ZOZO, Inc. (SRTTY) Q2 2026 Earnings Call Prepared Remarks Transcript

Core Insights - The financial results for the second quarter of FY '25 show a significant increase in GMV and EBITDA, indicating positive growth for the company [3]. Financial Performance - GMV increased by 11.9% year-on-year to JPY 312.4 billion [3] - GMV, excluding other GMV, increased by 12.2% year-on-year to JPY 292.6 billion [3] - EBITDA increased by 5.8% year-on-year to JPY 34.7 billion [3] - The EBITDA margin was 11.9%, reflecting a 0.7 percentage point decrease compared to the same period last year [3] Progress Against Company Plan - Progress against the revised company plan announced on July 31 shows GMV, excluding other GMV, at 44.8% and EBITDA at 45.3% [4]