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Zozo (3092) · InitiativeDropped

Establishing a Fashion E-Commerce Ecosystem through ZOZOフリマ (ZOZO's Fashion Flea-Market Platform)

First written in FY2016. 3 of 5 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2018-Q1.

5entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q1 – FY2017-Q32016: 320162017: 22017
Same theme, other companies
E-commerce business expansion from escrow and flea-market appsA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

0 other companies' latest entry also says "Dropped".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2018-Q1DroppedAnnual report

    「GMV in the flea-market business for the three months ended 30 June was ¥86 million, down 61.4% year on year. The flea-market business service ended on 30 June 2017.」

    GMV in the flea-market business declined, and the service ended on 30 June 2017.
  2. FY2017-Q3AdvancedAnnual report

    「GMV in the flea-market business for the nine months ended 31 December was ¥666 million, accounting for 0.5% of total GMV, compared with 0.0% in the previous year. Revenue was negative ¥0 million. As many players have already entered the flea-market business, our group aims to establish an ecosystem for the fashion e-commerce industry as a whole by clearly differentiating itself, not by simply pursuing scale, but by leveraging the fashion e-commerce operating expertise developed through ZOZOTOWN and WEAR and its extensive product database.」

    GMV in the flea-market business reached ¥666 million, up from ¥404 million in the cumulative previous quarter. The policy of differentiation through expertise from existing services and its product database also continued.
  3. FY2017-Q2AdvancedAnnual report

    「GMV in the flea-market business for the six months ended 30 September was ¥404 million, while revenue was ¥0 million. As many players have already entered the flea-market business, our group aims to establish an ecosystem for the fashion e-commerce industry as a whole by clearly differentiating itself, not by simply pursuing scale, but by leveraging the fashion e-commerce operating expertise developed through ZOZOTOWN and WEAR and its extensive product database.」

    GMV in the flea-market business was ¥404 million, up from ¥223 million in the previous quarter. The policy of differentiation through expertise and databases from existing services also continued.
  4. FY2017-Q1AdvancedAnnual report

    「GMV in the flea-market business for the three months ended 30 June was ¥223 million, while revenue was ¥0 million. As many players have already entered the flea-market business, our group aims to establish an ecosystem for the fashion e-commerce industry as a whole by clearly differentiating itself, not by simply pursuing scale, but by leveraging the fashion e-commerce operating expertise developed through ZOZOTOWN and WEAR and its extensive product database.」

    Quarterly GMV for ZOZO Flea Market was disclosed in specific terms for the first time, while the policy of differentiation through expertise and databases from existing services continued.
  5. FY2016First statedAnnual report

    「Although many players have already entered this market, our group aims to establish an ecosystem for the fashion e-commerce industry as a whole by clearly differentiating itself, not by pursuing scale, but by leveraging the fashion e-commerce operating expertise developed through ZOZOTOWN and WEAR and its extensive product database.」

    Regarding the flea-market business launched in December 2015, the company indicated plans for a full-scale rollout from the following consolidated fiscal year onward and differentiation through its existing assets.
Moved together

"New Shop Openings and Expansion of Items Offered" moved the same way as this thread, in the same document, in 3 of its 5 moves.

33332★12345
  1. ★This thread
  2. 1New Shop Openings and Expansion of Items Offered3×
  3. 2Growth in unique users and conversion rate3×
  4. 3Expansion of the secondary market through ZOZOUSED3×
  5. 4Growth in Merchandise Transaction Volume, Sales and Profits3×
  6. 5Rise in the Proportion of Shipments via Smartphones2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Zozo's next results are scheduled for 2026-10-29. Read the earnings preview
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Establishing a Fashion E-Commerce Ecosystem through ZOZOフリマ (ZOZO's Fashion Flea-Market Platform) | ZOZO,Inc. (3092) | Komori