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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
B2B Growth And Margin ExpansionRapid B2B growth combined with substantial margin expansion indicates improving economics in a higher-value services channel. If sustained, this mix shift can diversify Zalando beyond consumer retail, support recurring partner relationships, and lift group profitability over the next several quarters.
AI And Product Innovation TractionThe rapid adoption of AI-enabled tools demonstrates tangible product-market traction rather than merely planned investment. Lower content costs and faster brand onboarding can strengthen Zalando’s platform proposition, improve partner scalability, and create durable operating leverage as usage expands.
Strong Cash Generation And Financial ResilienceConsistently positive and recently accelerating free cash flow gives Zalando capacity to fund technology, logistics, and integration initiatives internally. Combined with manageable leverage and substantial equity, this provides resilience while supporting continued investment in growth and efficiency programs.
Bears Say
Thin And Declining Net ProfitabilityDespite revenue re-acceleration and a solid gross margin, limited bottom-line profitability leaves less cushion against operating cost pressure, discounting, or mix changes. The decline in net margin and ROE indicates that recent growth has not yet translated into durable earnings improvement.
Full-year Growth Guidance Moved To The Lower HalfThe guidance refinement signals that underlying demand and post-merger growth are progressing below the initial plan. Slower near-term expansion can limit operating leverage, make the integration case more dependent on efficiencies, and delay the realization of Zalando’s targeted growth trajectory.
Margin Dilution And Elevated AdjustmentsThe lower-margin ABOUT YOU profile and higher non-recurring adjustments complicate assessment of sustainable earnings power. Although some costs relate to integration and closures, continued dilution and elevated adjustments can weigh on reported profitability and make progress toward normalized margins less predictable.

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 €5.37B.
      When is Zalando SE’s upcoming earnings report date?
      Zalando SE’s upcoming earnings report date is Nov 03, 2026 which is in 32 days.
        How were Zalando SE’s earnings last quarter?
        Zalando SE released its earnings results on Aug 04, 2026. The company reported €0.154 earnings per share for the quarter, missing the consensus estimate of €0.256 by -€0.102.
          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 0.16.
              How many shares outstanding does Zalando SE have?
              Zalando SE has 500,500,430 shares outstanding.
                What happened to Zalando SE’s price movement after its last earnings report?
                Zalando SE reported an EPS of €0.154 in its last earnings report, missing expectations of €0.256. Following the earnings report the stock price went down -9.22%.
                  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

                    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
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