As of February 26, 2026, MercadoLibre (NASDAQ: MELI) finds itself at a pivotal crossroads. Long heralded as the "Amazon of Latin America," the company recently experienced a sharp 8% sell-off following the release of its Q4 2025 earnings. While the headline revenue figures showcased the enduring vitality of the Latin American consumer, a rare earnings-per-share [...]
As of February 26, 2026, MercadoLibre, Inc. (NASDAQ: MELI) finds itself at a pivotal crossroads. Often dubbed the "Amazon of Latin America," the company has evolved far beyond a simple e-commerce marketplace into a sprawling ecosystem that encompasses digital payments, logistics, credit, and even streaming entertainment. However, the latest quarterly report has sparked a heated [...]
eBay’s fourth quarter results were marked by broad-based growth across its strategic focus categories, consumer-to-consumer (C2C) segment, and recommerce initiatives. The management highlighted that investments in reducing transactional friction and advancing the platform’s AI-powered tools, such as the updated magical listing experience, contributed to higher engagement and increased supply of preowned goods. CEO Jamie Iannone emphasized, “Recommerce made up over 40% of GMV on the eBay platform in 2025,” crediting the company’s strategy for accelerating growth in established and emerging categories, such as collectibles and fashion.
While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing.
Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.
Etsy, Inc. (NASDAQ: ETSY) shares skyrocketed more than 10% in early trading on February 20, 2026, as investors cheered a transformative pivot back to the company’s core marketplace. The rally followed a triple-threat of positive news: a fourth-quarter earnings beat, the announcement of a definitive agreement to sell the
A number of stocks jumped in the afternoon session after a landmark Supreme Court decision struck down a significant portion of President Trump's tariff agenda.
In a move that signals a massive consolidation of the circular economy, eBay Inc. (NASDAQ: EBAY) announced on February 18, 2026, that it has entered into a definitive agreement to acquire the Gen-Z fashion powerhouse Depop from Etsy, Inc. (NASDAQ: ETSY) for approximately $1.2 billion in cash. The announcement,
As of February 20, 2026, eBay Inc. (NASDAQ: EBAY) stands as a testament to strategic resilience in the volatile e-commerce sector. Once regarded as a legacy "garage sale" site struggling to find its footing in the shadow of giants like Amazon, the company has successfully completed its "Tech-Led Reimagination." By pivoting away from a generalist [...]
Online marketplace Etsy (NYSE:ETSY) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 3.5% year on year to $881.6 million. Its non-GAAP profit of $1.34 per share was 1.8% below analysts’ consensus estimates.
PayPal has gotten torched over the last six months - since August 2025, its stock price has dropped 38.8% to $41.65 per share. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
In a transformative move for the global recommerce market, eBay Inc. (NASDAQ: EBAY) announced on February 18, 2026, that it has entered into a definitive agreement to acquire the social fashion marketplace Depop from Etsy, Inc. (NASDAQ: ETSY). The deal, valued at approximately $1.2 billion in cash, signals a
Etsy shares climb despite muted Q4 earnings and below buying price sale of Depop. Here’s why investors are cautioned against chasing the rally in ETSY stock.
