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ZOZO
ZOZO (3092) investor relations material
ZOZO Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary30 Jan, 2026
Executive summary
GMV for Q3 increased 9.1% year-over-year to ¥502.9 billion, with EBITDA rising 9.5% to ¥60.7 billion and margin at 12.6%, slightly down 0.2 points year-over-year.
Net sales for Q3 were ¥171.8 billion, up 6.7% year-over-year, and profit attributable to owners of parent was ¥36.98 billion, up 2.9%.
EBITDA exceeded plan due to lower logistics and promotional costs, despite a slight GMV shortfall from weak demand and underperforming sales events.
LYST was acquired and consolidated from May 2025, contributing to business expansion and changes in business composition.
Extraordinary losses of ¥700–707 million were recorded due to discontinuation of in-house production businesses.
Financial highlights
Gross profit margin declined to 33.2% from 34.7% year-over-year, mainly due to business mix changes from LYST consolidation.
SG&A expenses increased 7.3% year-over-year, but the SG&A-to-GMV ratio improved to 21.8%, down 1.0 point.
Operating profit rose 6.1% to ¥54.9 billion.
EBITDA margin was 12.6%, with operating profit margin at 11.4%.
Promotion expenses were 4.9% of GMV in Q3.
Outlook and guidance
Revised FY2025 forecast expects GMV (excluding other GMV) to grow 13.8% year-over-year and EBITDA to rise 9.9%.
Net sales are projected at ¥231.5 billion, with an EBITDA margin of 11.7%.
No changes to full-year consolidated earnings or dividend forecast.
Dividend per share is forecast at ¥39.0 (post-stock split basis).
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Next ZOZO earnings date
Q4 202630 Apr, 2026
ZOZO
Next ZOZO earnings date
Q4 202630 Apr, 2026
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Frequently asked questions
ZOZO Inc. is a Japanese e-commerce company specializing in fashion retail through its online platform, ZOZOTOWN. The company provides a wide range of clothing, footwear, and accessory products from various domestic and international brands. In addition to retail services, ZOZO Inc. offers personalized shopping experiences, including custom-fit apparel through proprietary technology such as the ZOZOSUIT, which enables users to capture body measurements for a more accurate fit. The company is headquartered in Chiba, Japan, and its shares are listed on the TSE.
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