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How to Play Back-to-School Season With ETFs & Stocks
ZACKS· 2025-09-02 11:41
Back-to-school and college is one of the busiest shopping seasons (mid-July to mid-September) in the United States. As of early July,about 67% of back-to-school and college shoppers have already started buying items for the upcoming school year, according to the National Retail Federation (NRF).This marks an increase from 55% last year and represents the highest level since NRF began tracking early shopping in 2018, the NRF article indicated. Half of families fear rising prices from tariffs, and that’s why ...
Should You Hold or Fold MercadoLibre Stock at P/E Multiple of 42.7X?
ZACKS· 2025-09-01 16:51
Key Takeaways MELI's Q2 growth came with shrinking margins and reliance on fintech-driven cash flow support.Downward EPS revisions for Q3 signal fading confidence in MELIs earnings momentum.Heavy reliance on Brazil, Argentina, and Mexico leaves MELI exposed to concentrated regional risks.MercadoLibre's (MELI) current price-to-earnings (P/E) multiple of 42.7X represents a significant premium compared with the Zacks Internet - Commerce industry average of 25.5X and the broader Zacks Retail and Wholesale secto ...
PDD or GLBE: Which Is the Better Value Stock Right Now?
ZACKS· 2025-09-01 16:40
Investors with an interest in Internet - Commerce stocks have likely encountered both PDD Holdings Inc. Sponsored ADR (PDD) and Global-e Online Ltd. (GLBE) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy tha ...
PDD Holdings Inc. Sponsored ADR (PDD) Q2 Earnings and Revenues Top Estimates
ZACKS· 2025-08-25 12:45
PDD Holdings Inc. Sponsored ADR (PDD) came out with quarterly earnings of $3.08 per share, beating the Zacks Consensus Estimate of $1.91 per share. This compares to earnings of $3.2 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +61.26%. A quarter ago, it was expected that this company would post earnings of $2.49 per share when it actually produced earnings of $1.56, delivering a surprise of -37.35%.Over the last four quarte ...
Alibaba (BABA) Falls More Steeply Than Broader Market: What Investors Need to Know
ZACKS· 2025-08-19 22:46
Group 1: Stock Performance - Alibaba's stock (BABA) closed down 1.16% at $119.99, underperforming the S&P 500 which lost 0.59% [1] - Over the last month, Alibaba's shares increased by 0.94%, lagging behind the Retail-Wholesale sector's gain of 3.3% and the S&P 500's gain of 2.49% [1] Group 2: Upcoming Earnings Disclosure - Alibaba's earnings report is scheduled for August 29, 2025, with an expected EPS of $2.13, reflecting a 5.75% decrease from the prior-year quarter [2] - The consensus estimate for revenue is $34.26 billion, indicating a 2.37% increase compared to the same quarter of the previous year [2] Group 3: Full Year Projections - For the full year, Zacks Consensus Estimates project earnings of $8.58 per share and revenue of $141.93 billion, representing changes of -4.77% and +2.75% from the prior year, respectively [3] - Changes in analyst estimates for Alibaba are crucial as they reflect shifting business dynamics, with positive alterations indicating analyst optimism [3] Group 4: Zacks Rank and Valuation - Alibaba currently holds a Zacks Rank of 5 (Strong Sell), with the Zacks Rank system showing a strong historical performance for 1 stocks, averaging a +25% annual return since 1988 [5] - The Forward P/E ratio for Alibaba is 14.16, which is lower than the industry average of 19.74, suggesting that Alibaba is trading at a discount [6] Group 5: PEG Ratio and Industry Ranking - Alibaba has a PEG ratio of 1.63, compared to the Internet - Commerce industry's average PEG ratio of 1.54 [7] - The Internet - Commerce industry is ranked 152 in the Zacks Industry Rank, placing it within the bottom 39% of over 250 industries [7][8]
Is Beyond, Inc. (BYON) Stock Outpacing Its Retail-Wholesale Peers This Year?
ZACKS· 2025-08-19 14:42
Investors interested in Retail-Wholesale stocks should always be looking to find the best-performing companies in the group. Has Beyond (BYON) been one of those stocks this year? By taking a look at the stock's year-to- date performance in comparison to its Retail-Wholesale peers, we might be able to answer that question. Beyond is one of 202 companies in the Retail-Wholesale group. The Retail-Wholesale group currently sits at #10 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different se ...
Chewy (CHWY) Beats Stock Market Upswing: What Investors Need to Know
ZACKS· 2025-08-12 22:45
Heading into today, shares of the online pet store had lost 5.4% over the past month, lagging the Retail- Wholesale sector's gain of 1.54% and the S&P 500's gain of 2%. Investors will be eagerly watching for the performance of Chewy in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of $0.33, marking a 37.5% rise compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $3.08 billion, showing a 7.83% esc ...
