Zalando SE

XTRA:ZAL Rapport sur les actions

Capitalisation boursière : €5.5b

Zalando Gestion

Gestion contrôle des critères 2/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Robert Gentz

Directeur général

€1.1m

Rémunération totale

Pourcentage du salaire du PDG46.27%
Durée du mandat du directeur général18.2yrs
Propriété du PDGn/a
Durée moyenne d'occupation des postes de direction6.3yrs
Durée moyenne du mandat des membres du conseil d'administration1.3yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit • Aug 05

ZAL: B2B Expansion And AI Automation Will Support Risk Reward Re Rating

The analyst price target for Zalando has shifted slightly lower to about €50 from about €52, as analysts factor in more moderate revenue growth, a lower assumed future P/E multiple, and small adjustments to discount rate and profit margin expectations, alongside mixed recent rating actions that include one downgrade and a modest target increase. Analyst Commentary Recent research on Zalando reflects a mix of caution and optimism, with some bullish analysts still seeing meaningful upside potential based on execution and valuation.
Mise à jour du récit • Jul 02

ZAL: BaFin Review And AI Capabilities Will Shape Future Upside Potential

The analyst price target for Zalando has been reduced from €36.85 to €35.36, reflecting mixed signals among analysts as some raise targets while others downgrade the stock and trim expectations. Analyst Commentary Recent research on Zalando highlights a split view, with some bullish analysts seeing upside potential at current levels while more cautious voices point to execution risks and valuation limits.
Mise à jour du récit • Jun 18

ZAL: 2026 Guidance And Margin Execution Will Pressure Stock Upside

Following a slight upward move in the fair value estimate to about €20.26 per share, analysts have modestly lifted their price targets on Zalando. Recent research cites adjusted assumptions on revenue growth, profit margin, and future P/E expectations as key drivers of the update.
Mise à jour du récit • Jun 04

ZAL: Pre Owned Luxury Expansion And Rating Upgrades Will Support Risk Reward Re Rating

Analysts have nudged the fair value estimate for Zalando higher from €51.12 to €51.87 as they factor in updated price targets from several banks and modest adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research shows a mix of views on Zalando, but the fair value uplift is anchored in several bullish adjustments to price targets and ratings.
Mise à jour du récit • May 17

ZAL: Future Margin Delivery And 2026 Guidance Will Frame Balanced Upside Potential

Zalando's fair value estimate has been revised from €24.00 to €20.00 as analysts refresh their price targets and assumptions, reflecting updated views on revenue growth, margins and future P/E expectations following recent mixed target changes from the Street. Analyst Commentary Recent research highlights a split view on Zalando, with some firms lifting price targets while others trim expectations or strike a more neutral tone.
Mise à jour du récit • May 02

ZAL: Future Margin Execution At Raised €24 Fair Value Will Drive Upside Potential

Narrative Update The analyst price target for Zalando has been adjusted to €24, reflecting recent target increases and rating upgrades from firms that now see a more balanced risk and reward profile at current levels. Analyst Commentary Recent research updates point to a more balanced stance on Zalando, with several firms setting price targets in a tight range around €24 to €25 and using neutral style ratings.
Mise à jour du récit • Apr 17

ZAL: Recent Rating Upgrades Will Support A More Constructive Risk Reward Profile

Narrative Update The updated analyst price target for Zalando shifts only slightly, with a revised fair value of about €51.12. This reflects recent price target moves to around €24 to €25 and analyst views that the risk/reward now looks more balanced at current levels.
Mise à jour du récit • Apr 03

ZAL: Upgraded Ratings And Richer P/E Framework Will Support Future Upside Potential

The updated analyst price target for Zalando moves slightly lower to about €51.32. This reflects modestly softer revenue growth assumptions, a higher future P/E of roughly 27x, and recent Street research that has lifted individual targets into the €24 to €35 range while viewing risk and reward as more balanced at current levels.
Mise à jour du récit • Mar 20

