Zalando Se Ord (ZLDSF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, welcome to the Zalando publication of the Q3 Results 2025 conference call. I'm Vicky, the chorus call operator. I would like to remind you that all participants will be in listen-only mode and the conference is being recorded. The presentation will be followed by a Q&A session. You can register for questions at any time by pressing star and 1 on your telephone. For operator assistance, please press star and 0. The conference must not be recorded for publication or broadcast. At this time, it's my pleasure to hand over to Patrick Koffler, Director of IR. Please go ahead, sir. Good morning, and welcome to our Q3 2025 earnings call. Today, I'm joined by our co-CEO and interim CEO, David Schröder. David will kick it off with a business update before he walks you through the financial development of the quarter. Finally, David will discuss our outlook and 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. I will now hand it over to David. The floor is yours. Thanks, Patrick. Good morning, everyone, and thank you for joining today's call. We continue to execute on our ecosystem strategy at full force, and the third quarter demonstrates its effectiveness in capturing profitable growth across both of our B2C and B2B segments. Our strong Q3 results incorporate, for the first time, the fully consolidated financial results of About You, effective July 11, the closing date of the transaction. Final step of the squeeze-out, which implies the delisting of About You, will happen very soon. With our continued strong performance in the third quarter, we are well on track to achieve this year's combined guidance and t...