Zalando Se Ord (ZLDSF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the Zalando Q2 earnings call. The conference will be recorded. At this time all participants have been placed on a listen-only mode. The floor will be open for questions following the presentation, so please dial in to state your question. So thank you very much and let me now turn the floor over to your host Patrick Kofler, Director Investor Relations. Good morning and welcome to our Q2 2026 earnings call. Today I'm joined by our Co-CEO Robert Gentz and our CFO Anna Dimitrova. Robert will start with a strategic overview and our key business highlights before handing over to Anna, who will walk you through the financial developments of the quarter and the outlook. Both will be available for questions afterwards. As usual, this call is being recorded. The live webcast as well as the replay of the call will be available on our Investor Relations webpage later today. As usual, during the Q&A session, we kindly ask you to limit your questions to two each, allowing for an efficient discussion. Now, over to you, Robert. The floor is yours. Thank you, Patrick. Hello, everyone, and thank you for joining today's call. We carried last year's momentum straight into 2026. By successfully executing our strategy and hitting major milestones, we achieved further progress throughout the first half of 2026. This progress is reflected across three core areas of our business. First, through our multi-app approach, where we're driving a platform distribution customer frequency and monetization depth. Second, through our advanced technology platform, which successfully powers both our B2C and B2B operations. and third, through scaling our AI capabilities, which continue to drive significant efficiency and growth across the business. European fashion represents a massive 500 bi...