{"id":136581,"date":"2026-10-29T17:10:17","date_gmt":"2026-10-29T08:10:17","guid":{"rendered":"https:\/\/japanir.jp\/en\/ir\/3092-20261029-02_wp_financial_summary\/"},"modified":"2026-10-29T17:10:17","modified_gmt":"2026-10-29T08:10:17","slug":"3092-20261029-02_wp_financial_summary","status":"publish","type":"ir_release","link":"https:\/\/japanir.jp\/en\/company\/company-3092\/ir\/3092-20261029-02_wp_financial_summary\/","title":{"rendered":"2Q FY2026 ZOZO, Inc. Consolidated Business Results"},"content":{"rendered":"<p>2Q (interim) earnings overview: Merchandise value handled centered on ZOZOTOWN was 309.43 billion yen, adjusted EBITA was 34.61 billion yen, and ROE is expected to exceed 50% for the full year. Reports trends in profit margins driven by integration effects of LINE Yahoo Commerce and LYST and improved cost management. Announced a policy for share buybacks and cancellation to raise year-end ROE.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"price_fetched_at":"","company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"3092","jir_company_name":"ZOZO, Inc.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-10-29","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/10\/3092-20261029-02.pdf","jir_short_summary":"2Q (interim) earnings overview: Merchandise value handled centered on ZOZOTOWN was 309.43 billion yen, adjusted EBITA was 34.61 billion yen, and ROE is expected to exceed 50% for the full year. Reports trends in profit margins driven by integration effects of LINE Yahoo Commerce and LYST and improved cost management. Announced a policy for share buybacks and cancellation to raise year-end ROE.","jir_summary":"### Overview of Results\nIn 2Q, ZOZO recorded total merchandise value handled of 309.43 hundred million yen (YoY -1.0%), driven by ZOZOTOWN. With the consolidation and contributions from LINE Yahoo Commerce and LYST, overall promotional expenditures and composition ratios shifted, while adjusted EBITA was 34.61 hundred million yen, up 5.1% year-over-year, showing solid performance. SG&A ratio was restrained through logistics efficiency improvements and cost reductions, achieving margin improvement. The mid-term plan targets adjusted EBITA of 90.0 hundred million yen by 2030, and ROE is expected to exceed 50%.\n\n### Capital Policy and Outlook\nThe company resolved on June 16, 2026 to acquire and cancel treasury stock, with an acquisition ceiling of 30 hundred million yen or 43,000,000 shares, scheduled acquisition period from June 17, 2026 to December 30, 2026 (planned), and cancellation scheduled for January 29, 2027. This strengthens shareholder returns and aims to further raise ROE. For the fiscal year ending March 2027, the company plans to revise and maintain upward profit indicators assuming growth in merchandise value handled and adjusted EBITA.","jir_financial_highlights":"Merchandise value handled: 309.43 hundred million yen (Year-over-Year (YoY) -1.0%)\nAdjusted EBITA: 34.61 hundred million yen (Year-over-Year (YoY) +5.1%)\nROE: Expected to exceed 50% (Expected upward from FY26\/03 actual 46.6%)\nShare buyback ceiling: 30 hundred million yen or 43,000,000 shares (Announced)\nScheduled date for share cancellation: January 29, 2027 (Planned)","jir_category":"","jir_hashtags":"#ZOZO, #ShareBuyback, #MidTermPlan, #IntegratedReportPortal","jir_key_figures":"Merchandise value handled: 309.43 hundred million yen (YoY -1.0%)\nAdjusted EBITA: 34.61 hundred million yen (YoY +5.1%)\nROE: Expected to exceed 50% (FY26\/03 actual 46.6% \u2192 upward expectation)","jir_meta_title":"ZOZO, Inc. 2Q Earnings Summary | Merchandise Value Handled 309.43 billion yen \u00b7 Adjusted EBITA 34.61 billion yen","jir_meta_description":"ZOZO 2Q interim earnings summary. Merchandise value handled 309.43 hundred million yen, adjusted EBITA 34.61 hundred million yen, ROE expected to exceed 50%. Includes integration effects of LINE Yahoo Commerce and LYST and announcement of share buyback and cancellation.","jir_og_title":"ZOZO, Inc. 2Q Earnings Summary | Merchandise Value Handled 309.43 hundred million yen \u00b7 EBITA 34.61 hundred million yen","jir_og_description":"ZOZO 2Q interim results. Merchandise value handled 309.43 hundred million yen, adjusted EBITA 34.61 hundred million yen, ROE expected to exceed 50%. 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