Observed Signal · Nov 3, 2026 · Earnings Report · Source: Zalando · Impact: 2/5
Zalando wächst im dritten Quartal profitabel, getragen von einer sehr starken Expansion im B2B-Geschäft
Zalando reported profitable growth for the third quarter of 2026, with group GMV rising 7.5% year-over-year to 4.5 billion euros and group revenue increasing 5.1% to 3.2 billion euros. Adjusted group EBIT climbed 10.6% to 107 million euros, primarily driven by a 28% revenue surge and doubling of EBIT in its B2B division. Alongside its quarterly results, Zalando unveiled 'Zalando Extended', an AI-driven initiative integrating external shops into its platform, launching Westwing as its first pilot partner.
The results demonstrate Zalando's ongoing structural shift from a pure retailer to a high-margin platform and B2B infrastructure provider, leveraging AI agents and Retail Media to drive monetization.
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Key Takeaways & Evidence Grounding
- Group GMV rose 7.5% year-over-year to 4,536.7 million euros, and revenue grew 5.1% to 3,174.7 million euros in Q3 2026.
- Adjusted group EBIT increased 10.6% to 106.5 million euros with an adjusted EBIT margin of 3.4%.
- B2B revenue increased nearly 28% to 354.4 million euros, while B2B adjusted EBIT more than doubled to 42.2 million euros.
- Active customers reached an all-time high of 63.2 million, and Retail Media revenue grew by nearly 18% year-over-year to 2% of B2C GMV.
- Zalando launched 'Zalando Extended' with Westwing as the first pilot partner, deploying proprietary AI agents to facilitate cross-shop purchases starting in 2027.
Connected Companies & Entities
“Reported its Q3 2026 financial results, confirmed full-year 2026 guidance, and introduced Zalando Extended.”
“Joined as the first pilot partner for Zalando Extended, enabling purchases of its Home & Living products via Zalando's AI agent starting in ...”
“Acquired on July 11, 2025, contributing low double-digit million euro synergies to Zalando's quarterly earnings.”
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Zalando profitable growth, B2B expansion powered by AI
Zalando reported continued growth and improved profitability in Q2 2026 while accelerating its B2B expansion through AI and platform services. Gross merchandise volume (GMV) rose 20.7% to €4.9 billion and revenue increased to €3.4 billion. Adjusted EBIT grew 10% to €205 million, although net profit fell. Integration of ABOUT YOU is contributing double-digit million euro synergies. Zalando cited 62.5 million active customers and strong category performance in sport and beauty. The company’s B2B business grew rapidly — revenue from corporate clients rose 27.6% to €335 million — driven by its logistics platform ZEOS and software offerings; SCAYLE STUDIOS was highlighted for shortening fashion content production times by more than 95%. Full-year adjusted EBIT guidance is €680–720 million.
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