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AMZN , EBAY , ETSY , MELI , POSH , SE , SHOP , JMIA , REAL , W , WISH

+38 pts



Q4 ecommerce earnings preview

By puckerman17 on Jan. 12, 2022, 12:20 p.m.
Tagged topics: eCommerce , earnings preview

Views: 25, Votes: 4, Responses: 0, Attachments: 1
GOOGL , AMZN , FB , NFLX , SNAP , PINS , TWTR , UBER , DASH , LYFT , SPOT , PTON , ABNB , BKNG , EXPE , TRIP , TRVG , EBAY , CHWY , GDRX , FTCH , FVRR , CHGG , ZIP , WISH , CRTO , CDLX , NRDY , GRPN , MTCH , BMBL , ROKU , VZIO , IAC , ANGI , ZD , VMEO , FTDR , YELP , SFIX , MAX , EVER , OPAD , EB

+68 pts



Analysts' Internet Top Picks for 2022 include a mix of GARP ($AMZN $FB $TWTR), secular subscription winners ($NFLX $SPOT) and reopening names ($UBER $BMBL $MTCH)

By phenphen on Dec. 15, 2021, 11:39 a.m.
Tagged topics: 2022 outlook

Views: 135, Votes: 10, Responses: 1, Attachments: 1
AMZN , EBAY , REAL , POSH , W , CHWY , PTON , RVLV

+39 pts



Thanksgiving online sales softer than expected due to pull forward, but overall holiday sales appear on track

By josiebe on Nov. 29, 2021, 3:27 p.m.
Tagged topics: eCommerce

Views: 34, Votes: 6, Responses: 0, Attachments: 1
AMZN , BABA , EBAY , ETSY , JD , SHOP

+46 pts



The Future of eCommerce on the Path to a New Normal

By underdog on Sept. 15, 2021, 11:19 p.m.
Tagged topics: eCommerce , deep dive , Stifel

Views: 105, Votes: 6, Responses: 0, Attachments: 2
EBAY , AMZN , ETSY

+32 pts



$EBAY - Jefferies says guide for moderating GMV growth in Q2 lowers confidence on recent initiatives, prefers $AMZN and $ETSY for ecommerce exposure

By phenphen on April 29, 2021, 1:54 p.m.
Tagged topics: valuations , Consumer spending , earnings results , GMV , eCommerce , Jefferies , weak guidance

Views: 143, Votes: 2, Responses: 0, Attachments: 4
AMZN , EBAY , ETSY , MELI

+34 pts



Jefferies data shows elevated ecommerce growth in Q1 but warns of tough comps ahead, most positive on $AMZN into earnings, also likes $ETSY & $MELI long-term

By phenphen on April 28, 2021, 1:59 p.m.
Tagged topics: near term vs long term , digital advertising , AWS , eCommerce , earnings preview , pandemic trends , tough comps , Jefferies

Views: 147, Votes: 1, Responses: 1, Attachments: 15
EBAY

+70 pts



$EBAY - Piper Sandler recommends buying because the stock too cheap to ignore, 'discount to market unsustainable'

By josiebe on Feb. 22, 2021, 5:54 p.m.
Tagged topics: valuations , buying opportunity , Piper Sandler , undervalued

Views: 975, Votes: 3, Responses: 0, Attachments: 12
ETSY , AMZN , EBAY , MELI

+35 pts



$ETSY, $AMZN - Jefferies says Etsy has best set up for a beat and raise Q4, also constructive on Amazon for its logistics advantage through holiday shopping

By phenphen on Feb. 1, 2021, 11:41 a.m.
Tagged topics: eCommerce , earnings preview , pandemic trends , holiday shopping

Views: 113, Votes: 1, Responses: 0, Attachments: 15
AMZN , CHWY , ETSY , EBAY , FTCH , MTCH , SFIX

+50 pts



$AMZN - Morgan Stanley raises target to $3,900 on 'strengthening Prime behavior' (higher spend and retention) and improving fulfilment economics

By phenphen on Jan. 15, 2021, 11:59 a.m.
Tagged topics: analyst checks , eCommerce , post-pandemic , Morgan Stanley

Views: 318, Votes: 12, Responses: 0, Attachments: 95
WMT , TGT , EBAY , W , GOOGL

+32 pts



RayJay data show how shopping trends are evolving with COVID

By josiebe on Oct. 2, 2020, 11:06 a.m.
Tagged topics: analyst checks , Consumer spending , eCommerce

Views: 69, Votes: 2, Responses: 0, Attachments: 14
AMZN , EBAY , W , GRUB , CHWY , CHGG

+43 pts



Data indicates strong eCommerce momentum continued in recent weeks

By cassie on June 2, 2020, 12:58 p.m.
Tagged topics: analyst checks , e-commerce , COVID-19

Views: 236, Votes: 7, Responses: 1, Attachments: 0
AMZN , JWN , WMT , EBAY , TGT , JCP

+62 pts



Winners And Losers of Holiday Sales So Far

By realjoe on Dec. 2, 2019, 8:02 a.m.
Tagged topics: US Thanksgiving , strong online sales growth , Cyber Monday , Christmas , Black Friday

Views: 462, Votes: 5, Responses: 4, Attachments: 0