tiprankstipranks
Zalando SE (DE:ZAL1)
FRANKFURT:ZAL1

Zalando SE (ZAL1) Price & Analysis

10 Followers

ZAL1 Stock Chart & Stats

€13.10
-€0.50(-3.68%)
At close: 4:00 PM EDT
€13.10
-€0.50(-3.68%)

Bulls Say, Bears Say

Bulls Say
Strong Cash Generation & Low LeverageMaterial operating cash flow and sizable free cash flow combined with a very low debt-to-equity ratio provide durable financial flexibility. This balance-sheet strength supports logistics investment, synergy funding, and weathering cyclical retail swings without forcing dilution or heavy external financing.
Higher-margin Partner & B2B Mix ShiftA structural shift toward partner platform and B2B services increases revenue mix that is less capital-intensive and carries higher margins. Sustained growth in partner/B2B reduces inventory risk, improves margin resilience, and creates recurring service and commission revenue streams.
AI-driven Product Innovation & MonetizationInvestments in AI-generated content and assistant tools materially lower content costs and speed assortment launches, enabling better SKU economics. Combined with accelerating retail-media monetization, these capabilities create scalable, higher-margin services that diversify revenues beyond pure retail sales.
Bears Say
Thin Net ProfitabilityVery low net margins leave limited buffer against cost inflation, logistics or marketing shocks. Even with revenue growth, narrow profitability constrains free cash conversion under stress and limits the firm’s ability to sustainably raise returns on equity or absorb one-off integration costs.
Free-cash-flow VolatilityA steep FCF decline signals variability in cash conversion that can reflect reinvestment needs, working-capital swings, or transitory costs. Persistent volatility in free cash flow hampers long-term capital allocation certainty for capex, buybacks, or M&A and raises execution risk for structural projects.
Elevated Adjustments & ABOUT YOU DilutionConsolidation-related margin dilution and materially higher non-recurring adjustments raise reported volatility and postpone margin recovery. Realizing targeted synergies will take time; meanwhile elevated write-downs and restructuring reduce near-term earnings quality and complicate comparability.

Zalando SE News

ZAL1 FAQ

What was Zalando SE’s price range in the past 12 months?
Zalando SE lowest stock price was €9.30 and its highest was €14.60 in the past 12 months.
    What is Zalando SE’s market cap?
    Zalando SE’s market cap is €6.94B.
      When is Zalando SE’s upcoming earnings report date?
      Zalando SE’s upcoming earnings report date is Nov 03, 2026 which is in 91 days.
        How were Zalando SE’s earnings last quarter?
        Zalando SE released its earnings results on Aug 04, 2026. The company reported €0.15 earnings per share for the quarter, missing the consensus estimate of €0.25 by -€0.1.
          Is Zalando SE overvalued?
          According to Wall Street analysts Zalando SE’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Zalando SE pay dividends?
            Zalando SE does not currently pay dividends.
            What is Zalando SE’s EPS estimate?
            Zalando SE’s EPS estimate is 0.19.
              How many shares outstanding does Zalando SE have?
              Zalando SE has 500,499,970 shares outstanding.
                What happened to Zalando SE’s price movement after its last earnings report?
                Zalando SE reported an EPS of €0.15 in its last earnings report, missing expectations of €0.25. Following the earnings report the stock price went down -1.98%.
                  Which hedge fund is a major shareholder of Zalando SE?
                  Currently, no hedge funds are holding shares in DE:ZAL1
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Zalando SE Stock Smart Score

                    4
                    Neutral
                    1
                    2
                    3
                    4
                    5
                    6
                    7
                    8
                    9
                    10

                    Technicals

                    SMA
                    Negative
                    20 days / 200 days
                    Momentum
                    -13.20%
                    12-Months-Change

                    Fundamentals

                    Return on Equity
                    Trailing 12-Months
                    Asset Growth
                    14.60%
                    Trailing 12-Months

                    Company Description

                    Zalando SE

                    Zalando SE operates an online platform for fashion and lifestyle products in Germany and internationally. The company operates through Business-to-Business and Business-to-Consumer segments. It engages in the development, sourcing, marketing, retail, and commission sale of various type of goods, including shoes, apparel, accessories, and beauty products with free delivery and returns, as well as various payment options. The company sells its products through Lounge by Zalando and its outlets. Zalando SE was founded in 2008 and is headquartered in Berlin, Germany.

                    Zalando SE (ZAL1) Earnings & Revenues

                    ZAL1 Company Deck

                    ZAL1 Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented a mix of substantive strategic and operational progress (AI rollouts, B2B acceleration, Partner Business growth, strong cash generation and delivered synergies) alongside near-term headwinds (weaker sneaker demand, refined top-line guidance, temporary fulfillment and strike-related costs, and higher non-cash adjustments). Management emphasized confidence in H2 recovery, margin improvement from logistics reshaping, and continued synergy capture, suggesting that most negatives are temporary while several structural, higher-margin growth drivers are gaining traction.View all DE:ZAL1 earnings summaries
                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    Vipshop
                    Wayfair
                    Etsy
                    Revolve Group
                    MINISO Group Holding
                    Popular Stocks