e-commerce

Etsy stock crashed 78% from 2021 peak to $64 as pandemic growth slowed and acquisitions hurt margins. Now divesting non-core assets and improving profitability while trading at just 9x forward EBITDA—potential turnaround opportunity.

Katapult Holdings will release Q1 2026 results May 7, 2026, but won't host earnings call due to pending merger with Aaron's Company and CCF Holdings.

Analysis identifies $NVDA, $PANW, and $AMZN as compelling long-term investments with dominant market positions and strong secular growth tailwinds.

$NHTC reports Q4 2025 net sales fell 10% YoY but rose 3% sequentially. Company targeting $1.5M annualized savings through restructuring.

Etsy stock rebounds 46% in a year after 53% decline, as the company refocuses on its core marketplace following the Depop sale. Analysts expect GMS growth to return in 2026.

Revolve Group Co-CEO Michael Mente sold 16,000 shares for $414,000, retaining majority control. Company reports robust Q4 results with 10% sales growth and 58% net income surge.

Walmart tests store-based fulfillment for marketplace sellers, enabling faster delivery. Marketplace revenue grows 20% annually; U.S. e-commerce sales jumped 27%. TD Cowen raised estimates, naming Walmart a top retail pick.

Chewy trades at $27 with potential for 75% EBITDA growth without revenue increases through margin expansion initiatives, valued at 11.4x forward EBITDA.

Costco and MercadoLibre offer resilient long-term investments amid market volatility, backed by 90%+ membership retention and 45% revenue growth respectively.

Amazon significantly outperforms Walmart with 12.7% revenue growth, superior margins, and diversified revenue streams including cloud and AI, despite higher P/E valuation.

Rezolve AI scales to 950 customers and $40.5M revenue in H2 2025, achieving profitability while operating in a 35.7% CAGR industry.

Fyresite earns exclusive Shopify Premier Partner status among 46 U.S. agencies, gaining prioritized support and enhanced resources for enterprise e-commerce implementations.

Fyresite earns rare Shopify Premier Partner status, joining only 46 U.S. agencies. The Tempe firm specializes in automotive, industrial, and manufacturing e-commerce solutions.

Fisher Funds Management increased MercadoLibre stake to $61.33M despite 11.6% annual decline, signaling confidence in platform's 45% revenue growth and 78M users.

Sara-Bay Financial invested $12.13M in MercadoLibre in Q1 2026, making it the fund's 9th-largest holding despite the stock's 10% annual decline.

Chewy trades at 16x forward earnings after 20% decline, benefiting from 95M pet-owning households and recurring subscription revenue.

Amazon's $200B capex bet divides investors. Bulls cite 24% AWS growth and AI leverage; bears worry about debt, slowing revenue, and weak capex returns.

Turkish e-commerce leader Hepsiburada will report Q1 2026 unaudited results on May 7 after U.S. market close, revealing performance across its diversified hybrid marketplace, fintech, and logistics segments.

Shopify positioned to outperform Amazon amid 15% annual D2C market growth through 2034, as consumers shift toward personalized direct-to-consumer shopping.

Mercado Libre stock weakens despite strong user growth and AI investments. Emerging market macro concerns drive decline, creating potential buying opportunity for long-term investors.