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Zalando SE (ZLNDY) Q4 2025 Press Conference Call Transcript

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Zalando SE (ZLNDY) Q4 2025 Press Conference Call March 12, 2026 4:00 AM EDT

Company Participants

Simon Thiel – Senior Vice-President of Corporate Affairs
Patrick Kofler – Head of Investor Relations
David Schröder – Co-CEO & Member of the Management Board
Robert Gentz – Co-Founder, Co-CEO, GM & Member of the Management Board
Anna Dimitrova – CFO & Member of Management Board

Conference Call Participants

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Jason Gowans – Levi Strauss & Co.
Frederick Wild – Jefferies LLC, Research Division
Luke Holbrook – Morgan Stanley, Research Division
Joffrey Meller – BofA Securities, Research Division
Monique Pollard – Citigroup Inc., Research Division

Presentation

Simon Thiel
Senior Vice-President of Corporate Affairs

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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 Kofler
Head 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.

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Simon Thiel
Senior 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.

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Patrick Kofler
Head 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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