Zalando – GMV & Profitability Challenges

  • Public Equity
  • Consumer
  • Europe


Former team lead at Zalando SE


  • 2022-25 GMV outlook for Zalando (ETR: ZAL), discussing regional trends, purchase frequency and AOVs
  • Partner programme slowdown expectations amid GMV concerns
  • Can Zalando maintain growth in ZMS (Zalando Marketing Services) and ZFS (Zalando Fulfillment Solutions) in the current context?
  • Profitability headwinds, including inflation challenges and offsetting opportunities


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