Research
FORUM TRANSCRIPT

Otto Group's About You – IPO Analysis – 14 June 2021

  • Private Equity
  • Consumer
  • Europe
PREMIUM

Specialist

Former VP at Otto GmbH & Co KG

Agenda

  • DACH growth outlook and regional expansion opportunities
  • About You – operational model, competitive analysis vs Zalando (ETR: ZAL) and the threat from Amazon (NASDAQ: AMZN)
  • About You’s TME (technology, media and enabling) segment outlook and brand uptake
  • Unit economics analysis, including marketing, fulfilment and operating profit outlook

Questions

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