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Zozo (3092) · InitiativeAdvanced

Launch of Advertising Business and Monetization of Advertising on WEAR

First written in FY2019-Q1. 25 of 27 entries say "Advanced", first in FY2019-Q2. Latest entry: 2026-07-31.

27entries
9years
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2019-Q2 – FY2020-Q3AdvancedFY2021-Q1 – 2026-07-312018: 220182019: 320192020: 420202021: 420212022: 420222023: 320232024: 220242025: 120252026: 42026
Same theme, other companies
Media Business Revenue Model Transformation and Enhanced MonetizationA theme 25 companies write about · 1 as a headwind · 30 as a tailwind

The whole theme swung hardest in 2020: 2 of 14 companies on the "Worse" side.

12 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 25 companies compared. The sentences above are computed from all 25.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-31AdvancedPresentation materials on financial results

    「6,796」

    Quarterly revenue from the advertising business increased from 6,660 in the same quarter of the previous fiscal year to 6,796.
  2. FY2026AdvancedAnnual report

    「Revenue for the current consolidated fiscal year was ¥11,884 million, up 6.0% year on year.」

    Full-year revenue from the advertising business, which leverages the user reach of ZOZOTOWN and WEAR by ZOZO, increased.
  3. FY2026-H1AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR by ZOZO to provide advertising space mainly to the brands that do business with the Company and earn advertising revenue. Revenue for the current interim consolidated accounting period was ¥5,462 million, up 4.0% year on year.」

    Interim revenue from the advertising business, which leverages the user reach of ZOZOTOWN and WEAR by ZOZO, increased 4.0% year on year.
  4. FY2025-H1AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space mainly to the brands that do business with the Company and earn advertising revenue. Revenue for the current interim consolidated accounting period was ¥5,254 million, up 22.9% year on year.」

    Interim revenue from the advertising business, which leverages the user reach of ZOZOTOWN and WEAR, increased 22.9% year on year. WEAR was relaunched in May 2024 and is focusing on expanding its users and content.
  5. FY2024-Q3AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space mainly to the brands that do business with the Company and earn advertising revenue. Revenue for the third quarter of the current consolidated cumulative period was ¥7,056 million, up 23.5% year on year.」

    Cumulative revenue from the advertising business for the third quarter was ¥7,056 million, up 23.5% year on year. WEAR continues to prioritize expanding its user base and content over advertising monetization.
  6. FY2024-Q2AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space mainly to the brands that do business with the Company and earn advertising revenue. Revenue for the second quarter of the current consolidated cumulative period was ¥4,273 million, up 22.3% year on year.」

    Revenue from the advertising business was ¥4,273 million, up 22.3% year on year. WEAR continues to focus on expanding its user base and content.
  7. FY2024-Q1AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space mainly to the brands that do business with the Company and earn advertising revenue. Revenue for the first quarter of the current consolidated cumulative period was ¥2,179 million, up 24.4% year on year.」

    Revenue from the advertising business, which leverages the user reach of ZOZOTOWN and WEAR, was ¥2,179 million, up 24.4% year on year. WEAR continues to focus on expanding its user base and content following the policy of scaling back advertising monetization.
  8. FY2023-Q3AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space mainly to the brands that do business with the Company and earn advertising revenue. Revenue for the third quarter of the current consolidated cumulative period was ¥5,711 million, up 23.2% year on year.」

    Revenue from the advertising business was ¥5,711 million, up 23.2% year on year.
  9. FY2023-Q2AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space mainly to the brands that do business with the Company and earn advertising revenue. Revenue for the second quarter of the current consolidated cumulative period was ¥3,493 million, up 22.5% year on year.」

    Revenue from the advertising business, which leverages the user reach of ZOZOTOWN and WEAR, was ¥3,493 million, up 22.5% year on year.
  10. FY2023-Q1AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space mainly to the brands that do business with the Company and earn advertising revenue. Revenue for the first quarter of the current consolidated cumulative period was ¥1,751 million, up 26.7% year on year.」

    Revenue from the advertising business was ¥1,751 million, up 26.7% year on year.
  11. FY2022AdvancedAnnual report

    「Revenue for the fiscal year was ¥6,301 million, up 52.9% year on year. For WEAR, we continued to focus on expanding the user base and enhancing content. As of the end of March 2022, the app had been downloaded more than 16 million times, and downloads and monthly active users continued to perform steadily.」

    Full-year revenue from the advertising business increased to ¥6,301 million. WEAR continues to prioritize expanding its user base and content even after scaling back advertising monetization.
  12. FY2022-Q3AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space primarily to partner brands and generate advertising revenue. Revenue for the cumulative third-quarter period was ¥4,636 million, up 60.4% year on year.」

    Revenue from the advertising business, which uses the user reach of ZOZOTOWN and WEAR, was ¥4,636 million, up 60.4% year on year. WEAR continued to focus on user-base expansion and content enhancement rather than monetization through advertising.
  13. FY2022-Q2AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space primarily to partner brands and generate advertising revenue. Revenue for the cumulative second-quarter period was ¥2,851 million, up 72.6% year on year.」

    Revenue from the advertising business was ¥2,851 million, up 72.6% year on year.
  14. FY2022-Q1AdvancedAnnual report

    「Revenue from the advertising business was ¥1,382 million, up 77.9% year on year.」

