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Zalando SE: 2 directors

Two Directors at Zalando SE bought 42,890 shares at between 23.498EUR and 23.607EUR. The significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the la...

Carole Braudeau
  • Carole Braudeau

Credit Morning 08/06/2025

Zalando lifts guidance after strong first-half and completion of About You acquisition|BPM publishes solid H1 results, including Anima for the first time|BPCE reports strong Q2 results|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 06/08/2025

Zalando : guidances relevées après un bon S1 et la finalisation de l’acquisition d’About You|BPM publie de solides résultats S1 qui intègrent Anima, pour la première fois|BPCE signe de solides résultats semestriels|

Andreas Riemann
  • Andreas Riemann
Carole Braudeau
  • Carole Braudeau

Credit Morning 07/02/2025

Afflelou: the Afflelou family grows its stake but the company announced a double dividend recap|Sabadell sells TSB to Santander for £2.9 bn|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 02/07/2025

Afflelou : la famille se renforce au capital mais le groupe réalise un double dividend recap|Sabadell cède TSB à Santander pour 2.9 mds GBP|

Andreas Riemann
  • Andreas Riemann
Cedric Rossi ... (+3)
  • Cedric Rossi
  • Clement Genelot
  • Loic Morvan

Suspension of Coverage

From 2nd of June we are suspending coverage of companies below due to a reallocation of resources. Our prior estimates should no longer be used as an indicator for the company moving forward.ADIDASBEIERSDORFCARREFOURDELIVERY HEROESSILORLUXOTTICAHELLOFRESHHermès InternationalHUGO BOSSINTERPARFUMSJUS

Cedric Rossi ... (+3)
  • Cedric Rossi
  • Clement Genelot
  • Loic Morvan

On the shelves now: Consumer Weekly #71

In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we look at how tariffs have dominated recent earnings calls over other topics such a

Clement Genelot
  • Clement Genelot

Zalando: persistent deflationary concerns overshadow good Q1 and curre...

Post a good set of Q1 results with reassuring current trading comments, we have left our estimates unchanged with a EUR39 PT. Persistent risks concerning deflationary pressures in the European fashion sector in H2 continue to weigh on Zalando's ST rerating despite an appealing MT equity story based

Carole Braudeau
  • Carole Braudeau

Credit Morning 05/06/2025

Zalando: Q1 results above expectations and guidance confirmed|SoftBank Group : OpenAI abandons its plan to become a for-profit company|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 06/05/2025

Zalando : résultats T1 supérieurs aux attentes et guidances confirmées|SoftBank Group : OpenAI abandonne son projet de devenir une société à but lucratif|

Andreas Riemann
  • Andreas Riemann
Cedric Rossi ... (+2)
  • Cedric Rossi
  • Clement Genelot

Fashion disruption: will de minimis reforms trigger "de maximis" marke...

In addition to the implementation of reciprocal tariffs, the Trump administration is also closing the Chinese de minimis loophole from 1st May onwards, which will considerably disrupt the business model of major platforms like Shein and Temu in the US. Although this new market paradigm could be wel

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