ZOZO, Inc.

Informe acción TSE:3092

Capitalización de mercado: JP¥900.2b

ZOZO Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de ZOZO de 5.4% y 4.7% por año respectivamente. Se prevé que el BPA crezca en un 5.9% al año. Se espera que la rentabilidad financiera sea de 41.2% en 3 años.

Información clave

5.4%

Tasa de crecimiento de los beneficios

5.88%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Specialty Retail9.1%
Tasa de crecimiento de los ingresos4.7%
Rentabilidad financiera futura41.20%
Cobertura de analistas

Good

Última actualización22 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis • May 02

The ZOZO, Inc. (TSE:3092) Yearly Results Are Out And Analysts Have Published New Forecasts

Shareholders might have noticed that ZOZO, Inc. ( TSE:3092 ) filed its yearly result this time last week. The early...
Artículo de análisis • Feb 03

ZOZO, Inc. (TSE:3092) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

ZOZO, Inc. ( TSE:3092 ) shareholders are probably feeling a little disappointed, since its shares fell 7.0% to JP¥1,138...
Artículo de análisis • Nov 04

ZOZO, Inc. Just Missed EPS By 15%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for ZOZO, Inc. ( TSE:3092 ), which a week ago released some disappointing interim...
Artículo de análisis • Aug 03

ZOZO, Inc. (TSE:3092) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Last week, you might have seen that ZOZO, Inc. ( TSE:3092 ) released its first-quarter result to the market. The early...

Recent updates

Actualización de narrativa • May 05

3092: Higher Discount Rate Will Pressure Earnings Quality Before Loan Decision

Analysts have trimmed their fair value estimate for ZOZO to a new price target of ¥880 from ¥1,009.84, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide whether to execute a loan agreement that includes financial covenants (Key Developments).
Artículo de análisis • May 02

The ZOZO, Inc. (TSE:3092) Yearly Results Are Out And Analysts Have Published New Forecasts

Shareholders might have noticed that ZOZO, Inc. ( TSE:3092 ) filed its yearly result this time last week. The early...
Actualización de narrativa • Apr 20

3092: Higher Profitability And Loan Covenants Will Support Future Upside

Analysts have adjusted their price target on ZOZO slightly lower to ¥1,834 from ¥1,849, citing updated assumptions for revenue growth, profit margins and future P/E, while noting that the overall valuation remains largely intact. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide on the execution of a loan agreement that includes financial covenants (Key Developments).
Actualización de narrativa • Apr 06

3092: Loan Agreement Decision And Margin Stability Will Support Further Upside

Analysts have adjusted their price target on ZOZO to ¥1,359.82, keeping it unchanged overall while fine tuning assumptions such as a slightly different discount rate, a modestly revised revenue growth outlook, a small uplift in profit margin, and a minor tweak to the forward P/E multiple. What's in the News A board meeting is scheduled for February 20, 2026, to consider and decide on a loan agreement that includes financial covenants (Key Developments).
Actualización de narrativa • Mar 22

3092: Higher Profitability And New Loan Covenants Will Support Future Upside

Analysts have slightly reduced their price target on ZOZO to ¥1,848.64 from ¥1,857.27, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E multiples. What's in the News A board meeting is scheduled for February 20, 2026, with an agenda to consider and decide on executing a loan agreement that includes financial covenants (Key Developments).
Actualización de narrativa • Mar 07

3092: Loan Agreement Plans And Margin Resilience Will Support Further Upside

Analysts have slightly reduced their fair value estimate for ZOZO from ¥1,365.71 to ¥1,359.82, reflecting modest adjustments to assumptions related to the discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News ZOZO scheduled a board meeting for February 20, 2026 to consider and resolve on executing a loan agreement with financial covenants (Key Developments).
Actualización de narrativa • Feb 21

3092: Higher Margin Outlook And Dividend Stability Will Support Upside Potential

Analysts now see ZOZO's fair value shifting from ¥1,437.47 to ¥1,365.71 as they factor in adjusted revenue growth expectations, a slightly higher discount rate, modestly higher profit margin assumptions, and a lower future P/E multiple. Valuation Changes Fair Value: Adjusted from ¥1,437.47 to ¥1,365.71, representing a modest move lower in the modelled estimate.
Actualización de narrativa • Feb 07

