Zalando's quarterly revenue tops forecasts as it leans on AI shopping agents
Zalando's Q3 revenue reached €3.17 billion, slightly above analyst estimates, as B2B sales rose sharply and an AI-agent shopping service launched.
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what happened
German online fashion platform Zalando posted third-quarter revenue of €3.17 billion ($3.55 billion), up 5.1% from a year earlier and a little ahead of the €3.15 billion that analysts polled by LSEG had pencilled in, according to Reuters. The company credits strong demand for its B2B services for the result.
Zalando also rolled out Zalando Extended, a service that lets shoppers order goods from other online stores through AI agents inside the Zalando app, starting as a pilot with home retailer Westwing. Finance chief Anna Dimitrova said the shift toward a platform model is speeding up, with partner business and retail media expanding at double-digit rates and B2B revenue rising almost 28%.
Gross merchandise value climbed 7.5% to €4.54 billion, and adjusted EBIT rose to €106.5 million. The retailer offers apparel, footwear and accessories from thousands of labels, among them Nike, Hugo Boss and Coach.
why it matters
The revenue beat is modest, but the growth in B2B and platform businesses matters to investors judging the outlook for European e-commerce. Adding AI agents to shopping could change how online retailers compete for customer traffic.
market impact
Zalando shares: revenue beat and faster B2B growth support the stock
- Zalando shares pressure up — revenue and B2B growth beat analyst expectations
tags
instruments
sources
- Retailer Zalando beats quarterly sales expectations as it taps on AI agents — Reuters, 3 November 2026 at 06:23 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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