ecommerce

Short sellers are searching for evidence the $1.2 billion company is just a house of cards, but Cettire's bulls remain undeterred.

TikTok has changed the consumer experience forever with a hyper-personalised discovery experience that can beat the US incumbents.

For investors in the crowded global e-commerce space, there’s little room for error. With high-multiple businesses focused on developed western markets garnering most...

Founded in Paris in 1909, L’Oreal is the world’s largest beauty company. Don’t let its age fool you – L’Oreal is a force to be reckoned with in e-commerce, where it’s...

2020 was a once-in-a-generation opportunity for pure-play ecommerce businesses, and there was a lot of money to be made by investors. However, as we move into 2021, is...

If there's any sweet spot for a growth investor to be in, it's within an industry booming due to a structural shift in demand for a given product or service. However,...

The jaw-dropping economic data keeps rolling in, with massive falls in GDP and huge surges in unemployment across the major economies painting a truly desperate...

A standout amongst small caps this earnings season to date was specialty apparel retailer, City Chic Collective (ASX:CCX), which reported 21 per cent growth in 1H20...

Over the past year US retailer Target (TGT US)*, the company with the famous ‘bullseye’ logo, has defied sceptics with its ability to adapt to the disruption of...

Retail has seen more tech casualties than most sectors, however some investors are now seeing value emerging in ‘oversold’ names. However, Eileen Riley, Co-Portfolio...

US based Global retail giant Walmart will buy a controlling stake of 77% in India’s largest e-commerce company Flipkart for US$16 billion, valuing the company at US$21...

Successful thematic investing is not just about correctly identifying long term structural trends but also positioning yourself early to take advantage of them as they...

The U.S. Retail industry has undergone transformational change over the last decade as a direct result of the emergence and acceleration of online shopping. The simple...