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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 $63.4 million in 2024[93]
聚焦ETF市场 | 发行人展开高股息ETF竞赛,追逐17%收益率
彭博Bloomberg· 2025-07-08 04:23
本文来自彭博终端,终端用户可运行NSN SYSU83T0AFB4 阅读原文。非终端用户可点击文末 "阅读原文" 预约演示。 彭博行业研究(Bloomberg Intelligence)就各公司、行业和市场提供全球投研分析以及交互 式数据。BI对ETF的研究覆盖全球市场,以深度、前沿、独特的视角为您展现ETF市场趋势, 分析热门课题,分享专业洞见。 | Fund Name | Dividend Yield (%) Inception Date | | 1Yr Fund Flow ($M) | | --- | --- | --- | --- | | Global X HSCEI Components Covered Call | 17.0 | 2/29/2024 | 244.0 | | Active ETF | | | | | Global X HSI Components Covered Call | 13.6 | 2/29/2024 | 9.4 | | Active ETF | | | | | Bosera China Reform Hong Kong Central- | 7.3 | 7/9/2024 | ...
Why Jumia Technologies Stock Sank Today
The Motley Fool· 2025-07-02 21:30
Jumia (JMIA -6.53%) stock saw a big pullback in Wednesday's trading despite bullish momentum for the broader market. The company's share price fell 5.6% in the daily session. Meanwhile, the S&P 500 and the Nasdaq Composite rose 0.4% and 0.9%, respectively. The stock had been down as much as 10.5% earlier in the session but regained ground as the day progressed.While Jumia stock saw big gains yesterday despite bearish momentum shaping the stock market, it saw a big sell-off today even as investors took fewer ...
FEMSA Completes the Divestiture of Logistics Operations to Grupo Traxion
ZACKS· 2025-07-02 16:41
Core Insights - FEMSA has completed the divestiture of a significant portion of its logistics operations under the Solistica brand to Grupo Traxión for 4,040 million Mexican pesos, marking a strategic realignment in its portfolio [1][8] - The transaction includes FEMSA's transportation management and contract logistics operations in Mexico, Colombia, and Brazil, excluding its less-than-truckload operations in Brazil [2][8] - This divestiture aligns with FEMSA's long-term goals of portfolio optimization and enhancing its focus on high-margin retail and beverage operations [3][4] FEMSA Forward Strategy - The divestiture is part of the FEMSA Forward strategy initiated in early 2023, aimed at driving long-term value across core business units while exploring alternatives for non-core assets [4] - FEMSA has streamlined its portfolio by reducing its stake in Heineken, merging Envoy Solutions with BradyIFS, and selling its refrigeration and food service equipment businesses [4] - The restructuring allows FEMSA to redeploy capital towards high-growth areas, particularly in its Retail division, including the expansion of its OXXO convenience store network [5] Digital and Fintech Growth - FEMSA is scaling its digital and fintech platforms, with its digital wallet, Spin by OXXO, and loyalty program, Spin Premia, achieving 13.8 million and 55.7 million active users, respectively [6] - Spin by OXXO has been fully authorized as a fintech in Mexico, positioning FEMSA to enhance customer engagement and cross-platform synergies [6] Challenges and Market Conditions - Despite strategic progress, FEMSA faces challenges such as soft consumer demand in Mexico, leading to declining store traffic and margin compression in its Proximity Americas segment [7] - Broader cost pressures from inflation and rising labor expenses are impacting profitability across key divisions, including Proximity Europe and Coca-Cola FEMSA [7] - Increasing competitive intensity and reliance on Coca-Cola trademark products pose risks to sustainable margin expansion and earnings visibility [7]
Crocs Stock Trades at a Bargain: Is It Time to Buy or Step Back?
