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Zalando SE (ZLNDY)
OTHER OTC:ZLNDY
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Zalando SE (ZLNDY) Price & Analysis

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ZLNDY Stock Chart & Stats

$16.27
$0.74(4.76%)
At close: 4:00 PM EDT
$16.27
$0.74(4.76%)

Bulls Say, Bears Say

Bulls Say
Strong Cash GenerationSustained operating and free cash flow provides durable financial flexibility: FCF rebound and near-1bn OCF fund capex, logistics reshaping, and integration spending without reliance on equity issuance. This supports reinvestment, deleveraging, and optionality for higher-margin initiatives over coming quarters.
Platform & B2B MomentumA faster-growing, higher-margin B2B and partner mix structurally diversifies revenue away from capital-intensive retail. Higher partner share and B2B margin expansion increase business scalability, lower inventory risk per unit revenue, and improve long-term margin stability if execution continues.
AI-driven Product & Content ScaleMaterial content and service-cost reductions from AI are structural: dramatically lower content costs and faster assortment onboarding improve unit economics for brand partners and Zalando's platform. Scalable AI services can sustain higher-margin services (retail media, B2B) and deepen platform stickiness over time.
Bears Say
Thin Net MarginsPersistently thin net margins constrain earnings resilience and leave limited buffer for cyclical shocks. Despite gross margin near 40%, operating costs, mix shifts and integration effects compress bottom-line returns, reducing ability to convert revenue growth into durable profit expansion.
ABOUT YOU Consolidation DilutiveConsolidating ABOUT YOU increases scale but dilutes group margins and raised inventories materially, tying up capital. The lower-margin profile and higher stock create structural pressure on profitability and working capital efficiency until synergies and mix improvements offset the drag.
Elevated Adjustments & RestructuringHigher non-recurring adjustments and restructuring levels obscure core operating trends and increase earnings volatility. Recurring margin assessment is harder, and elevated write-downs can depress reported profitability and delay realization of stated synergies, prolonging recovery of normalized returns.

Zalando SE News

ZLNDY FAQ

What was Zalando SE’s price range in the past 12 months?
Zalando SE lowest stock price was $11.09 and its highest was $17.21 in the past 12 months.
    What is Zalando SE’s market cap?
    Zalando SE’s market cap is $6.81B.
      When is Zalando SE’s upcoming earnings report date?
      Zalando SE’s upcoming earnings report date is Nov 03, 2026 which is in 81 days.
        How were Zalando SE’s earnings last quarter?
        Zalando SE released its earnings results on Aug 04, 2026. The company reported $0.173 earnings per share for the quarter, missing the consensus estimate of $0.288 by -$0.115.
          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 0.22.
              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 $0.173 in its last earnings report, missing expectations of $0.288. Following the earnings report the stock price went down -13.294%.
                  Which hedge fund is a major shareholder of Zalando SE?
                  Currently, no hedge funds are holding shares in ZLNDY
                  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
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                    8
                    9
                    10

                    Technicals

                    SMA
                    Negative
                    20 days / 200 days
                    Momentum
                    -4.39%
                    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 (ZLNDY) Earnings & Revenues

                    ZLNDY Company Deck

                    ZLNDY 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 ZLNDY earnings summaries
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