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Amazon Prime Day Is About Price: PMG Head of Commerce
Bloomberg Technology· 2025-07-11 19:31
We're pretty much all bargain shoppers one way or another, whether you want the bargain or not. I am curious, Amazon kind of set the tone for this. I mean, they were the ones pretty much out the gate as a retailer are basically we're going to offer you all the products you love at a price that undercuts everyone else.Now everyone's doing the same thing. How do you stand out. Yeah, so Amazon's definitely setting the tone this year and it's a very uncertain and different year than years prior.So this is the 1 ...
Uxin to Present at the Emerging Growth Conference on July 17, 2025
Prnewswire· 2025-07-11 12:00
BEIJING, July 11, 2025 /PRNewswire/ -- Uxin Limited ("Uxin" or the "Company") (Nasdaq: UXIN), China's leading used car retailer, is pleased to announce that it has been invited to present at the upcoming Emerging Growth Conference.Date: July 17th, 2025Time: 9:40 – 10:10 a.m. ETRegistration Link: https://goto.webcasts.com/starthere.jsp?ei=1717085&tp_key=408af67859&sti=uxinUxin cordially invites individual and institutional investors as well as advisors and analysts to attend its real-time, interactive prese ...
J&T EXPRESS(1519.HK):IMPRESSIVE PARCEL VOLUME GROWTH IN SEA
Ge Long Hui· 2025-07-11 03:05
Core Insights - J&T reported strong operating data for 2Q25, with parcel volume increasing by an average of 24% YoY, primarily driven by a remarkable 66% YoY growth in the Southeast Asia (SEA) market [1][2] - The earnings forecast for 2025E/26E has been revised, with an increase of 18% for 2025E and a slight decrease of 2% for 2026E, reflecting an upward adjustment in parcel volume forecasts despite a minor reduction in pricing assumptions [1] - The target price (TP) has been raised to HK$10 from HK$6.9, indicating a positive outlook for J&T in the Hong Kong market due to its market share gains in the SEA region [1] Southeast Asia Market - The SEA volume surged by 66% YoY to 1.69 billion units, with growth accelerating from 50% in 1Q25, benefiting from strong sales growth from platforms like Temu, Shein, and TikTok [2] - Management believes that J&T has further strengthened its competitive advantage over major peers in terms of parcel volume growth in the SEA market [2] China Market - In China, parcel volume grew by 15% YoY to 5.6 billion units, although the growth rate slowed from 27% in 1Q24 [3] - The largest customer in China is PDD, followed by Douyin and Alibaba, with reverse parcels and individual orders accounting for 7% of total volume [3] - Management expressed a conservative outlook due to uncertainties from intense price competition [3] New Markets - New markets experienced a 24% YoY increase in volume to 89 million units, driven by growth in the Brazilian market [4] - J&T has initiated cooperation with Mercado Libre this year, and the entry of more e-commerce platforms into Brazil presents additional growth opportunities [4]
Terreno Realty's Rent Rises in Q2, Occupancy Improves Y/Y
ZACKS· 2025-07-10 17:35
Key Takeaways Terreno Realty achieved 22.6% higher cash rents on new and renewed leases in Q2 2025. In Q2 2025, TRNO reported 97.7% operating portfolio occupancy, up 170 bps year over year. TRNO acquired six properties for $123.5M and disposed of two properties for $114.5M in Q2 2025.Terreno Realty Corporation (TRNO) recently provided an update on its operating, investment and capital market activity for the second quarter of 2025. Per the second-quarter 2025 update, TRNO locked in higher rents on new and ...
A View of AI and the Future of Retail | Charisma Glassman | TEDxAndover
TEDx Talks· 2025-07-10 16:08
Hi, how are you doing? My name is Charisma Glassman and I'm here today to talk about AI in retail, luxury, and fashion. AI, the topic that never gets boring, right? But before we get into it, let me tell you something that I love. I love the fourletter word s a l e sale. I love shopping and it never gets boring for me. Whether it is strolling on uh Manhattan in Fifth Avenue in the boutique or going online or finding something on social media, it is really a stress busting exercise. Whether it is finding som ...
Members Needed More Time For Deals: Amazon Prime VP
Bloomberg Technology· 2025-07-09 18:58
You're really already seeing Jameel Adobe Analytics saying that US retailers drove close to 8 billion in online spending on July 8th, up almost 10% and single biggest e-commerce day so far this year is that's been good. Therefore. Yeah, we we just started the event yesterday, so it's very early, but we're really pleased by the engagement that we're getting from our customers and our members.Not only is the event twice as long, so four days as you mentioned, but we're also offering more than double the numbe ...
