Komori
Zozo (3092) · InitiativeContinued increase in purchasers and active members, and decrease in annual purchase value and item count

Growth in unique users and conversion rate

First written in FY2016. 15 of 35 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2026.

35entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q1 – FY2019-Q3OtherFY2021-Q2 – FY2026-H12016: 320162017: 320172018: 420182019: 320192020: 420202021: 420212022: 420222023: 320232024: 220242025: 120252026: 42026
Same theme, other companies
Expansion of e-commerce site users and purchase conversion ratesA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026Continued increase in purchasers and active members, and decrease in annual purchase value and item countAnnual report

    「Annual purchasers 13,173,445 Active members 12,479,312 Guest purchasers 694,133」

    Annual purchasers and active members increased, while guest purchasers declined. Meanwhile, annual spend was ¥41,323 and annual items purchased were 10.6, both down year on year against the backdrop of a higher proportion of new members.
  2. FY2026-H1Increase in purchasers and active members, and declines in annual spend and items purchasedAnnual report

    「Annual purchasers 12,529,665 Active members 11,803,843 Guest purchasers 725,822 Total annual spend 42,404 Total annual items purchased 10.7」

    Annual purchasers and active members increased, while guest purchasers declined. Meanwhile, annual spend and annual items purchased declined both year on year and from the previous quarter, reflecting the higher proportion of new members.
  3. FY2025-H1Increase in purchasers and active members, increases in spend and items purchased, and a decline in guest purchasersAnnual report

    「Annual purchasers 11,870,844 Active members 11,028,704 Guest purchasers 842,140 Total annual spend 43,171 Total annual items purchased 11.0」

    Annual purchasers and active members increased, and annual spend and annual items purchased also increased year on year. Meanwhile, guest purchasers declined as customers continued to become members through enhanced member services.
  4. FY2024-Q3Increase in purchasers and active members, slight increases in total spend and items purchased, and a decline in existing membersAnnual report

    「During the third quarter consolidated accounting period, annual purchasers increased as active members rose both year on year and from the previous quarter.」

    Annual purchasers increased to 11,690,958 and active members rose to 10,739,246. Total annual spend was ¥42,502, up 0.4% year on year, while annual items purchased were 10.8, down 2.6% year on year but up 0.4% from the previous quarter. Meanwhile, existing members recorded declines in annual spend and items purchased both year on year and from the previous quarter.
  5. FY2024-Q2Continued increase in purchasers and active members, with a decline in annual items purchasedAnnual report

    「Annual purchasers 11,552,764 Active members 10,515,910 Guest purchasers 1,036,854」

    Annual purchasers increased to 11,552,764 and active members rose to 10,515,910, while guest purchasers declined. Total annual spend was ¥42,403, broadly flat year on year, and total annual items purchased were 10.8, down 5.3% year on year.
  6. FY2024-Q1Continued increase in purchasers and active members, and decrease in annual purchase value and item countAnnual report

    「During the first quarter consolidated accounting period, annual purchasers increased as active members rose both year on year and from the previous quarter. The increase in active members was attributable to the retention of members newly acquired in the previous fiscal year, as well as stronger customer acquisition through TV commercials and web advertising during ZOZOWEEK in May 2023 and the summer main sale that began in June of the same year.」

    Annual purchasers increased to 11,470,592 and active members rose to 10,352,251. Meanwhile, annual spend was ¥42,341 and annual items purchased were 10.8, down 0.5% and 6.6%, respectively, year on year. Guest purchasers declined to 1,118,341.
  7. FY2023-Q3Continued increase in purchasers and active members, and decrease in annual purchase value and item countAnnual report

    「During the third quarter consolidated accounting period, total annual spend declined both year on year and from the previous quarter, mainly because new member acquisition remained strong, and new members have lower annual spend than the overall average. Total annual items purchased also declined both year on year and from the previous quarter, mainly because new member acquisition remained strong, with new members purchasing fewer items than the overall average, as well as because the number of items purchased declined as average item prices increased.」

    Annual purchasers increased to 11,211,383 and active members rose to 9,935,769, while annual spend was ¥42,331 and annual items purchased were 11.1, both down year on year and from the previous quarter.
  8. FY2023-Q2Increase in purchasers and active members, and declines in annual spend and items purchasedAnnual report

