Zalando SE (ZLNDY)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Zalando SE (ZLNDY) trades at $15.51 with AI Score 43/100 (Grade C). Zalando SE is a leading European online platform for fashion and lifestyle products, offering a wide range of clothing, footwear, accessories, and beauty items. Market cap: $7.58B, Sector: Consumer cyclical.
Price live · AI analysis from Mar 15, 2026Analyst Coverage for ZLNDY: ZLNDY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates ZLNDY against Consumer Cyclical peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
ZLNDY: the 1 perspectives are evenly split.
How is this calculated? →Zalando SE (ZLNDY) Consumer Business Overview
Zalando SE is a prominent European e-commerce platform specializing in fashion and lifestyle products, offering a vast selection of apparel, footwear, and accessories across 23 countries. With a focus on free delivery and returns, Zalando competes in the dynamic online retail landscape, balancing growth with profitability.
What Is the Investment Thesis for ZLNDY?
Zalando SE presents a mixed investment thesis. The company's strong presence in the European online fashion market and its focus on customer experience are potential growth drivers. With a market capitalization of $7.58B and a P/E ratio of 28.26, Zalando's valuation reflects investor expectations for continued growth. A gross margin of 39.9% indicates solid profitability in its core operations, while a profit margin of 1.7% suggests areas for improvement. The company's beta of 1.59 indicates higher volatility compared to the market. Key catalysts include expansion into new markets and strategic partnerships. However, potential risks include increasing competition and fluctuations in consumer spending.
Based on FMP financials and quantitative analysis
ZLNDY Key Highlights
- Market Cap of $7.58B reflects Zalando's significant presence in the European online fashion market.
- P/E Ratio of 28.26 indicates investor expectations for future earnings growth.
- Gross Margin of 39.9% demonstrates the company's ability to maintain profitability on its sales.
- Profit Margin of 1.7% suggests potential areas for improvement in operational efficiency.
- Beta of 1.59 indicates higher volatility compared to the overall market.
Who Are ZLNDY's Competitors?
ZLNDY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CDNAF Canadian Tire Corporation, Limited | $138.06 | +0.53% | $7.26B | 48 |
| DELHY Delivery Hero SE | $4.15 | +0.19% | $12.60B | 56 |
| DLVHF Delivery Hero SE | $39.95 | -2.56% | $12.13B | 54 |
| DUFRY Avolta AG | $6.73 | +0.30% | $9.52B | 44 |
| ELPQF El Puerto de Liverpool, S.A.B. de C.V. | $5.86 | +0.00% | $7.87B | 52 |
| GPGNF Grupo Gigante, S. A. B. de C. V. | $1.64 | +0.00% | $1.63B | 68 |
| MNSO MINISO Group Holding Limited | $11.89 | +1.49% | $3.63B | 64 |
| FDIT Findit, Inc. | $0.03 | -14.86% | $30.13M | 63 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ZLNDY's Key Strengths?
- Strong brand recognition in Europe
- Extensive product selection
- Efficient logistics network
- Customer-centric services
What Are ZLNDY's Weaknesses?
- Relatively low profit margin
- Dependence on third-party brands
- Exposure to currency fluctuations
- High competition in the online retail market
What Could Drive ZLNDY Stock Higher?
- Expansion into new product categories, such as sports and activewear, to attract a broader customer base.
- Investment in technology and infrastructure to improve the customer experience and operational efficiency.
- Potential strategic partnerships with fashion brands and retailers to expand product offerings.
- Focus on sustainability initiatives to appeal to environmentally conscious consumers.
- Launch of new marketing campaigns to increase brand awareness and customer acquisition.
What Are the Key Risks for ZLNDY?
- Intense competition from other online retailers and traditional brick-and-mortar stores.
- Fluctuations in consumer spending due to economic conditions.
- Exposure to currency fluctuations, particularly between the Euro and the U.S. dollar.
- Changes in fashion trends and consumer preferences.
- Challenges in managing logistics and supply chain operations across multiple countries.
What Are the Growth Opportunities for ZLNDY?
- Expansion into New Markets: Zalando has the opportunity to expand its presence in existing markets and enter new geographic regions. Focusing on underserved markets within Europe and potentially exploring opportunities in other continents could drive revenue growth. This expansion requires careful consideration of local consumer preferences, regulatory requirements, and competitive dynamics. Timeline: Ongoing.
- Strategic Partnerships: Collaborating with complementary businesses, such as logistics providers, technology companies, and fashion brands, can enhance Zalando's capabilities and reach. Partnerships can facilitate access to new technologies, improve supply chain efficiency, and expand product offerings. These alliances can create synergistic benefits and strengthen Zalando's competitive position. Timeline: Ongoing.
