Reported Earnings • Oct 15
Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2026 results: €0.17 loss per share (further deteriorated from €0.16 loss in 2Q 2025). Revenue: €492.3m (up 9.4% from 2Q 2025). Net loss: €28.9m (loss widened 2.8% from 2Q 2025). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. New Risk • Aug 19
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €107m Forecast net loss in 2 years: €17m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company. Annonce • Jul 16
About You Holding SE to Report First Half, 2026 Results on Oct 14, 2025 About You Holding SE announced that they will report first half, 2026 results on Oct 14, 2025 Reported Earnings • May 09
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: €0.61 loss per share (improved from €0.65 loss in FY 2024). Revenue: €2.00b (up 3.4% from FY 2024). Net loss: €106.7m (loss narrowed 4.9% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 81%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Annonce • May 09
About You Holding SE to Report Q1, 2026 Results on Jul 15, 2025 About You Holding SE announced that they will report Q1, 2026 results on Jul 15, 2025 Breakeven Date Change • Mar 02
Forecast to breakeven in 2028 The 9 analysts covering About You Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €11.0m in 2028. Average annual earnings growth of 68% is required to achieve expected profit on schedule. Price Target Changed • Feb 17
Price target increased by 7.5% to €6.50 Up from €6.04, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of €6.70. The company is forecast to post a net loss per share of €0.34 next year compared to a net loss per share of €0.65 last year. Reported Earnings • Jan 10
Third quarter 2025 earnings released: €0.02 loss per share (vs €0.06 loss in 3Q 2024) Third quarter 2025 results: €0.02 loss per share (improved from €0.06 loss in 3Q 2024). Revenue: €558.9m (up 1.3% from 3Q 2024). Net loss: €3.90m (loss narrowed 63% from 3Q 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings. Annonce • Dec 12
Zalando SE (XTRA:ZAL) entered into a definitive business combination agreement to launch a voluntary tender offer to acquire About You Holding SE (DB:YOU) from Otto (GmbH & Co KG), management of About You, HEARTLAND A/S and others for €1.1 billion. Zalando SE (XTRA:ZAL) entered into a definitive business combination agreement to launch a voluntary tender offer to acquire About You Holding SE (DB:YOU) from Otto (GmbH & Co KG), management of About You, HEARTLAND A/S and others for €1.1 billion on December 11, 2024. Zalando offers €6.5 per share. Zalando will finance the offer from existing cash reserves. Otto Group, Otto Family, HEARTLAND and the ABOUT YOU Management entered into binding agreements to sell their ABOUT YOU shares, representing about 73% of ABOUT YOU’s share capital, to Zalando. The transaction is expected to complete in summer of 2025. The transaction is subject to approval by regulatory board / committee. The management board and supervisory board of About You intend to recommend shareholders to accept the offer. J.P. Morgan SE acted as financial advisor for Zalando SE. Carsten Berrar and Peter Klormann from Sullivan & Cromwell LLP acted as legal advisor for Zalando SE. Deutsche Bank Aktiengesellschaft acted as financial advisor for About You Holding SE. White & Case, L.L.P. acted as legal advisor for About You Holding SE. CMS Germany acted as a legal advisor to Heartland. Milbank LLP acted as a legal advisor to Otto. Price Target Changed • Dec 12
Price target increased by 9.1% to €5.74 Up from €5.26, the current price target is an average from 8 analysts. New target price is 12% below last closing price of €6.49. The company is forecast to post a net loss per share of €0.39 next year compared to a net loss per share of €0.65 last year. New Risk • Dec 11
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 19% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (€479k net loss in 3 years). Reported Earnings • Oct 11
Second quarter 2025 earnings released: €0.16 loss per share (vs €0.27 loss in 2Q 2024) Second quarter 2025 results: €0.16 loss per share (improved from €0.27 loss in 2Q 2024). Revenue: €450.1m (up 2.4% from 2Q 2024). Net loss: €28.1m (loss narrowed 39% from 2Q 2024). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 45% per year, which means it is significantly lagging earnings. New Risk • Oct 11
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: €98m Forecast net loss in 3 years: €6.4m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company. Breakeven Date Change • Oct 10
No longer forecast to breakeven The 9 analysts covering About You Holding no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €4.68m in 2027. New consensus forecast suggests the company will make a loss of €5.17m in 2027. Breakeven Date Change • Jul 16
