on Zalando SE (ETR:DE000ZAL)
Zalando Achieves Profitable Growth in Q3 with B2B Expansion and AI Innovation
Zalando SE reported profitable growth in the third quarter, with a 7.5% increase in gross merchandise volume, reaching €4.5 billion. Revenue rose by 5.1% to €3.2 billion. The adjusted EBIT climbed 10.6% to €107 million, expanding the margin to 3.4%.
The company saw a significant boost in its Business-to-Business (B2B) segment, with revenue jumping nearly 28% to €354 million and EBIT more than doubling to €42 million. B2B software unit SCAYLE secured new enterprise clients in the US and UK.
Zalando introduced "Zalando Extended," incorporating products from other online stores through AI integration, allowing customers to check out within the Zalando app.
Looking ahead, Zalando reaffirms its 2026 guidance, anticipating growth between 12% and 17% in GMV and revenue, with targeted EBIT between €680 million and €720 million.
R. P.
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