Retail U.S. Community
Our community narratives are driven by numbers and valuation.
Retail U.S. Investing Ideas
Expect GameStop's Profit Margin to Rise by 11% with a Future PE of 26x
GameStop makes a bold bid for eBay, and eBay’s board responds in a way that often signals a fight is coming rather than a clean “no.” The clues show up in who eBay quietly hires, how its board has handled past pressure, and what shareholders may learn as new filings and votes land.Read more
GME and EBay both Valued I. Their Past Instead of Futute
GameStop makes an unexpected play for eBay, with the idea that it could tie together physical stores, grading, secure storage, and a huge marketplace into one end-to-end collectibles business. The big question is whether the company can line up solid funding and win key vote recommendations before concerns about conflicts, regulation, and deal certainty derail it.Read more
MercadoLibre's 19% Revenue Growth Will Propel Their Future Success
MercadoLibre is taking a hit as it spends heavily to build out its business, and that reinvestment is pressuring profits in the short run. The upside case leans on the idea that the pullback has created a better entry point, with several well-known Wall Street firms still upbeat on where the company can go next.Read more
Amazon's high growth, high tech segments propel its profits, while traditional segments plod along
Amazon is a company of two sides - A high tech, high margin side, comprising its AWS, Advertising and subscription services segments; and its more traditionally known low margin, high volume stores and third-party seller segments. These two sides form a cohesive whole.Read more
GameStop will ace the financial crisis wave with its strategic Bitcoin investment and cash reserves
GameStop shifts from a struggling game-store chain into a leaner business with a big cash cushion and a growing bet on Bitcoin, backed by a fiercely loyal investor base. The mix of cost cuts, store closures, and crypto exposure could help it weather market turmoil—but it also brings new risks worth understanding.Read more
MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x
MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.Read more
Bath & Body Works is a dominant, high-quality consumer brand with near-perfect business economics, temporarily depressed by a demand trough
Most investors look at BBWI and see a mall candle retailer. That framing undersells it significantly.Read more
Buy-out proposal for BARK Inc., at $1.10 has be confirmed by the acquisition group
BARK Inc., (NYSE: BARK), has received two buy-out proposals to go-private. The first came from a group of current shareholders and the CEO Matt Meeker.Read more
AMZN Narrative
AMZN Narrative (Simply Wall St formatında) AMZN Current Setup Amazon (AMZN) trades around US$210 , while the modelled fair value is US$281.46 (roughly 25% undervalued ). This discount appears inconsistent with Amazon’s recent fundamental momentum: earnings +31.1% YoY , and consensus forecasts for ~16.2% earnings growth and ~10.3% revenue growth per year.Read more
