Joining me now is Bernie McTurnan from Needam. Bernie, app loving has also expanded far beyond apps now into the web going broader um and into AI as well kind of competing to be the the Neielson of digital and AI arguably. Um are its prospects in line with this valuation.>> Well, it's it's a great question. Um I think that the big thing is that there's already expectations built into next year for e-commerce or as we call the open web. Um we think consensus has about 1.6% billion.And so the last time there ...

The near-term outlook for the Zacks Industrial Services industry appears encouraging, supported by rising e-commerce activity and a recent uptick in the production index. Industry participants are focused on strategic pricing, cost-reduction initiatives and enhancing productivity and efficiency to boost margins.Companies such as Fastenal (FAST) , MSC Industrial Direct Co., Inc. (MSM) and ScanSource (SCSC) are well-positioned to benefit from these trends. They are actively cutting costs, improving operationa ...

Jumia Technologies CEO Francis Dufay said the global trade war is benefiting Africa’s biggest e-commerce company by increasing its access to Chinese goods https://t.co/6ytQ0ZraCB ...

Tabi partners with Hoobuy, a leading global cross-border shopping platform.With over 6M+ users, Hoobuy covers popular shopping regions like Japan, Korea, Southeast Asia, Europe, and the Americas.Hoobuy will integrate @TabiPayHQ , enabling millions of users to shop smoothly using cryptocurrency.A new era of Web3-powered e-commerce is here. ...

A tariff exemption on low-value shipments from abroad ended after midnight on Friday, prompting e-commerce platforms like eBay and Etsy and shipping services like DHL and UPS to lay out new guidelines for U.S. online shoppers. https://t.co/HtNJOv13wZ https://t.co/epYmboNRWT ...

E-commerce Platform Policy - Shopify tightened rules against "hateful content" [1] - The policy change occurred roughly a year after removing a similar ban [1] Ethical Concerns - Users are selling racist merchandise using Shopify's e-commerce platform [1]

Group 1 - Digitalization is transforming the global economy, driven by innovations in IT and e-commerce [1] - Artificial Intelligence (A.I.) is influencing decision-making processes and information management [1] - Cloud computing is revolutionizing data management and analysis [1]

Core Insights - Sally Beauty Holdings, Inc. reported third-quarter fiscal 2025 results with adjusted earnings of 51 cents per share, exceeding the Zacks Consensus Estimate of 42 cents and up from 45 cents in the prior year [2][9] - Consolidated net sales were $933.3 million, matching the consensus estimate but reflecting a 1% decline year over year [2][9] - Comparable sales decreased by 0.4% year over year, influenced by macroeconomic uncertainties affecting consumer spending, although there was growth in hair color and digital marketplaces [3][9] Financial Performance - The consolidated gross profit was approximately $481 million, remaining flat year over year, while the adjusted gross margin improved by 100 basis points to 52% [4] - Adjusted selling, general and administrative expenses rose to $398.9 million, an increase of $2.1 million year over year, primarily due to higher labor and IT costs, partially offset by savings from growth initiatives [5] - Adjusted operating earnings increased to $86.1 million, with an adjusted operating margin of 9.2%, up 30 basis points from the previous year [6] Segment Performance - In the Sally Beauty Supply segment, net sales fell 1.8% year over year to $526.8 million, with comparable sales down 1.1% [7] - The Beauty Systems Group segment saw a slight increase in net sales of 0.2% year over year to $406.5 million, with comparable sales up 0.5% [8] Cash Flow and Debt - At the end of the fiscal third quarter, the company had cash and cash equivalents of $112.8 million and long-term debt of $882.4 million [10] - The company generated cash flow from operations of $69.4 million and operating free cash flow of $49.1 million during the quarter [10] Future Outlook - Management revised its fiscal 2025 comparable sales outlook to the high end of the previously issued range, now projecting flat comparable sales [12][13] - The adjusted operating margin expectation has been raised to a range of 8.6-8.7%, compared to the earlier guidance of 8-8.5% [13]

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]

Core Viewpoint - The article highlights the potential investment opportunity in O'Reilly Automotive, driven by favorable market trends and the company's strong financial performance, despite concerns over its current valuation [2][10]. Group 1: Market Trends - The average age of vehicles on the road in the U.S. has reached 12.8 years, increasing for eight consecutive years, which is expected to benefit O'Reilly Automotive as older vehicles require more maintenance [5]. - The macroeconomic environment, characterized by high interest rates on auto loans and rising material and labor costs, makes purchasing new vehicles less affordable, leading consumers to invest in repairs for their existing cars [8]. Group 2: Company Performance - O'Reilly Automotive reported a same-store sales increase of 2.9% in 2024, marking its 32nd consecutive year of growth, showcasing its resilience in various economic conditions [9]. - The company has effectively utilized its free cash flow for stock buybacks, reducing its outstanding share count by 24% over the past five years, which may enhance shareholder value [10]. Group 3: Valuation Concerns - Despite the positive growth and demand, O'Reilly's current price-to-earnings ratio stands at 32.8, which is 36% higher than its trailing 10-year average, raising concerns about its valuation [11].