Earnings Alerts

ZOZO Inc (3092) Earnings: 1Q Net Sales Beat Estimates with 9.8% Growth

  • Zozo’s first-quarter net sales reached 50.39 billion yen, up 9.8% year over year.
  • Net sales beat the market estimate of 49.24 billion yen.
  • Operating income was 15.90 billion yen, a slight increase of 0.2% year over year.
  • Operating income also surpassed the estimate of 15.56 billion yen.
  • Net income for the quarter was 11.11 billion yen, down 0.8% year over year.
  • Net income fell short of the estimate of 11.72 billion yen.
  • For the year 2025, Zozo maintains its net sales forecast at 214.40 billion yen, slightly higher than the estimate of 213.37 billion yen.
  • Zozo holds its operating income forecast at 64.20 billion yen, closely aligned with the estimate of 64.65 billion yen.
  • Zozo projects a net income of 45.20 billion yen for 2025, marginally lower than the 45.46 billion yen estimate.
  • Dividend forecast remains 107.00 yen, nearly matching the 107.44 yen estimate.
  • Analyst ratings for Zozo include 3 buys, 9 holds, and 3 sells.

ZOZO Inc on Smartkarma

Analyst coverage on ZOZO Inc on Smartkarma reveals varying perspectives on the company’s performance and outlook. Michael Causton, in his report “Zozo Still Expecting New Highs,” notes that while ZOZO’s sales remain strong, a decline in new customers has raised concerns about reaching peak performance, especially with retail stores outperforming e-commerce. Causton highlights ZOZO’s solid strategies to achieve its Β₯800 billion target amid evolving market dynamics.

Travis Lundy also provides insights in his reports, indicating positive dynamics for ZOZO. In “Mar24 Nikkei 225 Rebal,” Lundy mentions ZOZO’s favorable performance post-Nikkei 225 inclusion announcement, positioning it as a tough short. Additionally, Brian Freitas discusses the upcoming Nikkei 225 Index Rebalance, where ZOZO is set to be included. These reports collectively offer investors a comprehensive view of ZOZO Inc‘s position in the market and the potential opportunities and challenges it faces moving forward.


A look at ZOZO Inc Smart Scores

FactorScoreMagnitude
Value2
Dividend3
Growth3
Resilience5
Momentum5
OVERALL SMART SCORE3.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

ZOZO Inc, an internet shopping giant focusing on apparel, has a promising long-term outlook based on its Smartkarma Smart Scores. With a strong resilience score of 5, the company shows robustness in navigating market challenges. Additionally, ZOZO Inc‘s momentum score of 5 indicates a positive trend in its stock performance. While the value score of 2 suggests some room for improvement in terms of its valuation, the growth and dividend scores of 3 each reflect steady progress and potential returns for investors.

ZOZO Inc not only operates internet shopping platforms for apparel but also offers communication services related to fashion, including blogs by industry experts and online chat rooms for fashion enthusiasts. With an overall positive assessment from the Smart Scores, ZOZO Inc appears well-positioned to leverage its strengths in resilience and growth to drive future success in the competitive online retail industry.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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