Added to YB: 2025-07-10
Pitch date: 2025-07-08
ZAL.DE [bullish]
Zalando SE
-18.61%
current return
Author Info
No bio for this author
Company Info
Zalando SE operates an online platform for fashion and lifestyle products in Europe. The company operates through B2B (Business-to-business) and B2C (Business-to-consumer) segments.
Market Cap
EUR 5.9B
Pitch Price
EUR 28.37
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.66
P/E
22.04
EV/Sales
0.50
Sector
Specialty Retail
Category
turnaround
Portfolio update: 3x Buy - Zalando SE
ZAL.DE: Leading European fashion e-commerce platform overcoming challenges: 50% return rate, fast fashion competition, D2C brand initiatives. Solid vs collapsing competitors like Asos. Pivoting to marketplace model (1/3 of sales), ZMS advertising, and B2B services (ZEOS, 10% of revenue). EV/EBIT 8x, EV/FCF 11x. Targeting 5-10% sales CAGR ('23-'28), EBIT margin expanding from ~5% to 6-8%, long-term 10-13%.
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