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SenesTech Strengthens Direct-to-Consumer Commercial Strategy by Directly Managing Amazon Sales of Evolve™ Rat and Evolve™ Mouse
Prnewswire· 2026-02-10 13:00
SenesTech Strengthens Direct-to-Consumer Commercial Strategy by Directly Managing Amazon Sales of Evolveâ"¢ Rat and Evolveâ"¢ Mouse [Accessibility Statement] Skip NavigationTransition from Third-Party to Internal Management Expected to Increase Revenue and Enhance Margin on E-Commerce Channel Moving Forward While Building on Early SuccessPHOENIX, Feb. 10, 2026 /PRNewswire/ -- SenesTech, Inc. (Nasdaq: SNES) today announced that it will begin directly managing sales of its Evolveâ"¢ Rat and Evolveâ"¢ Mouse pr ...
Big Grocery Chain Kroger Needs to Take on Walmart—So It Named an Alum Its CEO
Investopedia· 2026-02-09 19:10
-- Big Grocery Chain Kroger Needs to Take on Walmart—So It Named an Alum Its CEO [Dow Soars 1,200 Points, Hits 50K for 1st Time][Chip Stocks Soar as Demand Is 'Through the Roof'][What's Next for Crypto After a Rough Week?][The Job Market Freeze Has Deepened This Winter]- Top StoriesKroger's new CEO, John Foran, previously ran Walmart's U.S. operations.Brandon Bell / Getty ImagesClose### Key Takeaways- Foran may be inclined to focus on the basics first, but he will need to look at Kroger's e-commerce strateg ...
Zacks Initiates Coverage of iPower With Neutral Recommendation
ZACKS· 2026-02-09 15:25
Zacks Investment Research has recently initiated coverage of iPower Inc. (IPW) , assigning a "Neutral" recommendation to the company's shares. This assessment comes amid a mixed outlook for the company, which has been making notable strides in the e-commerce space despite industry challenges.iPower, currently operating from Rancho Cucamonga, CA, is a technology- and data-driven online retailer and supplier of consumer goods, offering home goods, pet products, gardening and hydroponics equipment, outdoor pro ...
Waters(WAT) - 2025 Q4 - Earnings Call Transcript
2026-02-09 14:32
Waters (NYSE:WAT) Q4 2025 Earnings call February 09, 2026 08:30 AM ET Company ParticipantsAmol Chaubal - SVP and CFOCaspar Tudor - Head of Investor RelationsUdit Batra - President and CEOConference Call ParticipantsCasey Woodring - Research Analyst of Life Science Tools and DiagnosticsCatherine Schulte - Senior Research Analyst and Director, Life Sciences and DiagnosticsDoug Schenkel - Managing Director, Senior Research Analyst and Head of Life Science Tools and DiagnosticsJack Meehan - Equity Research Anal ...
Klaviyo, Inc. (KVYO) Price Target Reduced to $30 at Piper Sandler on Software Multiple Pressure
Yahoo Finance· 2026-02-07 20:38
Company Overview - Klaviyo, Inc. (NYSE:KVYO) is an AI-driven marketing automation and customer data platform primarily serving e-commerce businesses, founded in 2012 and headquartered in Boston [4] Financial Performance - In the third quarter of fiscal 2025, Klaviyo reported a revenue increase of 32% year-over-year, reaching $311 million, driven by strong new customer additions and multiproduct adoption among existing clients [3] Market Position and Trends - The company is integrating agentic AI into its platform, which has led to improved engagement metrics such as higher open rates and increased attributed revenue value for customers [3] - Despite facing near-term valuation pressures across the software sector, Klaviyo's expanding feature set positions it to remain relevant as brands focus on first-party data and personalized outreach [4] Analyst Insights - Piper Sandler recently lowered its price target for Klaviyo from $45 to $30 while maintaining an Overweight rating, reflecting broader sector-level concerns rather than a change in Klaviyo's business performance [1]
Alibaba Group Holding Limited (NYSE:BABA): A Strong Contender in the E-Commerce Space
Financial Modeling Prep· 2026-02-07 02:00
Alibaba Group Holding Limited (NYSE:BABA) shows a promising monthly gain of 5.24%, indicating strong investor confidence.The recent dip of 5.14% in the last 10 days may present a buying opportunity for long-term investors.With a projected stock price growth of 16.03% and a Piotroski Score of 8, BABA is positioned for future growth, making it an attractive investment.Alibaba Group Holding Limited (NYSE:BABA) is a leading e-commerce company based in China, known for its vast online marketplace and diverse bus ...