    Revenue from the advertising business, which uses the user reach of ZOZOTOWN and WEAR, increased 77.9% year on year.
  15. FY2021AdvancedAnnual report

    「Revenue for the fiscal year was ¥4,121 million, up 51.7% year on year.」

    Full-year revenue from the advertising business, which uses the user reach of ZOZOTOWN and WEAR, increased to ¥4,121 million. For WEAR, the policy of prioritizing user-base expansion and content enhancement while scaling back monetization through advertising continued.
  16. FY2021-Q3AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space to partner brands and companies within the SoftBank Group, of which our Group is also a member, and other parties, generating advertising revenue. Revenue for the cumulative third-quarter period was ¥2,890 million, up 50.8% year on year.」

    Revenue from the advertising business was ¥2,890 million, up 50.8% year on year. For WEAR, the policy of scaling back monetization through advertising was maintained while focusing on user-base expansion and content enhancement.
  17. FY2021-Q2AdvancedAnnual report

    「The advertising business uses the user-reach platform of ZOZOTOWN to provide advertising space to partner brands and companies within the SoftBank Group, of which our Group is also a member, and generate advertising revenue. Revenue for the cumulative second-quarter period was ¥1,652 million, up 46.1% year on year.」

    Revenue from the advertising business was ¥1,652 million, up 46.1% year on year. WEAR continued to scale back monetization through advertising and prioritize user-base expansion and content enhancement.
  18. FY2021-Q1AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space to partner brands and advertising agencies and generate advertising revenue. Revenue for the cumulative first-quarter period was ¥776 million, up 32.9% year on year. For WEAR, we are currently scaling back monetization through advertising and focusing on expanding the user base and enhancing content.」

    Revenue from the advertising business was ¥776 million, up 32.9% year on year. For WEAR, the policy of scaling back monetization through advertising and prioritizing user-base expansion and content enhancement continued.
  19. FY2020SoftenedAnnual report

    「For WEAR, we will scale back monetization through advertising and focus on expanding the user base and enhancing content.」

    Although total advertising-business revenue increased to ¥2,716 million, the policy for WEAR shifted toward scaling back monetization through advertising and prioritizing user and content expansion.
  20. FY2020-Q3AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space to partner brands and advertising agencies and generate advertising revenue. Revenue for the cumulative third-quarter period was ¥1,917 million, up 123.6% year on year.」

    Revenue from the advertising business, which uses the user reach of ZOZOTOWN and WEAR, was ¥1,917 million, up 123.6% year on year.
  21. FY2020-Q2AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space to partner brands and advertising agencies and generate advertising revenue. Revenue for the cumulative second-quarter period was ¥1,131 million, up 378.0% year on year.」

    Revenue from the advertising business, which uses the user reach of ZOZOTOWN and WEAR, was ¥1,131 million, up 378.0% year on year.
  22. FY2020-Q1AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space to partner brands and advertising agencies and generate advertising revenue. Revenue for the cumulative first-quarter period was ¥584 million. For WEAR, we continued to expand the user base and enhance content while pursuing monetization through advertising. As of the end of June 2019, the app had been downloaded more than 13 million times, and downloads and monthly active users continued to perform steadily.」

    Revenue from the advertising business, which uses the user reach of ZOZOTOWN and WEAR, was ¥584 million in the first quarter, and WEAR downloads exceeded 13 million.
  23. FY2019-Q3AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space to partner brands and advertising agencies and generate advertising revenue. Revenue for the cumulative third-quarter period was ¥857 million. For WEAR, we continued to expand the user base and enhance content while pursuing monetization through advertising.」

    Revenue from the advertising business, which uses the user reach of ZOZOTOWN and WEAR, was ¥857 million for the cumulative third-quarter period. WEAR continued to expand its user base and content and pursue monetization through advertising.
  24. FY2019-Q2AdvancedAnnual report

    「The advertising business uses the user-reach platforms of ZOZOTOWN and WEAR to provide advertising space to partner brands and advertising agencies and generate advertising revenue. Revenue for the cumulative second-quarter period was ¥236 million.」

    The advertising business, which uses the user reach of ZOZOTOWN and WEAR, generated revenue of ¥236 million for the cumulative second-quarter period.
  25. FY2019-Q1First statedAnnual report

    「Other revenue comprises revenue from businesses ancillary to the ZOZOTOWN business, such as shipping income and payment processing fees, revenue from the advertising business launched in the cumulative first-quarter period, and other revenue of consolidated subsidiaries.」

    The advertising business was launched in the cumulative first-quarter period, and a policy of monetizing WEAR through advertising was announced.
Moved together

"New Shop Openings and Expansion of Items Offered" moved the same way as this thread, in the same document, in 25 of its 27 moves.

251919161515★123456
  1. ★This thread
  2. 1New Shop Openings and Expansion of Items Offered25×
  3. 2Profit distribution based on a 40% dividend payout ratio19×
  4. 3Growth in Merchandise Transaction Volume, Sales and Profits19×
  5. 4Capital and business alliance with Z Holdings and business collaboration through PayPay Mall and other channels16×
  6. 5Expansion of the secondary market through ZOZOUSED15×
  7. 6Lower Fixed-Cost Burden and Improved SG&A Ratio Through Increased Gross Merchandise Volume15×

★ 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 Presentation materials on financial results of 2026-07-31: "Advanced".
News
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Launch of Advertising Business and Monetization of Advertising on WEAR | ZOZO,Inc. (3092) | Komori