Financial Results Presentation Q2 slide image

Financial Results Presentation Q2

Financial Results Presentation Material mercari 3 Mercari JP-GMV/MAU² Steadily expanded the user base through the acquisition of new users and CRM initiatives to revitalize existing users, resulting in GMV achieving a new record in Q2. GMV growth rate was lower than expected due to a decrease in the number of listings and purchase frequency as a result of the end of the state of emergency in October. GMV/MAU YOY (Million +13% users) GMV (Billion JPY) MAU (Million users) 19.820.4 18.0 19.0 19.5 17.417.5 YOY 226.8 16.5 208.6 (Billion +15% 15.3 208.2 JPY) 14.5 197.0 203.4 13.5 180.4 12.9 164.1 170.6 12.3 11.3 154.4 128.9 133.929.26.8 9.6 10.310.7 86.793.896.199.0 9.0 8.4 7.2 6.5 5.9 5.2 4.5 65.169.470.2 3.7 54.9 3.1 38.339.642.4 31.9 22.7 Q1 FY2014.6 Q2 Q3 Q4 Q1 Q2 Q3 Q4 FY2015.6 Q1 Q2 Q3 Q4 Q1 FY2016.6 FY2017.6 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 FY2018.6 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 FY2019.6 FY2020.6 FY2021.6 FY2022.6 1. Does not include the GMV of Mercari Shops. 2. Quarterly average number of users who browsed our service (app or web) at least once during a given month. 15
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