RMB112.36bn
Revenue · +8% year on year
3.4% below the RMB116.35bn LSEG estimate
PDD Reports 7.4 Billion RMB Loss, Overshadowing Improvements in Cash Flow as Revenue Falls Short
PDD Holdings posted second-quarter results showing a significant non-operating impact and a deceleration in sales momentum. The company’s revenue increased 8% to RMB112.36 billion, falling short of the RMB116.35 billion forecast from LSEG. Shares of the Temu parent traded in the U.S. rose 1.57% ahead of the market open.
PDD Holdings · NASDAQ:PDD
Cash holds up as growth slows
Q2 2026 earnings snapshot · amounts in Chinese yuan unless stated
$89.77
▲ 1.57% premarket
August 24, 2026 · 06:41 EDT
Previous close: $88.38
Previous close: $88.38
RMB27.76bn
Operating profit · +8%
Core profit grew despite faster spending
RMB25.70bn
Operating cash flow · +19%
Cash conversion was the cleanest positive
Two-speed revenue engine
Transaction services reached RMB54.70bn; online marketing reached RMB57.60bn.
The profit contradiction
Analyst positioning
18 Strong Buy4 Buy14 Hold1 Sell
Valuation frame
Trailing P/E9.45×
Forward P/E7.91×
Market value$125.8bn
52-week range$71.94–$139.41
Why the stock is up: investors are looking through the sales miss to higher operating profit, stronger cash flow and a RMB456.4bn liquidity pool. What could reverse it: the 3% marketing-growth rate, expenses rising faster than sales and uncertainty around the RMB7.40bn other loss.
Risk watch: Chinese price competition, overseas trade rules, platform compliance costs and merchant-support spending can all compress margins.
Sources: PDD Holdings Q2 release; Reuters/LSEG; StockAnalysis analyst consensus and market data; StockMarketWatch premarket quote. Premarket prices can change before the regular session.
Coles Shares Steady After Alcohol System Failure Disrupts A$1.38 Billion Digital Platform
Coles Group Limited shares traded mostly flat on Monday following a disruption caused by an alcohol pricing mistake that took both its website and app offline. The shares dipped 0.1% to A$22.79 by 2:06 p.m. AEST, with the ASX cash market still open.
ASX:COL · ONLINE CONTROL TEST
Flat stock, larger digital stakes
Price: August 24, 2026, 2:06 p.m. AEST, during ASX trading. Financial and incident data compiled at 2:57 p.m. AEST.
COL intraday
A$22.79
-0.1% · market open
Q3 online sales
A$1.384bn
Two non-overlapping channels
Online / group sales
12.9%
A$1.384bn ÷ A$10.703bn
Average target
A$23.74
+4.2% implied upside
Six-session price path
*August 24 is the 2:06 p.m. AEST intraday reading; prior points are closes.
Incident facts
Products identified66+
Jack Daniel's cartonA$130 → A$27
Largest cited savingA$173
Website/appRestored
Order count and refund cost remain undisclosed.
Growth divergence
Online supermarket growth = 8× group growthAnalyst split
Target rangeA$16.50–A$27.00
Why the stock is barely moving: the glitch is verified, but Coles has not quantified a material cost. Tuesday's FY26 report is the larger catalyst. Watch online revenue, liquor margin, fourth-quarter sales and FY27 cost guidance.
Nike One Piece Launch Underscores 1.7 Million-Pair Shortfall in Direct Sales
NIKE, Inc. released three $180 One Piece Air Max Plus sneakers on Sunday. The collective excitement is notable. However, the probable financial impact is less significant.
NIKE, Inc. · NYSE:NKE
One Piece adds heat. Nike still needs scale.
Three $180 shoes create scarcity and fresh engagement. At retail value, about 1.7 million pairs would be needed to equal the latest quarterly decline in Nike Direct revenue.
