Everything tagged "e commerce" across research, earnings, and macro.
13 articles
Chewy is scaling revenue, expanding margins, and generating stronger free cash flow while Autoship keeps the business recurring. Guidance was trimmed on softer consumer demand, but the stock still looks attractively priced for a Buy.
PDD still has growth, but the latest quarter showed that growth is getting more expensive and less profitable. With EPS falling, costs rising faster than revenue, and Temu facing a fresh €200 million EU fine, the market looks right to treat this as lower-quality growth.
Walmart is still compounding through scale, eCommerce, advertising, and membership income, but the stock already reflects much of that quality. The report is constructive on the business and recommends selective accumulation rather than chasing the shares.
LuxExperience is a selective Buy turnaround story: Mytheresa is compounding while the YNAP assets improve from drag to repair. The stock screens cheap at 0.37x revenue, but execution and cash burn still matter.
Alibaba is a medium-term Buy as its massive commerce base funds a fast-scaling AI and cloud push. Near-term earnings are under pressure, but the balance sheet is strong and valuation still leaves room for upside.
Sea has evolved into a profitable, cash-generating consumer internet platform with strong growth in e-commerce, fintech, and gaming. The report highlights improving margins, net cash, and a Buy case supported by disciplined execution.
MercadoLibre is still compounding fast across commerce, fintech, and ads, with 2025 revenue up 44.6% and free cash flow surging. The tradeoff is clear: strong ecosystem momentum is coming with meaningful margin pressure and a premium valuation.
Carvana has shifted from restructuring to execution, with revenue, margins, and profitability all surging in 2025 and Q1 2026. The main debate is whether the stock’s premium valuation already discounts too much of the turnaround.
DoorDash is evolving beyond food delivery into a broader local-commerce platform with strong revenue growth, rising profitability, and expanding membership scale. The stock still trades at premium multiples, but the business has crossed into durable cash generation.
Coupang has crossed into annual operating profit and free cash flow while still growing revenue double digits, but a December data incident is creating a messy near-term reset. The long-term story remains intact thanks to improving mix, strong logistics density, and a sturdy balance sheet.
Shopify is still growing at a rapid clip, with FY2025 revenue up 30% and Q1 2026 revenue up 34%, while free cash flow is now firmly established. The stock remains a Buy, but its premium valuation means investors may want to wait for pullbacks.
eBay is showing real operating momentum again, with Q1 2026 revenue, GMV, and EPS all accelerating. The stock looks like a Buy for balanced investors, though valuation is no longer cheap.
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