Zalando’s “Only Pay What You Keep” Expands: This is What a Moat Looks Like

After first tests with “Pay Later” in France, Zalando is rolling this out internationally, the company said in its logistics update before today’s capital markets day:

Zalando-payment-methods.png

This could drastically increase return rates. At the same time, it is becoming far more attractive for customers in countries like France or Italy to shop at Zalando.

So, potentially costly, but equally potentially a moat. This makes it increasingly hard to compete with for upstarts.

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