ZAL.DE · Zalando SE

DAX · XETRA

Risiko 6/10 · Profitable Growth Under Pressure · €29.85 ▲ 4.48%

Kennzahlen

• Price €29.85
• Market cap €7.7B
• P/E (ttm) 67.84
• Div yield none
• 52-wk range €18.61 – €29.93

Wichtigste Risiken

• Ultra-low-cost Asian platform competition (Shein/Temu) (GMV growth and market share) — HIGH
• Logistics and returns cost structure (EBIT margin) — HIGH
• European discretionary spending weakness (Order frequency and basket size) — MED
• B2B platform (ZEOS) ramp execution risk (Future growth thesis) — MED

Fazit

Profitability milestone achieved but the competitive moat is questioned; margin expansion story depends on B2B platform scaling while incumbents defend share.

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