European e-commerce giant Zalando has executed its Ecosystem Strategy with success, increasing growth and profitability in a “strong” first quarter.
Thanks to the “strong performance” of its marketing services, Zalando’s revenue increased 7.9 per cent to US $ 2.64 billion in the first quarter of 2025 from US $ 2.42 billion in the same period the previous year.
As expected by the market, Adjusted EBIT climbed to US $ 51.37 million, while GMV increased 6.5 per cent to US $ 3.85 billion.
The organisation reported a 7.6 per cent increase in revenues inside the B2C growth vector. The number of active consumers hit an all-time high of 52.4 million, up 2.9 million from the previous year.
More than 15 per cent of consumers have already signed up for Zalando Plus, the company’s revised loyalty program, which is currently available in 13 markets. With this campaign, Zalando hopes to serve the majority of its clients and raise the average frequency of their orders.
Zalando has persisted in granting third-party brands access to its software, logistical infrastructure, and service capabilities in the B2B market. Revenue increased 11.6 per cent to US $ 264 million in this area, while adjusted EBIT was US $ 6.38 million.
Although the macroeconomic and geopolitical landscape is rapidly shifting, Zalando has confirmed its full-year guidance for 2025. It anticipates that adjusted EBIT will reach a level between US $ 583 million and US $ 649 million, and that both GMV and revenue would increase by 4 per cent to 9 per cent over the previous year.
But according to the firm, the guidance doesn’t take into consideration the impact of the planned acquisition of About You, which it made in December in an attempt to speed up its efforts to create the most successful e-commerce ecosystem for fashion and leisure. In order to better meet the demands of its partners and customers, the e-tailer agreed to buy the German fashion e-tailer About You.
