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北京时间·🕒 发布 13:20:52时区推断·⟳ 抓取 13:23:48·⚡ 决策 08-04 13:34:29 +10m41s·84.4 天前
Zalando预计2026年收入和GMV增速落在12%至17%区间下半部
收入和GMV增速预期落在原12%至17%区间下半部偏负面，但公司称符合市场预期。
📄 原文Reuters↗ 原文
Top European online fashion retailer Zalando (ZALG.DE) on Tuesday said it expected 2026 growth to reach the lower hal…
不做 Zalando（ZALG.DE）
增长口径偏弱但公司称符合预期，EBIT指引中点基本不变，财报 surprise 不够强，当前不做。
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研究档案
🔎 新鲜度:最早出现 2026-08-04 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 收入和GMV增速预期落在原12%至17%区间下半部偏负面，但公司称符合市场预期。
- 全年调整后EBIT指引从6.60亿至7.40亿欧元收窄至6.80亿至7.20亿欧元，中点基本不变，未形成强空催化。
主要风险
- 欧洲盘前财报信息需等本地开盘消化；当前文本不足以证明盈利基线大幅下修。
反向证据
- 做空前查反向 · 来源 filing · 日期 2026-08-04 · 影响 invalidates
正文明确称增长落在区间低端与市场预期一致，EBIT指引中点未下修，不满足强空催化。
检索:Zalando 2026 growth lower half EBIT guidance 680 720 in line with market expectations 原文 ↗
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原文全文
展开原文 · 839 字
Top European online fashion retailer Zalando (ZALG.DE) on Tuesday said it expected 2026 growth to reach the lower half of its previously communicated range and narrowed its adjusted operating profit (EBIT) guidance alongside its second quarter results.
The company now expects both annual gross merchandise volume (GMV) and revenue growth in the lower half of its previous 12% to 17% range on a reported basis, "in line with market expectations", it said.
The guidance was adjusted to reflect performance in the first half and did not imply a change in expectations for the rest of the year, Zalando said in a statement.
It now anticipates adjusted EBIT for the year to be between €680 million and €720 million ($782-829 million) from a previously targeted range of €660 million to €740 million.
($1 = 0.8690 euros)
The company now expects both annual gross merchandise volume (GMV) and revenue growth in the lower half of its previous 12% to 17% range on a reported basis, "in line with market expectations", it said.
The guidance was adjusted to reflect performance in the first half and did not imply a change in expectations for the rest of the year, Zalando said in a statement.
It now anticipates adjusted EBIT for the year to be between €680 million and €720 million ($782-829 million) from a previously targeted range of €660 million to €740 million.
($1 = 0.8690 euros)
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