Update shared on04 Sep 2025
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.
- Acknowledgement of Zalando’s reputation as a leading operator in European online clothing retail supports improved sentiment and upgraded ratings.
- Recent upward price target revisions generally reflect increased confidence in sales momentum and industry positioning.
- Several analysts increase targets even when maintaining neutral or underweight stances, suggesting improved fundamentals but lingering reservations around valuation or competitive risks.
- Margin improvement and operational efficiency remain key factors driving positive adjustments to outlook and price targets.
What's in the News
- Zalando issued full-year 2025 guidance, forecasting Gross Merchandise Volume of EUR 17.2–17.6 billion and revenue of EUR 12.1–12.4 billion, including ABOUT YOU following the closure of the transaction.
Valuation Changes
Summary of Valuation Changes for Zalando
- The Consensus Analyst Price Target remained effectively unchanged, at €36.85.
- The Future P/E for Zalando remained effectively unchanged, moving only marginally from 21.09x to 21.17x.
- The Discount Rate for Zalando remained effectively unchanged, at 6.56%.
Disclaimer
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