ZOZO Announced its Financial Results for April-September 2021. Sales and operating income reached record highs

On October 28, ZOZO Co., Ltd., which operates the fashion online shopping site "ZOZOTOWN," announced its financial results for the 2nd quarter of the fiscal year ending March 2022. Sales increased 15% from the same period of the previous year to 76.2 billion yen, and operating income increased 20% to 23.7 billion yen, both were record highs. In terms of business performance, ZOZOTOWN'S product transaction volume increased 7% from the same period of the previous year to 177.5 billion yen, and the amount of products handled at PayPay Mall has grown significantly. It increased 120% from the same period of the previous year to 19.1 billion yen. In addition, ZOZO's proprietary eyeglass-type measuring instrument “ZOZO Glass” contributed to the increase of profits in the current fiscal year. Since ZOZOGLASS started free distribution in March 2021, the number of orders has exceeded 1.19 million. It has the advantage of finding the best cosmetics by easily measuring the skin color even at home. They said they were able to capture the needs of purchasing cosmetics at home.

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【2021年EC業界ニュース】LINE、オンラインイベント「LINE LOCAL DAY」を開催、コーディネート投稿機能の「LINE STAFF START」を発表　ほか

トランスコスモス調査部が厳選するEC業界ニュース。今週の注目トピックはこちら。 ・アリババ、第3四半期決算を発表。主力事業ネット通販の営業利益が17%減 ・LINE、オンラインイベント「LINE LOCAL DAY」を開催

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ECEC Weekly Topics

マーケティングガイド: ファーストパーティデータ戦略構築における5つの重要ステップ

ファーストパーティデータ戦略が話題になることも増えてきましたが、ファーストパーティデータ戦略とは何か、どのように考えるべきかについてはあまり議論されてきませんでした。実際、顧客を持つ企業にその戦略がありますが、それが意図的かつ効果的であるかどうかが問題なのです。

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eBay Announced the 3rd Quarter Financial Results. Annual active buyers decreased by 5%

On October 27, a major online shopping company　US eBay announced its financial results for the 3rd quarter of 2021. Sales increased 11% from the same period of the previous year to 2.5 billion dollars (Approximately 282.8 billion yen), net income was 283 million dollars (approximately 32 billion yen), and GMV (guaranteed minimum value) decreased 10% from the same period of the previous year to 19.5 billion dollars (approximately 2.2056 trillion yen). The company is saying that it has reduced its annual active buyers by 5% and now has 154 million global buyers. eBay is focusing on expanding "Managed Payments," the use of its unique payment service for sellers worldwide, with all sellers expected to complete the transition later this year. In the 3rd quarter, more than 90% of transactions on platforms around the world were processed by their payment services, migrating more than 18 million sellers globally.

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Sweden's Postpaid Settlement "Klarna" has Partnered with U.S. Payment Major Stripe

On October 26, Sweden's postpaid payment service provider "Klarna" announced that it had agreed to a strategic partnership with US payment major "Stripe." According to the data from the market information database "CB Insights," Stripe and Klarna are the top two unicorns in the global fintech market, with market values of 95 billion dollars and 46 billion dollars, respectively. The background of the alliance is that the postpaid payment service called BNPL (buy now pay later) has been growing rapidly in the Western markets in recent years, and they aim to expand each other's customer base through the alliance. This alliance is likely to intensify competition in the postpaid payment market.

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Shopify has announced its financial results for the 3rd quarter gross profit has increased 50% from the same period of the previous year

On October 28, Canada's online shopping major Shopify announced its financial results for the 3rd quarter of 2021. Sales increased 46% from the same period of the previous year to 1.123 billion dollars (approximately 127.5 billion yen), gross profit increased 50% from the same period of the previous year to 60.89 million dollars (approximately 68.9 billion yen), and GMV (guaranteed minimum value) increased 35% from the same period of the previous year to 41.8 billion dollars (approximately 4.7279 trillion yen). It is said that Shopify has launched "Shopify Markets" a new solution in September 2021 and started full-scale cross-border e-commerce support. In addition, they have expanded the alliance with the short video "TikTok" and started to provide new shopping functions to sellers in some regions who have accounts for the advertising platform "TikTok For Business." This allowed sellers to add a "shopping" tab to TikTok's profile, allowing customers to purchase products directly within the app.

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【2021年EC業界ニュース】中国最大級のイベント「ダブルイレブン」が終了、アリババの取引高は9兆円超　ほか

トランスコスモス調査部が厳選するEC業界ニュース。今週の注目トピックはこちら。 ・中国最大級のイベント「ダブルイレブン」が終了、アリババの取引高は9兆円超 ・韓国ネット通販大手のクーパン、第3四半期の決算を発表。多額の投資で赤字継続

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ECEC Weekly Topics

LINE has Started an Online Store Creation Service Outsourced by "NAVER"

On October 21, a subsidiary of Z Holdings, and a major online service "LINE" announced that they were outsourced by "NAVER," a major Korean online shopping company to create an online store "MySmartStore," and LINE had started its operation. By using this service, an official line account will be opened for each store, and information such as chat functions and trends in top-selling products will be provided to consumers. Although the initial cost is free, introduced store must pay a sales commission and a settlement commission. Full-scale rollout of the service is scheduled for spring 2022, and if owners apply for the use by March of the same year, no sales commission will be charged. As of October 20, about 10 stores, including sweets specialty stores, have begun pre-use.

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US Walmart Launched New Service for Ordering Products via Text Chat

US "Walmart" has announced that it has launched a trial service called "Walmart Text to Shop" to order products via text chat. Specifically, AI analyzes text messages from users to order products, and also recommends products suitable for the users through the learning function. The users can also change the product, specify the delivery date and time by text message. The users can confirm the order details after purchase with the Walmart app. The service is being rolled out as a beta version in some areas, and they plan to expand the area of use in the future based on customer reactions.

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