An earnings report gives investors the opportunity to assess a company’s alpha-generating potential. Some of the critical questions that earnings can answer are: Is the company growing fast enough? How profitable is it? Which are the best-performing segments? And ultimately, is the company poised for long-term success? Based on this information, an investor may decide to hold the stock long-term or to sell as soon as possible.
Your CEO says it’s too aggressive, the product manager says it’s too vague, the sales rep says it’s too long, and support? Well, they feel it doesn’t do much to answer the main questions customers usually ask. For digital researchers or market analysts, this scenario is all too familiar. You just can’t please everyone…or can you? With market segmentation, companies can optimize their digital strategies using an array of targeted messages and content specific to their audience, making sure that everyone, from C-levels to marketers, and customers included, are happy and on the same page.
Chewy is coming out of an exceptionally strong Q1 due in large part to the 2020 national trend towards pet adoption. With investor expectations high and very bullish management guidance in their last call, Chewy will need to deliver dazzling results to satisfy the market. Aggregate active customer growth is strong. However, Similarweb data suggests that the share of the all-important active customers versus non-Autoship customers (Chewy’s subscription program) is in clear decline.
Much like the timeless album cover of Dark Side of the Moon, the pandemic has been a prism for online retailers. It’s now July 2021, and a lot of us are locked up inside with nothing but Pink Floyd’s sampled sounds – like coins in a cash register at the start of Money – to remind us of the outside world. Online shopping has become the norm, and Australians are buying groceries, clothes, and recreational items with a click of their mouse or a swipe of their screen in never-before-seen numbers.
Walmart and Amazon, the largest retailers in the world, brought in nearly $1 trillion combined revenue last year. Though Walmart’s $559 billion edged out Amazon’s $386 billion, the retailers are neck-and-neck. Who will win in the battle of Amazon vs. Walmart? To analyze this nail-biting race and determine which retailer may be the best fit for your brand, we’ll dig into the history, strategies, and digital performance of Amazon and Walmart, pulling in insights from Research Intelligence, one of our eCommerce tools for online sellers and brands. Let’s see how the battle plays out.
Zoom Video Communications (ZM) is on the cusp of its fiscal second quarter earnings report on August 30. As expected, Zoom’s momentum is fading as lockdowns ease and on-site activity returns. Shares are underperforming year-to-date, even when compared to the overall video conferencing space. That’s despite an easy FQ1 earnings beat with 191% sales growth. In short, Zoom’s risk-reward ratio has now undeniably shifted. Even though many organizations now offer a more flexible work environment, especially with the COVID resurgence, Zoom will naturally struggle to replicate its 2020 growth levels.
It’s been a wild ride for the travel industry as we try to enter post-pandemic territory. And we’re not there yet. While current COVID travel trends indicate that some areas have recovered, others have much further to go with a future that’s complicated by new variants. Our industry consultant, Alisha Kapur, featured in Yahoo Finance, teamed up for a webinar with Tim Davis, the Managing Director of travel industry consulting group PACE Dimensions to give businesses insights using our travel intelligence tool on how you can prepare what’s next for the travel and tourism space.
Walmart (WMT) is heading into second quarter earnings on the back of a surprisingly positive first quarter. In its last earnings release, the click-and-mortar retail giant delivered impressive grocery sales and better-than-expected eCommerce growth. It also boosted its outlook for the full fiscal year. Now the key question is: Can the world’s largest retailer ensure that eCommerce sales growth stabilizes in the coming quarters? Walmart needs digital sales to stay strong even as multi-device in-store shopping picks up again.
According to Gary Shapiro, CEO of the Consumer Technology Association, the pandemic “pushed the fast-forward button on tech adoption.” We agree. So, we recently released the State of Consumer Electronics report. Using our eCommerce solutions (Research and Shopper Intelligence), we’ve identified the consumer trends propelling the U.S. electronics industry in H1 2021. Plug into our highlights, and power up with top takeaways to help you successfully navigate and thrive in the ever-evolving consumer electronics industry.
With the games sprinting ahead in Tokyo, it’s all about scoreboards these days. In the spirit of healthy competition, we used Shopper Intelligence to break down top brands and onsite-search terms for select Amazon categories. Check out who ranked first, second, and third based on units sold in June 2021, plus, get powerful insights so your brand can win a medal next month.
