Airbnb 4Q25: Business Update
Airbnb’s fourth-quarter revenue rose 12% to $2.8 billion and GBV 16%, while product improvements and AI spending target booking conversion…
Topic
consumer discretionary
Everything our editor has picked under this tag, best first.
Ferrari Exploratory Report
Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…
Evolution: 4Q25 Business Update
Evolution's fourth-quarter revenue fell 4% as Asia cyber disruption and European channelization outweighed U.S.
LVMH: 4Q25 Business Recap
LVMH’s 2025 revenue fell 5% and operating profit 9% amid forex and luxury weakness, while Fashion & Leather Goods improved in the second…
Coupang Expert Insight Interview (No Paywall)
Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, margins and competitive risks as CPNG trades 35% below its…
Uber Stock Breakdown (Five Minute Money)
Uber’s $50 billion revenue and $4.5 billion operating profit reflect a turnaround from years of subsidy-heavy growth, with autonomous…
Coupang Expert Insight Interview (No Paywall)
Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, and competitive risks as $32 billion of LTM revenue…
U-Haul Bought at the Top
U-Haul’s pandemic-era fleet purchases at inflated prices now drive higher depreciation and disposal losses as truck and van prices…
[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips
Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…
IAC and MGM update: part 1
IAC’s $2.1 billion MGM stake now equals 35% of its market value after Angi, Care.com and other digital bets faltered; MGM shares nearly…
Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)
MercadoLibre’s Daniel Wu discusses MELI’s Latin American e-commerce operations, fintech business model, growth opportunities and risks on…
Peloton Interactive INC
Peloton trades near $5.50 with a $2.3 billion equity value and $2.7 billion enterprise value after weak December-quarter earnings and its…