    「Annual purchasers 10,859,876 Active members 9,545,087 Total annual spend 42,401 Total annual items purchased 11.4」

    Annual purchasers increased to 10,859,876, while active members rose to 9,545,087. Meanwhile, annual spend declined from ¥42,559 to ¥42,401 and annual items purchased declined from 11.6 to 11.4 from the previous quarter. The company attributed the increase in active members to stronger customer acquisition through ZOZOWEEK, TV commercials during the summer main sale, web advertising and other initiatives.
  9. FY2023-Q1Increase in purchasers and active members, and increases in annual spend and items purchasedAnnual report

    「Annual purchasers 10,619,934 Active members 9,269,080 Total annual spend 42,559 During the first quarter consolidated accounting period, annual purchasers increased as active members rose both year on year and from the previous quarter.」

    Annual purchasers increased to 10,619,934, while active members rose to 9,269,080. Total annual spend was ¥42,559, up 0.5% year on year, and annual items purchased were 11.6, up 1.5%, marking a shift from the previous decline in spend to an increase.
  10. FY2022Increase in annual purchasers and active members, and narrower decline in annual spendAnnual report

    「Annual purchasers totaled 10,418,331 and active members totaled 9,043,194. During the fourth quarter consolidated accounting period, annual purchasers increased as active members rose both year on year and from the previous quarter.」

    Annual purchasers exceeded 10 million, and active members also increased. Total annual spend was ¥42,403, down 1.0% year on year, with the decline narrowing from 2.9% in the previous quarter.
  11. FY2022-Q3Continued increase in purchasers and active members, and decrease in annual purchase valueAnnual report

    「Annual purchasers 10,103,351 Active members 8,711,879 Total annual spend 42,549 During the third quarter consolidated accounting period, both active members and guest purchasers increased year on year and from the previous quarter, resulting in an increase in annual purchasers.」

    Annual purchasers increased to 10,103,351, while active members rose to 8,711,879. Meanwhile, total annual spend was ¥42,549, down 2.9% year on year. The company attributed the decline in spend mainly to the higher proportion of members with shorter membership histories and lower average item prices.
  12. FY2022-Q2Continued increase in purchasers and active members, and decrease in annual purchase valueAnnual report

    「Annual purchasers 9,890,784 Active members 8,507,997 Annual purchase value (total) 42,343」

    Annual purchasers increased to 9,890,784, while active members rose to 8,507,997. Meanwhile, total annual spend was ¥42,343, down 4.5% year on year. The company attributed this mainly to the higher proportion of members with shorter membership histories and lower average item prices.
  13. FY2022-Q1Continued increase in purchasers and active members, and decrease in annual purchase valueAnnual report

    「During the first quarter, annual purchasers increased as active members increased both year on year and quarter on quarter. The steady increase in active members reflected the retention of members acquired in the previous fiscal year, as well as stronger customer acquisition through TV commercials broadcast during the May 2021 ZOZOWEEK event and the launch period of the main summer sale beginning in June 2021.」

    Annual purchasers increased to 9,730,162 and active members to 8,367,073. Meanwhile, annual purchase value was ¥42,363, down 6.1% year on year, and annual items purchased were 11.4, down 3.6%.
  14. FY2021Increase in annual purchasers and active members, and continued decrease in annual purchase valueAnnual report

    「Annual purchasers totaled 9,485,669 and active members totaled 8,137,729.」

    Annual purchasers and active members increased from the previous quarter, while total annual purchase value was ¥42,845, down 7.9% year on year. The Company cited the higher proportion of new members and increase in members with shorter membership histories as factors behind the decrease in purchase value.
  15. FY2021-Q3Continued increase in purchasers and active members, and decrease in annual purchase valueAnnual report

    「During the third quarter, annual purchasers increased as active members increased both year on year and quarter on quarter. The steady increase in active members reflected strong acquisition of new active members driven by digital adoption amid the spread of COVID-19, as well as stronger customer acquisition following the launch of TV commercials in November 2020.」

