Zalando’s Equity Story – Why to invest?

Zalando is evolving its strategy to build a pan-European fashion and lifestyle e-commerce ecosystem around its two key growth vectors: Business-to-Consumer (B2C) and Business-to-Business (B2B). The ecosystem model is a strategic evolution from the current platform model (i.e. Zalando as the “Starting point for Fashion”) and will serve an even larger share of the fashion and lifestyle e-commerce market as well as deepening relationships with our customers and partners. Our highly attractive financial profile combines massive scale, strong growth and proven profitability - and in the long term, we aim to cover the equivalent of roughly 15 percent of the European fashion market, with an estimated scale of 450 billion euros currently.

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Our vision

Our vision is to become the e-commerce ecosystem for fashion and lifestyle in Europe. Zalando has enjoyed substantial growth since its IPO and is viewed as THE major success story in European e-commerce today. But we won’t stop here: Now we are expanding beyond our platform strategy to become an ecosystem for fashion and lifestyle. This is the next logical step and will allow our platform business to evolve and move both our Business-to-Consumer (B2C) and Business-to-Business (B2B) operations to the next level, targeting Zalando customers and partners both on and off the platform.

We focus on profitable growth

Since our IPO in 2014, we have delivered strong top line growth at an annualized rate of 21% to reach 14.6 EUR billion of GMV in 2023 - whilst at the same time generating attractive levels of profitability through the cycle. Moving forward, and as we advance our strategy to become the ecosystem for fashion and lifestyle in Europe, we aim to cover the equivalent of 15 percent of the European fashion market, which is worth 450 billion euros today. 

Building the ecosystem for fashion and lifestyle

Zalando is evolving its strategy to build a fashion and lifestyle e-commerce ecosystem around its Business-to-Consumer (B2C) and Business-to-Business (B2B) pillars, further deepening relationships with its customers and partners and capturing an even larger share of fashion and lifestyle e-commerce in Europe. In B2C, Zalando will differentiate itself through quality to offer the best possible shopping experience, enhance its role in customers’ lifestyle journeys by elevating and expanding categories such as Kids and Sports to distinct propositions and offer a personalised inspiration and entertainment. In B2B, Zalando opens up its combined logistics infrastructure, software and service capabilities to become a key enabler for e-commerce transactions of brands and retailers, regardless whether they take place on or off the Zalando platform.

Map of Europe on which Zalando's logistics network is marked. Opened locations: Europakarte mit Zalandos Logistiknetzwerk. Eröffnete Standorte: Erfurt, Mönchengladbach, Lahr, Paris (Moissy-Cramayel), Szczecin (Gryfino), Stockholm (Brunna), Gdansk (Olsztynek), Lodz (Gluchow), Verona (Nogarole Rocca), Madrid (Illescas), Rotterdam (Bleiswijk), Bydgoszcz. Under construction: Gießen, Montereau-sur-le-Jard

Highly attractive financial profile

Our opportunity in Europe remains massive and we have the clear ambition to deliver strong growth while continuing our margin expansion towards our long-term target of 10-13% adj. EBIT margin (in % of revenue). At the same time, we will demonstrate strong cash generation which gives us financial flexibility to invest in organic and inorganic value accretive opportunities for our Company and shareholders.


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March 7, 2023

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March 7, 2023
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