Zozo, Inc. · TSE:3092
Zozo — Earnings Presentation
32 slides from Zozo's earnings presentation
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Slide 2: yo en
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Slide 6: 2,587 2,416 12.0
2,587 2,416 289 12.0 6
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Slide 13: 10,0 0% 9,0 8,0 7,801 8% 7,0 5,807 2,827 ,478 6,0 0 0 5,542
10,0 0 0 1 0% 9,0 0 0 8,0 0 0 7,801 8% 7,0 0 0 5,807 2,827 6,478 6,0 0 0 5,542 6% 5.4% 5.0% 5,0 0 0 1,688 4.4% 4,480 4.6% 2,650 4,013 2,794 4,0 0 0 3,451 4% 3,01 5 3,0 0 0 2,448 2,291 3.1% 3.8% 3.3% 2,142 2 .6% 1,659 1,844 2 .3% 1,293 4,973 651 2 . 2% 2 ,0 0 0 1,078 4,11 8 3,827 2% 2,747 2,168 2,338
Slide 14: 18,0 17,425 0% 16,0 14,987 5,862 14,312 25% 14,0 0 0 13,068 12,591 12,897
18,0 0 0 17,425 3 0% 16,0 0 0 14,987 1 5,862 14,312 25% 14,0 0 0 13,068 12,591 12,897 12 ,0 0 0 11,20 0 1 0,876 11,785 20% 10,0 0 0 1 2 .3 1 2 .9 1 5% 11 .8 1 2 .1 % 11 .3 % 11 .6 8,0 0 0 % 1 0.9 % % 11 .0 % % % 9.0 9.1 % % 6,0 0 0 1 0% 4,0 0 0 5% 2 ,0 0 0 0 0% 2 2/0 3 1 Q 2 2/0 3 2Q 2 2/0 3 3 Q 2 2
Slide 15: 12,000,000 11,470,592 11,552,764 11,211,383 11,411,712 10,619,934 10,859,876 1,11 8,341 1,036,854 10,418,331 1,219,37…
12,000,000 11,470,592 11,552,764 11,211,383 11,411,712 10,619,934 10,859,876 1,11 8,341 1,036,854 10,418,331 1,219,379 1,275,614 10,103,351 10,000,000 9,730,162 9,890,784 1,350,854 1,314,789 1,375,1 37 1,391,472 1,363,089 1,382,787 8,000,000 6,000,000 1 0,192,333 1 0,352,251 1 0,51 5,91 0 9,935,769
Slide 16: 1,80 1,70 1,60 1,564 1,581 1,554 1,562 1,516 1,51 1,523 1,532 28 28 28
1,80 0 1,70 0 1,60 0 1,564 1,581 1,554 1,562 29 1,516 1,51 0 1,523 1,532 28 28 28 1,488 1,502 24 25 27 1,526 1,534 1,536 1,552 1,50 0 24 24 1,498 1,505 20 1,492 1,478 1,486 1,468 1,40 0 1,3 0 0 1, 20 0 1,10 0 1,0 0 0 2 2/0 3 1 Q 2 2/0 3 2Q 2 2/0 3 3 Q 2 2/0 3 4Q 2 3/0 3 1 Q 2 3/0 3 2Q 2 3/0 3 3 Q 2
Slide 17: 7,0 35% 6,0 25% 5,0 4,438 4,167 3,987 5% 4,0 0 3,752 3,552 3,726
7,0 0 0 35% 6,0 0 0 25% 5,0 0 0 4,438 4,167 3,987 1 5% 4,0 0 0 3,752 3,552 3,726 3,590 3,490 3,487 3,264 6.8% 6.5% 6.3% 3,0 0 0 4.9% 5% 3.0% 1 .4% 1 .8% 2 ,0 0 0 0.1% -3.1% -3.5% - 5% 1,0 0 0 0 -1 5% 2 2/0 3 1 Q 2 2/0 3 2Q 2 2/0 3 3 Q 2 2/0 3 4Q 2 3/0 3 1 Q 2 3/0 3 2Q 2 3/0 3 3 Q 2 3/0 3 4Q 24/0 3 1
Slide 18: 14,0 0% ,0 20% 10,0 8,592 8,961 7,974 8,30 0 8,177 8,0 0 0
14,0 0 0 3 0% 12 ,0 0 0 20% 10,0 0 0 8,592 8,961 7,974 8,30 0 8,177 8,0 0 0 7,501 7,346 7,699 7,566 7,894 1 0% 4.1% 6. 2% 3.0% 4.3% 4.3% 2 .6% 6,0 0 0 1 . 2% - 0.3% 0.9% 0% - 0. 2% 4,0 0 0 -1 0% 2 ,0 0 0 0 -20% 2 2/0 3 1 Q 2 2/0 3 2Q 2 2/0 3 3 Q 2 2/0 3 4Q 2 3/0 3 1 Q 2 3/0 3 2Q 2 3/0 3 3 Q 2 3/0 3
Slide 19: yo en
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Slide 20: ZOZO
ev An ZOZO
Slide 21: Technology & Data Made by ZOZO
Technology & Data Made by ZOZO ZOZO FIT tv FAANS lab SHP ZOZOMO FBZ 21
Slide 22: 22
22
Slide 23: FY22 FY23
ZOZO BASE info. BEAUTY&YOUTH / nano-universe / SHIPS / etc... FY22 FY23 2023 9 23
Slide 24: Made by ZOZO
Made by ZOZO
Slide 25: ave:
« ¥2,020,000 2,020 ave: ¥2,020,000 na anaes 2tt, 25
Slide 26: 2023.09.01 Fri OPEN
#RED RR Gnd‘ZOZOTOWNIK A-FYLELK. RM Ras 5 TO sit < IBC SRP EBHAGCECRTLES. in ZOZOTOWN 2023.09.01 Fri OPEN
Slide 27: VERSACE
VERSACE Bx ¥14,520 a VERSACE NYEKID ¥315,700 VERSACE Bk ¥16,170 ® VERSACE RIILA ¥86,900 VERSACE Bk ¥12,320 o VERSACE MYERS ¥299,200 VERSACE Ai ¥80,300 VERSACE Bi ¥86,900 VERSACE hohe ¥315,700 = VERSACE Ra=—-h- ¥154,000 27
Slide 28: ZOZONEXT
ZOZONEXT
Slide 29: ZOZO COSME
ZOZO COSME 29
Slide 30: 30
30
Slide 31: ZOZOFIT
Fil ZOZOFIT 31
Slide 32: ZOZO
ev An ZOZO