ZACKS· 2025-06-26 16:31
Core Insights - Crocs, Inc. (CROX) is trading at a significant discount compared to the industry and broader market, with a forward 12-month P/E ratio of 7.50X versus the industry's average of 20.17X [1][3] Valuation - The low P/E ratio may attract value-oriented investors but also indicates caution due to potential slowing growth, post-pandemic normalization, or brand strength concerns [3][9] - Year-to-date, CROX shares have declined by 9%, while the Consumer Discretionary sector and S&P 500 have increased by 7.5% and 2.9%, respectively [3] Stock Price Performance - CROX closed at $98.64, approximately 34.7% below its 52-week high of $151.1, and trades below its 50- and 200-day moving averages, indicating continued downward momentum [5] Company Fundamentals - Despite challenges, Crocs shows strong fundamentals with solid consumer demand across its diverse brand portfolio, particularly in clogs and sandals [10][12] - The sandals segment, especially the Style Sandals lineup, has gained market share and is viewed as a key driver for attracting new consumers [11] Growth Potential - Crocs is focusing on innovation, global expansion, and direct-to-consumer strategies, positioning itself well for long-term growth [12] - The company experienced double-digit growth in global markets in Q1 2025, with China being a significant contributor [12] Challenges - The HEYDUDE brand has underperformed, with Q1 fiscal 2025 revenues falling nearly 10% year-over-year due to weak wholesale sales [13] - Rising SG&A expenses and potential tariffs on China-based sourcing may further pressure profitability [14]
Establishment Labs Holdings (ESTA) 2025 Earnings Call Presentation
2025-06-19 11:45
Investor Day Welcome Investors' Day Agenda Welcome; Logistics; Agenda Raj Denhoy Corporate Overview Peter Caldini Motiva® USA Business Updates Jeff Ehrhardt US Breast Aesthetic - Panel Ben Newcott Breast Reconstruction Opportunity in the USA Jeff Ehrhardt US Breast Reconstruction - Panel Ben Newcott Unlocking New Markets - Panel Juan José Chacón-Quirós Management Q&A Topic Presenter/Moderator Innovation Pipeline Roberto de Mezerville GLP-1s and Plastic Surgery Juan José Chacón-Quirós Agenda Forward Looking ...
外资顶尖投行研报分享
傅里叶的猫· 2025-06-16 13:04
想要看外资研报的同学,给大家推荐一个星球,在星球中每天都会上传几百篇外资顶尖投行的原文研 报:大摩、小摩、UBS、高盛、Jefferies、HSBC、花旗、BARCLAYS 等。 还有专注于半导体行业分析的SemiAnalysis的全部分析报告: 现在星球中领券后只需要390元,即可每天都能看到上百篇外资顶尖投行科技行业的分析报告和每天的 精选报告,无论是我们自己做投资,还是对行业有更深入的研究,都是非常值得的。 ...
NPWR Deadline: NPWR Investors with Losses in Excess of $100K Have Opportunity to Lead NET Power Inc. Securities Fraud Lawsuit
Prnewswire· 2025-06-13 20:49
Core Viewpoint - Rosen Law Firm is reminding investors who purchased NET Power Inc. securities between June 9, 2023, and March 7, 2025, of the upcoming lead plaintiff deadline on June 17, 2025, for a class action lawsuit [1] Group 1: Class Action Details - Investors who bought NET Power securities during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1] - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by June 17, 2025 [2] - The lawsuit alleges that NET Power made false and misleading statements regarding Project Permian, including the likelihood of project completion on schedule and the associated costs [3] Group 2: Allegations Against NET Power - The lawsuit claims that NET Power was unlikely to complete Project Permian on time and that the project would be significantly more expensive due to supply chain issues and site-specific challenges [3] - Defendants' projections regarding the time and capital needed for Project Permian were deemed unrealistic, which could negatively impact NET Power's business and financial results [3] - The public statements made by the defendants were materially false and misleading, leading to investor damages when the true details became known [3] Group 3: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [4] - The firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company at the time, and has recovered hundreds of millions of dollars for investors [4] - In 2019, the firm secured over $438 million for investors, and its founding partner was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020 [4]
Establishment Labs Holdings (ESTA) 2025 Investor Day Transcript
2025-06-12 18:00
Establishment Labs Holdings (ESTA) 2025 Investor Day June 12, 2025 01:00 PM ET Speaker0 So, we're gonna have an introduction from Peter. And then Jeff Earhardt who heads up North America for us is gonna give us an overview of The United States and the progress we're making here. We have two panels of plastic surgeons to talk about aesthetics and reconstruction and their experience with Motiva in The United States. And in the half of the meeting, Roberto is going to talk a little bit about our innovation pip ...
Zhenyuan's Dragon Boat Cultural Festival Fuels Tourism and Economy
Globenewswire· 2025-06-10 07:56
Bureau of Culture, Sports, Broadcast-TV, and Tourism of Zhenyuan County, Guizhou Province Zhenyuan's Dragon Boat Cultural Festival Zhenyuan's Dragon Boat Cultural Festival QIANDONGNAN, China, June 10, 2025 (GLOBE NEWSWIRE) -- From May 31 to June 2, 2025, the 41st Dragon Boat Cultural Festival was held by the Bureau of Culture, Sports, Broadcast-TV, and Tourism of Zhenyuan County in Zhenyuan Ancient Town, Guizhou. Blending traditional charm with modern vitality, the cultural feast offered visitors an unfo ...