ENTITY
ZOZO Inc

ZOZO Inc (3092 JP)

315
Analysis
Consumer DiscretionaryJapan
ZOZO Inc operates internet shopping sites for apparel. The Company also provides communication services relating to apparel such as blogs by fashion moguls and internet chat room for users.
more
bearishSoftbank Corp
08 Jul 2024 22:24

Softbank Corp (9434) - Accounting for the Accounting Is Complicated Redux - So Be Bearish

Accounting for all the adjustments needed in EV (and EBITDA) in constructing a fair value for Softbank Corp means one should use forward PER. In...

Logo
430 Views
Share
30 May 2024 09:00

A Supermarket Clothing Revival in Japan?

​GMS chains and supermarkets are reviving their clothing sections, potentially creating new opportunities for higher margins at GMS operations.

Logo
257 Views
Share
bullishyutori
16 May 2024 08:00

Yutori Moves into Cosmetics as Strong Growth Continues

​Yutori, Zozo's online fashion mall, expands into cosmetics and other items, targeting the youth market. It is Zozo 20 years ago but with Zozo's...

Logo
189 Views
Share
bearishFast Retailing
08 May 2024 05:30

Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking, Capping, Funding & Other Changes

There could be 3 changes for the NKY in September with sector balance determining the inclusions. Fast Retailing will be capped while Tokyo...

Logo
819 Views
Share
23 Apr 2024 07:00

Fashion E-Commerce: Physical Stores Grow Faster than Online in Japan

​Fashion sector saw a slowdown in online spending post-Covid as shoppers returned to physical stores, impacting overall market growth. Winners in...

Logo
230 Views
Share
x