Johnson Outdoors (JOUT) - 2026 Q1 - Earnings Call Transcript
2026-02-06 17:00
Financial Data and Key Metrics Changes - The operating loss for Q1 2026 was $1.3 million, significantly improved from a pretax loss of $18.9 million in the same quarter of the previous year, driven by revenue growth and improving margins [8] - Gross margin improved to 36.6%, up 6.7 percentage points from the prior year, primarily due to overhead absorption from higher volumes and price increases offsetting material cost increases [8] - Inventory balance at the end of Q1 was $183.9 million, down approximately $17.7 million from the previous year [9] Business Line Data and Key Metrics Changes - The fishing segment, particularly the Minn Kota and Humminbird brands, showed solid performance with strong demand for new products like the XPLORE Series and MEGA Live 2 fish finders [4] - In the camping and watercraft segment, investments in digital and e-commerce have driven growth, with Jetboil and Old Town performing well [5] - The diving segment saw increased sales due to improved global market conditions and innovation, particularly with the SCUBAPRO's new HYDROS PRO 2 product [5] Market Data and Key Metrics Changes - The overall market showed signs of stabilization, contributing to double-digit growth in Q1 2026, which is typically a slower period for the company [3] - Trade inventory levels were reported to be in a healthy position, allowing for good sell-in during the first quarter [17] Company Strategy and Development Direction - The company aims to maintain a strong innovation pipeline, enhance digital and e-commerce momentum, and improve product costs and operating efficiency through cost-saving initiatives [6][7] - The focus on digital engagement is seen as a key opportunity to strengthen connections between products, retail partners, and consumers [5] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the start of fiscal 2026, despite uncertainties in the broader environment, and highlighted the execution of plans to accelerate growth [4] - The company remains confident in its ability to create long-term value for shareholders, with a debt-free balance sheet and ongoing dividend payments [9] Other Important Information - The company continues to focus on optimizing product costs and efficiency, especially in light of supply chain volatility [18] Q&A Session Summary Question: Pricing versus unit volumes - The increase in the quarter was primarily driven by unit volume, although pricing adjustments were made in response to cost increases [12] Question: Contribution of new products to sales - Innovation remains critical, and there has been an improvement in the success rate of new products over the last couple of years [14] Question: E-commerce revenue percentage and growth goals - E-commerce is the fastest-growing channel, with goals to continue expanding it at a faster pace than overall business growth [16] Question: Current trade inventory levels - Trade inventory is in a good position to react to sell-in, with expectations for consumer takeaway as the season begins [17] Question: Future cost savings initiatives - The company plans to continue working on cost savings initiatives to optimize product costs and improve efficiency [18] Question: Warranty expense impact on operating expenses - Warranty expense contributed to a decrease in operating expense percentage, although it was less than a point [19] Question: Future tax rate expectations - The tax rate may fluctuate based on profits in various geographies, with a valuation allowance affecting U.S. tax expenses [20]
Saudi Arabia Supply Chain Market to Surpass US$ 970 Million by 2033 | Vision 2030 Investments, Digitalization, and Logistics Infrastructure Expansion Drive Growth | Astute Analytica
Globenewswire· 2026-02-06 13:00
Chicago, Feb. 06, 2026 (GLOBE NEWSWIRE) -- The Saudi Arabia supply chain market was valued at 560 million in 2024 and is expected to reach US$ 970 million by 2033, growing at a CAGR of 6.70% from 2025 to 2033. Saudi Arabia's supply chain market is experiencing rapid expansion, boosted by strategic initiatives, technological advancements, and significant infrastructure developments. Central to this growth is the Kingdom's Vision 2030 plan, which desires to diversify the economy and reduce reliance on oil. In ...