After skyrocketing during the pandemic, Etsy is up just 6% so far this year. That’s despite the eCommerce stock smashing first quarter earnings estimates. But Etsy also warned of slowing revenue growth and gross merchandise sales. As global lockdowns ease and on-site activity returns, what will happen next for the handmade and vintage online marketplace? In this report, we analyze Etsy’s digital footprint as a window into 2Q21 earnings, using Similarweb’s powerful Stock Intelligence data.
Heading into Peloton earnings on August 26, Peloton (PTON) is in a tricky spot. Shares are down 27% year-to-date, as investors question the sustainability of elevated pandemic growth levels. Negative headlines around the safety of its new high-end treadmill Tread+ have also weighed on the stock, with the repercussions already filtering through into next quarter’s guidance. But PTON is fighting back, moving into the lucrative corporate wellness space, with big names like Wayfair and Samsung already on board.
For many, there’s an inherent thrill that comes with online gambling. The risk, the high stakes, the rewards can be addicting. And like so many other popular pastimes, gambling has not been impervious to the digital revolution. Think about it, there’s really no need anymore to drive to the local casino or take a trip to Las Vegas to get your fix. Technology has transformed our living rooms into our own personal casino royales filled with Texas Hold ‘Em, Roulette, Blackjack, and more.
2021 has already seen a number of initial public offerings (IPOs) from the fashion industry, including Dr Martens, Poshmark and ThredUp. Shein is expected to be the next one to go public in what Forbes reports to be a possible $47 billion valuation IPO. If this happens, it could make the Shein IPO the largest IPO in history to date, wiping the floor with the current title holder, Alibaba, and its $25 billion IPO back in 2014. Shein, the Chinese eCommerce company targeting Gen Z customers, is the fastest of fast fashion retailers, apparently adding over 5,000 new products to its site every single day!
After being postponed by a year, the XXXII summer Olympic Games kicked off on Friday with the opening ceremony. In addition to showcasing the world’s most talented and disciplined athletes, the Games offer extraordinary advertising and online traffic growth opportunities. Streaming and news sites have the chance to generate more ad revenues than usual due to an expected increase in traffic to these sites from excited followers of the games, enticing advertisers to up their spend.
I didn’t meet my husband the ‘old fashioned way,’ in a bar. Nope. We met on Tinder. While some may be surprised I found love on a dating app, it’s definitely not the exception to the norm anymore. The online dating industry has grown 23% in 2021 alone. People worldwide are hoping to connect with that special someone and are looking to technology to give them a hand. Case in point: One billion people visited dating and relationship websites last month.
Like most of the world, the COVID-19 pandemic accelerated digital adoption across industries. The financial service industry in Canada was no exception. According to Similarweb data, web traffic to the Banking, Credit, and Lending category within the country increased 20% in 2020. In this article, we’ll use our Research Intelligence solution to hone in on the digital trends impacting the performance of top Canadian banks (known as the “Big 5”), and share lessons learned from the winners.
There has been lots of speculation around a potential initial public offering (IPO) from Klarna, which according to TechCrunch is the highest valued private fintech in Europe. The Swedish buy now pay later (BNPL) company is live in over 20 countries, and in May 2021 reported 90 million global active users, and 2 million transactions a day. So will Klarna IPO? We don’t know. But what we can tell you is that based on our web traffic alternative data the company’s online performance is looking robust.
ESG assets are set to reach over $50 trillion by 2025. According to Bloomberg, that’s a third of total global assets under management. Alternative data offers a powerful view into this fast-growing space. Here we’ll delve into ESG investing, what it is, how it’s scored, and why it matters now. ESG stands for environmental, social, and governance. You can use this framework to assess how one company performs in these three areas vs. its competitors.
Talk to any Gen Zer and ask them the last commercial they saw. Chances are they don’t even watch cable. We’re living in the golden of video content with endless options of digital entertainment available at our fingertips. We can binge-watch, pause whenever we want, watch from anywhere, and even rent the latest blockbuster films before they hit theatres. Of course, the huge boom of digital streaming options was accelerated by the COVID-19 pandemic. With museums, venues, and other forms of entertainment closed, the number of people streaming entertainment at home skyrocketed.
