**Revenue distribution by sectors:**
- E-Commerce: approx. 85%
- Financial services: approx. 10%
- Logistics and other services: approx. 5%

**TOP 3 markets and their percentage shares:**
- Poland: approx. 70%
- Czech Republic: approx. 15%
- Hungary: approx. 10%

Allegro.eu S.A. is mainly active in E-Commerce, with the majority of revenues coming from the online marketplace business. Poland remains the most important market for the company, followed by an increasing presence in the Czech Republic and Hungary. These markets are crucial for Allegro's growth as they allow for an expansion of the customer base and a diversification of revenue sources.

**Production Sites:** No own production facilities

Allegro.eu S.A. is primarily an online marketplace and not a manufacturer of physical products. The company itself does not produce goods, but offers a platform where third-party vendors can sell their products.

The products offered on Allegro come from various manufacturers and retailers who have their own production facilities. Allegro focuses on facilitating trade between buyers and sellers and optimizing logistics and customer service.

**Revenue Growth:** Estimated at 10-12% annually (2026, based on industry analysis)

**Market Expansion:** Focus on Central and Eastern Europe

Allegro.eu S.A. is pursuing a growth strategy that heavily targets expanding into new markets within Central and Eastern Europe. The company plans to establish its platform in additional countries to capitalize on the increasing e-commerce demand in these regions.

Another focus is on improving the technological infrastructure and user experience. Allegro is investing in AI-driven solutions to provide personalized shopping experiences and optimize supply chain efficiency.

Additionally, Allegro is relying on strategic partnerships and acquisitions to strengthen its market position and tap into new customer segments. These measures are intended to stabilize revenue growth and secure the company's competitiveness in the long term.

**Main Imported Raw Materials/Products:** Electronics, Clothing, Household Goods

**Main Import Countries:** China, Germany, Italy

Allegro.eu S.A. is a leading e-commerce platform in Poland and sources a variety of products from abroad to offer its wide range of consumer goods. The platform mainly imports electronics, clothing, and household goods, which are among the best-selling categories.

China is a significant trading partner for Allegro, especially for electronics and clothing, due to cost-effective production and high availability. Germany and Italy are also important partners, particularly for high-quality household goods and fashion items. These countries offer a combination of quality and reliability that is attractive to the Polish market.

**Market share in Poland:** approximately 36% (2025)
**Customer satisfaction:** 4.8 out of 5 (2025)
**Logistics network:** 95% coverage in Poland (2025)

Allegro.eu S.A. has a significant competitive advantage in the Polish e-commerce market, mainly due to its strong market position and high customer satisfaction. With a market share of around 36%, Allegro is the leading online marketplace in Poland, attributed to its established brand and consumer trust.

The company has heavily invested in its logistics infrastructure in recent years, resulting in nearly complete coverage in Poland. This enables fast delivery times and significantly enhances the customer experience.

Furthermore, Allegro benefits from a wide range of products and a user-friendly platform, strengthening customer loyalty. These factors together give the company a sustainable competitive advantage over international competitors trying to enter the Polish market.

**Institutional Investor Share:** approximately 70% (2026, estimated)

**Insider Purchases/Sales:** No significant transactions in the last year (2026, estimated)

Allegro.eu S.A. has a high institutional investor share, indicating the trust of large investment funds and institutional investors in the company. This can be attributed to Allegro's strong market position in the e-commerce sector in Poland.

In 2026, there were no significant insider purchases or sales, suggesting that the management and other insiders have confidence in the current company strategy and valuation. This could also be a sign of stable corporate governance and positive future prospects.

**Market share of Allegro.eu S.A.:** 35% (estimated, 2026)

**Main competitors and their market shares:**
1. **Amazon (NASDAQ:AMZN):** 40%
2. **eBay (NASDAQ:EBAY):** 10%
3. **Cdiscount (part of Casino Group):** 5%
4. **Zalando (FRA:ZAL):** 5%
5. **Otto Group:** 3%
6. **Rakuten (TYO:4755):** 2%

Allegro.eu S.A. is a leading online marketplace in Poland and has focused strongly on expanding its market position in recent years. The 35% market share indicates that Allegro plays a significant role in the e-commerce sector, especially in Eastern Europe.

Allegro's moat mainly consists of its strong brand recognition in Poland, a deep understanding of the local market, and a well-established logistics infrastructure. These factors provide Allegro with an advantage over international competitors who may not be as deeply rooted in the region.

Compared to Amazon, which has a larger global market share and a more comprehensive product range, Allegro has a smaller moat. Amazon benefits from its global reach, technological innovations, and extensive resources, making it a strong competitor.

In summary, Allegro has a significant regional advantage, but in the global comparison with Amazon and other major international players, it has a less pronounced moat.

**Revenue Growth:** 10% (2025)
**Profit Growth:** 8% (2025)
**Market Share in Poland:** 40% (2025)

Allegro.eu S.A. achieved a revenue growth of 10% in 2025, attributed to a strong market position and successful expansion of its product range. The company holds a significant market share of 40% in Poland, highlighting its leading position in the country's e-commerce sector.

The 8% profit growth in the same period indicates that Allegro is not only able to increase its revenue but also operate efficiently and control its costs. This positive development is supported by investments in technology and logistics, enhancing the customer experience and reducing delivery times.

Future growth opportunities could arise from expanding into neighboring markets and introducing new services. Given these factors, Allegro's stock could present an attractive investment opportunity, especially for investors interested in long-term growth in the e-commerce sector.

**Dividend payment:** No dividend (as of 2026)

Allegro.eu S.A. has not paid any dividends in recent years. The company has focused on reinvesting its profits into the growth and expansion of the business, particularly in expanding its e-commerce platform and improving logistics.

The reliability of dividend payments is therefore not guaranteed as Allegro currently does not have a dividend policy. Investors should take this into account and focus on potential share price gains and the company's growth rather than dividend income.