- Enhancing Customer Experience: Investing in technology and personalization to improve the customer experience can drive customer loyalty and repeat purchases. Implementing advanced search algorithms, personalized recommendations, and seamless checkout processes can enhance customer satisfaction. Focusing on mobile optimization and social commerce can also attract new customers. Timeline: Ongoing.
- Developing Private Label Brands: Expanding its portfolio of private label brands can increase Zalando's profitability and differentiation. Creating exclusive product lines that cater to specific customer segments can enhance brand loyalty and reduce reliance on third-party brands. This strategy requires careful attention to product design, quality control, and marketing. Timeline: Ongoing.
- Leveraging Data Analytics: Utilizing data analytics to gain insights into customer behavior and market trends can inform strategic decision-making. Analyzing customer data can help Zalando optimize its product assortment, pricing strategies, and marketing campaigns. This data-driven approach can improve operational efficiency and enhance customer targeting. Timeline: Ongoing.
What Opportunities Does ZLNDY Have?
- Expansion into new geographic markets
- Strategic partnerships with complementary businesses
- Enhancing customer experience through technology
- Developing private label brands
What Threats Does ZLNDY Face?
- Increasing competition from other online retailers
- Fluctuations in consumer spending
- Changes in fashion trends
- Economic downturns in key markets
What Are ZLNDY's Competitive Advantages?
- Brand Recognition: Zalando has established a strong brand presence in the European online fashion market.
- Extensive Product Selection: Offers a wide range of products from various brands and designers.
- Logistics Network: Operates an efficient logistics network to ensure timely delivery and returns.
- Customer Service: Provides customer-centric services, including free delivery and returns.
What Does ZLNDY Do?
Founded in 2008 in Berlin, Germany, Zalando SE has rapidly evolved into one of Europe's leading online platforms for fashion and lifestyle products. Initially focused on footwear, the company quickly expanded its product range to include clothing, accessories, and beauty items. Zalando operates primarily through its online platform, offering customers a wide selection of products from various brands, including both established names and emerging designers. In addition to its online presence, Zalando also operates Zalando Lounge, an online outlet, and a network of brick-and-mortar outlet stores located in cities such as Berlin, Frankfurt, and Cologne. These physical stores provide customers with the opportunity to browse and purchase discounted items. Zalando serves customers in 23 European countries, including Germany, France, Italy, and the United Kingdom, providing free delivery and returns to enhance customer satisfaction. The company's business model emphasizes convenience, selection, and customer service, positioning it as a key player in the competitive European e-commerce market.
What Products and Services Does ZLNDY Offer?
- Operates an online platform for fashion and lifestyle products.
- Offers clothing, footwear, accessories, and beauty products.
- Provides free delivery and returns to customers.
- Sells products through Zalando Lounge, an online outlet.
- Operates brick-and-mortar outlet stores in multiple cities.
- Serves customers in 23 countries across Europe.
How Does ZLNDY Make Money?
- Generates revenue through the sale of fashion and lifestyle products on its online platform.
- Earns revenue from its Zalando Lounge online outlet.
- Operates brick-and-mortar outlet stores to sell discounted items.
- Focuses on providing a convenient and customer-centric shopping experience.
What Industry Does ZLNDY Operate In?
Zalando operates in the competitive online specialty retail sector, which has seen significant growth due to increasing e-commerce adoption. The industry is characterized by evolving consumer preferences, technological advancements, and the need for efficient supply chain management. Zalando competes with other online retailers, traditional brick-and-mortar stores, and direct-to-consumer brands. The company's focus on fashion and lifestyle products positions it within a specific niche of the broader retail market. The market is influenced by trends such as sustainability, personalization, and the growing importance of mobile commerce.
Who Are ZLNDY's Key Customers?
- Fashion-conscious consumers seeking a wide selection of clothing, footwear, and accessories.
- Customers in 23 European countries, including Germany, France, and the United Kingdom.
- Individuals looking for free delivery and returns options.
FY2026 estForward Outlook
Wall Street analysts project Zalando SE revenue of about $14.10B for fiscal 2026, with EPS near $0.76. The estimate reflects 12 contributing analysts.
ZLNDY Valuation & Market Position
With a $7.58B market cap, Zalando SE sits in the mid-cap segment of the market. Relative to its peer group, ZLNDY's quantitative score of 43/100 is roughly in line with the peer average of 51/100.
ROE 4%Key Financial Metrics
Return on equity for Zalando SE stands at 4.2%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 1.3%, showing how much profit it generates from its asset base. ZLNDY trades at a trailing price-to-earnings ratio of 59.39, above the Consumer Cyclical sector average of ~39x. Its free cash flow yield is 9.2%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.09 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 1.7%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 5/9Financial Health
Zalando SE's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.58 places it in the grey zone, a middle ground that warrants monitoring.