3092: Higher Profitability And Lower Discount Rate Will Support Future Upside

Analysts have increased their fair value estimate for ZOZO to ¥1,857 from ¥1,852, reflecting updated views on revenue growth, profit margins, discount rate and future P/E assumptions. Valuation Changes Fair Value Estimate has been nudged up slightly from ¥1,852 to ¥1,857.
Artículo de análisis • Feb 03

ZOZO, Inc. (TSE:3092) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

ZOZO, Inc. ( TSE:3092 ) shareholders are probably feeling a little disappointed, since its shares fell 7.0% to JP¥1,138...
Actualización de narrativa • Jan 24

3092: Dividend Reset And Stable Assumptions Will Support Future Upside

Analysts have nudged their price target on ZOZO slightly higher to ¥1,852, citing modest tweaks to inputs such as a roughly 0.06 percentage point change in discount rate, a 0.08 percentage point adjustment to revenue growth, a marginal shift in profit margin, and a small revision to the assumed future P/E multiple. What's in the News ZOZO announced a second quarter dividend of ¥19 per share for the period ended September 30, 2025, compared with ¥53 per share a year earlier, with figures presented on a post stock split basis (Key Developments).
Actualización de narrativa • Jan 09

3092: Dividend Policy And Modest Assumption Shifts Will Support Future Upside

Analysts have made a small downward adjustment to their fair value estimate for ZOZO to ¥1,852.28 from ¥1,853.41, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO announced a second quarter dividend of ¥19 per share for the period ended September 30, 2025, compared with ¥53 per share a year earlier, with amounts presented on a post stock split basis (Key Developments).
Artículo de análisis • Dec 29

Here's Why ZOZO (TSE:3092) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Actualización de narrativa • Dec 15

3092: Dividend Outlook Will Support Stronger Long Term Earnings Prospects

Analysts have slightly reduced their price target on ZOZO to approximately ¥1,850 from about ¥1,990, citing a modestly higher discount rate and slightly lower margin expectations, while remaining constructive on revenue growth and longer term earnings power. What's in the News ZOZO announced a second quarter dividend of JPY 19 per share for the period ended September 30, 2025, adjusted for a three-for-one stock split completed on April 1, 2025 (company announcement) The new interim dividend compares with JPY 53 per share a year earlier, reflecting the impact of the stock split and updated capital return policy (company announcement) The dividend will be payable on November 25, 2025 to shareholders of record as of the specified date (company announcement) For the fiscal year ending March 31, 2026, ZOZO guided for a year-end dividend of JPY 20 per share, versus JPY 54 per share a year ago, on a post-split basis (company announcement) Valuation Changes The fair value estimate has fallen slightly to approximately ¥1,850 from about ¥1,990, reflecting more conservative assumptions.
Actualización de narrativa • Nov 29

3092: Dividend Stability And Stock Split Are Expected To Support Fair Value

Analysts have slightly reduced their price target for ZOZO from ¥1,441.88 to ¥1,437.47, citing modest adjustments in growth forecasts and profitability metrics. What's in the News ZOZO, Inc.
Artículo de análisis • Nov 22

Calculating The Fair Value Of ZOZO, Inc. (TSE:3092)

Key Insights The projected fair value for ZOZO is JP¥1,226 based on 2 Stage Free Cash Flow to Equity ZOZO's JP¥1,321...
Actualización de narrativa • Nov 15

3092: Dividend Payouts And Stock Split Will Drive Shareholder Value

Analysts have slightly lowered their price target for ZOZO from ¥1,473 to ¥1,441. They cite modestly slower expected revenue growth and a marginally higher discount rate in their updated forecasts.
Artículo de análisis • Nov 04

ZOZO, Inc. Just Missed EPS By 15%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for ZOZO, Inc. ( TSE:3092 ), which a week ago released some disappointing interim...
Actualización de narrativa • Nov 01

3092: Dividend Adjustments And Stock Split Will Shape Near-Term Performance

Analysts have slightly reduced their price target for ZOZO from ¥1,500 to ¥1,473.44, citing marginal adjustments to growth forecasts and profitability expectations. What's in the News ZOZO, Inc.
Artículo de análisis • Sep 08

We Think ZOZO (TSE:3092) Can Manage Its Debt With Ease

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis • Aug 03

ZOZO, Inc. (TSE:3092) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Last week, you might have seen that ZOZO, Inc. ( TSE:3092 ) released its first-quarter result to the market. The early...
Artículo de análisis • Jul 17

Does This Valuation Of ZOZO, Inc. (TSE:3092) Imply Investors Are Overpaying?

