ZOZO, Inc. Stock Price

TSE:3092 Community·JP¥1.0t Market Cap

3 Narratives written by author
0 Comments on narratives written by author
1 Fair Values set on narratives written by author

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3092 Share Price Performance

JP¥0

-1504.50 (-100.00%)

JP¥1,235.65

Fair Value

JP¥0

-1504.50 (-100.00%)

JP¥0

Wed, 1 Jul 26

Fair ValueJP¥1,235.65

Share Pricen/a

3092 Community Narratives

AnalystConsensusTarget's

Fair Value

Fair Value JP¥1.24k 4.9% undervalued

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

AnalystHighTarget's

Fair Value

Fair Value JP¥1.69k 30.4% undervalued

AI-driven Personalization And Cross-Border Demand Will Reshape Global E-Commerce

AnalystLowTarget's

Fair Value

Fair Value JP¥880 33.5% overvalued

Aging Japanese Market And LYST Woes Will Challenge Profitability

ZOZO

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

ZOZO is pushing beyond its home market by bringing LYST into the business, leaning on advertising demand and rolling out AI-powered shopping tools that aim to make online fashion feel more personal. The catch is that this expansion could get more expensive and less predictable than it looks, especially if promotions, disclosure gaps, or a heavy reliance on Japan start to weigh on growth.Read more

JP¥1.24k

4.9% undervalued

AnalystConsensusTarget's

Fair Value

Revenue

5.35% p.a.

Profit Margin

21.36%

Future PE

22.66x

Price in 2029

JP¥1.47k

ZOZO

Aging Japanese Market And LYST Woes Will Challenge Profitability

ZOZO’s online fashion business leans heavily on Japan, and a graying customer base plus rising costs could make growth harder and profits less reliable. At the same time, new services and a recent acquisition could open fresh paths—if the company can turn it around without dragging results down.Read more

JP¥880

33.5% overvalued

AnalystLowTarget's

Fair Value

Revenue

3.95% p.a.

Profit Margin

20.96%

Future PE

17.13x

Price in 2029

JP¥1.05k

ZOZO

AI-driven Personalization And Cross-Border Demand Will Reshape Global E-Commerce

ZOZO is betting that smarter, AI-powered shopping and the Lyst acquisition can bring in more overseas customers and make its fashion marketplace more addictive to use. But the upside comes with real hazards, from tougher global rivals to the risk that an unprofitable acquisition and rising delivery costs squeeze profits.Read more

JP¥1.69k

30.4% undervalued

AnalystHighTarget's

Fair Value

Revenue

8.22% p.a.

Profit Margin

20.9%

Future PE

29.29x

Price in 2029

JP¥2.02k

Trending Discussion

No trending discussion available.

Snowflake Analysis

Flawless balance sheet average dividend payer.

1 Risk

3 Rewards

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ZOZO, Inc. Key Details

Last Reported Earnings

Mar 31, 2026

Next Reporting Earnings

Jul 31, 2026

: 54.35
: 93.27%
: 20.99%
: 18.7%

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About 3092

Founded: 1998
Employees: 1894
CEO: Kotaro Sawada
WebsiteView website: corp.zozo.com

ZOZO, Inc. operates online shopping Websites in Japan. It operates ZOZOTOWN a fashion online shopping website that includes services, such as ZOZOUSED, a website for secondhand/vintage apparel; ZOZOCOSME, an online cosmetic store; ZOZOSHOES, a shoe-specialized zone; and ZOZOVILLA that brings together domestic and international brands. It also operates WEAR, an outfit-sharing app; ZOZOFIT, a 3D body scanning technology solution; ZOZOMO, and online merges offline platform that offers fulfillment support and reservation services; ZOZOMETRY that offers measurement process optimization service for businesses; ZOZOGLASS, a skin tone capturing device that solves customers’ challenge of cosmetic product color selection; ZOZOMAT, a 3D feet measuring tool; ZOZOSUIT, a 3D body measurement service; and PayPay mall. In addition, it engages in the advertisement business. The company was formerly known as Start Today Co., Ltd. and changed its name to ZOZO, Inc. in October 2018. ZOZO, Inc. was incorporated in 1998 and is headquartered in Chiba, Japan. ZOZO, Inc. is a subsidiary of Z Intermediate Holdings Co.,Ltd.