Retail
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X @Wendy O
Wendy O· 2025-08-12 03:23
RT Wendy O (@CryptoWendyO)Up 200,000 views on Facebook since last week.Retail is here, you just aren't looking in the right places... https://t.co/KUd7PwJ66v ...
Amazon maintains clear lead in price, selection and convenience, says Evercore's Mahaney
CNBC Television· 2025-07-08 19:28
Amazon Retail Business & Prime Day - Amazon's retail business, particularly Prime, is crucial for stock outperformance [1][2] - The 11th annual Prime Day is a four-day event with significant savings [1] - Initial data suggested a 14% sales decrease in the first four hours, but overall sales are expected to increase by high single digits to low double digits year-over-year, potentially around 20% [5][6] - Amazon is expected to provide commentary on tariff risks in the back half of the year [4] Cloud Business (AWS) - Acceleration in the cloud business is necessary for significant stock outperformance [3] Tariffs & Pricing - Tariff risks remain, and Amazon is a key indicator for pricing trends [3][4] - Larger retailers like Amazon are better equipped to hedge tariff costs compared to smaller retailers [10] - Potential cost increases of 10-30% due to tariffs could impact consumer prices [11] Stock Performance & Investment - Evercore ISI has an outperform rating on Amazon with a $280 price target [12] - Uber is considered a top pick, with potential for further growth despite a 60% increase year-to-date [12][13][14] - Uber's stock performance has been aided by successful Waymo launches in Austin and Atlanta [13] - Uber's free cash flow is expected to grow significantly [14]
X @The Economist
The Economist· 2025-07-05 02:40
As the boundary between retail and social media blurs, A-listers are reshaping the world of consumer goods. But not every enterprise takes off https://t.co/OCKDxRajRW ...
X @The Economist
The Economist· 2025-07-04 04:00
As the boundary between retail and social media blurs, celebrities are reshaping the world of consumer goods by launching their own businesses. Some are more lucrative than others https://t.co/X9E6pafbDt ...