Zalando (ZAL) 주식 개요Zalando SE는 패션 및 라이프스타일 제품을 위한 온라인 플랫폼을 운영합니다. 자세히 보기ZAL 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장4/6과거 실적1/6재무 건전성6/6배당0/6강점공정 가치 추정치보다 낮은 66% 에서 거래수익은 매년 30.67% 증가할 것으로 예상됩니다.위험 분석이익 마진 (0.9%)이 지난해 (2.5%)보다 낮습니다.지난 3개월 동안 주가 변동성이 Polish 시장과 비교해 높았습니다.모든 위험 점검 보기ZAL Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValuezłCurrent Pricezł90.0014.7% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture018b2016201920222025202620282031Revenue €17.7bEarnings €161.2mAdvancedSet Fair ValueView all narrativesZalando SE 경쟁사ModivoSymbol: WSE:MDVMarket cap: zł6.8bWittchenSymbol: WSE:WTNMarket cap: zł294.6mPepco GroupSymbol: WSE:PCOMarket cap: zł19.1bAllegro.euSymbol: WSE:ALEMarket cap: zł34.1b가격 이력 및 성과Zalando 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가€90.0052주 최고가€136.4052주 최저가€79.04베타1.531개월 변동-7.25%3개월 변동5.88%1년 변동-31.01%3년 변동n/a5년 변동n/aIPO 이후 변동-22.61%최근 뉴스 및 업데이트Reported Earnings • May 06First quarter 2026 earnings released: €0.34 loss per share (vs €0.04 profit in 1Q 2025)First quarter 2026 results: €0.34 loss per share (down from €0.04 profit in 1Q 2025). Revenue: €3.00b (up 24% from 1Q 2025). Net loss: €87.6m (down €97.5m from profit in 1Q 2025). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Europe.공시 • Mar 31Zalando SE, Annual General Meeting, May 12, 2026Zalando SE, Annual General Meeting, May 12, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 13Full year 2025 earnings releasedFull year 2025 results: Revenue: €12.3b (up 17% from FY 2024). Net income: €212.7m (down 15% from FY 2024). Profit margin: 1.7% (down from 2.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Europe.공시 • Nov 19+ 2 more updatesZalando SE to Report Q2, 2026 Results on Aug 04, 2026Zalando SE announced that they will report Q2, 2026 results on Aug 04, 2026Reported Earnings • Nov 07Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €3.02b (up 27% from 3Q 2024). Net income: €14.8m (down 67% from 3Q 2024). Profit margin: 0.5% (down from 1.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Specialty Retail industry in Poland.공시 • Nov 07Zalando SE to Report Fiscal Year 2025 Results on Mar 12, 2026Zalando SE announced that they will report fiscal year 2025 results on Mar 12, 2026더 많은 업데이트 보기Recent updatesReported Earnings • May 06First quarter 2026 earnings released: €0.34 loss per share (vs €0.04 profit in 1Q 2025)First quarter 2026 results: €0.34 loss per share (down from €0.04 profit in 1Q 2025). Revenue: €3.00b (up 24% from 1Q 2025). Net loss: €87.6m (down €97.5m from profit in 1Q 2025). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Europe.공시 • Mar 31Zalando SE, Annual General Meeting, May 12, 2026Zalando SE, Annual General Meeting, May 12, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 13Full year 2025 earnings releasedFull year 2025 results: Revenue: €12.3b (up 17% from FY 2024). Net income: €212.7m (down 15% from FY 2024). Profit margin: 1.7% (down from 2.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Europe.공시 • Nov 19+ 2 more updatesZalando SE to Report Q2, 2026 Results on Aug 04, 2026Zalando SE announced that they will report Q2, 2026 results on Aug 04, 2026Reported Earnings • Nov 07Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €3.02b (up 27% from 3Q 2024). Net income: €14.8m (down 67% from 3Q 2024). Profit margin: 0.5% (down from 1.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Specialty Retail industry in Poland.공시 • Nov 07Zalando SE to Report Fiscal Year 2025 Results on Mar 12, 2026Zalando SE announced that they will report fiscal year 2025 results on Mar 12, 2026Valuation Update With 7 Day Price Move • Nov 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to zł96.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 11x in the Specialty Retail industry in Poland. Total loss to shareholders of 15% over the past year.New Risk • Nov 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 9.4% 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. This is currently the only risk that has been identified for the company.