From the company's own filing for H1 (Apr–Sep 2026) · reported 2026-10-29 · the filing ↗
JapanZOZOTOWN merchandise value rose 4.4% to ¥245.9bn, with consignment sales up 4.2% to ¥234.5bn and used fashion up 8.9% to ¥9.9bn; it listed 1,726 shops and 11,599 brands at end-September, against 1,686 and 9,215 a year earlier.
Not disclosedZOZO reports a single e-commerce segment with no geographic split; LYST is only 7.0% of merchandise value, so the results are essentially a Japan read. Full-year guidance is unchanged at revenue ¥241.9bn and operating profit ¥74.4bn.
Other callouts in the filing
BasisTotal merchandise value fell 1.0% to ¥309.4bn only because Yahoo! Shopping 'ZOZO option' stores stopped being counted after September 2025; excluding that 'other' line it rose 5.7% to ¥309.3bn.
SegmentLINE Yahoo commerce (Yahoo! Shopping and Yahoo! Auctions) grew 11.7% to ¥38.5bn and LYST, the global fashion platform, 16.0% to ¥21.6bn; LYST was consolidated for one more month than a year earlier, and fragrance site Kalaria's operator High Link joined from May.
BasisGross profit rose 4.4% to ¥102.8bn, but the margin on merchandise value slipped 0.4 points to 33.2% as ZOZO deepened discount and point campaigns, which are deducted from revenue.
floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.
Show figures in
floortok holds 2 reported periods for this company.
Quarter-alone and year-to-date rows are floortok's arithmetic on the company's own filings — the quarter alone under a cumulative filing, the year to date under a quarter — shown only where the filings they need are on file. A period tagged Year-to-Date runs from the start of the company's fiscal year.
H1 (Apr–Sep 2026) · Year-to-Date
Reported 2026-10-29
Revenue¥110.6bn▲ +5.1%
Operating profit¥32.8bn▲ +5.6%
Net income¥21.8bn▲ +3.5%
Q2 alone (Jul–Sep 2026)
Revenue¥54.5bn—
Operating profit¥14.9bn—
Net income¥9.9bn—
ZOZO grew revenue 5.1% to ¥110.6bn in April–September 2026, operating profit 5.6% to ¥32.8bn and net income 3.5% to ¥21.8bn. ZOZOTOWN is the channel the physical floor competes with directly — the same brands and season without rent — so its growth rate is a counterweight to every department-store number on this page. Full-year guidance is unchanged.
Q1 (Apr–Jun 2026) · Year-to-Date
Reported 2026-07-31
Revenue¥56.1bn▲ +3.9%
Operating profit¥17.9bn▲ +5.7%
Net income¥11.9bn▲ +4.6%
ZOZO grew revenue 3.9% to ¥56.1bn in April–June 2026, operating profit 5.7% to ¥17.9bn and net income 4.6% to ¥11.9bn. ZOZOTOWN is the channel the physical floor competes with directly — the same brands, the same season, no rent — so its growth rate is a useful counterweight to every department-store number on this page. Full-year guidance is unchanged at ¥241.9bn revenue (+5.9%) and ¥74.4bn operating profit (+7.3%).
JapanZOZOTOWN gross merchandise value rose 3.6% to ¥126.0bn, with consignment sales up 3.6% and used fashion up 10.0%; a cooler-than-usual June dampened summer demand, the company says.
JapanZOZOTOWN's annual buyers reached 13.42 million, up 1.05 million year on year, as active members grew 1.13 million to 12.72 million on heavier web advertising.
Not disclosedZOZO reports a single e-commerce segment with no geographic split; LYST, its global business, was 6.4% of GMV, so the results are essentially a Japan read.
BasisTotal GMV fell 1.6% only because Yahoo! Shopping 'ZOZO option' stores stopped being counted after September 2025; excluding that 'other' line, GMV rose 5.1% to ¥156.7bn.
BasisConsolidation flatters growth: LYST, the global platform, was included for one more month than a year earlier (GMV +33.3%), and fragrance site Kalaria's operator High Link was added from May.
SegmentLINE Yahoo commerce (Yahoo! Shopping plus Yahoo! Auctions) grew GMV 7.6% to ¥19.0bn, outpacing ZOZOTOWN, helped by LINE Yahoo's own traffic drives and joint sale events.