Zalando Stock Price

ZAL Community Fair Values

• AN

  

  AnalystConsensusTarget

  Consensus Narrative from 25 Analysts

  Integration With ABOUT YOU Will Create Long-term Synergies

  Key Takeaways Expansion of the loyalty program and marketing efforts are expected to boost customer engagement, spending, and revenue growth. Strategic initiatives, improved efficiencies, and ABOUT YOU integration aim to enhance profitability and boost earnings with positive impacts on margins and revenue.

  €38.30

  FV

  34.0% undervalued intrinsic discount

  10.52%

  Revenue growth p.a.

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  48users have followed this narrative

  7 days ago author updated this narrative
• AN

  

  AnalystHighTarget

  Consensus Narrative from 25 Analysts

  Digital Penetration And AI Personalization Will Redefine European Retail

  Key Takeaways Rapid growth of loyalty programs and platform services positions Zalando for accelerated recurring revenue, higher margins, and expanded share in third-party commerce enablement. Advanced personalization, unified multichannel strategy, and ESG leadership are set to attract younger customers and brands, underpinning sustained market share and earnings quality.

  €47.00

  FV

  46.2% undervalued intrinsic discount

  16.37%

  Revenue growth p.a.

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  1users have followed this narrative

  14 days ago author updated this narrative
• AN

  

  AnalystLowTarget

  Consensus Narrative from 25 Analysts

  Unsustainable Expansion And Integration Challenges Will Drain Profitability

  Key Takeaways Heavy reliance on third-party partners and rapid expansion risks quality control issues, rising costs, and weaker margins if customer experience declines. Growing competition, regulatory pressures, and shifting consumer sustainability preferences threaten market share, revenue growth, and profitability.

  €26.41

  FV

  4.3% undervalued intrinsic discount

  4.15%

  Revenue growth p.a.

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  about 1 month ago author updated this narrative
• AN

  andreas_eliades

  Community Contributor

  A Top Pick In A Struggling Industry

  Investors have never been more pessimistic about Zalando's prospects, indicated by a near all-time low P/S ratio. The company is a market leader with approximately 12% of the European market share, benefiting from economies of scale.

  €41.58

  FV

  39.2% undervalued intrinsic discount

  7.00%

  Revenue growth p.a.

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  4users have followed this narrative

  9 months ago author updated this narrative