PSQ Holdings, Inc. (PSQH) Reports Q2 Loss, Misses Revenue Estimates
ZACKS· 2025-08-12 22:31
Group 1 - PSQ Holdings, Inc. reported a quarterly loss of $0.18 per share, better than the Zacks Consensus Estimate of a loss of $0.27, representing an earnings surprise of +33.33% [1] - The company posted revenues of $7.08 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 21.04%, compared to year-ago revenues of $5.99 million [2] - PSQ Holdings, Inc. shares have declined approximately 56.8% since the beginning of the year, contrasting with the S&P 500's gain of 8.4% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is -$0.27 on revenues of $11.8 million, and for the current fiscal year, it is -$0.90 on revenues of $42.03 million [7] - The Zacks Industry Rank for Internet - Commerce is currently in the bottom 33% of over 250 Zacks industries, indicating potential underperformance compared to the top 50% of ranked industries [8]
PDD Holdings Inc. Sponsored ADR (PDD) Falls More Steeply Than Broader Market: What Investors Need to Know
ZACKS· 2025-08-11 22:46
Company Performance - PDD Holdings Inc. Sponsored ADR (PDD) experienced a decline of 1.07% to $113.04, which was less than the S&P 500's daily loss of 0.25% [1] - Over the last month, PDD's shares increased by 8.91%, outperforming the Retail-Wholesale sector's gain of 2.27% and the S&P 500's gain of 2.71% [1] - The upcoming earnings per share (EPS) is projected at $1.91, indicating a 40.31% decrease compared to the same quarter last year, with quarterly revenue expected to be $14.28 billion, up 6.91% from the previous year [2] Full Year Estimates - For the full year, earnings are projected at $8.7 per share, representing a decline of 23.14%, while revenue is expected to be $59.22 billion, reflecting an increase of 8.28% from the prior year [3] Analyst Estimates and Rankings - Recent adjustments to analyst estimates for PDD reflect short-term business trends, with positive revisions indicating analysts' confidence in business performance [4] - The Zacks Rank system currently rates PDD as 5 (Strong Sell), with a 1.55% decrease in the Zacks Consensus EPS estimate over the past month [6] Valuation Metrics - PDD is currently trading at a Forward P/E ratio of 13.14, which is lower than its industry's Forward P/E of 18.58 [7] - The company has a PEG ratio of 1.43, compared to the Internet - Commerce industry's average PEG ratio of 1.5 [7] Industry Context - The Internet - Commerce industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 170, placing it in the bottom 32% of over 250 industries [8]
Is Most-Watched Stock PDD Holdings Inc. Sponsored ADR (PDD) Worth Betting on Now?
ZACKS· 2025-08-11 14:00
Core Viewpoint - PDD Holdings Inc. Sponsored ADR has seen significant interest in the market, with its stock performance outpacing the broader market and its industry over the past month [2][18]. Earnings Estimates - For the current quarter, PDD is expected to report earnings of $1.91 per share, reflecting a decrease of -40.3% year-over-year, with a consensus estimate change of -2.8% over the last 30 days [5]. - The consensus earnings estimate for the current fiscal year is $8.7, indicating a decline of -23.1% from the previous year, with a slight change of -1.6% in the last month [5]. - For the next fiscal year, the earnings estimate is $11.28, suggesting an increase of +29.7% compared to the prior year, although this estimate has also seen a minor change of -1.3% [6]. Revenue Projections - The consensus sales estimate for the current quarter is $14.28 billion, representing a year-over-year growth of +6.9% [11]. - For the current fiscal year, the revenue estimate is $59.22 billion, indicating a growth of +8.3%, while the next fiscal year's estimate of $67.95 billion suggests a growth of +14.7% [11]. Recent Performance - In the last reported quarter, PDD generated revenues of $13.18 billion, a year-over-year increase of +9.7%, but fell short of the Zacks Consensus Estimate of $14.17 billion by -6.93% [12]. - The EPS for the same period was $1.56, down from $2.83 a year ago, resulting in an EPS surprise of -37.35% [12]. - Over the last four quarters, PDD has surpassed consensus EPS estimates twice and revenue estimates on multiple occasions [13]. Valuation Metrics - PDD is currently graded C in the Zacks Value Style Score, indicating that it is trading at par with its peers [17]. - The assessment of valuation multiples such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF) is essential for determining whether the stock is fairly valued [15][16]. Market Sentiment - The Zacks Rank for PDD is 5 (Strong Sell), suggesting potential underperformance relative to the broader market in the near term [7][18].