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Earnings ReportInside Groupon International: After the Restructuring
After an unsuccessful international expansion, Groupon (GRPN) has pulled out of overseas markets to pursue a narrowed strategic focus on North America. MiscellaneousWhy Online Sales Are A Competitive Advantage For Staples
The growth in ODP and OMX’s combined sales fell—compared to Staples. They were ~143% of SPLS’s sales in 2007. This is just over $8 billion. That fell to $7.3 billion in 2013. Company & Industry OverviewsWhy the Walt Disney Company Reorganized
In 2017, Disney agreed to acquire the bulk of Fox assets for $52.4 billion, or $66.1 billion including debt. ConsumerSteven A. Cohen increases SAC Capital’s position in Google
SAC Capital built up its stake in Google Inc. (GOOG) last quarter by 97,523 shares, to 193,550 shares. Google accounts for a 1.26% position in SAC’s portfolio. Company & Industry OverviewsApple Pay Will Likely Stay Ahead of Google and Samsung
Apple Pay is ahead of Google Pay and Samsung Pay. A report from Patently Apple indicated that by 2020, the digital wallet would have nearly 227 million users. ConsumerIs eBay’s Active Buyer Base Expanding?
At the end of 2Q17, eBay had 171 million active buyers. The company describes an active buyer as one who successfully closed a transaction on its platforms within the trailing 12 months. MiscellaneousOffice Supplies Retail: Regulation, Competition, And Consolidation
There aren’t many large brick-and-mortar players left in the market. The industry faced stiff competition from online retailers like Amazon (AMZN). ConsumerWhy Jeff Bezos Loves Startups
According to the data compiled by Thomson Reuters, early-stage companies make up ~53.8% of Bezos Expeditions’ total investments. MiscellaneousIs Alibaba Harming US Businesses?
Alibaba’s (BABA) war on fake goods on its marketplaces has been widely criticized as being weak or lacking direction. ConsumerWhy TTD Stock Is Down 4.0% Post-Earnings
Shares of US-based online advertising company The Trade Desk (TTD) are down 4.0% in after-hours trading today after the company’s earnings results. Company & Industry OverviewsWhy Facebook Doesn’t Break Out Revenues for Every Country
Facebook and Alphabet (GOOGL), the parent of Google, generate more than 50% of their revenues abroad. MiscellaneousDoes VMware’s Acquisition of PlumGrid Make Sense?
VMware (VMW) parted with an undisclosed sum to add PlumGrid to its portfolio. Fund ManagersWhat Were the Top Holdings of Citadel Advisors in Q3?
In Q3 2019, Citadel Advisors’ portfolio of publicly traded securities was worth $212.04 billion. In Q2 2019, its portfolio was worth $155.1 billion. Fund ManagersBlue Apron Could Raise New Funding at a Valuation of $2 Billion
The key to unlocking success is for Blue Apron to convince consumers that the food items the company delivers are just as fresh as items bought in person from a supermarket. Company & Industry OverviewsAlcoholic Beverage Industry Is Reluctant to Embrace E-Commerce
Manufacturers in the alcoholic beverage industry can’t sell directly to consumers due to a three-tier distribution system. This discourages them from having their own e-commerce channels. Earnings ReportUnderstanding the Economic Sense behind Amazon’s Echo Show
Amazon (AMZN) has a brand new Echo smart speaker called Echo Show. Including Echo Show, there are now five variants of Echo-branded products. Earnings ReportWhy Rackspace Revenue Growth Has Slowed Down
The primary reason for Rackspace’s slow revenue growth in spite of increased preference for the cloud,is a change in its strategy. Company & Industry OverviewsSpotify Plans to Enter Video Streaming Market
Spotify now plans to enter the video streaming market, according to a May 7 Wall Street Journal report.Consumer Must-know: Why did Amazon launch a mobile credit card reader?
