Latest ideas and analyses related to eCommerce

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AMZN , WMT , W , TGT , ULTA , BBY , DKS , BJ , COST , HD , LOW

+30 pts



JPM believes retail won't die, but ecom won't step back on reopening, and $AMZN will overtake $WMT as largest US retailer in 2022 (deep dive)

By mooreideas on June 11, 2021, 11:14 a.m.
Tagged topics: retail , home improvement , eCommerce , deep dive , pandemic spending , post-pandemic , JP Morgan , sporting goods

Views: 99, Votes: 1, Responses: 0, Attachments: 106
UPS

+30 pts



$UPS - RayJay says UPS is a 'Strong Buy' because of the shift toward ecommerce and solid pricing environment

By cassie on June 10, 2021, 12:04 p.m.
Tagged topics: guidance , analyst day , eCommerce , Raymond James , high expectations , last mile delivery

Views: 83, Votes: 1, Responses: 0, Attachments: 3
GME

+30 pts



$GME - Q1 sales up 25% with acceleration in May, continues to fortify balance sheet, and announcement of new management came earlier than expected

By josiebe on June 10, 2021, 10:02 a.m.
Tagged topics: new management , balance sheet , earnings results , eCommerce , video games

Views: 89, Votes: 1, Responses: 0, Attachments: 2
ETSY

+1 pts





By rogoman on June 9, 2021, 2:07 p.m.
Tagged topics: buying opportunity , margin improvement , eCommerce , deep dive , Jefferies , buy the dip

Views: 1, Votes: 1, Responses: 0, Attachments: 0
UBER , LYFT , ABNB , DASH , BKNG , EXPE , ANGI , CVNA , FVRR , CARG , RDFN , ZG , WIX

+1 pts





By rogoman on June 9, 2021, 8:53 a.m.
Tagged topics: user engagement , eCommerce , travel recovery , big tech , RBC , real estate

Views: 1, Votes: 1, Responses: 0, Attachments: 0
ETSY

+35 pts



$ETSY - Jefferies sees long-term EBITDA margin rising 1700+bps to 45%+ from operating leverage and marketing efficiency, says buy the dip (deep dive)

By josiebe on June 9, 2021, 8:36 a.m.
Tagged topics: buying opportunity , margin improvement , eCommerce , deep dive , Jefferies , buy the dip

Views: 146, Votes: 2, Responses: 1, Attachments: 13
AMZN

+1 pts





By uniqueerique on June 5, 2021, 4:03 a.m.
Tagged topics: eCommerce , non deal roadshow , RBC , online shopping

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN

+34 pts



$AMZN - RBC-hosted experts say Amazon native brands continue to steal market share as big brands waste ad dollars and struggle to learn the Amazon game

By mooreideas on June 4, 2021, 11:43 a.m.
Tagged topics: eCommerce , non deal roadshow , RBC , online shopping

Views: 116, Votes: 2, Responses: 1, Attachments: 1
LULU

+31 pts



$LULU - Deutsche says MIRROR and ecommerce widens TAM, but expected margin pressure may limit near-term upside

By puckerman17 on June 4, 2021, 10:49 a.m.
Tagged topics: margin pressure , long-term story , eCommerce , MIRROR , Deutsche Bank , athleisure

Views: 90, Votes: 1, Responses: 0, Attachments: 2
ETSY , POSH , TDUP

+31 pts



$ETSY - Oppenheimer says acquisition of Depop brings sticky and active Gen-Z users to better compete with $POSH and $TDUP

By josiebe on June 3, 2021, 11:58 a.m.
Tagged topics: eCommerce , mergers and acquisitions , Oppenheimer , Gen Z , online fashion marketplace , Depop

Views: 100, Votes: 1, Responses: 0, Attachments: 3