공시 • Oct 30Zalando SE Announces CFO ChangesZalando SE announced that its Supervisory Board has appointed Anna Dimitrova as Chief Financial Officer (CFO), bringing a wealth of experience to support Zalando's strategy of building the leading pan-European fashion and lifestyle e-commerce ecosystem. She will join the Zalando Management Board and assume responsibility for the Finance and Corporate Governance teams, effective January 1, 2026. With an international career spanning over 20 years, Dimitrova brings extensive experience across all aspects of finance, including M&A, capital markets, and investor relations. She currently serves as Group CFO at Deutsche Glasfaser and has previously held a series of senior leadership roles at Vodafone Group, including CFO of Vodafone in Germany and Czech Republic and Group Financial Controller. As Strategy, Corporate Development & Integration Director for Vodafone Germany, she led the integration and delivery of synergies following the company's acquisitions of Kabel Deutschland and Unity Media. David Schröder, who has been interim CFO since March, will refocus on his responsibilities as Co-CEO.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to zł96.88, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Specialty Retail industry in Europe. Total loss to shareholders of 2.9% over the past year.Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: €0.37 (vs €0.37 in 2Q 2024)Second quarter 2025 results: EPS: €0.37 (up from €0.37 in 2Q 2024). Revenue: €2.84b (up 7.3% from 2Q 2024). Net income: €96.6m (flat on 2Q 2024). Profit margin: 3.4% (down from 3.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Europe.공시 • Apr 16Zalando SE, Annual General Meeting, May 27, 2025Zalando SE, Annual General Meeting, May 27, 2025, at 10:00 W. Europe Standard Time.공시 • Apr 09Zalando SE (XTRA:ZAL) acquired I Love Icecream Ltd.Zalando SE (XTRA:ZAL) acquired I Love Icecream Ltd on April 7, 2025. Post completion of the acquisition, DeepAR, which will remain an independent company under its new ownership, will help to further “bridge the gap between physical and digital shopping”. Zalando SE (XTRA:ZAL) completed the acquisition of I Love Icecream Ltd on April 7, 2025.공시 • Jan 01+ 2 more updatesZalando SE to Report Q2, 2025 Results on Aug 06, 2025Zalando SE announced that they will report Q2, 2025 results on Aug 06, 2025공시 • Dec 12Zalando 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.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł147, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 56% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł258 per share.Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: €0.17 (vs €0.03 loss in 3Q 2023)Third quarter 2024 results: EPS: €0.17 (up from €0.03 loss in 3Q 2023). Revenue: €2.39b (up 5.0% from 3Q 2023). Net income: €44.3m (up €52.5m from 3Q 2023). Profit margin: 1.9% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Specialty Retail industry in Poland.공시 • Nov 05Zalando SE to Report Fiscal Year 2024 Results on Mar 06, 2025Zalando SE announced that they will report fiscal year 2024 results on Mar 06, 2025Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł110, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total loss to shareholders of 5.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł209 per share.공시 • May 18Zalando SE Provides Earnings Guidance for the Year 2024Zalando SE provided earnings guidance for the year 2024. This year, the company expects an increase in gross merchandise volume and sales growth of between 0% and 5% compared to 2023. The company expects an operating profit.Reported Earnings • May 16First quarter 2024 earnings released: €0.03 loss per share (vs €0.15 loss in 1Q 2023)First quarter 2024 results: €0.03 loss per share (improved from €0.15 loss in 1Q 2023). Revenue: €2.24b (flat on 1Q 2023). Net loss: €8.90m (loss narrowed 77% from 1Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Europe.Reported Earnings • Mar 15Full year 2023 earnings releasedFull year 2023 results: Revenue: €10.1b (down 1.9% from FY 2022). Net income: €83.0m (up 394% from FY 2022). Profit margin: 0.8% (up from 0.2% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Europe.