Latest ideas and analyses related to eCommerce

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BABA , PDD , JD , VIPS , DDL , DADA

+32 pts



April 2022 online sales tracker: Worse than expected decline due to lockdown impact

By realjoe on May 16, 2022, 12:06 p.m.
Tagged topics: China , eCommerce , downside to estimates

Views: 79, Votes: 2, Responses: 0, Attachments: 1
AMZN

+40 pts



$AMZN A 2 Year Cost Bridge, Lower AWS EBIT, and 3 Positives

By realmomobags on April 29, 2022, 8:02 a.m.
Tagged topics: earnings results , eCommerce

Views: 35, Votes: 3, Responses: 0, Attachments: 1
BABA , JD , VIPS

+32 pts



Online Shopping Trends in March

By phenphen on April 18, 2022, 5:26 p.m.
Tagged topics: eCommerce

Views: 16, Votes: 1, Responses: 0, Attachments: 1
JD

+33 pts



JD.com - Cautiously Optimistic; Still Expecting Better-Than-Peers Growth

By toranjaa on April 18, 2022, 7:53 a.m.
Tagged topics: China , eCommerce , china ecommerce

Views: 9, Votes: 2, Responses: 0, Attachments: 1
W , CHWY , AMZN , RVLV , REAL , EBAY , POSH , JMIA , DIBS

+31 pts



1Q22 eCommerce Data Points; Expect Mixed 1Q; Continued Strength in Apparel eCommerce

By labjordan on April 8, 2022, 12:38 p.m.
Tagged topics: analyst checks , eCommerce

Views: 13, Votes: 1, Responses: 0, Attachments: 1
ETSY , LOVE , BARK

+33 pts



eCommerce Forum highlights the value of brand building, personalization, and omnichannel execution

By phenphen on March 31, 2022, 11:09 a.m.
Tagged topics: eCommerce

Views: 18, Votes: 1, Responses: 0, Attachments: 1
CHWY

+37 pts



$CHWY Earnings - Limited visibility, poor guidance. Model increasingly questioned by investors.

By realmomobags on March 30, 2022, 4:19 a.m.
Tagged topics: retail , eCommerce

Views: 24, Votes: 4, Responses: 0, Attachments: 1
MELI

+39 pts



3P logistics and mix drive competitive dynamics; update on Shopee in Brazil

By ethonomics on March 23, 2022, 11:26 a.m.
Tagged topics: eCommerce

Views: 23, Votes: 8, Responses: 0, Attachments: 1
BABA , JD

+35 pts



$BABA $JD - Jan-Feb online sales implications

By realjoe on March 15, 2022, 2:21 p.m.
Tagged topics: China , eCommerce

Views: 22, Votes: 4, Responses: 0, Attachments: 1
AMZN

+7 pts



AMZN is the best big tech in the current environment. Yes, even with labor shortages....

By Ludens on March 7, 2022, 2:36 p.m.
Tagged topics: eCommerce

Views: 5, Votes: 3, Responses: 0, Attachments: 0
AMZN

+54 pts



$AMZN likely to become a cleaner and more compelling story through 2022

By junkfoodlover on March 7, 2022, 1:34 p.m.
Tagged topics: eCommerce

Views: 190, Votes: 10, Responses: 1, Attachments: 1
SE

+44 pts



MS on $SE. Resetting games expectations as Garena guides to bookings 43% below expectations ; Shopee guidance is positive.

By realmomobags on March 2, 2022, 6:05 p.m.
Tagged topics: gaming , eCommerce

Views: 35, Votes: 3, Responses: 0, Attachments: 1
BABA

+46 pts



$BABA - Investing in cloud and international amid short-term challenges

By cassie on Feb. 25, 2022, 3:37 p.m.
Tagged topics: earnings results , eCommerce

Views: 19, Votes: 3, Responses: 0, Attachments: 1
FB

+10 pts



When Apple added new user privacy controls to its operating system last April, it threw the advertising business into disarray. The changes gave users more...

By tzzer on Feb. 6, 2022, 6:44 a.m.
Tagged topics: eCommerce , social media

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

+5 pts



FCF numbers slightly down due to investment into more Distribution and transport support, but increase in yearly Prime delivery package to $139/year from $119 will...

By 12MeterYacht on Feb. 4, 2022, 10:30 a.m.
Tagged topics: Consumer spending , eCommerce

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

+49 pts



MS maintains $AMZN as an overweight despite weak Q4 retail numbers

By realmomobags on Feb. 4, 2022, 4:12 a.m.
Tagged topics: Consumer spending , eCommerce

Views: 46, Votes: 5, Responses: 1, Attachments: 1
FB

+12 pts



I think a lot of analysts and investors got FB wrong on iOS impact, partly because management's tone shifted into results. Think this will hurt...

By josiebe on Feb. 3, 2022, 10:53 a.m.
Tagged topics: eCommerce , social media

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

+58 pts



No change of opinion on $FB from MS, but they’ve been very wrong recently on the impact from IDFA / Apple privacy restrictions

By realmomobags on Feb. 3, 2022, 10:47 a.m.
Tagged topics: eCommerce , social media

Views: 70, Votes: 4, Responses: 2, Attachments: 1
WIX , BIGC , EVCM , SQSP , LSPD , SPT , GDDY , SEMR , VTEX

+16 pts



Unfortunately, I think this whole space is toast. The Apple privacy changes are truly far-reaching, as we have seen on Facebook results yesterday. Customer acquisition...

By realmomobags on Feb. 3, 2022, 10:43 a.m.
Tagged topics: eCommerce

Views: 6, Votes: 2, Responses: 0, Attachments: 0
BIGC , SPT , EVCM , LSPD , VTEX , GDDY , SQSP , WIX , SEMR

+38 pts



While headwinds for ecommerce could persist thru Q2, hardest hit names could see strongest rebounds if results are better than feared

By rIsILAwr on Feb. 2, 2022, 3:15 p.m.
Tagged topics: eCommerce

Views: 147, Votes: 5, Responses: 1, Attachments: 1