No longer forecast to breakeven The 9 analysts covering About You Holding no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €10.2m in 2027. New consensus forecast suggests the company will make a loss of €6.73m in 2027. Reported Earnings • Jul 11
First quarter 2025 earnings released: €0.05 loss per share (vs €0.14 loss in 1Q 2024) First quarter 2025 results: €0.05 loss per share (improved from €0.14 loss in 1Q 2024). Revenue: €518.3m (up 2.2% from 1Q 2024). Net loss: €9.50m (loss narrowed 60% from 1Q 2024). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 48% per year, which means it is performing significantly worse than earnings. Annonce • May 08
About You Holding SE Provides Earnings Guidance for the Fiscal Year 2025 About You Holding SE provided earnings guidance for the fiscal year 2025. For '24/'25 the company guiding for revenue growth in a range of 1% to 10%. The midpoint of this range reflects recent growth levels and hence, an acceleration in top line growth for the full year. The company targets further improvement in profitability. Reported Earnings • May 07
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: €0.65 loss per share (improved from €1.34 loss in FY 2023). Revenue: €1.94b (up 1.6% from FY 2023). Net loss: €112.2m (loss narrowed 51% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Germany. Breakeven Date Change • Mar 10
Forecast to breakeven in 2027 The 11 analysts covering About You Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €10.5m in 2027. Average annual earnings growth of 79% is required to achieve expected profit on schedule. Reported Earnings • Jan 12
Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2024 results: €0.06 loss per share (improved from €0.36 loss in 3Q 2023). Revenue: €551.9m (flat on 3Q 2023). Net loss: €10.4m (loss narrowed 83% from 3Q 2023). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 54%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Germany. Annonce • Oct 11
About You Holding SE Revises Group Revenue Guidance for the Year 2023 About You Holding SE narrowed guidance for current financial year 2023. Management Board expects Group revenue growth in the lower half of the previous guidance range of +1% to +11%. Breakeven Date Change • Oct 11
Forecast to breakeven in 2026 The 10 analysts covering About You Holding expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 55% per year to 2025. The company is expected to make a profit of €101.8k in 2026. Average annual earnings growth of 85% is required to achieve expected profit on schedule. New Risk • Aug 31
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €208m Forecast net loss in 2 years: €35m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Less than 1 year of cash runway based on current free cash flow (-€208m). Currently unprofitable and not forecast to become profitable over next 2 years (€35m net loss in 2 years). Breakeven Date Change • Jul 13
No longer forecast to breakeven The 9 analysts covering About You Holding no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €13.7m in 2026. New consensus forecast suggests the company will make a loss of €538.8k in 2026. Reported Earnings • Jul 13
First quarter 2024 earnings released: €0.14 loss per share (vs €0.26 loss in 1Q 2023) First quarter 2024 results: €0.14 loss per share (improved from €0.26 loss in 1Q 2023). Revenue: €507.1m (flat on 1Q 2023). Net loss: €23.8m (loss narrowed 46% from 1Q 2023). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Annonce • Jul 12
About You Holding SE Provides Earnings Guidance for the Fiscal Year 2023-2024 About You Holding SE provided earnings guidance for the fiscal year 2023-2024. For the year, the company continues to expect Group revenue growth in the range of +1% and +11% year-on-year. New Risk • Jul 07
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: €229m Forecast net loss in 3 years: €2.5m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-€245m). Currently unprofitable and not forecast to become profitable over next 3 years (€2.5m net loss in 3 years). Share price has been volatile over the past 3 months (7.1% average weekly change). Breakeven Date Change • Jul 07
No longer forecast to breakeven The 10 analysts covering About You Holding no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €18.7m in 2026. New consensus forecast suggests the company will make a loss of €2.48m in 2026. Breakeven Date Change • May 19
Forecast to breakeven in 2026 The 10 analysts covering About You Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €27.6m in 2026. Average annual earnings growth of 68% is required to achieve expected profit on schedule. Price Target Changed • May 14
Price target decreased by 15% to €6.37 Down from €7.52, the current price target is an average from 10 analysts. New target price is 32% above last closing price of €4.84. Stock is down 46% over the past year. Reported Earnings • May 12
