Shared on04 Sep 25
Analysts remain broadly optimistic on Zalando due to anticipated margin expansion and improved operational efficiencies, though some maintain caution over valuation and competition, resulting in an unchanged consensus price target of €36.85. Analyst Commentary Bullish analysts cite potential for margin expansion, particularly from increasing fulfillment capacity utilization, as underestimated by consensus estimates.
Shared on23 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on17 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Increased 0.51%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Increased 6.81%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25Fair value Decreased 0.41%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25Fair value Increased 1.31%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on12 Mar 25Fair value Decreased 0.01%
AnalystConsensusTarget has decreased future PE multiple from 25.5x to 20.3x and increased discount rate from 5.5% to 6.2%.