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Zozo (3092) · InitiativeReframed

Expansion of ancillary revenue through changes to the delivery policy and a paid membership program

First written in FY2017-Q2. 6 of 11 entries say "Advanced", first in FY2017-Q3. Latest entry: FY2025-H1.

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ProgressHeldSoftenedWorseDroppedFY2020-Q12016: 12017: 320172018: 420182019: 220192020: 020202021: 020212022: 020222023: 020232024: 12024
Same theme, other companies
Expanding ancillary revenue through delivery policy changes and a paid membership programA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

Zozo moved to the "Worse" side of this theme in 2024.

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

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Full recordFilings, disclosures and news, newest first
  1. FY2025-H1ReframedAnnual report

    「Increase in shipping revenue (shipping charges paid by customers revised to a flat ¥330 including tax from 1 April 2024)」

    The initiatives shifted from ancillary revenue measures, including the former paid membership program, to a shipping-revenue-focused measure based on a flat shipping charge of ¥330 including tax.
  2. FY2020-Q1DroppedAnnual report

    「The paid membership service “ZOZOARIGATO Membership,” launched on 25 December 2018, ended on 30 May 2019 after considering factors including the fact that registered membership did not grow as initially expected.」

    The ZOZOARIGATO Membership service, launched as a new paid membership service, ended.
  3. FY2019-Q3ReframedAnnual report

    「To acquire new members and increase annual spending by existing members, we launched the new paid membership service “ZOZOARIGATO Membership” on 25 December. Users can register for the service by paying ¥500 per month, excluding tax, or ¥3,000 per year, excluding tax. As a membership benefit, users may, at their own discretion, allocate an amount equivalent to 10% of the product sale price, up to a monthly limit of ¥50,000 including tax and funded by the Company, to: ① a discount on the product sale price; ② a donation to organizations designated by the Company, including the Japanese Red Cross Society; or ③ a contribution to the shop from which the purchase was made. Going forward, we will work to secure the support of more stakeholders for this service as a new mechanism that enables users to contribute to society while enjoying fashion.」

    Replacing the discontinued paid membership service, we launched “ZOZOARIGATO Membership” on 25 December 2018. We established monthly and annual fees and restructured the service to allow members to choose between product discounts, donations to designated organizations and contributions to the shop from which they purchased.
  4. FY2019-Q2AdvancedAnnual report

    「Other revenue includes sales from businesses ancillary to the ZOZOTOWN business, such as shipping revenue and payment processing fee revenue, as well as other revenue from consolidated subsidiaries. Other revenue for the six months ended 30 September was ¥6,119 million, up 59.9% year on year.」

    Other revenue, including shipping revenue and payment processing fee revenue, reached ¥6,119 million, up 59.9% year on year.
  5. FY2019-Q1AdvancedAnnual report

    「④ Other Other revenue includes sales from businesses ancillary to the ZOZOTOWN business, such as shipping revenue and payment processing fee revenue, advertising revenue from the advertising business launched during the three months ended 30 June, and other revenue from consolidated subsidiaries. Other revenue for the three months ended 30 June was ¥2,988 million, up 45.4% year on year.」

    Other revenue reached ¥2,988 million, up 45.4% year on year. In addition to shipping revenue and payment processing fee revenue, advertising revenue was newly included.
  6. FY2018AdvancedAnnual report

    「Other revenue for the fiscal year was ¥9,498 million, up 41.1% year on year. The main factors behind the year-on-year increase were higher shipping revenue following the change to the shipping policy in November 2017 and higher payment processing fee revenue from deferred payment transactions. The paid membership service ended at the end of July 2017.」

    Other revenue increased through the shipping policy change and deferred payment transactions, while the paid membership service ended.
  7. FY2018-Q3AdvancedAnnual report

    「For shipping charges paid by customers, we implemented a one-month initiative from October 2017 allowing customers to choose the shipping charge they paid. From November 2017, we changed the shipping policy to a flat rate of ¥200, including tax.」

    After implementing the customer-selected shipping charge initiative for one month, the shipping charge was changed to a flat ¥200, including tax, from November 2017. As a result, shipping revenue increased, and other revenue reached ¥6,541 million, up 33.9% year on year.
  8. FY2018-Q2SoftenedAnnual report

    「③ Other Other revenue includes sales from businesses ancillary to the ZOZOTOWN business, such as paid membership revenue, shipping revenue and cash-on-delivery payment fee revenue, as well as other revenue from consolidated subsidiaries. Other revenue for the six months ended 30 September was ¥3,827 million, up 20.1% year on year. The paid membership service ended at the end of July 2017.」

    Other revenue increased 20.1% year on year, while the paid membership service, previously one of the revenue sources, ended at the end of July 2017, narrowing the scope of the initiatives.
  9. FY2018-Q1AdvancedAnnual report

    「Other revenue includes sales from businesses ancillary to the ZOZOTOWN business, such as paid membership revenue, shipping revenue and payment processing fee revenue, as well as other revenue from consolidated subsidiaries. Other revenue for the three months ended 30 June was ¥2,054 million, up 35.0% year on year.」

    Other revenue, including paid membership revenue, shipping revenue and payment processing fee revenue, reached ¥2,054 million, up 35.0% year on year.
  10. FY2017-Q3AdvancedAnnual report

    「Other revenue for the nine months ended 31 December was ¥4,885 million, up 137.7% year on year. The year-on-year increase was attributable to changes to the shipping policy and the paid membership program.」

    Other revenue reached ¥4,885 million, up 137.7% year on year, driven by changes to the shipping policy and the paid membership program.
  11. FY2017-Q2First statedAnnual report

    「Other revenue for the six months ended 30 September was ¥3,187 million, up 153.6% year on year. The year-on-year increase was attributable to changes to the shipping policy and the introduction of a paid membership program.」

    Other revenue, including shipping revenue and paid membership revenue, grew through changes to the shipping policy and the introduction of a paid membership program.
Moved together

"New Shop Openings and Expansion of Items Offered" moved the same way as this thread, in the same document, in 6 of its 11 moves.

666554★123456
  1. ★This thread
  2. 1New Shop Openings and Expansion of Items Offered6×
  3. 2Growth in unique users and conversion rate6×
  4. 3Expansion of the secondary market through ZOZOUSED6×
  5. 4Establish WEAR as the fashion equivalent of a recipe service5×
  6. 5Margin improvement driven by growth in ZOZOUSED and other revenue5×
  7. 6Profit distribution based on a 40% dividend payout ratio4×

★ 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
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.