공시 • Feb 24+ 3 more updatesZalando SE to Report Q1, 2024 Results on May 07, 2024Zalando SE announced that they will report Q1, 2024 results on May 07, 2024Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł84.54, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the Specialty Retail industry in Europe.New Risk • Nov 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.3% increase in shares outstanding).Reported Earnings • Nov 23Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €2.27b (down 3.2% from 3Q 2022). Net loss: €8.20m (loss narrowed 77% from 3Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Europe.공시 • Nov 02Zalando SE to Report Fiscal Year 2023 Results on Mar 13, 2024Zalando SE announced that they will report fiscal year 2023 results on Mar 13, 2024New Risk • Oct 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.3% increase in shares outstanding).Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to zł95.44, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 12x in the Specialty Retail industry in Europe.New Risk • Aug 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Large one-off items impacting financial results.Buying Opportunity • Jul 14Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł159, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 33%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 38% per annum over the same time period.Buying Opportunity • Jun 30Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł153, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 33%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings is also forecast to grow by 38% per annum over the same time period.공시 • Nov 30+ 1 more updateZalando SE to Report Q3, 2023 Results on Nov 02, 2023Zalando SE announced that they will report Q3, 2023 results on Nov 02, 2023주주 수익률ZALPL Specialty RetailPL 시장7D9.7%5.5%2.5%1Y-31.0%-45.8%28.2%전체 주주 수익률 보기수익률 대 산업: ZAL은 지난 1년 동안 -45.8%의 수익을 기록한 Polish Specialty Retail 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: ZAL은 지난 1년 동안 28.2%를 기록한 Polish 시장보다 저조한 성과를 냈습니다.주가 변동성Is ZAL's price volatile compared to industry and market?ZAL volatilityZAL Average Weekly Movement7.5%Specialty Retail Industry Average Movement6.4%Market Average Movement5.3%10% most volatile stocks in PL Market10.8%10% least volatile stocks in PL Market3.1%안정적인 주가: ZAL의 주가는 지난 3개월 동안 Polish 시장보다 변동성이 컸습니다.시간에 따른 변동성: ZAL의 주간 변동성(7%)은 지난 1년 동안 안정적이었지만 Polish 종목 중 상위 75%보다 높습니다.회사 소개설립직원 수CEO웹사이트200816,998Robert Gentzcorporate.zalando.com잘란도 SE는 패션 및 라이프스타일 제품을 위한 온라인 플랫폼을 운영합니다. 이 회사는 패션 스토어와 오프프라이스 부문을 통해 운영됩니다. 신발, 의류, 액세서리, 뷰티 제품을 무료 배송 및 반품은 물론 다양한 결제 옵션을 제공합니다.더 보기Zalando SE 기초 지표 요약Zalando의 순이익과 매출은 시가총액과 어떻게 비교됩니까?ZAL 기초 통계시가총액zł21.58b순이익 (TTM)zł498.44m매출 (TTM)zł54.77b43.3x주가수익비율(P/E)0.4x주가매출비율(P/S)ZAL는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표ZAL 손익계산서 (TTM)매출€12.92b매출원가€7.77b총이익€5.15b기타 비용€5.03b순이익€117.60m최근 보고된 실적Mar 31, 2026다음 실적 발표일Aug 04, 2026주당순이익(EPS)0.48총이익률39.85%순이익률0.91%부채/자본 비율17.9%ZAL의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 00:21종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Zalando SE는 51명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Oliver LesterArete Research Services LLPRichard KramerArete Research Services LLPVolker BosseBaader Helvea Equity Research48명의 분석가 더 보기
Reported Earnings • May 06First quarter 2026 earnings released: €0.34 loss per share (vs €0.04 profit in 1Q 2025)First quarter 2026 results: €0.34 loss per share (down from €0.04 profit in 1Q 2025). Revenue: €3.00b (up 24% from 1Q 2025). Net loss: €87.6m (down €97.5m from profit in 1Q 2025). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Europe.
