Allegro.EU SA Ordinary Shares
ALE: XWAR (POL)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
PLN 72.10 | Hjg | Vpzxhwsp |
Competition Remains Dynamic but Allegro Poised to Emerge as Dominant Central European Marketplace
Business Strategy and Outlook
Allegro is the largest online marketplace in Central and Eastern Europe, or CEE, providing high quality, affordable products to a growing regional consumer class. With 45%-50% share of Polish e-commerce, by our estimates, Allegro's key priorities tie to defending its commanding position in the Polish market, institutionalizing internal processes to drive capital-efficient growth, and expanding its third-party marketplace footprint into adjacent CEE countries.