NIKE
Friday close
$40.76
Aug. 21, 2026, 4:00 p.m. EDT
Weekly move
+0.07%
Aug. 14 through Aug. 21
Monday-low rebound
+4.89%
From $38.86 intraday low
Consensus target
$50.66
24.3% preliminary upside
A flat week hid a violent round trip
The Monday selloff touched $38.86, a 12-year low. Buyers recovered the loss by Friday, leaving the week nearly unchanged.
The 1.7 million-pair test
1.71m
$180 pairs at gross retail value
Latest Nike Direct$4.10bn−7%
Derived prior period$4.41bnEstimate
Revenue gap$309mEstimate
Annual Direct gap$1.13bn≈6.27m pairs
This is a scale illustration, not a unit forecast. Wholesale mix and licensing reduce Nike’s revenue per pair.
Why the stock is struggling
Owned-channel weakness and challenged sell-through outweigh one product launch. Better scarcity and pricing can help, but the turnaround needs broader demand.
Launch checkpoints
Aug. 26Japan lottery registration closes
Sept. 4Gomu Gomu starts in Tokyo
Sept. 12Mera Mera selected retailers
Sept. 19Ope Ope U.S./Europe pop-ups
Sept. 25
Global rollout and U.S. SNKRS pre-order checkpoint
Global rollout and U.S. SNKRS pre-order checkpoint
What supports the recovery case
Market value$60.47bnAt Friday close
52-week high$80.17−49.2% gap
Average target$50.66+24.3%
Next earningsSept. 29Expected date
Forward P/E23.79×Consensus basis
Analyst recommendation mix
24 Hold
39 analysts · consensus Hold
Strong Buy recommendations fell to 11 in August from 19 in March. Hold ratings rose to 24 from 13.
Price data as of Aug. 21, 2026, 4:00 p.m. EDT. Sources: Nike fiscal 2026 results; Nike One Piece release details reported by GQ Japan and Sole Retriever; StockAnalysis using S&P Global data. Retail-equivalent calculations and analyst upside are preliminary. Informational only, not investment advice.
Coles Online Faces Alcohol Ordering Glitch Ahead of Earnings Report Following Weekly A$965 Million Drop
Coles Group Limited is set for a digital performance test ahead of Tuesday’s results, as an alcohol pricing issue disrupted online purchases following a 3.1% drop in shares last week.
Investor dashboard · ASX:COL
The glitch is small. The timing is not.
Coles Group · Online execution meets FY26 results
Price: August 21, 2026, 4:15 PM AEST
Incident: August 22 · Results: August 25
Incident: August 22 · Results: August 25
Friday close
A$22.82
-0.74%
Weekly move
-3.06%
From A$23.54
Value lost
A$0.96B
Preliminary estimate
Avg target
A$23.77
+4.16% implied
Five-session close · selling preceded the weekend outage
A$23.44 · A$23.15 · A$23.28 · A$22.99 · A$22.82
Pricing glitch, verified
Post reach180,000+ views
Products identified66+
Largest savingA$173
Largest discountNearly 80%
Service restored~4 PM Saturday
No market reaction is observable yet. The incident followed Friday's ASX close.
Tuesday's FY26 hurdle
Revenue estimateA$45.60B
Revenue growth+2.5%
EPS estimateA$0.92
EPS growth+14.7%
Q3 online growth+24.8%
Q3 liquor growth-3.9%
Coles versus Woolworths
Weekly moveCOL -3.06% · WOW -2.85%
Forward P/ECOL 23.75× · WOW 28.05×
Profit marginCOL 2.25% · WOW 0.85%
FCF yieldCOL 5.10% · WOW 4.83%
Dividend yieldCOL 3.20% · WOW 2.31%
Woolworths reports August 26, one day after Coles.
Analyst target map
HighA$27.00
JefferiesA$26.50
UBSA$25.50
AverageA$23.77
CurrentA$22.82
LowA$16.50
Consensus: Buy · 15 analysts
What moves the stock next
- Monday: first trading response to the outage.
- Tuesday: FY26 online sales and liquor margins.
- Refund volume and cancelled-order disclosures.
- Food inflation and value-seeking customer trends.
- Cost guidance after higher wages and fuel expense.
