eBay logo over a global digital marketplace graphic, highlighting e-commerce demand and EBAY stock outlook. Key Points eBay’s Q4 beat and GMV acceleration support a comeback narrative, even as the stock remains pressured by broader “AI trade” sentiment. Advertising and recommerce are emerging as durable growth engines, while Depop adds a targeted Gen Z/Millennial wedge. Depop integration costs, cyclical category tailwinds, and margin pressure remain the main risks to watch. Interested in eBay Inc.? He ...

Dow Jones crashes today: The Dow Jones Industrial Average fell 104.34 points to 49,290.82 on Friday, even as the broader market held firm after a landmark U.S. S&P 500 rose 0.15% to 6,871.97 and the Nasdaq Composite gained 0.41% to 22,776.33. The split performance reflects a market digesting major policy, economic, and corporate developments at once. The Supreme Court struck down most of President Donald Trump’s sweeping tariff policy under the International Emergency Economic Powers Act, ruling that the la ...

Key Takeaways Etsy's Q4 revenues rose 3.46% to $881.6M, topping estimates on strong ad performance.Etsy's active buyers dipped 2% to 93.5M, while active sellers climbed 7.7%.Etsy expects Q1 2026 GMS of $2.38B$2.43B, implying 2%-4% growth.Etsy (ETSY) reported fourth-quarter 2025 earnings of 92 cents per share, which beat the Zacks Consensus Estimate by 4.55% but declined 10.68% year over year.Fourth-quarter 2025 revenues increased 3.46% year over year to $881.64 million. The figure also exceeded the Zacks Co ...

Key Takeaways Wayfair Q4 EPS of 85 cents beat estimates and swung from a year-ago loss.W's revenues rose 6.9% to $3.3B, with U.S. sales up 7.4% and higher order values.Wayfair expanded margins and cut ad spend ratio, driving 133% EBITDA growth.Wayfair (W) reported fourth-quarter 2025 non-GAAP earnings of 85 cents per share, which beat the Zacks Consensus Estimate by 32.8% and marked a significant improvement from a non-GAAP adjusted diluted loss of 25 cents per share in the year-ago quarter. Net revenues fo ...

US-based online furniture and home goods retailer Wayfair reported higher revenue and returned to operating profitability in 2025 despite a slight decline in active customers. For the fourth quarter ended 31 December 2025, total net revenue increased 6.9% year-on-year (YoY) to $3.33bn, or 7.8% excluding the impact of the company’s exit from the German market. US net revenue rose 7.4% to $2.94bn while international net revenue was up 3.7% to $395m. Gross profit for the quarter reached $1.01bn, equivalen ...

Economic Data - The personal consumption expenditures price index report, a key inflation gauge for the Federal Reserve, is set to be released at 8:30 a.m. ET, along with GDP, consumer spending, and income data [2] - The U.S. trade deficit for 2025 was reported at $901.5 billion, reflecting a 0.2% decrease from the previous year despite the implementation of broad tariffs [3] Retail Sector - Amazon has surpassed Walmart in quarterly revenue for the first time, reporting $187.8 billion in sales for the fourth quarter, compared to Walmart's $180.5 billion [4][5] - Bath & Body Works has launched an authorized storefront on Amazon, expanding its reach beyond its physical stores [6] Housing and Employment Trends - In Silicon Valley, the number of individuals living in RVs has increased significantly, with the share of those sleeping in cars rising from 18% in 2019 to 37% last year [8][9] - The wage gap between job hoppers and those staying in their positions has narrowed to below 2 percentage points, down from a peak of 8.4 points in April 2022, indicating a shift in job market dynamics [10][11]

We recently published 10 Firms Outperform Wall Street With Surprising Gains. Etsy Inc. (NYSE:ETSY) was one of the best performers on Thursday. Etsy snapped a five-day losing streak on Thursday, jumping 9.28 percent to finish at $48.14 apiece as investors took heart from the sale of its secondhand clothing app, Depop, while digesting strong revenues in the fourth quarter and full-year 2025. In a statement, Etsy Inc. (NYSE:ETSY) said that it officially inked a definitive agreement with e-commerce giant eBay ...

