Latest news with #ZalandoSE
Fibre2Fashion
4 days ago
- Business
- Fibre2Fashion
Germany's Zalando forecasts 2025 revenue of up to $14.4 bn
German online fashion-brand Zalando SE is expecting a gross merchandise volume (GMV) between €17.2–17.6 billion (~$19.9-20.4 billion) and revenue between €12.1–12.4 billion ($14.07-$14.4 billion) in full-year 2025. The adjusted EBIT is projected to range from €550–600 million, driven by Zalando's robust performance in the first half (H1) of 2025 and anticipated synergies in the second half (H2). On a pro-forma basis, the company expects GMV and revenue growth between 4 and 7 per cent, assuming About You had been part of the group during the prior-year period. Zalando SE has projected 2025 GMV of €17.2â€'17.6 billion (~$19.9-20.4 billion) and revenue of €12.1â€'12.4 billion ($14.07â€'14.4 billion). In Q2 2025, revenue rose 7.3 per cent to €2.84 billion (~$3.3 billion) and adjusted EBIT reached €185.5 million (~$215.18 million). B2C and B2B segments saw robust growth, driven by loyalty expansion, Zeos fulfilment, and the launch of an AI-powered discovery feed. The capital expenditure (capex) is expected between €200–280 million, and net working capital is forecast to remain negative. With the scheduled repayment of a €400 million convertible bond in August and an acquisition outlay in July, Zalando's liquidity remains strong, with approximately €1.2 billion in cash. Meanwhile, in the second quarter (Q2) of 2025, Zalando has delivered significant improvements across key financial metrics. The group's GMV rose by 5 per cent YoY to €4.06 billion (~$4.71 billion), while group revenue increased 7.3 per cent to €2.84 billion (~$3.3 billion). Adjusted EBIT reached €185.5 million (~$215.18 million), up from €171.6 million in Q2 2024, maintaining a stable EBIT margin of 6.5 per cent. Net income also grew marginally to €96.6 million. The company now boasts 52.9 million active customers—a 6.1 per cent increase YoY—while the number of orders reached 65 million. Average basket size climbed to €61.6, though average orders per customer dipped slightly from 4.9 to 4.8, Zalando said in a press release. Zalando's business-to-consumer (B2C) revenue rose 6.8 per cent to €2.58 billion in Q2, with adjusted EBIT improving to €173.7 million. The growth was underpinned by the expansion of Zalando's loyalty programme—now covering 17 markets and serving over 10 million customers—as well as increased traction in Lounge, Designer, and Beauty verticals. Zalando marketing services also reported 45 per cent growth in the first half (H1) of 2025. In a major step to elevate customer experience, Zalando is launching an AI-powered discovery feed, replacing the app's traditional home screen. The feed delivers personalised lifestyle content, live shopping, and editorial stories—blending e-commerce with social media–style engagement, while offering new opportunities for brand partners via integrated ad placements. Zalando's business-to-business (B2B) revenue climbed 12.2 per cent to €262.4 million in Q2, with adjusted EBIT rising to €11.4 million and margin improving to 4.3 per cent. The growth was led by Zeos fulfilment services, including Zalando fulfilment solutions and multi-channel fulfilment. A key milestone was the launch of the Zeos Shopify application, which opens Zalando's logistics capabilities to Shopify's large European merchant base, enabling faster onboarding and reduced complexity. UK-based Next expanded its fulfilment partnership to include its own web shop and European marketplace operations. Zalando and About You will continue to operate as distinct brands while pursuing joint value creation. From 2029 onwards, the group anticipates targeted annual EBIT synergies of approximately €100 million. The transaction aims to unlock significant long-term value and fortify Zalando's ambition to be the go-to fashion and lifestyle gateway for European consumers, added the release. Fibre2Fashion News Desk (SG)
Fashion United
5 days ago
- Business
- Fashion United
Zalando reports growth in second quarter and updates forecasts
Berlin-based online fashion retailer Zalando SE presented its results for the second quarter of the 2025 financial year on Tuesday evening. The group achieved strong growth in revenue and earnings. At the same time, the company published new annual forecasts. These forecasts include, for the first time, the anticipated contributions of the e-commerce company About You Holding SE. The acquisition of About You was completed in July. Group revenue increases by around seven percent In the second quarter, group revenue amounted to just under 2.84 billion euros. This represented an increase of 7.3 percent compared to the same period of the previous year. Both divisions contributed to the significant increase. In the business-to-consumer (B2C) area, revenue rose by 6.8 percent to 2.6 billion euros. In the business-to-business (B2B) segment, revenue increased by 12.2 percent to 262 million euros. Gross merchandise volume (GMV) grew by 5.0 percent to 4.06 billion euros. Zalando also increased its earnings. Adjusted earnings before interest and taxes (EBIT) increased by 8.1 percent to 185.5 million euros. Reported net profit was 96.6 million euros. This is 0.9 percent above the prior-year level. In the first six months, group revenue reached 5.25 billion euros. This corresponds to an increase of 