Key Insights Using the 2 Stage Free Cash Flow to Equity, ZOZO fair value estimate is JP¥1,215 ZOZO's JP¥1,528 share...
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Nueva narrativa • Nov 25

Revolutionising Retail With AI Innovation And Calculated Brand Expansion

Productivity improvements and personalized strategies may reduce costs and boost net margins significantly.

Previsiones de crecimiento de beneficios e ingresos

TSE:3092 - Estimaciones futuras de los analistas y datos financieros pasados (JPY Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
3/31/2029266,35656,50166,25170,4128
3/31/2028254,53354,79858,08864,45617
3/31/2027242,33251,32953,33163,72316
3/31/2026228,37347,92645,48252,531N/A
12/31/2025223,86046,379N/AN/AN/A
9/30/2025219,57945,22247,76854,010N/A
6/30/2025216,77245,613N/AN/AN/A
3/31/2025213,13145,34653,82960,114N/A
12/31/2024210,52447,814N/AN/AN/A
9/30/2024205,60045,15740,70350,334N/A
6/30/2024201,53244,246N/AN/AN/A
3/31/2024197,01644,34133,22642,589N/A
12/31/2023194,52440,783N/AN/AN/A
9/30/2023189,87340,77327,22836,671N/A
6/30/2023186,70440,770N/AN/AN/A
3/31/2023183,42339,52627,40136,671N/A
12/31/2022178,88839,052N/AN/AN/A
9/30/2022173,75437,01835,86340,222N/A
6/30/2022169,92335,721N/AN/AN/A
3/31/2022166,19934,49238,56339,895N/A
12/31/2021162,70033,860N/AN/AN/A
9/30/2021157,12233,53041,22244,405N/A
6/30/2021152,59432,342N/AN/AN/A
3/31/2021147,40230,93241,43844,790N/A
12/31/2020142,11030,357N/AN/AN/A
9/30/2020134,76724,82829,91933,505N/A
6/30/2020130,99420,799N/AN/AN/A
3/31/2020125,51718,80419,61924,789N/A
12/31/2019120,51814,492N/AN/AN/A
9/30/2019121,88317,613N/A19,166N/A
6/30/2019120,05017,148N/AN/AN/A
3/31/2019118,40515,985N/A14,807N/A
12/31/2018117,29117,536N/AN/AN/A
9/30/2018109,50216,896N/A15,922N/A
6/30/2018103,53318,787N/AN/AN/A
3/31/201898,43220,156N/A19,882N/A
12/31/201793,61419,203N/AN/AN/A
9/30/201787,52118,527N/A17,506N/A
6/30/201782,45818,987N/AN/AN/A
3/31/201776,39317,035N/A18,294N/A
12/31/201670,36618,178N/AN/AN/A
9/30/201663,57115,258N/A15,438N/A
6/30/201658,95213,067N/AN/AN/A
3/31/201654,42211,988N/A12,027N/A
12/31/201549,67910,047N/AN/AN/A
9/30/201545,9799,875N/A11,411N/A
6/30/201543,6379,627N/AN/AN/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (5.4% al año) de 3092 es superior a la tasa de ahorro (0.8%).

Beneficios vs. Mercado: Se prevé que los beneficios (5.4% al año) de 3092 crezcan menos que el mercado JP (8.7% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de 3092 crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (4.7% al año) de 3092 crezcan más despacio que el mercado de JP (5.4% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 4.7% al año) de 3092 crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de 3092 sea muy elevada dentro de 3 años (41.2%).

Descubre empresas en crecimiento

7D

1Y

7D

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7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/24 02:39
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

ZOZO, Inc. está cubierta por 24 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc
Oliver James Gray MatthewCLSA