Zalando close to entering the US market

Zalando is about to enter the US market with its business-to-business offering: the company is preparing to announce its first deal with an American customer.

“First teams on site”

Until now, Zalando has focused its business-to-business activities exclusively on Europe, but the company considers the United States to be “one of the biggest opportunities” for its Scayle software, which it acquired after the takeover of industry peer About You in 2025. That’s according to co-CEO David Schröder in an interview with Bloomberg.

“We now have the first teams on the ground to also develop the market for us — to talk to brands and retailers about their needs. We are now finally approaching — and that makes us very happy — the closure of the first deals here in the US, which we hope to announce in the coming months.” Schröder talks about a multi-billion euro opportunity for the B2B division. Although logistics accounts for the largest share, he expects software to generate “several hundred million” in revenue. Scayle helps companies manage inventory and branding across sales channels.

Optimism about AI

Schröder also said he expects traffic to Zalando’s shopping platform from artificial intelligence chatbots and agents to increase in the coming years. Today, more than 80% of traffic to Zalando is organic and does not come from paid advertising, according to Schröder, while the rest comes largely through paid channels such as Google and Meta. But “a low single-digit percentage” is now driven by AI. He is optimistic that the technology will help reach new customers.