7.6 percent compared to the previous year. Adjusted EBIT grew by 16.2 percent to 232.3 million euros. Net profit increased by 22.6 percent to 106.5 million euros. New annual forecasts incorporate About You acquisition Following the consolidation of About You, Zalando now forecasts a gross merchandise volume (GMV) of 17.2 to 17.6 billion euros for 2025. This would represent an increase of 12 to 15 percent compared to the previous year. Annual revenue is expected to reach between 12.1 and 12.4 billion euros. This would correspond to an increase of 14 to 17 percent. The target for adjusted earnings before interest and taxes (EBIT) is between 550 and 600 million euros. "This increase results from Zalando's strong performance in the first half of the year. It also reflects the company's expectation to benefit from further efficiency gains in its costs in the second half of the year, as well as from initial synergies," the company explained. Zalando estimated its expected capital expenditure for the current year at 200 to 280 million euros. Co-CEO David Schröder highlights "important milestones" Co-CEO David Schröder sees the company on the right track. "We are capitalising on the enormous market opportunities by expanding our offering and through long-term partnerships, both in the B2C and B2B areas," he explained in a statement. "In the B2C area, we are redefining fashion and lifestyle shopping by making the customer experience even more inspiring and personal with our new AI-powered Discovery Feed. This strengthens customer loyalty and supports our advertising business." In the B2B area, "the launch of our ZEOS Shopify application and the collaboration with About You's software division, Scayle, are important milestones," Schröder emphasised. "Both help us build a software ecosystem that effectively supports brands' and retailers' core digital sales channels – their own online shops and apps."
Fashion United
16-07-2025
- Business
- Fashion United
About You reports progress in revenue and earnings after acquisition by Zalando
A few days after the acquisition by online retailer Zalando SE, Hamburg-based e-commerce group About You Holding SE (About You) presented its results for the first quarter of the 2025/26 financial year. On Tuesday, the company announced increases in revenue and operating profit, as expected. 'The results were driven by the targeted implementation of the group's strategic initiatives. The improving market environment and strict operating cost control also contributed,' About You explained in a statement. In the months from March to May, group revenue amounted to 549.4 million euros. This represented an increase of 6.0 percent compared to the same quarter of the previous year. According to the company, it benefited, among other things, from the 'offline-to-online channel shift' and 'good weather conditions'. These factors led to a 'positive start to the SS25 season'. A 'key driver' of revenue growth was also the 8.4 percent increase in the number of active customers to 13.3 million, according to a statement. Although the gross margin fell from 43.2 to 42.2 percent due to one-off effects and discounts, the group was able to significantly increase its earnings before interest, taxes, depreciation and amortisation (EBITDA). It reached 16.3 million euros, exceeding the level of the same quarter of the previous year by 79.1 percent. Adjusted for special effects, EBITDA increased by 53.9 percent to 23.2 million euros. The adjusted EBITDA margin grew from 2.9 to 4.2 percent. The significant improvement resulted from 'strict operating cost control' and 'positive economies of scale in fulfilment and administrative costs,' the company explained. These factors more than offset an increase in marketing expenses. In light of the figures and a 'solid start' to the second quarter, management maintained its forecasts for the year. It continues to expect 'moderate' revenue growth for 2025/26. It also expects 'a strong increase in adjusted EBITDA compared to the previous year'. This article was translated to English using an AI tool. FashionUnited uses AI language tools to speed up translating (news) articles and proofread the translations to improve the end result. This saves our human journalists time they can spend doing research and writing original articles. Articles translated with the help of AI are checked and edited by a human desk editor prior to going online. If you have questions or comments about this process email us at info@
Yahoo
02-07-2025
- Business
- Yahoo
Despite delivering investors losses of 55% over the past 5 years, Zalando (ETR:ZAL) has been growing its earnings