ZAL: Future Execution On Margins And Costs Will Shape Balanced Outlook

Zalando's analyst price target has moved from €23 to €24, as analysts factor in updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E following a series of recent target hikes and rating upgrades. Analyst Commentary Recent Street research on Zalando has focused on recalibrating fair value estimates and risk assumptions rather than issuing aggressive calls in either direction.
Mise à jour du récit • Mar 05

ZAL: Upgraded Ratings And Margin Outlook Will Support Future Upside Potential

Zalando's updated analyst price target now sits at about €51.80, slightly below the prior level of around €51.88, as analysts factor in small adjustments to discount rates, revenue growth, profit margins and future P/E assumptions following recent upgrades that highlight valuation and the appeal of the current entry point. Analyst Commentary Recent research points to a more constructive tone around Zalando, with bullish analysts highlighting valuation support and potential upside if execution stays on track.
Mise à jour du récit • Feb 19

ZAL: Raised Margin Expectations And Higher P/E Support Future Upside Potential

Analysts have raised their price target for Zalando to €51.88. The change is supported by slightly higher assumptions for revenue growth, profit margins and future P/E, along with an adjusted discount rate.
Mise à jour du récit • Feb 05

ZAL: Share Buybacks And Margin Discipline Will Drive Future Upside Potential

The updated analyst price target for Zalando edges slightly lower to €51.88 from €52.25, as analysts factor in a small tweak to profit margin assumptions while still pointing to recent upgrades and higher external targets that highlight interest in the stock at current levels. Analyst Commentary Recent Street research around Zalando highlights a cluster of bullish moves that sit against the slightly lower average price target.
Mise à jour du récit • Jan 21

ZAL: Margins And Share Buybacks Are Expected To Unlock Upside Potential

Zalando's updated analyst price target edges slightly lower, with fair value moving from €52.43 to €52.25 as analysts factor in recent valuation focused upgrades and target tweaks from €28 to €35, from €41 to €39 and from €44 to €53. Analyst Commentary Recent research suggests that bullish analysts are becoming more constructive on Zalando's risk reward profile, with several price targets now clustered in the mid to high €30s and low €50s range.
Mise à jour du récit • Jan 06

ZAL: Margins And Planned Buybacks Are Expected To Drive Shares Higher

Analysts have nudged their blended price expectations on Zalando slightly higher, reflecting a mix of upward revisions to around €53 and more cautious trims to about €39. Updated assumptions now point to a fair value of €52.43, a future P/E of 19.70, a 6.67% discount rate, 15.40% revenue growth and a 3.85% profit margin.
Mise à jour du récit • Dec 14

ZAL Margins And Buybacks Are Expected To Drive Shares Higher

Zalando's analyst fair value has been lifted by about EUR 5 to roughly EUR 52, as analysts highlight a modestly improved profit margin outlook and a more attractive forward valuation despite slightly slower expected revenue growth. Analyst Commentary Bullish analysts note that the recent adjustments to Zalando's price targets reflect growing confidence in the company’s ability to execute on profitability initiatives while maintaining steady top line expansion.
Mise à jour du récit • Sep 11

A Top Pick In A Struggling Industry

The acquisition of ABOUT YOU expands Zalando’s reach and scale while bringing additional experienced leadership to the company. Over the medium term, Zalando is expected to improve both top-line growth and margins across its B2C and B2B businesses, supported by continued investment and synergies with ABOUT YOU.
Article d’analyse • Sep 05

Getting In Cheap On Zalando SE (ETR:ZAL) Might Be Difficult

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
Mise à jour du récit • Sep 04

AI Feed And European Expansion Will Redefine E-Commerce Markets

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.
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Nouveau récit • Nov 27

Dynamic Strategies And Innovative Expansions Set The Stage For Sustained Growth And Success

Zalando's expanded ecosystem and loyalty program aim to enhance customer retention, engagement, and top-line growth.

