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Zalando SE (ZLNDY) Q4 2025 Press Conference Call Transcript

Seeking Alpha

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⚡ Quantum Brief

Zalando’s co-CEOs Robert Gentz and David Schröder presented the company’s 2025 full-year results and strategic progress during a March 12, 2026, press conference, emphasizing successful strategy execution. The event included a prerecorded CEO presentation followed by a live Q&A session at 9:45 AM CET, with journalists engaging the leadership team, including new CFO Anna Dimitrova. Investors and analysts received a separate financial briefing from Dimitrova, highlighting 2025’s fiscal performance and outlook, underscoring transparency in investor relations. Key participants included executives from Levi Strauss, Jefferies, Morgan Stanley, and Citi, signaling broad industry and financial stakeholder engagement. The conference blended virtual and in-person elements, reflecting Zalando’s hybrid approach to corporate communications and stakeholder engagement.

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SA Transcripts159.04K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Zalando SE (ZLNDY) Q4 2025 Press Conference Call March 12, 2026 4:00 AM EDT Company Participants Simon Thiel - Senior Vice-President of Corporate AffairsPatrick Kofler - Head of Investor RelationsDavid Schröder - Co-CEO & Member of the Management BoardRobert Gentz - Co-Founder, Co-CEO, GM & Member of the Management BoardAnna Dimitrova - CFO & Member of Management Board Conference Call Participants Jason Gowans - Levi Strauss & Co.Frederick Wild - Jefferies LLC, Research DivisionLuke Holbrook - Morgan Stanley, Research DivisionJoffrey Meller - BofA Securities, Research DivisionMonique Pollard - Citigroup Inc., Research Division Presentation Simon ThielSenior Vice-President of Corporate Affairs Good morning. Welcome to Zalando's Annual Press Conference and Business Update. My name is Simon Thiel, and I'm heading Corporate Affairs. I wanted to say thank you for joining us today. We will be presenting our full year results 2025 and sharing our plans for the future, and we're delighted to have so many of you joining our broadcast today. Patrick KoflerHead of Investor Relations Good morning also from my side. My name is Patrick Kofler, and I'm heading the Investor Relations department. We have gathered the press, investors and analysts for today's event. It's a pleasure to have you all here. Simon ThielSenior Vice-President of Corporate Affairs We will start our conference with a prerecorded presentation by our co-CEOs, Robert Gentz and David Schroder. They will walk you through our progress as we're successfully executing our strategy. At 9:45 a.m. CET, following the presentation, we will open the virtual floor to a live Q&A session for our journalists with our co-CEOs, Robert and David, and our new CFO, Anna Dimitrova. Patrick KoflerHead of Investor Relations For our investors and analysts, at 9:45 a.m. CET, our CFO, Anna Dimitrova, will walk you through the financial development of the last year and

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