reports
- 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
- Oliver Metzger
- Thomas Zlowodzki
- Wim Gille
- Carole Braudeau
- Oliver Metzger
- Thomas Zlowodzki
- Wim Gille
- Andreas Riemann
- 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
- Marc Lavaud
- Philippe Ourpatian
- Youssef Besbes
- Marc Lavaud
- Philippe Ourpatian
- Youssef Besbes
- Andreas Riemann
Zalando : Setback offers attractive buying opportunity
We believe Zalando’s recent share price weakness (down c. 20%) is overdone. 1/ The company’s statement that Q1 started as Q4 ended implies that there is no slowdown of growth. 2/ Zalando has no exposure to the US, i.e. tariff uncertainty should hardly affect the company. We therefore reiterate our Outperform rating on Zalando with a TP of € 40. Q1 2025 should be a first catalyst and 2025 should be a good year with accelerating growth and further margin progress.
- Clement Genelot
Zalando: on track to swallow About You and meet 2028 targets
Post-FY 2024 results, we have notched up our estimates and our PT to EUR39. The group is set to pause for breath in 2025 with H2 facing tough growth and profitability, but the consolidation of About You (not reflected in the consensus) around the summer should restore momentum while we continue to
- Carole Braudeau
- Carole Braudeau
EQS-News: Zalando has secured more than 90% of ABOUT YOU’s share capit...
EQS-News: Zalando SE / Key word(s): Squeeze Out Zalando has secured more than 90% of ABOUT YOU’s share capital without treasury shares and announces firm intention to implement a squeeze-out of minority shareholders of ABOUT YOU 07.03.2025 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Zalando has secured more than 90% of ABOUT YOU’s share capital without treasury shares and announces firm intention to implement a squeeze-out of minority shareholders of ABOUT YOU Berlin, 7 March 2025 // Zalando SE (Zalando) has successfully secur...
EQS-News: Zalando hat sich mehr als 90 % des Grundkapitals von ABOUT Y...
EQS-News: Zalando SE / Schlagwort(e): Squeeze-Out Zalando hat sich mehr als 90 % des Grundkapitals von ABOUT YOU abzüglich eigener Aktien gesichert und kündigt die feste Absicht an, einen Squeeze-out der Minderheitsaktionäre von ABOUT YOU durchzuführ 07.03.2025 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Zalando hat sich mehr als 90 % des Grundkapitals von ABOUT YOU abzüglich eigener Aktien gesichert und kündigt die feste Absicht an, einen Squeeze-out der Minderheitsaktionäre von ABOUT YOU durchzuführen Berlin, 7. März 20...
- Carole Braudeau
- Carole Braudeau
- Anthony Dick
- Michael Foundoukidis
CON CONTINENTAL AKTIENGESELLSCHAFT
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
GET GETLINK SE
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
EN BOUYGUES SA
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
MRK MERCK KGAA
VOE VOESTALPINE AG
ACX ACERINOX SA
ZAL ZALANDO SE
FR VALEO SE
GEBN GEBERIT AG
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
NDA AURUBIS AG
SPSN SWISS PRIME SITE AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ANDR ANDRITZ AG
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
AMAG AMAG AUSTRIA METALL AG
GEST GESTAMP AUTOMOCION S.A.
FDJ LA FRANCAISE DES JEUX SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Anthony Dick
- Michael Foundoukidis
CON CONTINENTAL AKTIENGESELLSCHAFT
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
GET GETLINK SE
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
EN BOUYGUES SA
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
RF EURAZEO SA
MRK MERCK KGAA
VOE VOESTALPINE AG
ACX ACERINOX SA
ZAL ZALANDO SE
FR VALEO SE
GEBN GEBERIT AG
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
NDA AURUBIS AG
SPSN SWISS PRIME SITE AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ANDR ANDRITZ AG
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
AMAG AMAG AUSTRIA METALL AG
GEST GESTAMP AUTOMOCION S.A.
FDJ LA FRANCAISE DES JEUX SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
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