Analyse de la rémunération des PDG

Comment la rémunération de Robert Gentz a-t-elle évolué par rapport aux bénéfices de Zalando?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jun 30 2026n/an/a

€95m

Mar 31 2026n/an/a

€118m

Dec 31 2025€1m€507k

€215m

Sep 30 2025n/an/a

€241m

Jun 30 2025n/an/a

€271m

Mar 31 2025n/an/a

€270m

Dec 31 2024€405k€390k

€251m

Sep 30 2024n/an/a

€204m

Jun 30 2024n/an/a

€152m

Mar 31 2024n/an/a

€113m

Dec 31 2023€109k€94k

€83m

Sep 30 2023n/an/a

€110m

Jun 30 2023n/an/a

€82m

Mar 31 2023n/an/a

€40m

Dec 31 2022€78k€65k

€17m

Sep 30 2022n/an/a

€5m

Jun 30 2022n/an/a

€32m

Mar 31 2022n/an/a

€139m

Dec 31 2021€45m€65k

€235m

Sep 30 2021n/an/a

€278m

Jun 30 2021n/an/a

€345m

Mar 31 2021n/an/a

€347m

Dec 31 2020€40m€65k

€226m

Sep 30 2020n/an/a

€180m

Jun 30 2020n/an/a

€108m

Mar 31 2020n/an/a

€31m

Dec 31 2019€76k€65k

€100m

Rémunération vs marché: La rémunération totale de Robert ($USD 1.27M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché German ($USD 2.77M ).

Rémunération et revenus: La rémunération de Robert a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.

PDG

Robert Gentz (43 yo)

18.2yrs
Titularisation
€1,094,635
Compensation

Mr. Robert Gentz co-founded Zalando SE in June 2008 and serves as its Co-Chief Executive Officer and has been its Member of Management Board since June 2008 and also serves as its General Manager, responsi...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Robert Gentz
Co-Founder18.2yrs€1.09mpas de données
David Schroder
Co-CEO & Member of the Management Board7.3yrs€4.67mpas de données
David Schneider
Co-Founder18.2yrs€647.37kpas de données
Astrid Arndt
Chief People Officer of Corporate Functions & Member of Management Board5.3yrs€1.30mpas de données
Anna Dimitrova
CFO & Member of Management Boardless than a yearpas de donnéespas de données
Birgit Opp
Vice President of Corporate Finance & Investor Relationsno datapas de donnéespas de données
Patrick Kofler
Head of Investor Relationsno datapas de donnéespas de données
Lena Wallenhorst
Senior Vice President of Corporate Governance & General Counselno datapas de donnéespas de données
Martin Rost
Senior Vice President of Offprice (Zalando Lounge & Outlets)no datapas de donnéespas de données
Simon Thiel
Senior Vice-President of Corporate Affairsno datapas de donnéespas de données
Joanna Rogers
Senior Vice President of Propositionsno datapas de donnéespas de données
Ray Cao
Senior Vice President of Zalando Partner Marketing Services (ZMS)less than a yearpas de donnéespas de données
6.3yrs
Durée moyenne de l'emploi
44yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de ZAL est chevronnée et expérimentée (6.3 années d'ancienneté moyenne).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Anders Povlsen
Member of the Supervisory Board12.7yrs€90.00k11.07%
€ 607.8m
Kelly Bennett
Independent Chairperson of Supervisory Board7.3yrs€220.00kpas de données
Alice Delahunt
Shareholder Representative Member of Supervisory Board1.3yrs€54.00kpas de données
Mariella Röhm-Kottmann
Independent Deputy Chairperson of the Supervisory Board7.3yrs€200.00kpas de données
Niklas Ostberg
Shareholder Representative Member of Supervisory Board5.3yrs€90.00kpas de données
Zbigniew Laskowski
Employee Representative Member of Supervisory Board1.3yrs€54.00kpas de données
Rose Reynolds
Employee Representative Member of Supervisory Board1.3yrs€66.00kpas de données
Margaret Reed Sloan
Employee Representative Member of Supervisory Board1.3yrs€54.00kpas de données
Peter Sebastian Sarlin
Independent Member of Supervisory Boardless than a yearpas de donnéespas de données
1.3yrs
Durée moyenne de l'emploi
44yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la ZAL n'est pas considéré comme expérimenté ( 1.3 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/18 19:13
Cours de l'action en fin de journée2026/08/18 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Zalando SE est couverte par 49 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Christian ObstBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Alejandro Conde FraisoliBanco Santander