ZOZO, Inc. (SRTTY) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
ZOZO, Inc. (SRTTY) trades at $7.10. ZOZO, Inc. operates online shopping websites, primarily in Japan, focusing on fashion and apparel. Market cap: $6.31B, Sector: Consumer cyclical.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for SRTTY: SRTTY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SRTTY against Consumer Cyclical peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SRTTY: 2/3 scored disciplines lean bullish. Dominant signal: Ken Griffin bearish.
How is this calculated? →ZOZO, Inc. (SRTTY) Consumer Business Overview
ZOZO, Inc. is a Japanese online fashion retailer operating ZOZOTOWN, a prominent e-commerce platform, alongside WEAR, a fashion app, and ZOZOUSED, a secondhand apparel marketplace. The company leverages its multi-size platform and advertising business to maintain a competitive edge in the specialty retail sector.
What Is the Investment Thesis for SRTTY?
ZOZO, Inc. presents a compelling investment case based on its established position in the Japanese online fashion market. With a P/E ratio of 21.7 and a profit margin of 20.7%, the company demonstrates financial stability. A dividend yield of 3.30% provides an additional incentive for investors. Growth catalysts include the expansion of its Multi-Size platform and increased advertising revenue. Potential risks involve competition from other e-commerce giants and shifts in consumer preferences. Investors should monitor ZOZO's ability to maintain its gross margin of 90.8% and adapt to evolving market dynamics.
Based on FMP financials and quantitative analysis
SRTTY Key Highlights
Market capitalization of $6.31B, reflecting its significant presence in the online retail sector.
- P/E ratio of 21.7, indicating a moderate valuation relative to earnings.
- Profit margin of 20.7%, showcasing efficient operations and profitability.
- Gross margin of 90.8%, demonstrating strong pricing power and cost management.
- Dividend yield of 3.30%, offering a steady income stream for investors.
Who Are SRTTY's Competitors?
SRTTY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CDNTF Canadian Tire Corporation, Limited | $155.70 | +0.00% | $5.85B | 45 |
| DELHY Delivery Hero SE | $4.26 | +1.07% | $13.0B | 56 |
| DFRYF Avolta AG | $61.11 | +0.00% | $8.65B | 53 |
| DLVHF Delivery Hero SE | $41.50 | +0.46% | $12.6B | 54 |
| DUFRY Avolta AG | $5.96 | +0.51% | $8.43B | 44 |
| GLBE Global-E Online Ltd. | $40.79 | -1.09% | $6.85B | 56 |
| ETSY Etsy, Inc. | $81.21 | +0.93% | $7.71B | 88 |
| GME GameStop Corp. | $18.04 | +0.08% | $8.09B | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SRTTY's Key Strengths?
Strong brand recognition in Japan.
- Innovative platforms like ZOZOTOWN and WEAR.
- High gross margin of 90.8%.
- Established customer base.
What Are SRTTY's Weaknesses?
Reliance on the Japanese market.
- Competition from larger e-commerce players.
- Dependence on fashion trends.
- Limited international presence.
What Could Drive SRTTY Stock Higher?
Expansion of the Multi-Size platform to new markets and product categories.
- Increased adoption of the WEAR app among fashion enthusiasts.
- Potential strategic partnerships with complementary businesses.
- Growth in online advertising revenue through targeted campaigns.
What Are the Key Risks for SRTTY?
Increased competition from larger e-commerce players.
- Shifts in consumer preferences and fashion trends.
- Economic downturns affecting consumer spending.
- Currency fluctuations impacting ADR value.
- Limited liquidity on the OTC market.
What Are the Growth Opportunities for SRTTY?
- Expansion of Multi-Size Platform: ZOZO's Multi-Size platform offers personalized sizing options, addressing a key pain point for online shoppers. By further developing and promoting this platform, ZOZO can attract more customers and increase sales. The market for personalized apparel is growing, with potential to capture a larger share of the online fashion market. Timeline: Ongoing.
- Increased Advertising Revenue: ZOZO's advertising business presents a significant growth opportunity. By leveraging its online platforms and user data, ZOZO can offer targeted advertising solutions to brands and retailers. The market for online advertising is expanding, with companies seeking effective ways to reach consumers. Timeline: Ongoing.
- International Expansion: ZOZO has the potential to expand its operations internationally, targeting new markets and customer segments. By adapting its business model and platforms to suit local preferences, ZOZO can replicate its success in Japan. The global e-commerce market is growing, with opportunities in emerging economies. Timeline: Upcoming.
- Enhancement of WEAR App: ZOZO's WEAR app serves as a fashion-focused social media platform, connecting users and brands. By enhancing the app's features and functionality, ZOZO can increase user engagement and drive traffic to its online retail platforms. The market for social commerce is growing, with potential to integrate shopping and social networking. Timeline: Ongoing.
- Strategic Partnerships: ZOZO can pursue strategic partnerships with other companies, such as brands, retailers, and technology providers, to expand its reach and enhance its offerings. By collaborating with complementary businesses, ZOZO can create synergies and capture new market opportunities. Timeline: Ongoing.
