Added to YB: 2025-07-10
Pitch date: 2025-07-08
ZAL.DE [bullish]
Zalando SE
-12.34%
current return
Author Info
No bio for this author
Company Info
Zalando SE operates an online platform for fashion and lifestyle products in Germany and internationally.
Market Cap
EUR 5.2B
Pitch Price
EUR 28.37
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.27
P/E
58.36
EV/Sales
0.38
Sector
Specialty Retail
Category
turnaround
Portfolio update: 3x Buy - Zalando SE
ZAL.DE: Leading European fashion e-commerce platform overcoming challenges: 50% return rate, fast fashion competition, D2C brand initiatives. Solid vs collapsing competitors like Asos. Pivoting to marketplace model (1/3 of sales), ZMS advertising, and B2B services (ZEOS, 10% of revenue). EV/EBIT 8x, EV/FCF 11x. Targeting 5-10% sales CAGR ('23-'28), EBIT margin expanding from ~5% to 6-8%, long-term 10-13%.
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