Report
Andreas Riemann ...
  • Martin Marandon-Carlhian

Zalando : Vers un message de prudence sur 2022 et l’impact de l’inflation

>D’importantes incertitudes à CT mais une baisse du titre exagérée pour un profil LT inchangé – Opinion Surperformance, OC ajusté à 75 € - Zalando publiera ses résultats T1 22 le 05/05. Nous nous attendons à ce que le groupe passe un message de prudence sur 2022 (impact significatif de l’inflation sur les dépenses des consommateurs) et revoit sa guidance sur l’année. Nous révisons ainsi nos attentes sur l’EBIT ajusté de 15% à 400 M€ (11% en dessous du css de 449 M€). ...
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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