWN® SB ypiPayPayt 67 &Ballic ZOZOTOWN > PayPay As of October 19, 2020

  26. Slide 26: PayPay at ZOZOTOWN

    20:20 \ PayPay =-1 ZOZOTOWN < gkxYou A=—A— '20EF Ib... (MbeMic Soensreet wa ana Starting from November

  27. Slide 27: ZOZO Championship, October 22-25, 2020

    Thursday, October 22 to Sunday October 25, 2020

  28. Slide 28: Congratulations to our 2020 Champion Patrick Cantlay

    CONGRATULATIONS TO OUR 2020 CHAMPION Patrick Cantlay Number of players / 78 Global top players were gathering Prize pool / 8 million USD Winning prize / 1.44 million USD Charity Project Japan / A part of proceed from tour official items will be donated / A part of proceed from ZOZOGOLF during the to

  29. Slide 29: ZOZO Work Style

    ZOZO WORK STYLE Current office will be shrinking gradually & employees will come to the office 2 days a week Nishi-Chiba office is planning to be completed in January 2021 Work styles for customer support and ZOZOBASE staffs are under consideration

  30. Slide 30: ZOZO

    ev An ZOZO

  31. Slide 31: ZOZOSUIT

    ZOZOSUIT

  32. Slide 32: ZOZOSUIT

    ZOZOSUIT 2

  33. Slide 33: Accuracy close to a laser scanner

    Accuracy close to a laser scanner

  34. Slide 34: About 50x measurement resolution

    Evolution 01 About 50x measurement resolution

  35. Slide 35: Marker recognition improvement

    Evolution 02 Marker recognition improvement 2 mm 6 mm

  36. Slide 36: Dramatic improvement of the algorithm

    Evolution 03 Dramatic improvement of the algorithm

  37. Slide 37: Looking for partners

    Looking for partners Apparel, health care, fitness, entertainment, AR etc.

  38. Slide 38: ZOZOMAT

    ZOZOMAT

  39. Slide 39: Shoe models covered by the ZOZOMAT exceeded 1,000

    The number of shoe models covered by the ZOZOMAT exceeded 1,000 February 27, 2020 As of October 29,2020 Service start 100 models 1,173 models

  40. Slide 40: Impacts from the ZOZOMAT

    Impacts from the ZOZOMAT Return rate Decreased by 36.9 % New users More than 130,000 people

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  42. Slide 42: Looking for partners

    Looking for partners Apparel, health care, fitness, entertainment, AR etc.

  43. Slide 43: We will continue to develop measurement technologies

    We will continue to develop measurement technologies that can be used by our partners.

  44. Slide 44: ZOZO

    ev An ZOZO

ZOZO — Q2 2020 Earnings Presentation on 6ix