1Anno·

Zalando $ZAL (+0,88%) up double digits after good figures and positive outlook. Anyone invested here? https://www.handelsblatt.com/unternehmen/handel-konsumgueter/onlinehandel-zalando-will-sich-neu-erfinden-und-dafuer-auch-zukaufen/100020545.html

www.handelsblatt.comHandelsblatt

11 Commenti

Nico Uhlig@RealMichaelScott

1Anno

No 👎 I wouldn't want to buy either. Too cyclical, thin margins, high logistics costs.

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TomTurboInvest@TomTurboInvest

1Anno

I'm in with 315 shares - a turnaround bet for 2024/2025.
I don't see Zalando as negatively as it is sometimes seen here. Consumer sentiment will improve again at some point and then things will go up accordingly. Let's see if today's movement is sustainable, in the best case the next marks are torn and it goes off to the north 😁
PS: in my 100k Challenge Depot I even put 1000 shares in my nest on 22 Jan for €16.73 - well, luck is also part of it 🙄

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Joker@Blizzard

1Anno

@TomTurboInvest Not used to things going up from time to time at $ZAL:D

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TomTurboInvest@TomTurboInvest

7Mes

@Blizzard Are you still there?

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Joker@Blizzard

7Mes

@TomTurboInvest The long Positzion unfortunately closed too early 😅 But comfortably took a little something with you😄

ps: Yes, I'm still alive 🤣

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M47@Jiyanask

1Anno

I also have a negative view of....long-term against 0€ the business has nothing special...

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TomTurboInvest@TomTurboInvest

1Anno

@Jiyanask How do you determine the long-term €0? Who are the competitors that are completely driving Zalando out of the market?

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M47@Jiyanask

1Anno

@TomTurboInvest okay let's go through.... How to increase margin?

Reduce prices in purchasing? Yes, Zalando buys too little for that and has no mass

Raise prices? Yes.... doesn't work then people buy elsewhere e.g. amazon....

So where is the margin supposed to come from?
What is the business model?
What can Zalando do better than the others?

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TomTurboInvest@TomTurboInvest

1Anno

@Jiyanask What do others do better so that they are "special" compared to Zalando?
What are the alternatives?
Who do you see as direct competitors who, as you mentioned, have so much more "mass"?
I would still be interested in your assumption "goes to 0€"? Maybe I'm missing something 🙄

PS: Increase margins through cost-cutting measures / cost discipline, like many others. What is not clear about the business model?

Have you ever looked at where Zalando is in the global ranking for eCommerce and clothing in terms of market cap and sales?
Do you know that Zalando has a market share of >62% in Germany?
Doesn't say "goes towards 0" to me, but not everyone has to like Zalando 😉

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M47@Jiyanask

1Anno

@TomTurboInvest is just my opinion :) let's take another look in a year's time.

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TomTurboInvest@TomTurboInvest

7Mes

@Jiyanask The year may not be over yet, but the dead live longer. I am still happy to have believed in $ZAL

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