LTM 103: What’s up, Zalando? Looking for the Hidden Story behind Zalando’s 2024 Figures

Sometimes, the question of why someone tells a story in exactly that way is more exciting than the story itself! A good example of this is Zalando: the 2024 annual report and the associated statements are really interesting – especially what Zalando emphasizes and what is no longer mentioned.

In this podcast episode, Ingrid and Valerie do just that: they analyze what the numbers really reveal and what it means for brands and marketplace partners – for example, the barely growing marketplace share or the emphasis on independence from About You for the next three years.

Note from the sponsor bol:

Bol is a leading marketplace in the Netherlands and Belgium, offering over 42 million products in 28 categories to more than 13 million customers. Its focus on customer satisfaction and innovation has made it the regional market leader. The platform attracts retailers from neighboring countries by offering personalized support and local consumer insights. Retailers can benefit from bol's logistics service, returns management, and retail media options. Curious to learn more? Tune in to podcast episode 97 to hear Alex Ciorapciu, Director of International Business, discuss selling on bol.

Note from the sponsor Kaufland Global Marketplace:

Do you want to meet Ingrid and Valerie live again? Then come to the e-Commerce Day of the partner Kaufland Global Marketplace on April 11th in Cologne! More than inspiring 30 lectures on 3 stages await you, for example from Philip Lahm and Michael Menzel from Google. Plus more than 100 exhibitors for everything that is important for the marketplace business and the new format "Speed Connect". With the exclusive promotion code MARKETPLACE-ECD-30, you get 30% off your ticket. So register right away at ecommerceday.de/tickets.

Chapters:

00:00 Introduction to Zalando's Financial Results

05:59 Understanding Zalando's Narrative and Market Position

11:58 Zalando's Revenue Growth and Brand Strategy

14:59 Marketplace Share and Brand Approval Challenges

18:00 International Expansion and New Market Opportunities

20:58 The Impact of the About You Merger

30:05 Brand Perspectives on the Merger

36:56 Zalando's ZEOS and B2B Growth Analysis