We look at FY22 for Alibaba through March 2022 and compare it with FY21 for JD and Amazon. See why I think BABA's market cap is less than my valuation range...
Continue ReadingWalmart and Amazon have considerable power over their suppliers, and now they're leaning on them to shoulder the cost of inflation...
Continue ReadingKornit Digital's (NASDAQ: KRNT) stock plunged 26% on July 6 after the Israeli textile printing company posted preliminary second-quarter results. The company also expects its adjusted operating margin to drop to negative 28% to 34%, and for its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin to slip to negative 24% to 30%. It had previously forecast an adjusted operating margin of -2% to +2% and an adjusted EBITDA margin of 0% to 4%...
Continue ReadingCostco is shining bright as the economy cools down...
Continue ReadingAmazon is worried that it will run out of workers to hire, but the growth in transportation and warehousing jobs shows the demand for delivery remains strong...
Continue ReadingAmazon Prime Day is almost upon us. For two days, Amazon will be awash with offers, huge discounts, and more bargains than an everything-must-go sale. With less than a week to go before one of the biggest shopping events of the year, here's how to save big on your Amazon Prime Day shopping this year...
Continue ReadingNow these companies are facing difficult comparisons and a weakening consumer environment that could affect their financial results. In July many companies will report their second-quarter results, but I've got my eye on two in particular: Amazon (NASDAQ: AMZN) and MercadoLibre (NASDAQ: MELI). In Q1, Amazon burned $18.6 billion in cash while sales only rose 7%...
Continue ReadingGet ahead of the market by subscribing to Seeking Alpha's Stocks to Watch, a preview of key events scheduled for the coming week...
Continue ReadingThis is one of those times Iâm going to repeat what Iâve said many a time before: I donât have a crystal ball. And neither do you...
Continue ReadingCarol Tomé jettisoned the century-old company’s stifling rules and low-margin freight business to focus on growth. It’s working...
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