Insight Report | November 7, 2018 Free Report Zalando (XTRA:ZAL) 3Q18 Results: Misses on Both the Top and Bottom Lines; Guidance LoweredIn 3Q18, Zalando grew revenues by 11.7% year over year but missed the consensus estimates for revenues and EPS. Read More
Deep Dive | September 17, 2018 Premium Deep Dive: Profiling Ten of the World’s Biggest E-Commerce Marketplaces, from Alibaba to ZalandoIn this report, we profile ten of the world’s biggest e-commerce marketplaces and look at the global prospects for e-commerce growth. Read More
Company Earnings Update | August 8, 2018 Register for Free Access Zalando (XTRA: ZAL) 2Q18 Results: Slowing Growth and Rising Costs Prompt Lower Full-Year GuidanceIn 2Q18, Zalando grew revenues by 20.9% year over year, but undershot expectations on revenues and EPS. Read More
Deep Dive | July 10, 2018 Premium Artificial Intelligence in Retail, Part 2: What Retailers Are Doing with AIIn this report, we explore how retailers are applying AI across business functions. We studied 30 retailers to understand how they have implemented AI in their businesses. Read More
Insight Report | June 6, 2018 Premium Zalando (XTRA: ZAL) 2018 Capital Markets Day: Doubling Sales—Margins Can WaitCoresight Research attended Zalando’s Capital Markets Day 2018 in Berlin, Germany, on June 5. Our top takeaways from the meeting include: Read More
Company Earnings Update | March 2, 2018 Register for Free Access Zalando (XTRA: ZAL) FY17 Results: Price Pressures and Higher Fulfillment Costs Weigh on MarginsIn FY17, Zalando grew revenues by 23.4%, toward the upper end of the guided range. It grew gross merchandise volumes (GMV) by 26.5%. Read More
Company Earnings Update | January 18, 2018 Register for Free Access Zalando (XTRA:ZAL) 4Q17 and FY17 Update: Revenue and EBIT Grow in Line with ExpectationsZalando reported preliminary results showing year-over-year revenue growth of 21.2%–23.2% in 4Q17. Read More
Company Earnings Update | November 8, 2017 Register for Free Access Zalando (XTRA: ZAL) 3Q17 Results: Investment in Logistics and Technology Impacts ProfitabilityZalando reported 3Q17 revenues of €1,074.7 million, up 28.7% year over year, and in line with the consensus estimate of €1,074.0 million. Adjusted EBIT came in at €0.4 million versus the consensus estimate of €3.2 million, corresponding to an adjusted EBIT margin of 0.0%. Read More
Company Earnings Update | October 19, 2017 Register for Free Access Zalando (XTRA: ZAL) 3Q17 Trading Update: Strong Sales Growth, but Declining Profit Margins Due to Growth InvestmentsZalando expects to report 3Q17 revenues of €1,064–€1,081 million, according to preliminary figures, representing growth of 27.5%–29.5% year over year. Read More
Company Earnings Update | August 11, 2017 Register for Free Access Zalando (XTRA: ZAL) 2Q17 and 1H17 Results: Zalando Misses Quarterly Estimates, but Maintains Positive Full-Year OutlookZalando reported 2Q17 revenues up 20.1% year over year, but below the consensus estimate. The adjusted EBIT margin for the quarter was 7.4%. Read More
Company Earnings Update | July 19, 2017 Register for Free Access Zalando (XTRA: ZAL) 2Q17 and 1H17 Trading Update: Results Expected to Just Miss ConsensusZalando reported preliminary figures for 2Q17, with revenues of €1,091–€1,109 million, up 19%–21% year over year, and adjusted EBIT of €80–€86 million, versus the consensus estimates of €1,109 million and €86.7 million, respectively. Read More
Company Earnings Update | June 22, 2017 Register for Free Access Zalando (XTRA: ZAL) 2017 Capital Markets Day and Warehouse Tour: Moving Beyond RetailingAt Zalando’s 2017 Capital Markets Day event, held in Berlin, Germany, management emphasized that the company is moving beyond its traditional model of retailing owned inventory. The company’s Partner Program allows brands and retailers to list and dispatch their own inventory. Read More
Company Earnings Update | May 10, 2017 Register for Free Access Zalando (XTRA: ZAL) 1Q17 Results: Strong Revenue Growth Driven by Expanding Customer BaseZalando reported 1Q17 group revenue of €980.2 million, up 23.1% on a reported basis and above the consensus estimate of €978.8 million. The company’s gross margin contracted by 50 basis points year over year, to 41.4%, and its adjusted EBIT margin declined to 2.1%. Diluted EPS remained stable at €0.02 in 1Q17. Read More
Event Presentation | March 7, 2017 Premium US Retail RevolutionGlobal Retail Trends 1. Democratization of Luxury 2. Amazon’s Impact on Apparel 3. Home and Big-Ticket Purchases Increasing 4. Beauty Spending Driven by the Selfie Culture 5. Brands Developing an Emotional Connection & More…. Read More
Company Earnings Update | March 2, 2017 Register for Free Access Zalando (XTRA: ZAL) FY16 Results: Stellar Sales and EBIT Margin PerformanceZalando reported FY16 revenue growth of 23.0% year over year to €3,639.0 million, slightly below the consensus estimate of €3,649.5 million. Read More
