Report
Andreas Riemann ...
  • Martin Marandon-Carlhian

Zalando : Une sanction boursière qui nous semble sévère

>Sanction boursière sévère au vu de la publication 2021 – Opinion Surperformance réitérée, OC ajusté à 90 € (vs 106 €) - Le titre Zalando était en baisse de 9.6% hier. Cette sanction boursière nous semble sévère pour moins 2 raisons : 1/ le T4 a été très solide (3% > au css sur l’EBIT ajusté) et a montré que malgré certaines incertitudes à CT (confiance des consommateurs, tensions sur la supply chain, inflation), le groupe a su maintenir une croissance forte (+21% yoy...
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

Martin Marandon-Carlhian

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