For example, Amazon (AMZN) recently launched a credit card reader. Merchants can use it to conduct payments through a smartphone or tablet. Earnings ReportWhy Nike Is Able to Turn a Profit in E-Commerce
The Nike+ Training Club clocked ~17 million downloads by 1Q15. The app is now available in 18 languages, creating the framework for a global community. Company & Industry OverviewsFacebook Paying $35 Million to Settle IPO-Related Lawsuit
Without admitting wrongdoing, Facebook (FB) agreed to pay $35 million to settle claims that it had misled investors in the run-up to its IPO (initial public offering) in 2012. Company & Industry OverviewsHow Viacom and CBS Could Benefit from Potential Merger
Media players Viacom (VIAB) and CBS (CBS) are again talking about a merger. Company & Industry OverviewsHow Jeff Bezos’s Workday and Domo Investments Fared in 2018
Twitter stock surged by about 73% in the first trading day after its IPO to $44.90. Earnings ReportOracle Unveils a Range of Cloud Offerings
Oracle’s newly launched cloud offerings are a step forward in Oracle’s strategy to shift its database and CRM business to the cloud. ConsumerApple’s Premium Pricing Strategy, Product Differentiation
Here is how Steve Jobs strategy to price and differentiate the products that Apple offers has taken shape over time ConsumerMust-know update: Why is Cisco undervalued? (FCF model included)
Cisco Sytems, Inc.’s stock is up 13% since 2013, and it has underperformed the S&P 500 Index. ConsumerWhy David Einhorn Is Betting against Amazon
On a YTD (year-to-date) basis, Amazon has returned nearly 40% as of November 3, 2017. Fund ManagersHow Investing in GATEX Could Impact Your Portfolio
GATEX could increase the exposure of an investor’s portfolio in the equity market. It has less volatility risk than the equity markets. ConsumerWhy Facebook Stock Fell 3.1% in February
Facebook (FB) fell 3.1% in February but has surged 27.7% on a year-to-date basis as of March 4. Company & Industry OverviewsS&P 500 Index Nears Record High amid Earnings Season
The S&P 500 Index, represented by the SPDR S&P 500 ETF (SPY), rose 0.3% on October 23, nearing the all-time high it saw in July. Company & Industry OverviewsWhy Google Is Not in Favor of Ad Agency Disintermediation
In the cloud computing industry, Google is behind market leaders Amazon (AMZN) and Microsoft (MSFT) and it is trying many strategies to bolster its position. Company & Industry OverviewsTwitch More than Doubled Its Monthly Active Users in 2013 and 2014
Tthe number of monthly unique visitors on Twitch’s platform has increased from 20 million in 2012 to 45 million in 2013 to 100 million in 2014. Company & Industry OverviewsCan Target Save Toys R Us from the Retail Graveyard?
Target has just announced a partnership with Toys R Us parent company Tru Kids Brands to manage online sales and order fulfillment.Consumer How is eBay faring in the e-commerce market
eBay’s profit margins, operating margins, and gross margins are higher than its peers. Company & Industry OverviewsOracle Cloud at Customer: Could It Boost Oracle’s Position?
On March 24, 2016, Oracle (ORCL) announced a new service in the cloud: Oracle Cloud at Customer. It’s a hybrid structure in which a client can run the workload on-premise or in Oracle cloud. Company & Industry OverviewsNVIDIA, AMD, and Rising Graphics Processing Unit Prices
Last year saw the cryptocurrency boom, in which many miners purchased Advanced Micro Devices’ (AMD) and NVIDIA’s (NVDA) GPUs to mine currency. Company & Industry OverviewsShould You Follow Jeff Bezos and Invest in Uber and Airbnb IPOs?
Bezos invested about $37 million in the American ride-hailing service provider Uber in 2011. Company & Industry OverviewsFerrari Has Its Own Space in the Luxury Supercar Segment
Ferrari (RACE) is considered a symbol of power, speed, and passion by many motorsport enthusiasts. There are only a few key market players in the luxury supercar segment. Company & Industry OverviewsCostco’s Industry Positioning: A Porter’s 5 Force Analysis
Costco’s suppliers include companies like PepsiCo (PEP), Procter & Gamble (PG), and the Kraft Heinz Company (KHC). No single supplier accounts for over 5% of revenue. ConsumerWhy Was Rackspace Destined to Lose in the Cloud Space?
The tech sector was the only S&P 500 sector that had more cash than debt per share in 2015, but the majority of cash was held by Microsoft, IBM, and Google. ConsumerWalmart’s Key Challenges In Its Business Environment
The NLRB filed a complaint last January. It accused Walmart of violating labor laws. The NLRB claims that the retailer acted against workers who joined unions. Company & Industry OverviewsWhat Investors Need to Know about Valuation Price Multiples
Valuation price multiples are used in the relative valuation technique. This is the most common method used by Wall Street to value stocks. Fund ManagersWhat Bill Miller Thinks about Amazon’s Business Model
Whole Foods Market (WFM) has returned nearly 40% on a year-to-date basis as of June 20, 2017. Company & Industry OverviewsWalmart Takes On Amazon in a Marketplace Duel
According to eMarketer, Walmart.com is the preferred platform for most vendors looking to expand their online channels. ConsumerWhy Goldman Sachs Is Optimistic about Alibaba
Alibaba was trading at $169 on September 8, 2017. Its 52-week high is $177 and its 52-week low is $86.01. CannabisInnovation, A.I., and eCommerce within Namaste’s Genius Platform Strategy Will Bridge the Market from Pot 2.0 to 3.0
Through its own AI-Powered Evolution, Namaste Technologies has built the most robust e-Ccmmerce platform that the pot industry desperately needs. Earnings ReportUnderstanding the Value of an Alibaba Customer
In Alibaba’s (BABA) e-commerce industry, metrics such as active shoppers and average revenue per user (or ARPU) are closely watched. Earnings ReportHow the Dell-EMC Merger Could Benefit VMware in the Cloud
VMware, now owned by Dell, was ranked second after Microsoft (MSFT) in the cloud infrastructure software space. ConsumerSonos Acquires Snips: Should Apple Buy Sonos Now?
The case for Apple (AAPL) acquiring Sonos has gotten more compelling. Sonos (SONO) has announced it has acquired Snips for $37.5 million. Earnings ReportWhy did Amazon’s international business growth disappoint?
Amazon’s revenue growth at its Media segment has declined dramatically over the last few quarters. Its international business growth has also disappointed.