MarketPulse

e-commerce retail

2 articles
BenzingaBenzinga··Lekha Gupta

Loeb's Third Point Exits Amazon, Bets Big on Alibaba Turnaround

Billionaire Daniel Loeb's Third Point trimmed Amazon stake by 23% while opening new Alibaba position, signaling shifting bets on AI and e-commerce leadership.
AMZNBABAAI investmentcloud infrastructure
The Motley FoolThe Motley Fool··Timothy Green

Chewy's Autoship Metric Masks True Recurring Revenue Composition

Chewy's 84% Autoship metric inflates recurring revenue perception; includes all purchases by subscription customers, not just automated renewals. Actual subscription revenue is lower.
CHWYrevenue growthoperating margins