Statistically speaking, long term investing is a profitable endeavour. But that doesn't mean long term investors can avoid big losses. Zooming in on an example, the Zalando SE (ETR:ZAL) share price dropped 55% in the last half decade. That's an unpleasant experience for long term holders. Shareholders have had an even rougher run lately, with the share price down 13% in the last 90 days. While the stock has risen 8.1% in the past week but long term shareholders are still in the red, let's see what the fundamentals can tell us. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. To quote Buffett, 'Ships will sail around the world but the Flat Earth Society will flourish. There will continue to be wide discrepancies between price and value in the marketplace...' One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price. While the share price declined over five years, Zalando actually managed to increase EPS by an average of 53% per year. So it doesn't seem like EPS is a great guide to understanding how the market is valuing the stock. Or possibly, the market was previously very optimistic, so the stock has disappointed, despite improving EPS. Because of the sharp contrast between the EPS growth rate and the share price growth, we're inclined to look to other metrics to understand the changing market sentiment around the stock. In contrast to the share price, revenue has actually increased by 6.8% a year in the five year period. So it seems one might have to take closer look at the fundamentals to understand why the share price languishes. After all, there may be an opportunity. The graphic below depicts how earnings and revenue have changed over time (unveil the exact values by clicking on the image). It's probably worth noting that the CEO is paid less than the median at similar sized companies. But while CEO remuneration is always worth checking, the really important question is whether the company can grow earnings going forward. So we recommend checking out this free report showing consensus forecasts It's nice to see that Zalando shareholders have received a total shareholder return of 28% over the last year. Notably the five-year annualised TSR loss of 9% per year compares very unfavourably with the recent share price performance. This makes us a little wary, but the business might have turned around its fortunes. Before deciding if you like the current share price, check how Zalando scores on these 3 valuation metrics. If you like to buy stocks alongside management, then you might just love this free list of companies. (Hint: many of them are unnoticed AND have attractive valuation). Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on German exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
15-06-2025
- Business
- Yahoo
Is There Now An Opportunity In Zalando SE (ETR:ZAL)?
Zalando SE (ETR:ZAL), might not be a large cap stock, but it received a lot of attention from a substantial price movement on the XTRA over the last few months, increasing to €35.77 at one point, and dropping to the lows of €28.50. Some share price movements can give investors a better opportunity to enter into the stock, and potentially buy at a lower price. A question to answer is whether Zalando's current trading price of €28.50 reflective of the actual value of the mid-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let's take a look at Zalando's outlook and value based on the most recent financial data to see if there are any catalysts for a price change. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. According to our price multiple model, where we compare the company's price-to-earnings ratio to the industry average, the stock currently looks expensive. We've used the price-to-earnings ratio in this instance because there's not enough visibility to forecast its cash flows. The stock's ratio of 27.39x is currently well-above the industry average of 14x, meaning that it is trading at a more expensive price relative to its peers. But, is there another opportunity to buy low in the future? Given that Zalando's share is fairly volatile (i.e. its price movements are magnified relative to the rest of the market) this could mean the price can sink lower, giving us another chance to buy in the future. This is based on its high beta, which is a good indicator for share price volatility. Check out our latest analysis for Zalando Future outlook is an important aspect when you're looking at buying a stock, especially if you are an investor looking for growth in your portfolio. Buying a great company with a robust outlook at a cheap price is always a good investment, so let's also take a look at the company's future expectations. Zalando's earnings over the next few years are expected to increase by 80%, indicating a highly optimistic future ahead. This should lead to more robust cash flows, feeding into a higher share value. Are you a shareholder? ZAL's optimistic future growth appears to have been factored into the current share price, with shares trading above industry price multiples. At this current price, shareholders may be asking a different question – should I sell? If you believe ZAL should trade below its current price, selling high and buying it back up again when its price falls towards the industry PE ratio can be profitable. But before you make this decision, take a look at whether its fundamentals have changed. Are you a potential investor? If you've been keeping an eye on ZAL for a while, now may not be the best time to enter into the stock. The price has surpassed its industry peers, which means it is likely that there is no more upside from mispricing. However, the optimistic prospect is encouraging for ZAL, which means it's worth diving deeper into other factors in order to take advantage of the next price drop. Since timing is quite important when it comes to individual stock picking, it's worth taking a look at what those latest analysts forecasts are. Luckily, you can check out what analysts are forecasting by clicking here. If you are no longer interested in Zalando, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
