Topics · 8 pieces
E Commerce
Everything we've published tagged e-commerce.
MercadoLibre Just Had Its Worst Day in Years — and the Real Story Isn't the Earnings Miss
Latin America's 'Amazon' dropped 12.7% in a day. The margin compression, the $479 million institutional exit, and the $3.8 billion bad-loan cushion tell a bigger story about what happens when growth-at-all-costs meets Wall Street's patience.
MercadoLibre Grew Revenue 49% and the Stock Got Crushed. Here's Why.
Latin America's biggest tech company just told Wall Street it's choosing market share over profits — and Wall Street didn't take it well.
MercadoLibre Grew Revenue 49% and Got Punished for It
Latin America's biggest tech company just told Wall Street it's choosing market share over profits — and the market hated it.
Shopify Lost $581 Million Last Quarter. The Stock Dropped 15% in a Day. Here's What Happens Next.
A bellwether crash, a half-billion-dollar buyback gone wrong, and what it signals for every high-priced growth stock in your portfolio.
Google Just Bet on Southeast Asia's Amazon. Most Western Investors Have Never Heard of It.
Sea Limited's new Google partnership is a signal flare for a $300 billion digital economy that's still flying under the radar.
The Company That Built the Mall, the Delivery Trucks, and the Bank — in a Region That Had None
MercadoLibre isn't just Latin America's Amazon. Its fintech arm might be the bigger story — and most U.S. investors are missing it.
The Mall vs. Main Street: Amazon and Shopify Are Splitting E-Commerce in Two
Amazon just borrowed over $50 billion. Shopify just lost 14% in a month. The divergence tells a bigger story than either stock alone.
The Store That Sells Everything by Selling Almost Nothing
Costco's 4,000-product strategy is quietly building the most powerful flywheel in retail — and the numbers keep getting more absurd.