ZOZO, Inc.

Report azionario TSE:3092

Capitalizzazione di mercato: JP¥982.3b

ZOZO Crescita futura

Criteri Future verificati 2/6

ZOZO prevede che gli utili e i ricavi cresceranno rispettivamente di 4.9% e 4.7% all'anno. Si prevede che l'EPS crescerà di 5.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 44.5% in 3 anni.

Informazioni chiave

4.9%

Tasso di crescita degli utili

5.73%

Tasso di crescita dell'EPS

Specialty Retail crescita degli utili9.4%
Tasso di crescita dei ricavi4.7%
Rendimento futuro del capitale proprio44.49%
Copertura analitica

Good

Ultimo aggiornamento11 Sep 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • Aug 05

ZOZO, Inc. Just Missed EPS By 16%: Here's What Analysts Think Will Happen Next

ZOZO, Inc. ( TSE:3092 ) shareholders are probably feeling a little disappointed, since its shares fell 3.6% to JP¥1,139...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...

Recent updates

Articolo di analisi • Aug 05

ZOZO, Inc. Just Missed EPS By 16%: Here's What Analysts Think Will Happen Next

ZOZO, Inc. ( TSE:3092 ) shareholders are probably feeling a little disappointed, since its shares fell 3.6% to JP¥1,139...
Aggiornamento narrativa • Jul 31

3092: Share Repurchases And Dividend Commitment Will Support Future Upside

Analysts now estimate ZOZO's fair value at approximately ¥1,636, down from about ¥1,687, reflecting updates to inputs such as discount rate, expected revenue growth, profit margin and future P/E assumptions. What’s in the News for ZOZO On June 16, 2026, ZOZO held a Board Meeting to consider and approve a share repurchase and the cancellation of treasury shares.
Aggiornamento narrativa • Jul 01

3092: Dividend And Share Repurchase Plans Will Support Stable Future Returns

Analysts have trimmed their fair value estimate for ZOZO to ¥1,235.65 from ¥1,359.82, citing slightly lower assumptions for revenue growth, profit margins and future P/E multiples. What's in the News ZOZO's board scheduled a meeting on May 19, 2026 to resolve director candidates for the 28th Ordinary General Meeting of Shareholders and to approve the disposal of treasury shares under restricted stock compensation, along with other business items.
Aggiornamento narrativa • Jun 17

3092: Share Buybacks And Dividends Will Fail To Support Overvalued Stock

Analysts have maintained their ¥880 price target for ZOZO, noting only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall valuation view. What’s in the News for ZOZO ZOZO, Inc.
Aggiornamento narrativa • Jun 03

3092: Dividend Stability And Higher Revenue Assumptions Will Support Future Upside

Analysts have trimmed their fair value estimate for ZOZO from about ¥1,834 to roughly ¥1,687, reflecting updated views that pair slightly lower profit margin expectations with somewhat higher projected revenue growth and a similar forward P/E profile. What's in the News A board meeting is scheduled for May 19, 2026 to consider director candidates for the 28th Ordinary General Meeting of Shareholders, the disposal of treasury shares under restricted stock compensation, and other business matters.
Aggiornamento 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).
Articolo di analisi • 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...
Aggiornamento 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).
Aggiornamento 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).
Aggiornamento 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).
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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).
Aggiornamento 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).
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
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Nuova 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.

Previsioni di crescita degli utili e dei ricavi

TSE:3092 - Stime future degli analisti e dati finanziari passati (JPY Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/2029266,64156,55860,191N/A15
3/31/2028254,05853,92852,642N/A17
3/31/2027241,28651,11148,990N/A17
6/30/2026230,47748,445N/AN/AN/A
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
3/31/2020125,51718,804N/A24,789N/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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 3092 ( 4.9% all'anno) è superiore al tasso di risparmio ( 0.9% ).

Guadagni vs Mercato: Si prevede che gli utili di 3092 ( 4.9% all'anno) cresceranno più lentamente rispetto al mercato JP ( 8.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 3092 cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di 3092 ( 4.7% all'anno) crescerà più lentamente rispetto al mercato JP ( 6.3% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di 3092 ( 4.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di 3092 sarà molto alto tra 3 anni ( 44.5 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/14 10:49
Prezzo dell'azione a fine giornata2026/09/14 00:00
Utili2026/06/30
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

ZOZO, Inc. è coperta da 24 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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