Company Profile
Zalando SE operates in the Specialty Retail industry within the Consumer Cyclical sector. It is headquartered in Berlin, DE. The company is led by CEO Robert Gentz. ZLNDY has traded publicly since 2015.
ZLNDY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Strong brand recognition in Europe
- Extensive product selection
- Efficient logistics network
- Customer-centric services
Bear Case
- Relatively low profit margin
- Dependence on third-party brands
- Exposure to currency fluctuations
- High competition in the online retail market
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
ZLNDY Latest News
No recent news available for ZLNDY.
ZLNDY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ZLNDY.
Price Targets
Wall Street price target analysis for ZLNDY.
ZLNDY MoonshotScore
What does this score mean?
The MoonshotScore rates ZLNDY's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Robert Gentz
Co-CEO
Robert Gentz is a co-founder and Co-CEO of Zalando SE. He has been instrumental in the company's growth from a small startup to a leading European online fashion platform. Gentz has a background in business administration and has focused on developing Zalando's strategic direction and operational efficiency. His leadership has been key to Zalando's expansion and success in the competitive e-commerce market.
Track Record: Under Robert Gentz's leadership, Zalando has expanded its product offerings, entered new markets, and enhanced its customer experience. He has overseen the development of Zalando's logistics network and the implementation of innovative technologies. His strategic decisions have contributed to Zalando's growth in revenue and market share, solidifying its position as a key player in the European online fashion industry.
Zalando SE ADR Information Unsponsored
An American Depositary Receipt (ADR) is a certificate that represents shares of a foreign company trading on U.S. stock exchanges. ZLNDY is a Level 1 ADR, meaning it trades over-the-counter (OTC) rather than on a major exchange like the NYSE or NASDAQ. This allows U.S. investors to invest in Zalando SE without directly dealing with foreign markets.
- Home Market Ticker: Frankfurt Stock Exchange (XETRA), Germany
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: ZLND
ZLNDY OTC Market Information
The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market. Companies in this tier often have limited financial disclosure and may not meet the listing requirements of major exchanges like the NYSE or NASDAQ. Investing in companies on the OTC Other tier carries higher risks due to the lack of regulatory oversight and transparency compared to listed companies.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure
- Low trading volume and liquidity
- Potential for price manipulation
- Lack of regulatory oversight
- Higher risk of fraud or mismanagement
- Verify the company's registration and legal status.
- Review available financial statements and disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the management team and their track record.
- Understand the risks associated with investing in OTC stocks.
- Consult with a financial advisor.
- Check for any regulatory actions or legal issues.
- Established presence in the European market
- Recognizable brand name
- Operational history since 2008
- Presence of physical outlet stores
- Availability of products through multiple channels
Zalando SE Consumer Cyclical Stock: Key Questions Answered
What does Zalando SE do?
Zalando SE operates as a leading European online platform for fashion and lifestyle products. The company offers a wide range of clothing, footwear, accessories, and beauty items to customers in 23 countries. Zalando's business model focuses on providing a convenient and customer-centric shopping experience through its online platform and physical outlet stores. The company generates revenue through the sale of products from various brands and designers, as well as its own private label brands.
What do analysts say about ZLNDY stock?
Analyst coverage of ZLNDY stock is limited due to its OTC listing and ADR Level 1 status. However, analysts generally view Zalando as a key player in the European online fashion market. Key valuation metrics include its market capitalization of $7.58B and a P/E ratio of 28.26. Growth considerations include the company's expansion into new markets, strategic partnerships, and efforts to enhance the customer experience. Investors should conduct their own research and consider the risks associated with investing in OTC stocks.
What are the main risks for ZLNDY?
The main risks for ZLNDY include intense competition from other online retailers and traditional brick-and-mortar stores, fluctuations in consumer spending due to economic conditions, and exposure to currency fluctuations, particularly between the Euro and the U.S. dollar. Additionally, changes in fashion trends and consumer preferences can impact the company's sales. Managing logistics and supply chain operations across multiple countries also presents ongoing challenges. Investors should carefully consider these risks before investing in ZLNDY.
What are the key factors to evaluate for ZLNDY?
Zalando SE (ZLNDY) holds an AI score of 43/100 (low). Not financial advice.
How frequently does ZLNDY data refresh on this page?
ZLNDY prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven ZLNDY's recent stock price performance?
Zalando SE (ZLNDY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand recognition in Europe. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider ZLNDY overvalued or undervalued right now?
Valuing Zalando SE (ZLNDY) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying ZLNDY?
Before investing in Zalando SE (ZLNDY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Limited analyst coverage due to OTC listing.
- Financial data based on available sources and may not be fully comprehensive.