Zozo, Inc. · TSE:3092

Zozo — Q2 FY2026 Earnings Presentation

20 slides from Zozo's earnings presentation, Oct 29, 2026

1. Slide 1: 2Q FY2026 ZOZO, Inc. Consolidated Business Results

   2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS ZOZO 2 027 3 2

2. Slide 2: Highlights

   HIGHLIGHTS 2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

3. Slide 3: 2Q FY2026 Consolidated Business Results

   2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 3,094 3,092 346 11.2% 3

4. Slide 4: 2Q FY2026 Consolidated Business Results

   2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 4

5. Slide 5: EBITA 900 More Fashion Near Fashion

   2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 2030 3 EBITA 900 ZOZOTOWN More Fashion Near Fashion Global 800 50 50 2Q 2Q 2Q 30 T ZOZOTOWN High Link LYST WEAR AI ZOZOFIT BtoB by ZOZO High Link ZOZOFIT Pro 28 ZOZOTOWN AI 5

6. Slide 6: 2Q FY2026 Consolidated Business Results

   2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS

7. Slide 7: 2Q FY2026 Consolidated Business Results

   2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 7

8. Slide 8: 2Q FY2026 Consolidated Business Results

   2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 01 8

9. Slide 9: LYST / High Link

   2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS LYST High Link 9

10. Slide 10: 2Q FY2026 Consolidated Business Results

    2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 10

11. Slide 11: 2Q FY2026 Consolidated Business Results

    2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 03 11,0 0 0 1 0% 10,0 0 0 9,092 9,264 8,965 9,0 0 0 8% 8,0 0 0 7,592 6,899 4,155 7,029 7,0 0 0 6,762 4,070 6,278 3,876 6,0 0 0 5.5% 6% 5.3% 4,982 4.8% 4.9% 3,240 5.0% 3,430 5,0 0 0 4.7% 4.5% 4,323 3,618 4. 2% 3,042 4,0 0 0 2,895 4% 3.9% 2,509 3,0 0

12. Slide 12: 2Q FY2026 Consolidated Business Results

    2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 04 13,555,784 14,000,000 714,688 12,000,000 10,000,000 8,000,000 12,841,096 6,000,000 4,000,000 2,000,000 0 2 5/0 3 1 Q 2 5/0 3 2Q 2 5/0 3 3 Q 2 5/0 3 4Q 26/0 3 1 Q 26/0 3 2Q 26/0 3 3 Q 26/0 3 4Q 27/0 3 1 Q 27/0 3 2Q 12

13. Slide 13: 2Q FY2026 Consolidated Business Results

    2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 05 7,0 0 0 35% 6,0 0 0 25% 5,0 0 0 4,369 4,277 4,038 3,974 1 5% 4,0 0 0 3,698 3,629 3,744 3,584 3,682 3,640 3,0 0 0 5% -0.7% 1.1% 0.2% 0.9% 1.2% -1.2% -1.7% 1.6% 2 ,0 0 0 -2.1% -1.6% - 5% 1,0 0 0 0 -1 5% 2 5/0 3 1 Q 2 5/0 3 2Q 2 5/0 3 3 Q 2 5/0 3 4Q

14. Slide 14: 2Q FY2026 Consolidated Business Results

    2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 06 14,0 0 0 3 0% 12 ,0 0 0 20% 10,0 0 0 9,422 9,328 8,980 8,864 8,343 8,543 8,506 8,388 8,196 8,1 83 1 0% 8,0 0 0 6,0 0 0 3.8% 3.3% 2.8% 2.5% 2.0% 0% 2.4% -0.2% -0.4% -1.0% -1.3% 4,0 0 0 -1 0% 2 ,0 0 0 0 -20% 25/03 1Q 25/03 2Q 25/03 3Q 25/03 4Q 26/0

15. Slide 15: 2Q FY2026 Consolidated Business Results

    2Q FY2026 ZOZO, Inc. CONSOLIDATED BUSINESS RESULTS 15

16. Slide 16: ZOZO

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17. Slide 17: AI agent

    AI agent Supply Demand AI agent AI agent Supply AI agent Supply Agent Agent Demand STEP1 STEP2 STEP3 AI agent ZOZO 17

18. Slide 18: SNS

    SNS How to ZOZO AI AI AI AI ZOZO DB 18

19. Slide 19: AI How to

    h.3-F70 7 MUDB Al BO “WES” How to Coutube ity How to Al 19

20. Slide 20: ZOZO

    ev An ZOZO

ZOZO — Q2 FY2026 Earnings Presentation on 6ix