What Are SRTTY's Competitive Advantages?
- Established brand recognition and reputation in the Japanese online fashion market.
- Proprietary technology and platforms, such as the Multi-Size platform and WEAR app.
- Extensive network of brands and retailers on ZOZOTOWN.
- Large customer base and user engagement on its online platforms.
What Does SRTTY Do?
Founded in 1998 and headquartered in Chiba, Japan, ZOZO, Inc., formerly known as Start Today Co., Ltd., has evolved into a significant player in the online fashion retail market. The company's flagship platform, ZOZOTOWN, offers a wide array of fashion merchandise from various brands, catering to a diverse customer base. ZOZO also operates WEAR, a fashion-focused social media application, and a Multi-Size platform, enhancing the shopping experience with personalized sizing options. Additionally, ZOZOUSED provides a marketplace for secondhand and vintage apparel. ZOZO, Inc. generates revenue through online retail sales, advertising services, and its presence on the PayPay mall. As a subsidiary of Z Holdings Corporation, ZOZO continues to innovate and expand its reach within the competitive e-commerce landscape, focusing on fashion and related services both domestically and internationally.
What Products and Services Does SRTTY Offer?
- Operates ZOZOTOWN, a fashion online shopping website.
- Manages WEAR, a fashion-focused social media application.
- Provides a Multi-Size platform for personalized apparel sizing.
- Runs ZOZOUSED, a marketplace for secondhand and vintage apparel.
- Participates in PayPay mall, an online shopping mall.
- Engages in the advertisement business.
How Does SRTTY Make Money?
- Online retail sales through ZOZOTOWN and other platforms.
- Advertising revenue from brands and retailers.
- Commissions from sales on ZOZOUSED and PayPay mall.
- Fees from the Multi-Size platform.
What Industry Does SRTTY Operate In?
ZOZO, Inc. operates within the dynamic specialty retail industry, characterized by evolving consumer preferences and increasing competition from global e-commerce players. The industry is experiencing a shift towards online shopping, with companies like ZOZO leveraging digital platforms to reach a broader audience. The competitive landscape includes both domestic and international retailers, such as CDNTF and DELHY, vying for market share. ZOZO's focus on fashion and its innovative platforms like ZOZOTOWN and WEAR position it to capitalize on the growing demand for online apparel retail.
Who Are SRTTY's Key Customers?
- Fashion-conscious consumers in Japan and internationally.
- Brands and retailers seeking to sell their products online.
- Users of the WEAR app interested in fashion trends and social networking.
- Customers looking for secondhand and vintage apparel.
Company Profile
ZOZO, Inc. operates in the Specialty Retail industry within the Consumer Cyclical sector. It is headquartered in Chiba, JP. The company is led by CEO Kotaro Sawada. SRTTY has traded publicly since 2019.
Key Financial Metrics
Return on equity for ZOZO, Inc. stands at 48.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 27.1%, showing how much profit it generates from its asset base. SRTTY trades at a trailing price-to-earnings ratio of 21.67, below the Consumer Cyclical sector average of ~34x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.54 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 4.8%, the inverse of the P/E and a quick read on earnings relative to price.
SRTTY Valuation & Market Position
With a $6.31B market cap, ZOZO, Inc. sits in the mid-cap segment of the market.
Quarterly Financial Performance: ZOZO, Inc.
Revenue for ZOZO, Inc. came in at $56.87B during Q2 2026, a 1.3% contraction versus the preceding quarter. The company recorded net income of $12.05B, with diluted EPS of $13.63. Revenue has contracted over three consecutive quarters, which investors in this mid-cap Consumer Cyclical stock should monitor closely. Across the four most recent quarters, SRTTY averaged $13.80 in diluted EPS.
Financial Health
ZOZO, Inc.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 11.07 places it in the safe zone, indicating low near-term bankruptcy risk.
Forward Outlook
Wall Street analysts project ZOZO, Inc. revenue of about $228.88B for fiscal 2026, with EPS near $0.00. The estimate reflects 17 contributing analysts.
SRTTY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2026
Bull Case vs Bear Case
Bull Case
- ZOZO's strong brand recognition in Japan gives it a solid foundation for continued growth, especially among younger consumers who are increasingly shopping online.
- Insider buying activity suggests that those with the closest view of the company's operations believe in its long-term potential, which is always a good sign.
- The company's focus on personalized shopping experiences could be a differentiator in a crowded e-commerce market, attracting and retaining customers. Think Stitch Fix, but for Japanese fashion.
- Positive community sentiment indicates a belief in ZOZO's ability to adapt to changing consumer preferences and maintain its market position.
Bear Case
- Increased competition from global e-commerce giants entering the Japanese market could erode ZOZO's market share. It's like Amazon moving into a smaller player's territory.
- Shifting consumer preferences towards fast fashion and sustainable alternatives could pose a challenge to ZOZO's established business model if they don't adapt quickly.
