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X @The Wall Street Journal
How Quince always knows what you’re shopping for online https://t.co/LGGFCLk2Yr ...
X @Bloomberg
Bloomberg· 2025-11-11 22:01
One of China’s biggest e-commerce platforms said it generated record sales during the country’s massive annual online shopping gala, belying concerns that deflation is discouraging consumers from spending https://t.co/fMWzvmDtCM ...
X @Bloomberg
Bloomberg· 2025-11-11 12:25
Sea's quarterly revenue topped analysts’ estimates on sustained online shopping growth, prompting the Southeast Asia internet giant to raise the annual sales forecast for its e-commerce arm Shopee https://t.co/ilZOy3sj53 ...
PayPal's Solid Q3 Transaction Revenues Set the Stage for a Strong 2025
ZACKS· 2025-11-10 18:21
Core Insights - PayPal Holdings reported transaction revenues of $7.52 billion in Q3 2025, reflecting a year-over-year growth of 6.4% and accounting for approximately 89.4% of its net revenues [1][8] - The growth in transaction revenues is attributed to the rise in online shopping and mobile payments, contributing to solid financial results for the quarter [1] Transaction Revenue Details - Transaction revenues primarily derive from fees charged to merchants and consumers for payments processed through PayPal's platforms, based on the Total Payment Volume [2] - Transaction margin dollars (TM$) for Q3 2025 reached $3.87 billion, exceeding management's guidance range and representing a growth of 5.9% on a reported basis [3][8] - Excluding interest on customer balances, TM$ increased by 7.1% to $3.55 billion [3] Business Segments Contribution - TM$ growth is driven by various business segments, including branded experiences, Payment Service Providers (PSP), and Venmo, with a notable rebound in the enterprise payments business contributing to this growth [4][8] Competitor Performance - Block's transaction revenues for Q3 2025 were $1.87 billion, up 9.4% year-over-year, representing 30.6% of its net revenues [5] - Payoneer Global reported total revenues of $270.9 million for Q3 2025, a 9% year-over-year increase, with revenues excluding interest income growing by 15% [6] Valuation and Estimates - PayPal shares have declined by 21.3% year-to-date, underperforming the broader industry and the S&P 500 Index [7] - The stock is trading at a forward 12-month P/E of 11.44X, significantly lower than the industry average of 20.64X, indicating a cheap valuation [10] - The Zacks Consensus Estimate for full-year 2025 EPS has been revised upward, suggesting a year-over-year growth of 14.6% [11]
X @The Economist
The Economist· 2025-11-09 02:00
No country on earth is as mad for online shopping as China. E-commerce there is ubiquitous, quick and easy. But that convenience comes at an onerous cost, as a new memoir details https://t.co/7Sz5PBHTPvIllustration: Julia Kuo https://t.co/0Ix0wpen0R ...
X @The Economist
The Economist· 2025-11-07 03:20
No country on earth is as mad for online shopping as China. E-commerce there is ubiquitous, quick and easy. But that convenience comes at an onerous cost, as a new memoir details https://t.co/8w13YpyH4s ...
Ahead of Holidays, Buy Into Online Shopping With This ETF
Etftrends· 2025-11-05 21:39
With the holiday season fast approaching, folks across the country soon need to figure out where they're getting their gifts from for their loved ones. While many still shop in brick-and-mortar store... ...
活下去才是当务之急,处是旺铺转让,实体店的未来呢?
Sou Hu Cai Jing· 2025-10-25 06:15
街头巷尾,"旺铺转让"的招牌随处可见,打折促销的告示也屡见不鲜,这般景象令人不禁感慨,实体商业的寒冬似乎已然来 临。许多人将这番困境归咎于近年来反复的疫情,认为人们外出逛街的频率降低,转而投向了网络购物的怀抱。再加上高昂 的租金成本,尤其是在一线城市,一个小小的店铺月租动辄上万,更是雪上加霜。 首先,实体店应着力发挥其在消费体验上的独特优势。电商平台纵然有琳琅满目的商品图片,但"货不对板"的体验却屡屡发 生,让消费者望而却步。而实体店的魅力在于其真实的触感和直观的感受。例如,网上选购衣物,尺码不合、款式不搭的烦 放眼当下,实体店面临的首要问题是如何"活下去"。在电商的压倒性优势面前,实体店的未来又在何方?答案是肯定的,实 体店并非毫无生机,只要能抓住机遇,并采取恰当的策略,定能迎来转机。 恼不绝,退换货的繁琐过程更是令人头疼。身处实体店,消费者可以亲手触摸面料,一件件试穿,直到找到心仪的款式,这 种"所见即所得"的购物体验,是电商难以比拟的。 其次,实体店需要挖掘并放大自身的特色优势,以在激烈的竞争中脱颖而出。纵观市场,虽然传统实体店步履维艰,但仍有 部分店铺生意兴隆。以家电行业为例,虽然电商在价格上或许略有 ...
X @Bloomberg
Bloomberg· 2025-10-20 15:10
Blackstone has completed its second debt sale of 2025 linked to UK warehouses, according to a person familiar with the transaction, as it capitalizes on relentless demand for online shopping logistics https://t.co/8F3PWCt9BL ...
X @TechCrunch
TechCrunch· 2025-10-06 15:44
AI-assisted online shopping is still booming, new U.S. holiday e-commerce forecast shows. https://t.co/QW6QUyUNuq ...