Competitive PositioningCompetitive pressure from companies like Shein and Temu has eased, which could benefit Zalando's market position.
Free Cash Flow And Investor PreferenceZalando is a strongly free cash flow-generative market share winner with opportunities for margin and value expansion, aligning with recent investor preferences.
Market Share OpportunitiesZalando is expected to gain market share due to an acceleration in online penetration rates in the fashion category.