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ZOZO, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 6%, Oct-Dec Ordinary Profit Increases by 12%

Fri Jan 30, 2026 3:30 pm JST Earnings

3092 ZOZO,Inc. 【J-GAAP】

Earnings Report

ZOZO,Inc. <3092> [TSE Prime] announced its financial results after the market closed on January 30th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 5.5% from the same period last year, reaching 54.7 billion yen. Progress toward the full-year plan of 69.1 billion yen was 79.2%, almost the same as the five-year average of 78.0%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to March period (4Q) is expected to grow 10.3% from the same period last year, reaching 14.3 billion yen.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 12.0% from the same period last year, reaching 23.8 billion yen. The operating profit margin rose from 34.2% in the same period last year to 35.8%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 147,568 45,698 45,906 32,470 36.1 76.8 Jan 31, 2024 J-GAAP
Apr - Dec, 2024 161,076 51,761 51,829 35,943 40.4 79.9 Jan 31, 2025 J-GAAP
Apr - Dec, 2025 171,805 54,921 54,702 36,976 41.7 79.2 Jan 30, 2026 J-GAAP
YoY +6.7% +6.1% +5.5% +2.9% +3.4%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 114,330 34,281 34,375 24,216 27.2 18 Apr 30, 2025 J-GAAP
Oct - Mar, 2025 Guidance 126,251 38,126 38,274 26,794 30.3 20 Oct 31, 2025 J-GAAP
YoY +10.4% +11.2% +11.3% +10.6% +11.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 197,016 60,079 59,764 44,341 49.4 34.67 Apr 30, 2024 J-GAAP
Mar, 2025 213,131 64,756 64,888 45,346 50.9 35.67 Apr 30, 2025 J-GAAP
Mar, 2026 Guidance 231,500 69,200 69,100 47,800 54.1 39 Jul 31, 2025 J-GAAP
YoY +8.6% +6.9% +6.5% +5.4% +6.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 62,275 21,286 21,316 14,813 16.6 34.2 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 52,055 12,995 13,059 9,403 10.6 25.0 Apr 30, 2025 J-GAAP
Apr - Jun, 2025 54,028 16,920 16,638 11,376 12.8 31.3 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 51,221 14,154 14,188 9,630 10.9 27.6 Oct 31, 2025 J-GAAP
Oct - Dec, 2025 66,556 23,847 23,876 15,970 18.0 35.8 Jan 30, 2026 J-GAAP
YoY +6.9% +12.0% +12.0% +7.8% +8.4%

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