Added to YB: 2025-08-08
Pitch date: 2025-08-06
ZAL.DE [neutral]
Zalando SE
+3.4%
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 22.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.66
P/E
22.04
EV/Sales
0.50
Sector
Specialty Retail
Category
growth
Q2 Update - Zalando SE
ZAL.DE (earnings update - increased position): GMV +5.0% Q2, H1 +6.2%; Revenue +7.3% Q2, H1 +7.6% (1-2% above estimates). H1 on track for guidance 4-9%. Forecast raised after Aboutyou consolidation. Advertising revenue +45.2% (1.7% of GMV vs 1.3% LY). Trading at 10x EBIT, likely to decline. Position slightly increased after 10% price drop.
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