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1. Company Snapshot

1.a. Company Description

ABOUT YOU Holding AG, a fashion and technology company, operates fashion and lifestyle e-commerce platforms in Europe.It operates through three segments: ABOUT YOU DACH, ABOUT YOU RoE, and TME.The company operates ABOUT YOU app, an online shop for various brands.


It also provides B2B e-commerce software solutions; advertising formats for brands; and enabling services, including e-commerce operations and marketing growth services.The company was founded in 2014 and is headquartered in Hamburg, Germany.

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1.b. Last Insights on YOU

About You Holding AG's recent performance was driven by a significant 2.4% year-over-year revenue growth in the second quarter, reaching €450.1 million. The company's improved top-line performance was attributed to its expanding e-commerce platform, which has been gaining traction among consumers. Additionally, About You Holding's cost management efforts have enabled it to maintain a stable gross margin, despite the challenging market conditions. The company's focus on operational efficiency and strategic investments in its digital capabilities have also contributed to its improved financial performance.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Zalando (XTRA:ZAL): Assessing Valuation After Q3 Growth, Major Partnerships, and Buy-Back Announcement

Nov -09

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Zalando’s Q3 earnings rise as it strikes DFB deal to grow in sportswear

Nov -07

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Zalando delivers strong Q3 growth as active customers surpass 61 million

Nov -06

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Zalando delivers strong Q3 growth as active customers surpass 61 mln; shares surge

Nov -06

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Does ABOUT YOU Holding's (DB:YOU) Rising Sales Offset Concerns Over Ongoing Net Losses?

Oct -17

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ABOUT YOU (DB:YOU): Net Margins Stay Negative as Premium Valuation Faces Market Skepticism

Oct -16

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After Positive Q2 and About You Takeover, Zalando Adjusts Full-year Guidance

Aug -06

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Zalando Lifts Full-Year Guidance After Profit Rises

Aug -05

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.38%)

6. Segments

About You DACH

Expected Growth: 5.5%

About You DACH's 5.5% growth is driven by increasing online fashion demand, strong brand recognition, and efficient logistics. The company's data-driven approach, personalized customer experience, and strategic partnerships also contribute to its growth. Additionally, the DACH region's growing e-commerce market and increasing adoption of online shopping platforms further support the company's expansion.

About You RoE

Expected Growth: 4.8%

ABOUT YOU Holding AG's 4.8% RoE growth is driven by increasing online fashion demand, successful brand diversification, and efficient logistics. Strong marketing strategies, high customer retention, and expanding into new markets also contribute to this growth. Additionally, the company's focus on data-driven decision making and investments in technology have improved operational efficiency, further boosting profitability.

Tech, Media, Enabling

Expected Growth: 7.2%

ABOUT YOU Holding AG's 7.2% growth is driven by its Tech segment's scalable platform, Media segment's targeted advertising, and Enabling segment's efficient logistics. The Tech segment's AI-powered fashion assistant and personalized customer experience contribute to growth. The Media segment's influencer partnerships and social media presence increase brand awareness. The Enabling segment's streamlined supply chain and fast delivery options enhance customer satisfaction, driving overall growth.

Reconciliation

Expected Growth: 6.0%

ABOUT YOU Holding AG's 6.0% growth driven by strong e-commerce demand, successful brand diversification, and strategic expansion into new markets. Effective inventory management, optimized logistics, and a seamless customer experience also contributed to the growth. Additionally, the company's focus on data-driven decision making and investments in digital marketing further fueled the upward trend.

7. Detailed Products

ABOUT YOU App

A mobile shopping app that allows users to discover and purchase fashion products from various brands

Scalable Commerce Platform

A cloud-based e-commerce platform that enables brands to sell their products online

Content Creation

A service that provides high-quality content creation for brands, including product photography, videography, and copywriting

Digital Marketing

A range of digital marketing services, including social media management, influencer marketing, and search engine optimization

Logistics and Fulfillment

A logistics and fulfillment service that enables fast and efficient delivery of products to customers

Data Analytics

A data analytics service that provides insights and recommendations to brands to optimize their online sales

8. ABOUT YOU Holding AG's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for ABOUT YOU Holding AG is moderate, as there are some alternatives available in the market, but they are not very attractive to customers.

Bargaining Power Of Customers

The bargaining power of customers is high, as they have many options available in the market and can easily switch to competitors.

Bargaining Power Of Suppliers

The bargaining power of suppliers is low, as ABOUT YOU Holding AG has a strong negotiating position due to its large scale of operations.

Threat Of New Entrants

The threat of new entrants is moderate, as there are some barriers to entry, but it is still possible for new companies to enter the market.

Intensity Of Rivalry

The intensity of rivalry is high, as there are many competitors in the market, and ABOUT YOU Holding AG needs to differentiate itself to gain a competitive advantage.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 39.54%
Debt Cost 8.18%
Equity Weight 60.46%
Equity Cost 13.30%
WACC 11.28%
Leverage 65.41%

11. Quality Control: ABOUT YOU Holding AG passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
About You

A-Score: 4.7/10

Value: 6.5

Growth: 6.3

Quality: 2.7

Yield: 0.0

Momentum: 9.5

Volatility: 3.3

1-Year Total Return ->

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Believe

A-Score: 4.5/10

Value: 3.4

Growth: 5.3

Quality: 4.1

Yield: 0.0

Momentum: 6.5

Volatility: 7.7

1-Year Total Return ->

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Stock-Card
BHG

A-Score: 4.0/10

Value: 7.6

Growth: 2.4

Quality: 2.9

Yield: 0.0

Momentum: 9.5

Volatility: 1.7

1-Year Total Return ->

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Stock-Card
Fastned

A-Score: 3.4/10

Value: 4.8

Growth: 5.2

Quality: 2.2

Yield: 0.0

Momentum: 5.5

Volatility: 2.7

1-Year Total Return ->

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Stock-Card
Boohoo

A-Score: 2.7/10

Value: 6.5

Growth: 1.2

Quality: 2.1

Yield: 0.0

Momentum: 3.0

Volatility: 3.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

6.67$

Current Price

6.67$

Potential

-0.00%

Expected Cash-Flows