September quarter revenue grew 6.4%, and operating income grew 5.6%. Logistics efficiency partly offset the consolidation of High Link (acquired April 30, 2026) and higher packaging and cloud costs. The company maintained full-year growth guidance of 5.6% for revenue and 7.3% for operating income.
Growing dominance in Japan's fashion e-commerce market strengthens Zozo's bargaining power with merchants, driving further growth in take rates and profitability.
Rakuten and Amazon leverage their scale and fulfillment capabilities to close the gap with Zozotown's algorithm and user experience, eroding Zozo's market share and pressuring take rates.
Metric | 3092 | 4689 | AMZN |
|---|---|---|---|
Price/Earnings (Normalized) | 19.96 | 24.95 | 29.38 |
Price/Book Value | 10.70 | 1.22 | 4.58 |
Price/Sales | 4.30 | 1.82 | 3.55 |
Price/Cash Flow | 17.00 | 11.29 | 14.08 |
Metric | 3092 | 4689 | AMZN |
|---|---|---|---|
Quick Ratio | 1.29 | 2.13 | 0.82 |
Current Ratio | 1.54 | 2.14 | 0.99 |
Interest Coverage | 263.31 | — | 38.78 |
Metric | 3092 | 4689 | AMZN |
|---|---|---|---|
Return on Assets (Normalized) | — | — | 10.05% |
Return on Equity (Normalized) | — | — | 20.21% |
Return on Invested Capital (Normalized) | — | — | 14.24% |
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