Zalando SE

XTRA:ZAL 주식 리포트

시가총액: €5.4b

Zalando 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Robert Gentz

최고경영자

€1.1m

총 보수

CEO 급여 비율46.27%
CEO 재임 기간18.2yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간6.3yrs
이사회 평균 재임 기간1.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • Aug 19

ZAL: Mixed Guidance And Execution Will Shape Fairly Valued Shares

Analysts have revised their fair value estimate for Zalando to €23.50, reflecting updated price targets around €38 to €39 and slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary Recent research on Zalando gives a mixed signal.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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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새로운 내러티브 • 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.

CEO 보수 분석

Robert Gentz의 보수는 Zalando의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Robert의 총 보수(USD1.28M)는 German 시장에서 비슷한 규모 기업의 평균(USD2.80M)보다 낮습니다.

보상과 수익: Robert의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.

CEO

Robert Gentz (43 yo)

18.2yrs
재임 기간
€1,094,635
보수

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...

리더십 팀

이름직위재임 기간보수지분
Robert Gentz
Co-Founder18.2yrs€1.09m데이터 없음
David Schroder
Co-CEO & Member of the Management Board7.3yrs€4.67m데이터 없음
David Schneider
Co-Founder18.2yrs€647.37k데이터 없음
Astrid Arndt
Chief People Officer of Corporate Functions & Member of Management Board5.3yrs€1.30m데이터 없음
Anna Dimitrova
CFO & Member of Management Boardless than a year데이터 없음데이터 없음
Birgit Opp
Vice President of Corporate Finance & Investor Relationsno data데이터 없음데이터 없음
Patrick Kofler
Head of Investor Relationsno data데이터 없음데이터 없음
Lena Wallenhorst
Senior Vice President of Corporate Governance & General Counselno data데이터 없음데이터 없음
Martin Rost
Senior Vice President of Offprice (Zalando Lounge & Outlets)no data데이터 없음데이터 없음
Simon Thiel
Senior Vice-President of Corporate Affairsno data데이터 없음데이터 없음
Joanna Rogers
Senior Vice President of Propositionsno data데이터 없음데이터 없음
Ray Cao
Senior Vice President of Zalando Partner Marketing Services (ZMS)less than a year데이터 없음데이터 없음
6.3yrs
평균 재임 기간
44yo
평균 나이

경험이 풍부한 관리: ZAL의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.3 년).

이사회 구성원

이름직위재임 기간보수지분
Anders Povlsen
Member of the Supervisory Board12.7yrs€90.00k11.07%
€ 602.0m
Kelly Bennett
Independent Chairperson of Supervisory Board7.3yrs€220.00k데이터 없음
Alice Delahunt
Shareholder Representative Member of Supervisory Board1.3yrs€54.00k데이터 없음
Mariella Röhm-Kottmann
Independent Deputy Chairperson of the Supervisory Board7.3yrs€200.00k데이터 없음
Niklas Ostberg
Shareholder Representative Member of Supervisory Board5.3yrs€90.00k데이터 없음
Zbigniew Laskowski
Employee Representative Member of Supervisory Board1.3yrs€54.00k데이터 없음
Rose Reynolds
Employee Representative Member of Supervisory Board1.3yrs€66.00k데이터 없음
Margaret Reed Sloan
Employee Representative Member of Supervisory Board1.3yrs€54.00k데이터 없음
Peter Sebastian Sarlin
Independent Member of Supervisory Boardless than a year데이터 없음데이터 없음
1.3yrs
평균 재임 기간
44yo
평균 나이

경험이 풍부한 이사회: ZAL의 이사회는 경험이 부족한 것으로 간주됩니다(평균 재임 1.3 년) — 신규 이사회일 가능성이 있습니다.

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/20 18:06
종가2026/08/20 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Zalando SE는 49명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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