ZOZO, Inc. (SATLF) Q1 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

It is time to start the financial results announcement of the first quarter of 2025 ending in March 2026 or so. We will only be offering live streaming this time. And we plan to have the session until 5.20 p.m. After that, we will have a Q&A session with institutional investors on a separate Zoom channel from 5.30 p.m. Now, I'd like to introduce the presenter, director, executive VP, and CFO Koji Yanagisawa. Hello. Now, CFO Yanagisawa will take us through the business results. Hello. I'd like to walk you through the first quarter financial results for the fiscal year ending in March, 2026. And the presentation document we will be using today has been uploaded already to our website's Investor Relations page, so please take a look. The concept for this year's financial statement is design that makes the people who work at the company the heroes and heroines. Believing that a company's true uniqueness comes from its people, we focused on each employee's individuality, portraying them life-size in expressive, croquis-style line drawings. The cover and opening illustration will change each quarter, reflecting our desire to make the report not just about the numbers, but also about the people behind them. We hope you'll enjoy noticing these little changes and feeling more connected to the people behind the report as the year goes on. But first, I'd like to explain the details of the revision of the earnings forecast announced today. This is page 33 of the handout. Regarding LIST, which has been consolidated since May 2025, we have disclosed revised performance forecasts that incorporate the effects of the consolidation of the business plans and the allocation of the acquisition costs following the progress of these procedures. Revised forecast includes the following. GNV ...