Zalando declines after 2025 outlook meets expectations
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After an initial surge of over 3% in early Frankfurt trading, Zalando shares reversed course, slipping around 1%. The pullback reflects a measured market reaction to the company’s full-year results and 2025 outlook, which broadly aligned with expectations.
The online fashion marketplace projects revenue and gross merchandise volume (GMV) growth of 4% to 9% for 2025. Adjusted EBIT is expected to range between €530 million and €590 million ($573 million to $638 million). While the midpoint of the guidance matches the company-compiled consensus for GMV and slightly exceeds expectations on revenue, Stifel notes that the adjusted EBIT forecast falls approximately 2% below consensus.
J.P. Morgan views the results as solid but points out that strong Q4 performance and optimistic forecasts were already factored into the stock’s valuation. As a result, the bank anticipates limited upside potential in the near term.
With expectations largely priced in, investor sentiment remains cautious, limiting immediate gains for the stock despite a fundamentally stable outlook
The online fashion marketplace projects revenue and gross merchandise volume (GMV) growth of 4% to 9% for 2025. Adjusted EBIT is expected to range between €530 million and €590 million ($573 million to $638 million). While the midpoint of the guidance matches the company-compiled consensus for GMV and slightly exceeds expectations on revenue, Stifel notes that the adjusted EBIT forecast falls approximately 2% below consensus.
J.P. Morgan views the results as solid but points out that strong Q4 performance and optimistic forecasts were already factored into the stock’s valuation. As a result, the bank anticipates limited upside potential in the near term.
With expectations largely priced in, investor sentiment remains cautious, limiting immediate gains for the stock despite a fundamentally stable outlook