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AI Feed And European Expansion Will Redefine E-Commerce Markets

Published
27 Nov 24
Updated
04 Sep 25
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AnalystConsensusTarget's Fair Value
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1Y
-16.6%
7D
1.6%

Author's Valuation

€36.8537.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 04 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 on 01 May 25

Fair value Decreased 11%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 6.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair 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%.