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ZOZO, Inc.TSE:3092 Stock Report

Market Cap JP¥1.1t
Share Price
JP¥1.28k
My Fair Value
n/a
1Y-23.9%
7D-0.5%
Portfolio Value
​
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ZOZO, Inc.

TSE:3092 Stock Report

Market Cap: JP¥1.1t

ZOZO (3092) Stock Overview

Operates online shopping Websites in Japan and internationally. More details

3092 fundamental analysis
Snowflake Score
Valuation0/6
Future Growth3/6
Past Performance3/6
Financial Health6/6
Dividends4/6

Rewards

Earnings are forecast to grow 7.76% per year

Earnings have grown 10.1% per year over the past 5 years

Risk Analysis

Unstable dividend track record


3092 Community Fair Values

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ZOZO

Aging Japanese Market And LYST Woes Will Challenge Profitability

Key Takeaways Reliance on a shrinking Japanese consumer base, volatile sourcing costs, and minimal international diversification significantly threaten earnings stability and future growth. Pressures from sustainability demands, aggressive promotional tactics, and an underperforming acquisition further jeopardize margins and weaken competitive positioning.
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JP¥1.01k
FV
27.0% overvalued intrinsic discount
4.90%
Revenue growth p.a.
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ZOZO

AI-driven Personalization And Cross-Border Demand Will Reshape Global E-Commerce

Key Takeaways Integration of Lyst and ZOZO's proprietary AI unlocks global expansion, enhanced user engagement, and structurally higher margins through increased personalization and cross-selling. Operational efficiencies in logistics, expanding brand partnerships, and the shift to online retail underpin durable, long-term revenue and earnings growth.
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JP¥1.99k
FV
35.6% undervalued intrinsic discount
8.54%
Revenue growth p.a.
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ZOZO

3092: Dividend Adjustments And Stock Split Will Shape Near-Term Performance

Key Takeaways Expanding international presence, personalized AI-driven services, and strong advertising performance are driving higher customer engagement, margins, and profitability. Operational efficiencies and a growing digital-native user base support sustainable top-line growth and improved cost management.
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JP¥1.47k
FV
13.0% undervalued intrinsic discount
6.53%
Revenue growth p.a.
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ZOZO, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for ZOZO
Historical stock prices
Current Share PriceJP¥1,277.50
52 Week HighJP¥1,801.67
52 Week LowJP¥1,140.00
Beta0.61
1 Month Change-5.51%
3 Month Change-12.17%
1 Year Change-23.90%
3 Year Change18.10%
5 Year Change54.85%
Change since IPO3,216.62%

Recent News & Updates

ZOZO, Inc. Just Missed EPS By 15%: Here's What Analysts Think Will Happen Next

Nov 04
ZOZO, Inc. Just Missed EPS By 15%: Here's What Analysts Think Will Happen Next

Recent updates

ZOZO, Inc. Just Missed EPS By 15%: Here's What Analysts Think Will Happen Next

Nov 04
ZOZO, Inc. Just Missed EPS By 15%: Here's What Analysts Think Will Happen Next

We Think ZOZO (TSE:3092) Can Manage Its Debt With Ease

Sep 08
We Think ZOZO (TSE:3092) Can Manage Its Debt With Ease

ZOZO, Inc. (TSE:3092) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Aug 03
ZOZO, Inc. (TSE:3092) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Does This Valuation Of ZOZO, Inc. (TSE:3092) Imply Investors Are Overpaying?

Jul 17
Does This Valuation Of ZOZO, Inc. (TSE:3092) Imply Investors Are Overpaying?

ZOZO (TSE:3092) Has A Rock Solid Balance Sheet

May 24
ZOZO (TSE:3092) Has A Rock Solid Balance Sheet

ZOZO's (TSE:3092) Solid Earnings Have Been Accounted For Conservatively

May 07
ZOZO's (TSE:3092) Solid Earnings Have Been Accounted For Conservatively

ZOZO, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

May 03
ZOZO, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Calculating The Intrinsic Value Of ZOZO, Inc. (TSE:3092)

Apr 09
Calculating The Intrinsic Value Of ZOZO, Inc. (TSE:3092)

ZOZO, Inc.'s (TSE:3092) Popularity With Investors Is Under Threat From Overpricing

