)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
ZOZO
ZOZO (3092) investor relations material
ZOZO Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary29 Oct, 2026
Executive summary
H1 GMV excluding other GMV rose 5.7% YoY to ¥309,290 million, a first-half record; reported GMV fell 1.0% to ¥309,433 million after certain Yahoo! JAPAN Shopping store GMV stopped being recorded.
Adjusted EBITA increased 5.1% to ¥34,614 million, also a first-half record, with an 11.2% margin.
H1 net sales rose 5.1% to ¥110,642 million; operating profit increased 5.6% to ¥32,825 million and net profit attributable to owners rose 3.5% to ¥21,751 million.
Financial highlights
Gross profit rose 4.4% YoY to ¥102,756 million; SG&A increased 3.8% to ¥69,930 million.
Ordinary profit increased 6.6% to ¥32,871 million; EPS was ¥24.74 versus ¥23.68 a year earlier.
Adjusted EBITA growth reflected gross profit gains and lower variable logistics costs, partly offset by fixed costs, promotion spending and other expenses.
Operating cash flow increased ¥4.2 billion YoY, mainly on higher H1 profit before income taxes.
Comprehensive income fell 3.6% to ¥21,330 million, mainly due to foreign currency translation adjustment of -¥379 million versus +¥1,127 million a year earlier.
Outlook and guidance
FY2027 forecast unchanged: GMV excluding other GMV ¥678.6 billion (+5.0%), net sales ¥241.9 billion (+5.9%), and adjusted EBITA ¥77.9 billion (+7.2%).
FY2027 operating profit and ordinary profit are forecast at ¥74.4 billion each; net profit at ¥49.7 billion, EPS at ¥56.20 and dividends at ¥40 per share.
H1 promotional spending was below plan partly because Q1 initiatives were postponed; spending is expected to rise from Q3, with FY spending expected to be similar to last year at ~4.8% of GMV.
LYST plans faster H2 onboarding for its new platform checkout service after new-brand acquisition lagged plan.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from ZOZO
- GMV and Adjusted EBITA grew as logistics efficiencies offset softer summer demand.3092
Q2 2027 - Record H1 GMV and Adjusted EBITA; FY2027 guidance remained unchanged.3092Q2 2027 (Q&A)
- GMV and profits rose, with strong shareholder returns and new AI-driven growth initiatives.3092Q1 2027 (Q&A)
- GMV and EBITDA rose, with LYST and HIGH LINK acquisitions fueling growth and diversification.3092Q4 2026 (Q&A)
- Record EBITDA and strong GMV growth, with LYST acquisition and a ¥39.0 dividend forecast.3092Q3 2026 (Q&A)
- Q1 FY2026 saw strong sales and global expansion with LYST, but gross margin declined.3092Q1 2026 (Q&A)
- Net sales and profit rose year-over-year, supported by AI, tech innovation, and cost efficiencies.3092Q2 2025 (Q&A)
- Profits, sales, and GMV rose, with LYST acquisition and new models fueling global expansion.3092Q4 2025 (Q&A)
- Q3 profit and sales rose on promotions and efficiency; guidance and dividend unchanged.3092Q3 2025 (Q&A)
Next ZOZO earnings date
Q3 202729 Jan, 2027
ZOZO
Next ZOZO earnings date
Q3 202729 Jan, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
ZOZO Inc. is a Japanese e-commerce company specializing in fashion retail through its online platform, ZOZOTOWN. The company provides a wide range of clothing, footwear, and accessory products from various domestic and international brands. In addition to retail services, ZOZO Inc. offers personalized shopping experiences, including custom-fit apparel through proprietary technology such as the ZOZOSUIT, which enables users to capture body measurements for a more accurate fit. The company is headquartered in Chiba, Japan, and its shares are listed on the TSE.