Business description: Zalando SE

Zalando SE is the European No. 1 in the online distribution of shoes and clothes for women, men and children. The group's activity is organized around 2 areas :

- online retail of clothing, footwear and accessories. The group also operates the 'Lounge by Zalando' private sales site;

- sale of solutions and services to businesses: integration of partner brands within the Zalando platform, sale of multi-channel fulfilment solutions, logistics services, development of advertising solutions, sale of solutions enabling physical shops to sell their products online via the Zalando platform.

At the end of 2024, the group had 51.8 million active customers.

Number of employees: 16,146

Sales by Activity: Zalando SE

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

B2C

- - - 9.66B 11.28B

B2B

- - - 953M 1.09B

Reconciliation

-749M -901M -274M -37.8M -23.9M

Offprice

1.46B 1.6B 1.78B - -

Fashion Store

9.34B 9.27B 8.24B - -

All Other

303M 373M 400M - -

Geographical breakdown of sales: Zalando SE

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Unallocated

-690M -810M - - -

Rest of Europe

5.5B 5.21B 4.6B - -

DACH (Germany, Austria and Switzerland)

4.53B 4.06B 3.64B - -

Executive Committee: Zalando SE

Manager TitleAgeSince
Chief Executive Officer 44 31/08/2024
Chief Executive Officer 42 31/12/2009
Director of Finance/CFO 49 31/12/2025
Investor Relations Contact - 31/03/2017
Corporate Officer/Principal 51 -

Composition of the Board of Directors: Zalando SE

Director TitleAgeSince
Director/Board Member 53 08/12/2013
Director/Board Member 59 21/05/2019
Chairman 54 23/05/2023
Director/Board Member 39 22/06/2020
Director/Board Member 50 22/06/2020
Director/Board Member 42 22/06/2020
Director/Board Member 46 18/05/2021
Director/Board Member 46 23/05/2023

Shareholders: Zalando SE

NameEquities%Valuation
10.1 %
26,682,380 10.1 % 654 M €
MFS International (UK) Ltd.
5.005 %
13,222,195 5.005 % 324 M €
Boston Partners Global Investors, Inc.
3.348 %
8,844,719 3.348 % 217 M €
Norges Bank Investment Management
3.1 %
8,189,641 3.1 % 201 M €
DWS Investment GmbH
2.941 %
7,770,090 2.941 % 190 M €
NameEquities%Valuation
RhumbLine Advisers LP
0.001841 %
9,725 0.001841 % 119 131 €
Salomon & Ludwin LLC
0.000047 %
246 0.000047 % 3 014 €
Signature Equity Partners LLC
0.00001 %
55 0.00001 % 674 €
GAMMA Investing LLC
0.000004 %
20 0.000004 % 245 €

Holdings: Zalando SE

NameEquities%Valuation
6,076,185 2.3% 149 M $

Company details: Zalando SE

Zalando SE

Valeska-Gert-Strasse 5

10243, Berlin

+49 30 20968 1584

http://www.zalando.de
address Zalando SE(ZAL)

Group companies: Zalando SE

NameCategory and Sector
Air Freight/Couriers
Air Freight/Couriers
Miscellaneous Commercial Services
Miscellaneous Commercial Services
Miscellaneous Commercial Services

Other Internet Services

Change 5d. change 1-year change 3-years change Capi.($)
-1.35%+4.67%-29.55%-40.29% 6.45B
-0.79%+3.13%+13.42%+30.90% 581B
+0.94%+4.41%+11.83%+203.87% 435B
-1.85%-1.89%-0.65%+122.05% 144B
-0.72%+3.84%+14.10%+28.80% 114B
-2.18%-2.65%-13.93%+259.92% 97.97B
-0.15%+3.21%+13.21%+14.53% 77.31B
-1.27%-2.47%-14.53%+147.78% 66.28B
+1.43%+17.60%+562.78%+1,360.15% 50.6B
+1.14%+3.21%+3.66%+38.15% 41.68B
Average -0.29%+3.11%+56.03%+216.59% 161.38B
Weighted average by Cap. -0.33%+2.67%+25.77%+144.98%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
24
Last Close Price
21.98EUR
Average target price
36.26EUR
Spread / Average Target
+64.98%

Quarterly revenue - Rate of surprise