Online retail stocks post strong Q1, but shares dip 1.7% on average

Earnings

โดย Yahoo Finance·Read original

Summary · why it matters

Online retail stocks delivered a very strong first quarter, with aggregate revenues beating analyst consensus estimates by 2.3% and next-quarter revenue guidance coming in 4% above expectations. Among the six companies tracked, Amazon stood out with revenues of $181.5 billion, up 16.6% year on year and 2.4% above estimates, while Chewy reported $3.36 billion in revenue, up 7.7% and in line with expectations, alongside an impressive EBITDA beat. Coupang was the weakest performer relative to estimates, with revenue of $8.50 billion missing by 0.6%, though it still beat EBITDA forecasts. Despite the strong overall results, the group's average share price has declined 1.7% since reporting, with Wayfair surging 25.3% and Coupang falling 11.1%.

Coupang LLC ▼

Wayfair Inc ▲

Amazon.com Inc ±

Impact on stocks 5

Consumer Discretionary▲ · 3 stocks

▲ PositiveCapitalrelevance

Wayfair shares surged 25.3% since reporting, though the article does not specify the driver.

± MixedCapitalrelevance

Chewy reported revenue in line with expectations and an EBITDA beat, but group shares dipped; no specific negative news for Chewy.

Revolve Group LLC

Mentioned

Robotics & Physical AI▼ · 1 stocks

▼ NegativeCapitalrelevance

Coupang missed revenue estimates by 0.6% and its shares fell 11.1% since reporting.

Artificial Intelligence▲ · 1 stocks

± MixedCapitalrelevance

Amazon beat revenue estimates but is part of a group whose shares dipped 1.7% on average; no specific negative news for Amazon.