Full year 2023 earnings: Revenues in line with analyst expectations Full year 2023 results: Revenue: €1.90b (up 10.0% from FY 2022). Net loss: €229.0m (loss widened 84% from FY 2022). Revenue was in line with analyst estimates. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Germany. Price Target Changed • May 05
Price target decreased by 20% to €13.13 Down from €16.50, the current price target is provided by 1 analyst. New target price is 133% above last closing price of €5.63. Stock is down 41% over the past year. The company is forecast to post a net loss per share of €1.23 next year compared to a net loss per share of €0.77 last year. Breakeven Date Change • Feb 28
Forecast to breakeven in 2026 The 10 analysts covering ABOUT YOU Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €53.0m in 2026. Average annual earnings growth of 76% is required to achieve expected profit on schedule. Annonce • Jan 12
ABOUT YOU Holding AG Provides Earnings Guidance for the 2022-23 ABOUT YOU Holding AG provided earnings guidance for the 2022-23. For the period, the company expects group revenue growth to come in at the lower end of the guided ranges. For group revenue, the company hence expect growth at the lower end of the 10% to 20% guided range. Reported Earnings • Jan 10
Third quarter 2023 earnings released: €0.36 loss per share (vs €0.23 loss in 3Q 2022) Third quarter 2023 results: €0.36 loss per share (further deteriorated from €0.23 loss in 3Q 2022). Revenue: €554.9m (up 8.3% from 3Q 2022). Net loss: €62.0m (loss widened 55% from 3Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Online Retail industry in Germany. Reported Earnings • Oct 12
Second quarter 2023 earnings released: €0.37 loss per share (vs €0.21 loss in 2Q 2022) Second quarter 2023 results: €0.37 loss per share (further deteriorated from €0.21 loss in 2Q 2022). Revenue: €430.6m (up 8.8% from 2Q 2022). Net loss: €63.4m (loss widened 81% from 2Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Online Retail industry in Germany. Breakeven Date Change • Sep 17
No longer forecast to breakeven The 10 analysts covering ABOUT YOU Holding no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €17.0m in 2025. New consensus forecast suggests the company will make a loss of €1.17m in 2025. Annonce • Sep 14
ABOUT YOU Holding AG Revises Revenue Guidance for the Fiscal Year of 2022-2023 ABOUT YOU Holding AG revised revenue guidance for the fiscal year of 2022-2023. For the year, the company expected Revenue growth to range from +10% to +20% YoY to EUR 1,905 to 2,078 million (previously +25% to +35%, equivalent to EUR 2,165 to 2.338 million). Reported Earnings • Jul 08
First quarter 2023 earnings released: €0.26 loss per share (vs €0.17 loss in 1Q 2022) First quarter 2023 results: €0.26 loss per share (down from €0.17 loss in 1Q 2022). Revenue: €504.1m (up 19% from 1Q 2022). Net loss: €44.4m (loss widened 89% from 1Q 2022). Over the next year, revenue is forecast to grow 31%, compared to a 34% growth forecast for the industry in Germany. Annonce • Jul 07
ABOUT YOU Holding AG Provides Earnings Guidance for the Year 2022 ABOUT YOU Holding AG provided earnings guidance for the year 2022. For the year, the company reiterates 25.0% to 35.0% Group revenue growth YoY (EUR 2,165 million to EUR 2,338 million), adj. EBITDA of EUR -70 to -50 million (margin: -3.2 to -2.1%), supported by comprehensive bottom-line measures on path to profitability. Breakeven Date Change • Jun 21
Forecast to breakeven in 2025 The 9 analysts covering ABOUT YOU Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €55.7m in 2025. Average annual earnings growth of 68% is required to achieve expected profit on schedule. Annonce • May 26
ABOUT YOU Holding AG Provides Earnings Guidance for the Fiscal Year 2023 ABOUT YOU Holding AG provided earnings guidance for the fiscal year 2023. For the year, the group revenues to be in the range of EUR 2.165 billion to EUR 2.338 billion. Breakeven Date Change • Apr 27
Forecast to breakeven in 2025 The 8 analysts covering ABOUT YOU Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €136.4m in 2025. Average annual earnings growth of 66% is required to achieve expected profit on schedule. Annonce • Apr 23
ABOUT YOU Holding AG, Annual General Meeting, Jun 23, 2023 ABOUT YOU Holding AG, Annual General Meeting, Jun 23, 2023. Buying Opportunity • Mar 24
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 45%. The fair value is estimated to be €14.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 97% over the last year. Buying Opportunity • Mar 05
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 51%. The fair value is estimated to be €14.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 97% over the last year. Breakeven Date Change • Feb 28
No longer forecast to breakeven The 8 analysts covering ABOUT YOU Holding no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €2.25m in 2024. New consensus forecast suggests the company will make a loss of €3.93m in 2024. 
