Kutay Tanir MercadoLibre, Inc. (NASDAQ:MELI) is LatAm’s leading e-commerce and fintech platform, with Brazil as its primary growth and profitability driver. The company has continued its bustling post-pandemic growth momentum, capitalizing on a largely untapped TAM, particularly in fintech. MercadoLibre has also successfully fended off incursions from Amazon (AMZN) over the years as it continued…
imaginima GigaCloud: High-Growth B2B E-Commerce Platform Investors in the B2B e-commerce platform GigaCloud Technology Inc. (NASDAQ:GCT) have continued to outperform the S&P 500 (SPX) (SPY), although the journey over the past three months has been highly volatile. In my January GCT article, I encouraged investors to consider a pullback in GCT before pulling the buy…
The move into cryptocurrency is not the company’s first foray into the digital assets ecosystem. Last year, Mercari launched different crypto-related offerings for customers. Japanese e-commerce giant Mercari is set to become the first corporate institution to accept Bitcoin (BTC) for payments of goods and services in 2024, starting in June. According to local news…
TommL Synopsis PriceSmart (NASDAQ:PSMT) runs membership warehouse clubs, offering a wide range of high-quality goods and services at low prices to its members. They operate mostly in Central America, the Caribbean, and Colombia. PSMT’s historical revenue has shown robust revenue growth driven by COVID pandemic easing. In addition, margins over the years have remained robust…
CreativaStudio In March, I wrote an article on Arhaus, Inc. (NASDAQ:ARHS), a lifestyle brand and omnichannel retailer of premium artisan-crafted home furnishings. I argued that Arhaus had a strong competitive advantage, a loyal customer base, and a solid growth strategy and was undervalued at its previous stock price. Since then, the stock has seen a…
Daria Nipot Introduction and Investment Thesis Amazon (NASDAQ:AMZN) generated a staggering 80% return in 2023. While some may say ‘meh’ when comparing it to some of Amazon’s magnificent 7 peers, I certainly believe the rise this year from the 2022 year-end lows is tremendous. As a long term focused investor, I always like to assess…
Sean Gallup Just a month ago I wrote about how financial discipline is taking hold at Shopify (NYSE:SHOP). A week later I wrote about how Shopify blew earnings estimates out of the water. Shopify has turned out to be a bonanza for fellow shareholders over the past month. And honestly, I think the good times…
da-kuk As we approach the final months of 2023, consumer strength has been somewhat mixed, but has overall been running out of steam due to stubbornly high grocery prices and higher housing costs. Interestingly, consumers continue to spend on experiences like concerts, movies, and restaurants. But to do this, they are cutting back on prices…
ArtistGNDphotography Thesis Online shopping has undergone some evolution. Beyond the sheer convenience of making purchases from the comfort of one’s home, consumers are now navigating the digital aisles with a profound sense of purpose, shopping in line with their deeply held values. This transformative shift towards value-based shopping not only aligns consumers’ spending habits with…
Asia-Pacific Images Studio/E+ via Getty Images Chinese Agriculture’s Upcoming Revolution A revolution in Chinese agriculture is brewing, and it’s not coming from the farms. Surprisingly, e-commerce giant PDD Holdings Inc (NASDAQ:PDD) may be poised to disrupt the trillion-dollar industry more than any actual farmer. While investors obsessed over PDD’s Temu early success story in the…
To encourage collaboration, TikTok Shop has introduced an affiliate program, allowing sellers to partner with creators on a commission basis to promote their products. TikTok has launched its long-anticipated e-commerce platform, TikTok Shop, in the United States, marking a significant milestone in the evolution of online shopping. With a user base of over 150 million…
Amazon will release an application on the Shopify ecosystem to enable US-based Amazon merchants to add Buy with Prime into their Shopify Checkout. Shopify Inc (NYSE: SHOP) shares closed Thursday, end of August 2023, trading at $66.49, up 10.80 percent from the day’s opening price. Yesterday’s gains cemented Shopify’s impressive performance YTD, fueled by heightened…
PeopleImages Liquidity Services, Inc. (NASDAQ:LQDT) reported impressive quarterly transaction growth and visitor growth in some of its B2B ecommerce subdivisions. A quick look at the platforms offered reveals data engineering and marketing campaigns that seemed to receive significant attention from well-known business conglomerates in different industries. I believe that more agreements with large B2C ecommerce…
Sean Gallup Investors in leading end-to-end e-commerce platform Shopify (NYSE:SHOP) have seen SHOP underperform the S&P 500 (SPX) (SPY) since my previous caution in early May, as I urged investors to hold back from adding more positions. Notwithstanding that caution, my early January 2023 Buy rating suggests SHOP’s recent pullback is nothing more than a…