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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
About You
About You (YOU) investor relations material
About You has been acquired by Zalando SE
About You Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary14 Oct, 2025
Executive summary
Group revenue grew 7.6% year-over-year to €1,041.7 million in H1 2025/2026, with adjusted EBITDA rising to €22.6 million from €12.8 million.
Active customers increased 9.2% to 13.6 million, and number of orders rose 4.2% to 39.5 million.
The Commerce segment delivered moderate revenue growth and improved profitability, while SCAYLE achieved strong revenue growth but saw a margin decline due to higher investments.
The period included significant one-time costs related to the Zalando takeover and organizational restructuring.
Financial highlights
Adjusted EBITDA margin improved to 2.2% (H1 2024/2025: 1.3%), while the gross margin declined to 40.1% (H1 2024/2025: 40.8%).
Loss for the period was €34.5 million, a slight improvement from €37.6 million in the prior year.
Free cash flow was negative at €-22.8 million, down from €13.9 million, mainly due to one-off effects from the Zalando transaction.
Cash and cash equivalents decreased to €100.7 million from €145.8 million at the previous year-end.
Equity ratio fell to 14.2% from 22.5% due to the period loss and a capital decrease.
Outlook and guidance
Moderate group revenue growth and strong adjusted EBITDA growth are expected for FY 2025/2026.
Commerce is forecasted to see moderate revenue and strong EBITDA growth; SCAYLE is expected to deliver strong growth in both revenue and EBITDA.
Management highlights ongoing macroeconomic and geopolitical uncertainties, with close monitoring of market conditions.
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Latest events from About You
- Revenue and profitability improved, with Zalando's takeover completed and guidance reiterated.YOU
Q1 25/26 - Zalando to acquire ABOUT YOU at €6.50 per share, unlocking €100m synergies and dual-brand growth.YOUInvestor Update
- Revenue and EBITDA improved, guidance raised, and SCAYLE achieved strong ARR growth.YOUQ2 24/25
- Revenue to reach EUR 175 million by FY 2028-2029, driven by product growth, U.S. expansion, and innovation.YOUInvestor Update
- Revenue up 2.2%, EBITDA and gross margin rose, free cash flow strong, outlook confirmed.YOUQ1 24/25
- Record revenue, margin gains, and Zalando takeover highlight a transformative year.YOUQ4 24/25
- Revenue up 1.3% to €558.9M, DACH led, Zalando takeover bid, FY guidance confirmed.YOUQ3 24/25
About You
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Frequently asked questions
All About You
About You Holding AG, headquartered in Hamburg, Germany, has been a rising star in Europe's e-commerce landscape since its inception in 2014. Specializing in fashion, the company operates under the "ABOUT YOU" brand, leveraging technology to deliver a personalized online shopping experience. Harnessing data-driven algorithms, ABOUT YOU customizes its offerings to match individual customer tastes and shopping patterns.
Foundation and Growth
Founded in 2014, About You Holding AG swiftly positioned itself as a pivotal player in the European e-commerce landscape. Based in Hamburg, Germany, it emerged under the umbrella of the Otto Group, a global retail and services conglomerate. Capitalizing on its innovative technology-centric approach, the company launched "ABOUT YOU," a platform that merges fashion retail with individualized, data-driven shopping experiences. This proposition allowed them to stand out by offering an alternative to the way consumers shopped online for apparel. About You experienced rapid growth from its foundation and expanded its footprint across numerous European markets and today it competes with companies such as Zalando and Asos.
Driven by AI
About You Holding AG has been at the forefront of leveraging AI and algorithms to reshape the e-commerce experience. Their technology uses data to curate personalized shopping journeys for each user. By analyzing individual browsing behaviors, purchase histories, and preferences, the AI-driven system dynamically adjusts the product offerings shown to customers. This ensures a bespoke and relevant shopping experience, making product discovery more intuitive and increasing the likelihood of purchase. Furthermore, their algorithms help in inventory management and demand forecasting, optimizing the supply chain.
A Typical Assortment
Even if there’s much that makes About You stand out, their offerings of various products are relatively standard for the industry. Offering a vast assortment of clothing, accessories, and shoes for men, women, and children from over 1000 different brands. Its selection spans a mix of well-known international brands, emerging designers, and in-house labels with a focus on trend-driven styles and an inclusive range of sizes.