ZOZO

Major retail groups · 3092

The Japan read

From the company's own filing for Q1 (Apr–Jun 2026) · reported 2026-07-31 · the filing

JapanZOZOTOWN gross merchandise value rose 3.6% to ¥126.0bn, with consignment sales up 3.6% and used fashion up 10.0%; a cooler-than-usual June dampened summer demand, the company says.
JapanZOZOTOWN's annual buyers reached 13.42 million, up 1.05 million year on year, as active members grew 1.13 million to 12.72 million on heavier web advertising.
Not disclosedZOZO reports a single e-commerce segment with no geographic split; LYST, its global business, was 6.4% of GMV, so the results are essentially a Japan read.

Other callouts in the filing

BasisTotal GMV fell 1.6% only because Yahoo! Shopping 'ZOZO option' stores stopped being counted after September 2025; excluding that 'other' line, GMV rose 5.1% to ¥156.7bn.
BasisConsolidation flatters growth: LYST, the global platform, was included for one more month than a year earlier (GMV +33.3%), and fragrance site Kalaria's operator High Link was added from May.
SegmentLINE Yahoo commerce (Yahoo! Shopping plus Yahoo! Auctions) grew GMV 7.6% to ¥19.0bn, outpacing ZOZOTOWN, helped by LINE Yahoo's own traffic drives and joint sale events.

floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.

Show figures in

Q1 (Apr–Jun 2026) · Year-to-Date

Reported 2026-07-31

Revenue¥56.1bn+3.9%

Operating profit¥17.9bn+5.7%

Net income¥11.9bn+4.6%

ZOZO grew revenue 3.9% to ¥56.1bn in April–June 2026, operating profit 5.7% to ¥17.9bn and net income 4.6% to ¥11.9bn. ZOZOTOWN is the channel the physical floor competes with directly — the same brands, the same season, no rent — so its growth rate is a useful counterweight to every department-store number on this page. Full-year guidance is unchanged at ¥241.9bn revenue (+5.9%) and ¥74.4bn operating profit (+7.3%).