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