공시 • Mar 31Zalando SE, Annual General Meeting, May 12, 2026Zalando SE, Annual General Meeting, May 12, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 13Full year 2025 earnings releasedFull year 2025 results: Revenue: €12.3b (up 17% from FY 2024). Net income: €212.7m (down 15% from FY 2024). Profit margin: 1.7% (down from 2.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Europe.
공시 • Nov 19+ 2 more updatesZalando SE to Report Q2, 2026 Results on Aug 04, 2026Zalando SE announced that they will report Q2, 2026 results on Aug 04, 2026
Reported Earnings • Nov 07Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €3.02b (up 27% from 3Q 2024). Net income: €14.8m (down 67% from 3Q 2024). Profit margin: 0.5% (down from 1.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Specialty Retail industry in Poland.
공시 • Nov 07Zalando SE to Report Fiscal Year 2025 Results on Mar 12, 2026Zalando SE announced that they will report fiscal year 2025 results on Mar 12, 2026
Reported Earnings • May 06First quarter 2026 earnings released: €0.34 loss per share (vs €0.04 profit in 1Q 2025)First quarter 2026 results: €0.34 loss per share (down from €0.04 profit in 1Q 2025). Revenue: €3.00b (up 24% from 1Q 2025). Net loss: €87.6m (down €97.5m from profit in 1Q 2025). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Europe.
공시 • Mar 31Zalando SE, Annual General Meeting, May 12, 2026Zalando SE, Annual General Meeting, May 12, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 13Full year 2025 earnings releasedFull year 2025 results: Revenue: €12.3b (up 17% from FY 2024). Net income: €212.7m (down 15% from FY 2024). Profit margin: 1.7% (down from 2.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Europe.
공시 • Nov 19+ 2 more updatesZalando SE to Report Q2, 2026 Results on Aug 04, 2026Zalando SE announced that they will report Q2, 2026 results on Aug 04, 2026
Reported Earnings • Nov 07Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €3.02b (up 27% from 3Q 2024). Net income: €14.8m (down 67% from 3Q 2024). Profit margin: 0.5% (down from 1.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Specialty Retail industry in Poland.
공시 • Nov 07Zalando SE to Report Fiscal Year 2025 Results on Mar 12, 2026Zalando SE announced that they will report fiscal year 2025 results on Mar 12, 2026
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to zł96.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 11x in the Specialty Retail industry in Poland. Total loss to shareholders of 15% over the past year.
New Risk • Nov 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 9.4% 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. This is currently the only risk that has been identified for the company.
공시 • Oct 30Zalando SE Announces CFO ChangesZalando SE announced that its Supervisory Board has appointed Anna Dimitrova as Chief Financial Officer (CFO), bringing a wealth of experience to support Zalando's strategy of building the leading pan-European fashion and lifestyle e-commerce ecosystem. She will join the Zalando Management Board and assume responsibility for the Finance and Corporate Governance teams, effective January 1, 2026. With an international career spanning over 20 years, Dimitrova brings extensive experience across all aspects of finance, including M&A, capital markets, and investor relations. She currently serves as Group CFO at Deutsche Glasfaser and has previously held a series of senior leadership roles at Vodafone Group, including CFO of Vodafone in Germany and Czech Republic and Group Financial Controller. As Strategy, Corporate Development & Integration Director for Vodafone Germany, she led the integration and delivery of synergies following the company's acquisitions of Kabel Deutschland and Unity Media. David Schröder, who has been interim CFO since March, will refocus on his responsibilities as Co-CEO.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to zł96.88, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Specialty Retail industry in Europe. Total loss to shareholders of 2.9% over the past year.
