ZOZO (3092) Q1 2025 (Q&A) earnings summary
Event summary combining transcript, slides, and related documents.
Q1 2025 (Q&A) earnings summary
2 Feb, 2026Executive summary
Q&A session addressed key operational and financial questions for the first quarter of FY2024, focusing on depreciation, user demographics, marketing effectiveness, and shipping costs.
Key financial ratios and metrics
Depreciation expense decreased sequentially; further details on the drivers and future expectations were requested.
Average user age dropped to 33.3 years from 34.9, marking the lowest in four years.
Shipping volumes increased 4% year-over-year, while shipping costs rose 6.9%.
Segment performance
Marketing efforts targeted younger users and mothers, with questions raised about the success of these initiatives.
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