Amazon(AMZN) - 2025 Q4 - Earnings Call Transcript
2026-02-05 23:00
Financial Data and Key Metrics Changes - The company reported revenue of $213.4 billion, a 12% increase year-over-year, excluding foreign exchange impacts [5][29] - Operating income was $25 billion, which included special charges that reduced operating income by $2.4 billion [29] - Trailing twelve-month free cash flow was $11.2 billion, reflecting strong growth [5] Business Line Data and Key Metrics Changes - AWS revenue grew to $35.6 billion, with a growth rate of 24% year-over-year, marking the fastest growth in 13 quarters [6][35] - The North America segment revenue was $127.1 billion, up 10% year-over-year, while the international segment revenue was $50.7 billion, up 11% year-over-year [30] - The company saw a 12% increase in worldwide paid units, the highest quarterly growth rate in 2025 [30] Market Data and Key Metrics Changes - The company expanded its grocery business significantly, achieving over $150 billion in gross sales, making it a large grocer [19] - Same-day delivery for Prime members increased by nearly 70% year-over-year, with significant adoption of perishable grocery services [20][33] - Advertising revenue grew 22% year-over-year, reaching $21.3 billion in the quarter [24] Company Strategy and Development Direction - The company is focusing on AI, chips, and quick commerce as key growth areas, with strong demand already observed [5][6] - Investments in AWS and custom silicon are expected to drive long-term returns on invested capital [41][44] - The company plans to expand its grocery offerings and improve delivery speeds, aiming to enhance customer experience [19][33] Management's Comments on Operating Environment and Future Outlook - Management highlighted the unpredictability of results due to various external factors, including economic conditions and customer demand [4] - The company remains optimistic about the future, particularly in AI and cloud services, expecting continued strong demand [44][46] - Management emphasized the importance of customer experience and operational efficiency as key drivers for long-term value creation [39] Other Important Information - The company plans to invest approximately $200 billion in capital expenditures, predominantly in AWS [17] - The launch of Amazon Leo aims to provide connectivity in underserved areas, with significant interest from enterprise customers [27][37] Q&A Session Summary Question: Insights on long-term return on invested capital - Management discussed the strong demand for AI services and the expected long-term returns from current investments, emphasizing the importance of operational efficiencies [41][42][44] Question: Update on Project Rainier and financial guardrails - Management expressed excitement about the growth of Trainium and its applications, noting that the project is progressing well and has significant interest [51][52][56] Question: Changes in the AI market and relationships with companies like OpenAI - Management described the AI market as barbelled, with significant opportunities in enterprise production workloads and expressed optimism about extending partnerships with AI companies [59][60][64] Question: Retail business efficiency and investment areas - Management highlighted ongoing investments in expanding selection and improving delivery speeds while also identifying areas for cost efficiencies [73][75]
UPS vs. FedEx: Which Logistics Giant Looks Like the Better Long-Term Play?
Yahoo Finance· 2026-02-05 20:15
UPS (NYSE: UPS) and FedEx (NYSE: FDX) are two of the largest logistics giants that act as middlemen for global commerce. They deliver products people buy online, and with consulting giant McKinsey projecting 7%-9% annual growth through 2040 for the e-commerce industry, both companies should be busy for a while. While you will see many UPS and FedEx trucks in your lifetime, there are a few things to consider when comparing their stocks. Where to invest $1,000 right now? Our analyst team just revealed what ...