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: €0.37 (vs €0.37 in 2Q 2024)Second quarter 2025 results: EPS: €0.37 (up from €0.37 in 2Q 2024). Revenue: €2.84b (up 7.3% from 2Q 2024). Net income: €96.6m (flat on 2Q 2024). Profit margin: 3.4% (down from 3.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Europe.
공시 • Apr 16Zalando SE, Annual General Meeting, May 27, 2025Zalando SE, Annual General Meeting, May 27, 2025, at 10:00 W. Europe Standard Time.
공시 • Apr 09Zalando SE (XTRA:ZAL) acquired I Love Icecream Ltd.Zalando SE (XTRA:ZAL) acquired I Love Icecream Ltd on April 7, 2025. Post completion of the acquisition, DeepAR, which will remain an independent company under its new ownership, will help to further “bridge the gap between physical and digital shopping”. Zalando SE (XTRA:ZAL) completed the acquisition of I Love Icecream Ltd on April 7, 2025.
공시 • Jan 01+ 2 more updatesZalando SE to Report Q2, 2025 Results on Aug 06, 2025Zalando SE announced that they will report Q2, 2025 results on Aug 06, 2025
공시 • Dec 12Zalando 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.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł147, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 56% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł258 per share.
Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: €0.17 (vs €0.03 loss in 3Q 2023)Third quarter 2024 results: EPS: €0.17 (up from €0.03 loss in 3Q 2023). Revenue: €2.39b (up 5.0% from 3Q 2023). Net income: €44.3m (up €52.5m from 3Q 2023). Profit margin: 1.9% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Specialty Retail industry in Poland.
공시 • Nov 05Zalando SE to Report Fiscal Year 2024 Results on Mar 06, 2025Zalando SE announced that they will report fiscal year 2024 results on Mar 06, 2025
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł110, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total loss to shareholders of 5.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł209 per share.
공시 • May 18Zalando SE Provides Earnings Guidance for the Year 2024Zalando SE provided earnings guidance for the year 2024. This year, the company expects an increase in gross merchandise volume and sales growth of between 0% and 5% compared to 2023. The company expects an operating profit.
Reported Earnings • May 16First quarter 2024 earnings released: €0.03 loss per share (vs €0.15 loss in 1Q 2023)First quarter 2024 results: €0.03 loss per share (improved from €0.15 loss in 1Q 2023). Revenue: €2.24b (flat on 1Q 2023). Net loss: €8.90m (loss narrowed 77% from 1Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Europe.
Reported Earnings • Mar 15Full year 2023 earnings releasedFull year 2023 results: Revenue: €10.1b (down 1.9% from FY 2022). Net income: €83.0m (up 394% from FY 2022). Profit margin: 0.8% (up from 0.2% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Europe.
공시 • Feb 24+ 3 more updatesZalando SE to Report Q1, 2024 Results on May 07, 2024Zalando SE announced that they will report Q1, 2024 results on May 07, 2024
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł84.54, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the Specialty Retail industry in Europe.
New Risk • Nov 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
Reported Earnings • Nov 23Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €2.27b (down 3.2% from 3Q 2022). Net loss: €8.20m (loss narrowed 77% from 3Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Europe.
공시 • Nov 02Zalando SE to Report Fiscal Year 2023 Results on Mar 13, 2024Zalando SE announced that they will report fiscal year 2023 results on Mar 13, 2024
New Risk • Oct 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to zł95.44, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 12x in the Specialty Retail industry in Europe.
New Risk • Aug 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Large one-off items impacting financial results.
Buying Opportunity • Jul 14Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł159, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 33%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 38% per annum over the same time period.
Buying Opportunity • Jun 30Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł153, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 33%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings is also forecast to grow by 38% per annum over the same time period.
공시 • Nov 30+ 1 more updateZalando SE to Report Q3, 2023 Results on Nov 02, 2023Zalando SE announced that they will report Q3, 2023 results on Nov 02, 2023