Mar 03
ZOZO, Inc.'s (TSE:3092) Popularity With Investors Is Under Threat From Overpricing

If EPS Growth Is Important To You, ZOZO (TSE:3092) Presents An Opportunity

Feb 17
If EPS Growth Is Important To You, ZOZO (TSE:3092) Presents An Opportunity

ZOZO, Inc. Just Recorded A 9.5% EPS Beat: Here's What Analysts Are Forecasting Next

Feb 03
ZOZO, Inc. Just Recorded A 9.5% EPS Beat: Here's What Analysts Are Forecasting Next

ZOZO (TSE:3092) Has A Pretty Healthy Balance Sheet

Jan 12
ZOZO (TSE:3092) Has A Pretty Healthy Balance Sheet

Should You Think About Buying ZOZO, Inc. (TSE:3092) Now?

Dec 29
Should You Think About Buying ZOZO, Inc. (TSE:3092) Now?

A Look At The Fair Value Of ZOZO, Inc. (TSE:3092)

Dec 02
A Look At The Fair Value Of ZOZO, Inc. (TSE:3092)
User avatar

Revolutionising Retail With AI Innovation And Calculated Brand Expansion

Productivity improvements and personalized strategies may reduce costs and boost net margins significantly.

Shareholder Returns

3092JP Specialty RetailJP Market
7D-0.5%3.2%0.5%
1Y-23.9%10.9%20.3%

Return vs Industry: 3092 underperformed the JP Specialty Retail industry which returned 10.9% over the past year.

Return vs Market: 3092 underperformed the JP Market which returned 20.3% over the past year.

Price Volatility

Is 3092's price volatile compared to industry and market?
3092 volatility
3092 Average Weekly Movement3.8%
Specialty Retail Industry Average Movement3.4%
Market Average Movement3.7%
10% most volatile stocks in JP Market7.9%
10% least volatile stocks in JP Market2.0%

Stable Share Price: 3092 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 3092's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19981,761Kotaro Sawadacorp.zozo.com

ZOZO, Inc. operates online shopping Websites in Japan and internationally. It operates ZOZOTOWN a fashion online shopping website; WEAR, an outfit-sharing app; Multi-Size platform, a new way of shopping for clothes where users select their height and weight to purchase their ideal size; ZOZOUSED, a website for secondhand/vintage apparel; ZOZOFIT, a body management service; ZOZOGLASS, a skin tone capturing device that solves customers’ challenge of cosmetic product color selection; ZOZOMAT, a 3D feet measuring tool; ZOZOSUIT, a 3D measurement bodysuit; and PayPay mall. In addition, it engages in the advertisement business.

ZOZO, Inc. Fundamentals Summary

How do ZOZO's earnings and revenue compare to its market cap?
3092 fundamental statistics
Market capJP¥1.13t
Earnings (TTM)JP¥45.22b
Revenue (TTM)JP¥219.58b
25.0x
P/E Ratio
5.1x
P/S Ratio

Is 3092 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
3092 income statement (TTM)
RevenueJP¥219.58b
Cost of RevenueJP¥14.83b
Gross ProfitJP¥204.75b
Other ExpensesJP¥159.53b
EarningsJP¥45.22b

Last Reported Earnings

Sep 30, 2025

Next Earnings Date

Jan 30, 2026

Earnings per share (EPS)51.14
Gross Margin93.25%
Net Profit Margin20.59%
Debt/Equity Ratio21.1%

How did 3092 perform over the long term?

See historical performance and comparison

Dividends

3.1%
Current Dividend Yield
35%
Payout Ratio

Does 3092 pay a reliable dividends?

See 3092 dividend history and benchmarks
When do you need to buy 3092 by to receive an upcoming dividend?
ZOZO dividend dates
Ex Dividend DateSep 29 2025
Dividend Pay DateNov 25 2025
Days until Ex dividend45 days
Days until Dividend pay date12 days

Does 3092 pay a reliable dividends?

See 3092 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/12 13:57
End of Day Share Price 2025/11/12 00:00
Earnings2025/09/30
Annual Earnings2025/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

ZOZO, Inc. is covered by 29 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc
Kota EzawaCitigroup Inc