Why risky play matters in life | Yang'anni Lu | TEDxUIC
TEDx Talks· 2025-07-09 15:35
[Music] Um, I say partly because New experience. Risky play. the needs for experience, the needs for risky play.Um, what do you want to do in the futures. What's your plans. These questions has been asked over and over again at different stages of our life.As a child, I dreams of becoming a police officer simply because it seems cool. In primary school, I aspires to become a wellwining girl due to my training in Taekwondo. And in middle school, my love of biology lead me to dreams of becoming a doctor.Yet t ...
Helen Stephens Group Loads Up on WMT Shares in Q2
The Motley Fool· 2025-07-08 17:39
Company Overview - Walmart is the world's largest retailer by revenue, utilizing scale and operational efficiency to offer a wide range of products at competitive prices [4] - The company employs an omnichannel strategy that integrates physical stores with digital platforms to enhance customer reach and convenience [4] - Walmart's extensive global presence and diversified offerings solidify its strong market position in the consumer defensive sector [4] Financial Performance - As of July 8, 2025, Walmart's market capitalization is $774.9 billion, with a trailing twelve months (TTM) revenue of $685.1 billion and a net income of $18.82 billion [2] - The company's dividend yield stands at 0.96%, and it has a forward price/earnings ratio of 37.4 [2][10] - Walmart's stock price increased by 39.9% over the past year, outperforming the S&P 500 by 28 percentage points during the same period [6] E-commerce Growth - Walmart's total sales grew by 4% year over year in the first quarter, while global e-commerce sales surged by 22%, marking the first profitable quarter for its e-commerce business [8] - E-commerce is expected to be a key growth driver for Walmart, contributing to both sales and margins [8] - The company is also exploring new profit streams such as membership and digital advertising, which are anticipated to enhance its margins [8] Investment Insights - Walmart has demonstrated significant stock performance, with its shares more than doubling in value over the past three years [5] - Despite a high price-to-earnings (P/E) ratio of nearly 42, Walmart is considered a long-term winner for both growth and income investors, being recognized as a Dividend King with 52 consecutive years of dividend increases [10]
Jumia (JMIA) Earnings Call Presentation
2025-07-08 14:05
Company Overview - Jumia's liquidity position as of March 2025 was $110.7 million, including $61.6 million in cash and cash equivalents and $49.1 million in term deposits[10, 11] - Jumia has 5.4 million annual active customers and 2,100+ employees across 9 operating countries in Africa[10] - Jumia's physical goods orders reached 22.7 million and GMV was $720.6 million for the 12-month period ending December 2024[10, 11] - Jumia has approximately 70,000 active vendors as of December 2024[10, 11] Financial Performance & Outlook - In Q1 2025, Jumia's GMV was $161.7 million, a decrease of 2% year-over-year in constant currency[107] - Jumia's revenue for Q1 2025 was $36.3 million, a decrease of 18% year-over-year in constant currency[107] - Jumia's gross profit for Q1 2025 was $19.9 million, representing 12% of GMV[107] - Jumia anticipates physical goods orders to grow by 20-25% in 2025, with GMV between $795 million and $830 million, and a loss before income tax between $50 million and $55 million[84, 127] - Jumia projects a loss before income tax between $25 million and $30 million for 2026 and aims to reach breakeven in Q4 2026[84, 127] Operational Efficiency - Fulfillment expense per order decreased to $2.3 in 2024[87] - General & Administrative expense excluding share-based compensation decreased by 44% from $114.0 million in 2022 to $63.4 million in 2024[93]
Jeffs' Brands Announces Closing of Acquisition Transaction: Fort Technology Inc. Expected to Resume Trading on TSX Venture Exchange
Globenewswire· 2025-07-08 11:32
Jeffs’ Brands’ equity stake in the merged company is 75.02% and may increase to up to 83.29% contingent upon meeting certain pre-determined milestones Tel Aviv, Israel, July 08, 2025 (GLOBE NEWSWIRE) -- Jeffs' Brands Ltd (“Jeffs’ Brands” or the “Company”) (Nasdaq: JFBR, JFBRW), a data-driven e-commerce company operating on the Amazon Marketplace, today announced the closing on July 7, 2025 (the “Closing”) of the acquisition transaction (the “Transaction”) of Fort Products Limited (“Fort Products”), a UK-bas ...