    Annual purchasers increased to 9,139,796 and active members to 7,773,940. Meanwhile, total annual purchase value was ¥43,809, down 8.0% year on year, and the decline in purchase value due to changes in member composition continued.
  16. FY2021-Q2Increase in purchasers and active members, and decrease in annual purchase valueAnnual report

    「Annual purchasers 8,805,155 Active members 7,434,529 Annual purchase value (total) 44,341」

    Annual purchasers and active members increased against a backdrop of new active-member acquisition driven by digital adoption. Meanwhile, the total annual purchase value decreased 6.7% year on year as new members accounted for a larger share of the overall membership.
  17. FY2021-Q1AdvancedAnnual report

    「Annual purchasers totaled 8,662,560 and active members totaled 7,223,753. During the first quarter, annual purchasers increased as active members increased both year on year and quarter on quarter. Active members rose sharply from the previous quarter for the first time in some time, reflecting strong acquisition of new active members as digital adoption accelerated with the spread of COVID-19.」

    Against a backdrop of new active-member acquisition driven by digital adoption, annual purchasers increased to 8,662,560 and active members to 7,223,753.
  18. FY2020AdvancedAnnual report

    「During the fourth quarter, annual purchasers increased from the previous quarter as both active members and guest members increased from the previous quarter.」

    Annual purchasers totaled 8,273,603 and active members totaled 6,839,666, increases of 117,347 and 39,231, respectively, from the previous quarter.
  19. FY2020-Q3Decrease in annual purchasers and increase in active membersAnnual report

    「During the third quarter, annual purchasers began to decrease from the previous quarter as the pace of acquiring new members slowed. Continuing from the second quarter, the Company implemented personalized discount and point initiatives based on each member's purchase history and other information to activate existing members. As a result, active members increased from the previous quarter, while guest members decreased.」

    Annual purchasers decreased by 70,132 from the previous quarter to 8,156,256, while active members increased by 51,423 to 6,800,435. The Company cited continued personalized initiatives and a slowdown in the pace of acquiring new members.
  20. FY2020-Q2AdvancedAnnual report

    「During the second quarter, annual purchasers began to increase year on year and quarter on quarter as the Company actively implemented personalized discount and point initiatives based on each member's purchase history and other information, with the aim of activating existing members.」

    Personalized discount and point initiatives brought annual purchasers to 8,226,388, reversing the trend to increases year on year and quarter on quarter. Active members also increased to 6,749,012, while guest members decreased to 1,477,376.
  21. FY2020-Q1Decrease in purchasers and change in member compositionAnnual report

    「Annual purchasers began to decline. In addition, the system was changed from one allowing one brand coupon per shop to one allowing one coupon per shop from October 2018, and the "ZOZOARIGATO Membership" program was implemented through 30 May 2019. As a result of these enhancements to member services, active members increased from the previous quarter, while guest members decreased.」

    Annual purchasers decreased from the previous quarter because no special promotion was held, while active members increased. Annual purchasers totaled 8,121,663 and active members totaled 6,557,144.
  22. FY2019-Q3AdvancedAnnual report

    「Annual purchasers 8,073,672 Active members 6,156,837」

    Annual purchasers totaled 8,073,672 and active members totaled 6,156,837, both up from the previous quarter. The change in the brand coupon issuance system in October 2018 was also cited as a factor behind the increase in active members. Meanwhile, annual purchase value was ¥46,009, down from both the same period a year earlier and the previous quarter.
  23. FY2019-Q2AdvancedAnnual report

    「Annual purchasers 7,769,546 Active members 5,782,227」

    Annual purchasers totaled 7,769,546 and active members totaled 5,782,227, both up from the previous quarter. The Company attributed the increase in active members partly to higher traffic driven by exposure in various media.
  24. FY2019-Q1AdvancedAnnual report

    「Annual purchasers 7,392,126 Active members 5,458,643」

    Annual purchasers totaled 7,392,126 and active members totaled 5,458,643. Active members increased from the previous quarter, supported by ZOZOWEEK, brand coupons, and other initiatives.
  25. FY2018AdvancedAnnual report

    「Annual purchasers in the most recent 12-month period (April 2017 to March 2018) totaled 7,223,227, up 17,450 from the previous quarter. Annual purchase value per active member was ¥47,661, up 2.0%, and annual items purchased were 11.4, up 3.7%.」

