Logistics over likes

04/02/26 -"Zalando fell 12% on renewed social commerce fears. We see the move as excessive. TikTok skews to low ticket, volume driven unbranded or lesser-known products, unlike Zalando’s higher value engagement ..."

Executive summary
Conflict of interest

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Language

English

Published on

04/02/26

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EXECUTIVE SUMMARY

Updates

Pension Risks

Target & Opinion

Governance & Management

Business & Trends

Graphics : Momentum

Money Making

Graphics : MACD & Volumes

Debt

Graphics : Sensitivities

Valuation

Sector: Performance

DCF

Sector: Key data

NAV/SOTP

Sector: Ratios & Valorisation

Worth knowing

Sector: Peers

Financials

Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking

Trading in corporate shares

Analyst ownership

Advising of corporate (strategy, marketing, debt, etc)

Research paid for by corporate

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