Report
Andreas Riemann

Zalando : Road show feedback – focus on recovery of growth and B2B

>GMV growth to accelerate in H2 2024 - Yesterday, we were on a road show with Zalando in Dublin. From the presentation we take away: 1/ The B2B segment should outgrow B2C. 2/ The target in 2024 is to return to growth. In line with that Zalando expects a sequential improvement of GMV growth. 3/ AI is used to provide better and faster advice to consumers and lower return rates. However, it is still early days. Overall, statements are in line with previous ones made. Thu...
Underlying
Zalando SE

Zalando is an e-commerce group based in Germany. Co. is engaged in the online retailing of clothing, shoes and accessories for women, men and children. Co.'s product offering include more than 1,500 brands, including global and local brands, as well as private labels, including shoes, clothing and accessores as well as sportswear and homeware designed especially for the Co. The Co.'s product offering is complimented by the Zalando Lounge and Zalon apps, which provides registered members special offers at discounted prices. Co. also provides a combination of services that include free delivery and returns.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Andreas Riemann

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