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title: Zalando tops sales forecasts as it sends AI agents shopping
description: Zalando beat Q3 sales forecasts but its shares fell about 5% as margins came in weaker than expected. Revenue rose 5.1% year on year to €3.18bn, ahead of the...
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og:description: Zalando beat Q3 sales forecasts but its shares fell about 5% as margins came in weaker than expected. Revenue rose 5.1% year on year to €3.18bn, ahead of the...
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# Zalando tops sales forecasts as it sends AI agents shopping

**[The Next Web](https://daily.dev/sources/tnw)** · 3 min read · 0 upvotes · 0 comments

## Summary

Zalando beat Q3 sales forecasts but its shares fell about 5% as margins came in weaker than expected. Revenue rose 5.1% year on year to €3.18bn, ahead of the €3.15bn analysts forecast, while gross merchandise volume grew 7.5% to €4.54bn. Gross margin fell to 38.7%, below the expected 39.9%, and the group posted a net loss of €18m. Zalando also unveiled Zalando Extended, letting its AI agent buy products from other retailers inside its app starting in 2027, with Westwing as the first pilot partner. JPMorgan warned of 'ongoing structural risk from agentic commerce development.'

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://thenextweb.com/news/zalando-q3-beat-ai-shopping-age>

## Questions this post answers

### What is Zalando Extended and when will AI agents be able to buy from other retailers on Zalando's app?

Zalando Extended is a new feature that brings products from other online retailers into Zalando's app, even when Zalando doesn't sell them directly. Starting in 2027, Zalando's AI agent will be able to complete purchases on customers' behalf without redirecting them to another website. Home goods retailer Westwing is the first pilot partner, starting with larger home goods.

_Developers building agentic shopping integrations can track how retailers like Zalando are rolling this out on daily.dev._

### How did Zalando's Q3 2026 revenue and margins compare to analyst expectations?

Zalando's revenue rose 5.1% year on year to €3.18bn, beating the €3.15bn analysts forecast, and gross merchandise volume grew 7.5% to €4.54bn. However, gross margin fell 0.9 percentage points to 38.7%, below the 39.9% analysts expected, and the group posted a net loss of €18m versus a €12.5m profit a year earlier.

_Anyone evaluating e-commerce platform earnings and agentic commerce risk can follow updates like this on daily.dev._

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---

Tags: [#ai-agents](https://daily.dev/tags/ai-agents), [#ecommerce](https://daily.dev/tags/ecommerce), [#agentic-commerce](https://daily.dev/tags/agentic-commerce)

[View this post on daily.dev](https://daily.dev/posts/zalando-tops-sales-forecasts-as-it-sends-ai-agents-shopping-htinwfxfb)

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