1. Japan Stocks

  2. •

    Consumer Cyclical

  3. •

    Specialty Retail
ZOZO, Inc.

ZOZO, Inc.

SATLF
ZOZO, Inc.US flagOther OTC
7.02
USD
- -
- -
6.21BMarket Cap
ZOZO, Inc.
SATLF
(Other OTC)

Recent

price

7.02

P/E

ratio

- -

div

yld

- -

ROIC.AI

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
TTM
FRC
24.09
32.17
35.99
40.02
42.6
56.67
81.68
105.26
128.91
137.03
160.88
184.73
203.91
219.48
239.24
258.25
119.88
Revenue per Share
3.14
4.69
5.51
8.09
9.31
12.49
18.22
21.56
17.4
20.53
33.77
38.34
43.94
49.4
50.9
54.2
26.97
Basic EPS, GAAP
3.52
4.72
4.74
8.28
10.48
11.3
18.38
16.38
12.16
21.42
45.24
42.86
30.46
37.01
60.42
51.43
- -
Free Cash Flow per Basic Share
0.47
0.78
2.78
2.22
3.22
4.39
5.33
9.33
10.41
7.33
11
16.15
20
30.07
36
37.13
- -
Dividend per Share
8.31
12.21
15.12
21.14
27.17
29
42.67
42.32
49.65
63
85.66
109.4
133.38
105.69
121.39
127.5
111.88
Book Value per Share
9.39
13.16
12.38
18.76
25.66
15.27
30.8
40.21
21.27
34.46
57.41
58.33
82.61
91.5
106.95
88.43
97.16
Tangible Book Value per Share
988
989
973
964
967
960
935
935
919
916
916
900
900
898
891
884
891
Basic Weighted Avg Shares
23,801
31,807
35,023
38,569
41,176
54,413
76,362
98,411
118,419
125,502
147,370
166,199
183,423
197,016
213,131
228,373
106,799
Sales/Revenue/Turnover
37.59
24.22
24.35
32.12
36.63
32.64
34.43
33.2
21.67
22.23
29.96
29.88
30.76
30.5
30.39
30.38
29.17
Operating Margin (%)
154
391
473
818
1,196
1,512
1,668
1,301
2,011
2,489
2,426
2,381
2,510
3,843
4,742
7,587
- -
Depreciation Expense
3,103
4,634
5,361
7,798
8,999
11,988
17,035
20,156
15,985
18,804
30,932
34,492
39,526
44,341
45,346
47,926
24,027
Net Income, GAAP
42.79
42.36
38.64
36.67
38.65
33.57
30.91
29.08
28.96
27.99
29.14
29.87
30.26
26.5
29.92
30.01
23.14
Effective Tax Rate (%)
13.04
14.57
15.31
20.22
21.85
22.03
22.31
20.48
13.5
14.98
20.99
20.75
21.55
22.51
21.28
20.99
22.5
Profit Margin (%)
8,662
12,170
10,229
14,260
21,552
9,448
21,735
26,331
5,659
14,303
34,616
36,133
51,289
54,876
67,566
49,642
59,113
Working Capital
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
LT Debt
9,534
13,910
12,773
19,227
26,245
17,931
29,868
40,810
22,654
34,533
55,506
55,097
76,691
84,743
98,718
106,788
89,582
Total Equity
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Invested Capital (%)
45.05
45.8
40.1
43.49
37.84
43.57
49.64
50.47
29.92
25.62
34.76
31.73
30.55
34.71
37.39
36.88
17.94
Return on Capital (%)
45.05
45.7
40.02
44.44
38.59
44.31
50.3
50.74
37.53
36.4
45.43
39
36.2
41.28
44.67
43.39
21.16
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
Mar'24
Jun'25
Sep'25
ST Debt
20,000
- -
20,000
LT Borrowings
- -
- -
- -
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
891
- -
891
Market Capitalization
1,197,520
1,204,637
1,560,954

Working Capital

FRC

•

in mil. unless spec.
Mar'24
Jun'25
Sep'25
Total Current Assets
123,137
- -
124,570
Cash, Cash Equivalents & STI
69,747
- -
72,651
Accounts Receivable, Net
45,789
- -
42,164
Inventories
3,823
- -
4,004
Total Current Liabilities
68,261
- -
65,457
Payables & Accruals
- -
- -
- -
ST Debt
20,000
- -
20,000
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
24.55%
14.72%
8.17%
Free Cash Flow
23.91%
6.37%
-15.51%
Net Income, GAAP
16.81%
9.25%
5.69%
Sales/Revenue/Turnover
15.88%
9.18%
7.15%
Total Cash Common Dividend
26.26%
27.86%
2.39%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
45,871
44,346
57,351
49,448
197,016
2025
- -
- -
- -
- -
213,131
2026
- -
- -
- -
- -
228,373

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
12.45
- -
- -
- -
49.4
2025
- -
- -
- -
- -
50.9
2026
- -
- -
- -
- -
54.2

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
30.07
2025
- -
- -
- -
- -
36
2026
- -
- -
- -
- -
37.13
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Business
ZOZO, Inc. (SATLF) operates Japan's largest fashion e-commerce platform, ZOZOTOWN, offering over 9,000 brands and more than 1,070,000 items including apparel, footwear, accessories, beauty products via ZOZOCOSME, luxury goods through ZOZOVILLA, and shoes in ZOZOSHOES; it provides outfit-sharing app WEAR by ZOZO with over 19 million downloads and AI-driven trend diagnostics, secondhand marketplace ZOZOUSED with daily additions from 7,000 brands, multi-size clothing options, fulfillment services via Fulfillment by ZOZO (FBZ), personalized styling through niaulab by ZOZO, and body measurement technologies encompassing ZOZOSUIT, ZOZOMAT, ZOZOGLASS, ZOZOFIT, and ZOZOMETRY. The company, founded in 1998 and headquartered in Chiba, Japan, manages logistics via multiple ZOZOBASE centers, runs customer support operations, and extends into AI-enhanced recommendations, production support with Made by ZOZO, sales tools like FAANS, and international expansion through its UK-based subsidiary LYST Ltd., a global AI-powered fashion discovery platform connecting shoppers to 27,000 premium brands. ZOZO targets youth and broad demographics primarily in Japan with synergies from LINE Yahoo Group, while pursuing overseas growth in Europe, the U.S., and Southeast Asia. Recent developments include the 2025 acquisition of 100% ownership in LYST Ltd. to bolster Western market presence and AI capabilities; the November 2025 launch of a K-Fashion Zone on ZOZOTOWN partnering with Musinsa to introduce over 1,500 Korean brands; a December 2024 strategic MOU with MUSINSA Co.; the 2024 rollout of ZOZOMETRY for business body measurements; and ongoing expansions in cosmetics, production support, and technology monetization as part of its "More Fashion × Better Fashion Tech" strategy.

Company News

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