- Negative community sentiment regarding recent marketing campaigns suggests a potential disconnect with their target audience. This can impact brand perception and sales.
- Recent insider selling activity, while not always indicative of negative sentiment, could raise concerns about the company's near-term prospects. It's worth keeping an eye on.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $56.87B | $12.05B | $13.63 |
| Q1 2026 | $57.61B | $11.15B | $12.61 |
| Q4 2025 | $66.56B | $15.97B | $18.06 |
| Q3 2025 | $51.22B | $9.63B | $10.89 |
Based on FMP financials and quantitative analysis
SRTTY Latest News
No recent news available for SRTTY.
SRTTY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SRTTY.
Price Targets
Wall Street price target analysis for SRTTY.
SRTTY MoonshotScore
What does this score mean?
The MoonshotScore rates SRTTY 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Latest ZOZO, Inc. Analysis
Leadership: Kotaro Sawada
CEO
Kotaro Sawada serves as the CEO of ZOZO, Inc., leading the company's strategic direction and operations. His background includes experience in management and technology. He is responsible for overseeing ZOZO's online retail platforms, fashion app, and advertising business. Sawada's leadership focuses on driving innovation and growth within the competitive e-commerce landscape.
Track Record: Since assuming the role of CEO, Kotaro Sawada has focused on expanding ZOZO's Multi-Size platform and enhancing its online retail offerings. He has also emphasized the importance of leveraging technology to improve the customer experience and drive sales growth. Under his leadership, ZOZO continues to adapt to evolving consumer preferences and market dynamics.
ZOZO, Inc. ADR Information Unsponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. SRTTY is an ADR representing shares of ZOZO, Inc., allowing U.S. investors to invest in the company without directly dealing with foreign markets. It simplifies trading and reduces complexities associated with international investments.
- Home Market Ticker: Tokyo Stock Exchange, Japan
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: SRTT
SRTTY OTC Market Information
The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market, indicating that ZOZO, Inc. (SRTTY) may have limited regulatory oversight and reporting requirements compared to companies listed on major exchanges like the NYSE or NASDAQ. Companies in this tier often have minimal financial disclosure and may not meet the listing standards of higher-tier exchanges, potentially increasing investment risk.
- OTC Tier: OTC Other
- Limited regulatory oversight and reporting requirements.
- Potential for lower trading volumes and liquidity.
- Increased price volatility.
- Greater risk of fraud or manipulation.
- Limited access to company information.
- Verify the company's legal registration and business operations.
- Review available financial statements and disclosures.
- Assess the company's management team and track record.
- Evaluate the company's business model and competitive landscape.
- Understand the risks associated with investing in OTC securities.
- Consult with a financial advisor.
- Monitor news and developments related to the company.
- Established operating history and brand recognition in Japan.
- Subsidiary of Z Holdings Corporation.
- Presence on multiple online retail platforms.
- Positive customer reviews and feedback.
SRTTY Consumer Cyclical Stock FAQ
What does ZOZO, Inc. do?
ZOZO, Inc. operates online shopping websites, primarily in Japan, focusing on fashion and apparel. Its main platform, ZOZOTOWN, offers a wide range of fashion merchandise from various brands. The company also operates WEAR, a fashion-focused social media application, and ZOZOUSED, a marketplace for secondhand apparel. Additionally, ZOZO provides a Multi-Size platform for personalized sizing and engages in the advertisement business, catering to fashion-conscious consumers and brands seeking online retail solutions.
What do analysts say about SRTTY stock?
Analyst coverage of SRTTY may be limited due to its OTC listing and ADR status. Key valuation metrics include its P/E ratio of 21.7 and profit margin of 20.7%. Growth considerations involve the expansion of its Multi-Size platform and increased advertising revenue. Investors should conduct their own research and consider the risks associated with investing in OTC securities. Analyst consensus is not readily available.
What are the main risks for SRTTY?
The main risks for SRTTY include increased competition from larger e-commerce players, shifts in consumer preferences and fashion trends, and economic downturns affecting consumer spending. As an ADR, SRTTY is also subject to currency fluctuations between the Japanese Yen and the U.S. Dollar. Additionally, its OTC listing presents risks related to limited liquidity, regulatory oversight, and information availability. Investors should carefully assess these risks before investing.
What are the key factors to evaluate for SRTTY?
Evaluate SRTTY on fundamentals, analyst consensus, and risk factors. P/E: 21.7x vs the S&P 500's ~20-25x. ZOZO, Inc. Not financial advice.
How frequently does SRTTY data refresh on this page?
SRTTY's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SRTTY's recent stock price performance?
ZOZO, Inc. (SRTTY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand recognition in Japan. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SRTTY overvalued or undervalued right now?
ZOZO, Inc. (SRTTY) trades at 21.7x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research SRTTY before investing?
Before investing in ZOZO, Inc. (SRTTY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Limited analyst coverage due to OTC listing.
- Currency risk associated with ADR status.
- Disclosure status on OTC market is unknown.