- Investors have never been more pessimistic about Zalando's prospects, indicated by a near all-time low P/S ratio.
- The company is a market leader with approximately 12% of the European market share, benefiting from economies of scale.
- Zalando's dominant position in the market enables it to function as a comprehensive one-stop shop, offering a unified inventory pool for international companies seeking to enter the European market.
- The current sharp decline in Zalando and similar online fashion retailers is seen as temporary, with the potential to strengthen Zalando's future profit generation.
- Zalando's healthy financial position and continuous investment increase the potential to gain market share from struggling competitors in Europe.
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Disclaimer
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