Group 1: Amazon's Market Position - Amazon has overtaken Walmart to become the top company in the Fortune 500 list for the first time in 13 years, with a total revenue of $716.9 billion compared to Walmart's $713.2 billion, which saw a 4.7% increase from the previous year [1] - In 2010, Amazon's revenue was only $34.2 billion, while Walmart's was $422 billion, highlighting the significant growth Amazon has experienced, particularly during the pandemic [2] Group 2: Amazon's Retail Strategy - Amazon is focusing on expanding its same-day online delivery service and plans to open over 100 new Whole Foods stores in the coming years [2] Group 3: AWS Contribution - Amazon Web Services (AWS) reported $45.6 billion in operating income on $128.7 billion in revenue for 2025, marking a 20% year-over-year increase, and while it contributes less than 20% of Amazon's total revenue, it accounts for over half of the company's operating profit [3] Group 4: Walmart's Adaptation - Walmart is adapting to changing consumer patterns, with U.S. e-commerce growing 27% year-on-year and global online sales up 24%, making e-commerce 23% of Walmart's U.S. sales, a record high [4] - Walmart is investing in AI-driven shopping, partnering with OpenAI for in-app browsing and checkout within ChatGPT, and has introduced its own generative AI assistant, Sparky, for personalized shopping support [5] Group 5: Stock Performance - Year-to-date, Walmart's stock has increased by 10.74%, while Amazon's stock has declined by 9.55% amid a broader tech sell-off [6]

Core Viewpoint - The Washington Supreme Court ruled unanimously that Amazon.com Inc. must face negligence lawsuits related to suicides involving sodium nitrite purchased on its platform, reversing a previous lower court decision and removing the company's legal immunity in such cases [1][2]. Group 1: Legal Implications - The 9-0 ruling indicates a significant shift in holding tech platforms accountable for the distribution of lethal substances, rejecting the argument that suicide acts as a "superseding cause" that breaks corporate liability [2]. - Justice Steven Gonzalez highlighted that Amazon's algorithm may have contributed to promoting harmful products by suggesting additional items alongside sodium nitrite [3]. Group 2: Allegations and Public Response - Families of 28 individuals allege that Amazon created "suicide kits" by bundling sodium nitrite with other items such as scales and anti-nausea medication, which they claim facilitated self-harm [4]. - Attorney Carrie Goldberg emphasized that Amazon, as a major corporation, should not profit from products known to be used for self-harm, marking a significant change in accountability for tech platforms [5]. Group 3: Amazon's Position and Future Actions - Amazon expressed condolences but maintains that sodium nitrite is a legal food preservative that was misused, and has since restricted sales of the chemical at purity levels above 10% [6]. - The case's return to trial court sets a precedent for how online retailers must monitor and restrict potentially lethal products sold through third-party vendors [6]. Group 4: Financial Performance - Amazon's stock (AMZN) has underperformed, declining by 9.55% year-to-date, compared to a 1.62% decrease in the Nasdaq 100 index, with a 10.15% drop over the last six months and 9.61% over the past year [7].

Core Insights - Carvana's stock dropped 8% to just under $333, marking a loss of about 20% in value since the beginning of the year due to disappointing fourth-quarter profit metrics despite solid sales numbers [1][1][1] Financial Performance - The company's gross profit per unit for the fourth quarter was $6,427, which was below analysts' expectations and represented a year-over-year decline [1][1] - Carvana reported a 58% year-over-year increase in revenue, reaching $5.6 billion in the fourth quarter, surpassing analyst consensus [1][1] Cost Concerns - The company indicated that some costs were higher than anticipated and warned of potentially elevated vehicle reconditioning costs in the first quarter, although it expects per-vehicle profits to improve [1][1] Analyst Sentiment - Following the results, analysts from Wedbush and JPMorgan reduced their price targets for Carvana to $425 and $490, respectively, but both firms remain optimistic about the company's growth potential [1][1] - Twelve out of thirteen analysts tracked by Visible Alpha have issued "buy" or equivalent recommendations, with an average price target of $450, suggesting a 35% upside from the current stock level [1][1]