Komori
Zozo (3092) · InitiativeAdvanced

Positioning the overseas business as a medium- to long-term growth opportunity

First written in FY2016. 7 of 14 entries say "Advanced", first in FY2019-Q1. Latest entry: FY2026.

14entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016AdvancedFY2018 – FY2020-Q1SoftenedFY2020 – FY2022AdvancedFY2023-Q1 – FY20262016: 120162017: 120172018: 220182019: 120192020: 120202021: 120212022: 320222023: 020232024: 020242025: 120252026: 32026
Same theme, other companies
Expansion of the overseas business strategyA theme 37 companies write about · 0 as a headwind · 37 as a tailwind

Zozo moved to the "Worse" side of this theme in 2020, the same year as the typical company in this theme.

The whole theme swung hardest in 2023: 2 of 18 companies on the "Worse" side.

9 other companies' latest entry also says "Advanced".

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.
Showing 14 of the 37 companies compared. The sentences above are computed from all 37.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Going forward, with LYST as our core platform, we will pursue non-linear growth in global markets.」

    After making LYST a wholly owned subsidiary and beginning its consolidation, the company continued to present in its annual report the policy of positioning LYST as the core of its overseas expansion.
  2. FY2026-H1AdvancedAnnual report

    「As part of its overseas expansion, on 18 April 2025 the company acquired all shares of LYST LTD (hereinafter, LYST), which operates the fashion shopping platform “Lyst,” making it a wholly owned subsidiary. Accordingly, LYST has been included in the scope of consolidation since May 2025. Going forward, with LYST as the core of its overseas operations, the company aims to achieve discontinuous growth in global markets.」

    In its overseas operations, the company acquired all shares of LYST, made it a wholly owned subsidiary and began consolidating it, while indicating a policy of pursuing growth in global markets with LYST as the core.
  3. FY2023-Q1AdvancedAnnual report

    「As 南通卓騰信息科技有限公司 became more material from the first quarter of the current consolidated fiscal year, it was included in the scope of consolidation.」

    南通卓騰信息科技有限公司 in China became more material and was added to the scope of consolidation. There was a concrete change in the positioning of overseas operations for consolidation purposes.
  4. FY2022SoftenedAnnual report

    「Following a review of the ZOZOTOWN business in China, which provides services through a cross-border e-commerce model, the company decided to withdraw during the current consolidated fiscal year. Accordingly, it recorded an impairment loss on fixed assets of ¥81 million and a business restructuring loss of ¥218 million.」

    The company disclosed its full-year withdrawal from the cross-border e-commerce-based ZOZOTOWN business in China and recorded an impairment loss on fixed assets of ¥81 million and a business restructuring loss of ¥218 million.
  5. FY2022-Q3SoftenedAnnual report

    「Following a review of the ZOZOTOWN business in China, which provides services through a cross-border e-commerce model, the company decided to withdraw during the nine-month period of the current consolidated fiscal year. Accordingly, it recorded an impairment loss on fixed assets of ¥55 million and a business restructuring loss of ¥184 million.」

    The company decided to withdraw from the cross-border e-commerce-based ZOZOTOWN business in China. In connection with the withdrawal, it recorded an impairment loss on fixed assets of ¥55 million and a business restructuring loss of ¥184 million.
  6. FY2021-Q3SoftenedAnnual report

    「During the third quarter of the current consolidated fiscal year, ZOZO Germany GmbH i.L., formerly a consolidated subsidiary, was excluded from the scope of consolidation following completion of its liquidation.」

    The liquidation of the German entity was completed and it was excluded from the scope of consolidation. In line with the policy of withdrawing from overseas operations based in Germany and the United States, the overseas business structure contracted further.
  7. FY2020SoftenedAnnual report

    「Following a review of the future overseas expansion of the private-brand business, the company decided to withdraw from its overseas operations based in ZOZO Germany GmbH and ZOZO APPAREL USA, Inc.」

    Under its policy of positioning overseas operations as a medium- to long-term growth opportunity, the company indicated that it would withdraw from its private-brand-related overseas operations based in Germany and the United States.
  8. FY2020-Q1AdvancedAnnual report

    「As ZOZO NEWZEALAND LIMITED became more material from the first quarter of the current consolidated fiscal year, it was included in the scope of consolidation. In addition, during the first quarter of the current consolidated fiscal year, the company established 上海走走信息技術有限公司 and included it in the scope of consolidation.」

    The New Zealand subsidiary became more material and was included in consolidation, while a new company was established in Shanghai, China, and also included in consolidation.
  9. FY2019-Q1AdvancedAnnual report

    「As START TODAY Germany GmbH and START TODAY USA, Inc. became more material from the first quarter of the current consolidated fiscal year, they were included in the scope of consolidation.」

    The German and U.S. subsidiaries became more material and were included in the scope of consolidation. There was concrete progress in the positioning of overseas operations for consolidation purposes.
  10. FY2018RaisedAnnual report

    「As part of its overseas expansion, the company planned to begin sales in 72 countries worldwide in July 2018.」

    The company specified plans to begin sales in 72 countries worldwide, indicating a significant expansion of its target markets.
  11. FY2018-Q2SoftenedAnnual report

    「As the liquidation of ZOZOTOWN HONGKONG CO.,LIMITED was completed during the second quarter of the current consolidated fiscal year, the company was excluded from the scope of consolidation.」

    While identifying overseas operations as a growth opportunity, the company completed the liquidation of ZOZOTOWN HONGKONG CO.,LIMITED, narrowing the scope of its overseas operations.
  12. FY2016First statedAnnual report

    「We position the expansion of overseas operations as a further medium- to long-term growth opportunity for the group. During the fiscal year, we invested in companies operating fashion e-commerce businesses in Thailand, Malaysia, the United States and elsewhere for the purpose of gathering information.」

    The policy of expanding overseas through investments in foreign companies as a means of gathering information was disclosed for the first time.
Moved together

"New Shop Openings and Expansion of Items Offered" moved the same way as this thread, in the same document, in 8 of its 14 moves.

887655★123456
  1. ★This thread
  2. 1New Shop Openings and Expansion of Items Offered8×
  3. 2Profit distribution based on a 40% dividend payout ratio8×
  4. 3Launch of Advertising Business and Monetization of Advertising on WEAR7×
  5. 4Rebranding ZOZOTOWN through “MORE FASHION” × “FASHION TECH”6×
  6. 5Expansion of the secondary market through ZOZOUSED5×
  7. 6Growth in Merchandise Transaction Volume, Sales and Profits5×

★ 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 It last moved in the General Meetings of Shareholders of 2026-06-06: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Positioning the overseas business as a medium- to long-term growth opportunity | ZOZO,Inc. (3092) | Komori