Zozo, Inc. · TSE:3092

Zozo — 1Q FY2026 Earnings Presentation

15 slides from Zozo's earnings presentation

1. Slide 1: 1Q FY2026 ZOZO, Inc. Consolidated Business Results

   1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS ZOZO 2 027 3 1

2. Slide 2: 1Q FY2026 ZOZO, Inc. Consolidated Business Results

   1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 2

3. Slide 3: Highlights

   HIGHLIGHTS 1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

4. Slide 4: 1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

   1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 1,567 1,566 187 12.0 % 4

5. Slide 5: EBITA 900 More Fashion Near Fashion

   1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 2030 3 EBITA 900 ZOZOTOWN More Fashion Near Fashion Global 800 50 50 1Q 1Q 1Q 5 High Link LYST PMI 4 LINE High Link ZOZO AI ZOZOTOWN 5

6. Slide 6: P.08 - P.32

   P.08 - P.32 1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

7. Slide 7: 1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

   1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 7

8. Slide 8: 1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

   1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 01 8

9. Slide 9: 1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

   1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 9

10. Slide 10: 1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 03 11,0 0 0 1 0% 10,0 0 0 9,264 9,092 8,965 9,0 0 0 8% 8,0 0 0 4,155 6,899 7,029 7,0 0 0 6,762 4,070 6,278 3,876 6,0 0 0 5.5% 6% 5.3% 5,0 0 0 4,982 4.8% 4.7% 4.9% 4.5% 3,240 4,323 3,618 4. 2% 3,042 2,895 4,0 0 0 4% 3.9% 2,509 1,954 3,0 0 0 3.3% 5,21

11. Slide 11: 1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 04 14,000,000 12,000,000 10,000,000 8,000,000 6,000,000 4,000,000 2,000,000 0 2 5/0 3 1 Q 2 5/0 3 2Q 2 5/0 3 3 Q 2 5/0 3 4Q 26/0 3 1 Q 26/0 3 2Q 26/0 3 3 Q 26/0 3 4Q 27/0 3 1 Q 11

12. Slide 12: 1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 05 7,0 0 0 35% 6,0 0 0 25% 5,0 0 0 4,369 4,277 4,038 3,974 1 5% 4,0 0 0 3,698 3,629 3,744 3,584 3,682 3,0 0 0 5% -0.7% 1.1% 0.2% 0.9% 1.2% -1.2% -2.1% -1.6% -1.7% 2 ,0 0 0 - 5% 1,0 0 0 0 -1 5% 2 5/0 3 1 Q 2 5/0 3 2Q 2 5/0 3 3 Q 2 5/0 3 4Q 26/0 3 1 Q

13. Slide 13: 1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 06 14,0 0 0 3 0% 12 ,0 0 0 20% 10,0 0 0 9,422 8,980 9,328 8,543 8,864 8,343 8,196 8,506 8,1 83 1 0% 8,0 0 0 6,0 0 0 3.8% 3.3% 2.8% 2.0% 0% 2.4% -0.2% -0.4% 4,0 0 0 -1.0% -1.3% -1 0% 2 ,0 0 0 0 -20% 25/03 1Q 25/03 2Q 25/03 3Q 25/03 4Q 26/03 1Q 26/03

14. Slide 14: 1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

    1Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 14

15. Slide 15: ZOZO

    ev An ZOZO

ZOZO — 1Q FY2026 Earnings Presentation on 6ix