    Annual purchasers totaled 7,223,227, annual purchase value was ¥47,661, and annual items purchased were 11.4, indicating increases in usage scale and purchase frequency from the previous quarter.
  26. FY2018-Q3AdvancedAnnual report

    「Factors behind the increase in gross merchandise value included the active addition of new brands across a broad range of categories, enhancement of payment methods, and efficient implementation of promotions such as brand coupons to maximize their impact. Annual purchasers in the most recent 12-month period (January to December 2017) totaled 7,205,777, up 241,791 from the previous quarter. Annual purchase value per active member was ¥46,707, down 0.2%, and annual items purchased were 11.0, up 0.9%.」

    The addition of new brands, enhanced payment methods, and promotions increased annual purchasers to 7,205,777 and annual items purchased to 11.0.
  27. FY2018-Q2AdvancedAnnual report

    「Factors behind the increase in gross merchandise value included the active addition of new brands across a broad range of categories, enhancement of payment methods, and efficient implementation of promotions such as brand coupons to maximize their impact. Annual purchasers in the most recent 12-month period (October 2016 to September 2017) totaled 6,963,986, up 229,246 from the previous quarter. Annual purchase value per active member was ¥46,818, down 0.6%, and annual items purchased were 10.9, up 1.7%.」

    The addition of new brands, enhanced payment methods, and promotions increased annual purchasers to 6,963,986 and annual items purchased to 10.9.
  28. FY2018-Q1AdvancedAnnual report

    「Annual purchasers in the most recent 12-month period (July 2016 to June 2017) totaled 6,734,740, up 410,707 from the previous quarter. Annual purchase value per active member was ¥47,119, up 1.5%, and annual items purchased were 10.7, up 4.1%.」

    Annual purchasers increased to 6,734,740, while annual purchase value and annual items purchased also increased from the previous quarter.
  29. FY2017-Q3AdvancedAnnual report

    「Aggressive addition of new brands and promotions, including brand coupons, contributed to user growth, resulting in 5,783,381 annual purchasers in the most recent 12-month period (January to December 2016), up 1,748,639 from the same period a year earlier.」

    New brands and promotions increased annual purchasers to 5,783,381. Annual purchase value per active member was ¥48,275, and annual items purchased were 10.5.
  30. FY2017-Q2AdvancedAnnual report

    「Aggressive addition of new brands and promotions, including brand coupons, contributed to user growth, resulting in 5,252,541 annual purchasers in the most recent 12-month period (October 2015 to September 2016), up 1,554,287 from the same period a year earlier.」

    New brands and promotions increased annual purchasers to 5,252,541. Annual purchase value per active member was ¥48,556, and annual items purchased were 10.4.
  31. FY2017-Q1AdvancedAnnual report

    「Active point promotions increased user purchase frequency, resulting in 4,832,558 annual purchasers in the most recent 12-month period (July 2015 to June 2016), up 1,229,362 from the same period a year earlier, and 4,652,101 shipments, up 54.7%.」

    Annual purchasers and shipments increased concretely through point promotions and other initiatives.
  32. FY2016First statedAnnual report

    「The Group continued to focus even more closely on creating a site attractive to both users and brands in order to increase the number of unique users and improve the conversion rate (the percentage of unique users who make a purchase) on ZOZOTOWN.」

    The Group plans to improve the site, positioning user numbers and purchase rates as key growth drivers.
Moved together

"New Shop Openings and Expansion of Items Offered" moved the same way as this thread, in the same document, in 15 of its 35 moves.

151110977★123456
  1. ★This thread
  2. 1New Shop Openings and Expansion of Items Offered15×
  3. 2Growth in Merchandise Transaction Volume, Sales and Profits11×
  4. 3Expansion of the secondary market through ZOZOUSED10×
  5. 4Profit distribution based on a 40% dividend payout ratio9×
  6. 5Diversifying Revenue Sources Through the BtoB Business and Transforming the Business Model7×
  7. 6Strengthening Fulfillment Capacity and E-commerce System Capabilities7×

★ 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".
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Growth in unique users and conversion rate | ZOZO,Inc. (3092) | Komori