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.
  • TickerZALG
  • ISINDE000ZAL1111
  • SectorGeneral Retailers
  • CountryGermany

Analysts

ZALANDO sees a downgrade to Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of ZALANDO (DE), active in the Apparel Retailers industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Negative. As of the analysis date May 17, 2019, the closing price was EUR 37.59 and its target price was estimated at EUR 29.27.

Clement Genelot

ZALANDO: No upgrade to 2019 EBIT guidance likely | NEUTRAL | EUR37 vs. EUR34

ZALANDO - NEUTRAL | EUR37 vs. EUR34 (-8%) No upgrade to 2019 EBIT guidance likely Good current trading suggests stronger growth in Q2 Despite the surprising Q1 EBIT performance and Zalando’s efforts to improve profitability… …an upgrade to EBIT guidance seems unlikely to us in 2019 Neutral confirmed, FV raised to EUR37

Clement Genelot

ZALANDO: Q1 sales in line, the strong performance on EBIT remains to be proven over 2019 | NEUTRAL | EUR34(-19%)

ZALANDO - NEUTRAL | EUR34(-19%) Q1 sales in line, the strong performance on EBIT remains to be proven over 2019 Q1 growth in line with expectations As already flagged by Zalando, noticeable beat on adj EBIT Guidance confirmed for 2019 Neutral confirmed, no FV change prior to the conference call

Clement Genelot

ZALANDO: No upgrade to 2019 EBIT guidance likely | NEUTRAL | EUR37 vs. EUR34

ZALANDO - NEUTRAL | EUR37 vs. EUR34 (-8%) No upgrade to 2019 EBIT guidance likely Good current trading suggests stronger growth in Q2 Despite the surprising Q1 EBIT performance and Zalando’s efforts to improve profitability… …an upgrade to EBIT guidance seems unlikely to us in 2019 Neutral confirmed, FV raised to EUR37

Clement Genelot

ZALANDO: Q1 sales in line, the strong performance on EBIT remains to be proven over 2019 | NEUTRAL | EUR34(-19%)

ZALANDO - NEUTRAL | EUR34(-19%) Q1 sales in line, the strong performance on EBIT remains to be proven over 2019 Q1 growth in line with expectations As already flagged by Zalando, noticeable beat on adj EBIT Guidance confirmed for 2019 Neutral confirmed, no FV change prior to the conference call

Jelena Sokolova

Morningstar | Zalando 1Q Results Solid as the Business Shifts Toward Platform Model; Shares Fairly Priced

We are maintaining our no-moat rating and raising our fair value estimate for Zalando from EUR 37.50 to EUR 39 as the company reported solid first-quarter results. After a strong share rally we see shares trading somewhat above our fair value estimate in 3-star territory and would recommend waiting for a better entry point into the stock. Active customer numbers grew by 14% in the quarter and number of orders increased by 23.6%, average orders by active customer were up 11.5% to 4.5, suggesting improving customer loyalty. Revenue growth was significantly below gross merchandse value growth (1...

Jelena Sokolova

Morningstar | Zalando 1Q Results Solid as the Business Shifts Toward Platform Model; Shares Fairly Priced. See Updated Analyst Note from 02 May 2019

We are maintaining our no-moat rating and raising our fair value estimate for Zalando from EUR 37.50 to EUR 39 as the company reported solid first-quarter results. After a strong share rally we see shares trading somewhat above our fair value estimate in 3-star territory and would recommend waiting for a better entry point into the stock. Active customer numbers grew by 14% in the quarter and number of orders increased by 23.6%, average orders by active customer were up 11.5% to 4.5, suggesting improving customer loyalty. Revenue growth was significantly below gross merchandse value growth (1...

Jelena Sokolova

Zalando 1Q Results Solid as the Business Shifts Toward Platform Model; Shares Fairly Priced

We are maintaining our no-moat rating and raising our fair value estimate for Zalando from EUR 37.50 to EUR 39 as the company reported solid first-quarter results. After a strong share rally we see shares trading somewhat above our fair value estimate in 3-star territory and would recommend waiting for a better entry point into the stock. Active customer numbers grew by 14% in the quarter and number of orders increased by 23.6%, average orders by active customer were up 11.5% to 4.5, suggesting...

1 director bought

A director at Zalando Se bought 43,012 shares at 34.445EUR and 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 last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board ...

Alexander Rummler ...
  • François Maury
  • Georges Dieng

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/31/2018

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Alexander Rummler ...
  • François Maury
  • Georges Dieng

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 31/08/2018

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ZALANDO sees a downgrade to Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of ZALANDO (DE), active in the Apparel Retailers industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Negative. As of the analysis date May 17, 2019, the closing price was EUR 37.59 and its target price was estimated at EUR 29.27.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Zalando – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

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