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    Hisahiro Yamaoka

    Vice President and Equity Research Analyst at Nomura Securities

    Hisahiro Yamaoka is a Vice President and Equity Research Analyst at Nomura Securities, specializing in the automotive components industry and broad Japanese industrials. Covering companies such as NHK Spring and Fast Retailing, he consistently delivers high-quality investment analysis, evidenced by a 93.33% success rate across 16 stocks and a TipRanks ranking of 4.35 stars. Yamaoka has built his career within Nomura since at least 2018 and is recognized for his thorough coverage and participation in industry events, financial briefings, and plant tours. He holds professional credentials as a registered securities analyst and actively provides research to institutional investors worldwide.

    Hisahiro Yamaoka's questions to SATLF leadership

    Hisahiro Yamaoka's questions to SATLF leadership • Q3 2025

    Question

    Asked about the effectiveness of initiatives for consignment sales and active user growth, the performance of the cosmetics category, and the overall business outlook.

    Answer

    The company confirmed that targeted initiatives for consignment sales are contributing to growth. The cosmetics category performed well in Q3 due to promotions and new brand additions like GUCCI Beauty. The overall business trend is positive, with a focus on growing the active user base to drive GMV.

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    Hisahiro Yamaoka's questions to SATLF leadership • Q2 2025

    Question

    Asked if the lower-than-planned GMV was solely due to weather or if other challenges exist. Also inquired about the magnitude of variable cost savings in H1 and whether those savings would be spent in H2.

    Answer

    The company confirmed that hot weather in September was the main reason for the GMV shortfall, delaying the fall/winter season. Regarding costs, savings from promotions in H1 will be spent in H2, resulting in no annual impact. Additional savings came from better-than-expected logistics productivity and higher average order values reducing shipping costs.

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