- Wednesday: Woolworths results reset sector comparisons.
Sources: Coles Group, Guardian Australia and S&P Global Market Intelligence via StockAnalysis. Value-loss calculations use 1.34B shares.
Amazon Stock’s $500 Target Hinges on 5.9x AWS Expansion, Not Streaming Success
For Amazon.com Inc. to achieve the new $500 bull case, AWS revenue would have to increase by about 5.9 times. That growth target far exceeds the near-term impact of Prime Video’s recent success, Ride or Die.
Amazon Faces 2.2% Decline in July Online Sales as AWS Remains a Buffer
Amazon.com Inc. starts the week as US nonstore retail sales dropped 2.2% in July, a decrease attributed in part to Prime Day’s shift into June. Amazon’s stock finished Friday at $262.65, down 0.94%.
JD.com Shares Fall 7% After Reporting First Revenue Drop in Ten Years Despite Exceeding Profit Expectations
Shares of JD.com, Inc. dropped roughly 7% on Friday, as investors set aside a stronger-than-expected profit and concentrated on the Chinese e-commerce company's first quarterly revenue drop in over ten years. The stock listed in Hong Kong slid more than 10% earlier in the day.
Amazon shares steady after online retail division accounts for 70% of July sales fall
Amazon.com, Inc. shareholders saw a disappointing July sales figure. However, the result appears to reflect a timing issue rather than a sharp decline in online demand.
JD.com Shares Fall 8% on Loss Cuts Powering 91% of Operating Recovery
Shares of JD.com, Inc. fell 8.4% to $28.95 on Thursday, despite adjusted earnings surpassing estimates by close to 12%.
Sea Limited Shares Surge as Shopee Sets $1 Billion Adjusted EBITDA Goal
Shares of Sea Limited surged 13.75% on Tuesday following quarterly revenue that exceeded forecasts. The stock was at $130.59 as of 3:45 p.m. EDT. Revenue totaled $7.79 billion, surpassing the $7.06 billion consensus estimate from LSEG.
Wayfair surges 26% in a week as order growth enhances expectations for recovery
Wayfair Inc. jumped 25.6% last week after delivering a quarter driven by higher volumes. Orders contributed roughly 80% of the 7.5% rise in revenue, based on a straightforward growth-rate breakdown.
Walmart shares: $59 fire-pit promotion spotlights Marketplace growth, fire ban concerns
A third-party vendor on Walmart Inc. is offering a wood-burning fire pit at a reduced price at the same time a burn ban is active in Washington, restricting its use. The timing highlights a challenge for marketplace economics.
MercadoLibre (NASDAQ:MELI) under pressure from margin test as high-value user growth quickens
MercadoLibre, Inc. fell 3.1% over the past week, even after posting record revenue for the quarter. Investors concentrated on the 550-basis-point decline in operating margin. The stock trailed the Nasdaq, which rose 5.2%, by 8.2 percentage points.
MercadoLibre (NASDAQ:MELI) Shares Fall Following Record Q2 Revenue; Thinner Margins Draw Focus
NEW YORK, August 6, 2026, 09:07 EDT – MercadoLibre shares traded lower after the company posted record second-quarter revenue, as tighter margins became a key concern for investors.
Amazon (NASDAQ:AMZN) Retreat Is 30-Fold Jeff Bezos’ $4 Billion Stock Sale Strategy
Shares of Amazon.com declined 1.7% on Wednesday after investors reacted to Jeff Bezos’ initial stock sale of 2026. The reported portion totaled roughly $346.5 million. However, the broader market response was significantly more pronounced.
MercadoLibre (NASDAQ:MELI) Shares Fall 6.8% as Margin Decline Weighs Despite 50% Jump in Revenue
At 17:01 EDT, MercadoLibre's stock dropped 6.8% to $1,791.50 as after-hours trading continued following the close of regular trading. Earlier, the shares had ended the normal session up 1.8% at $1,922.57.
Coupang (NYSE:CPNG) Shares Drop as Customer Growth Exceeds Margin Recovery Pace
Coupang, Inc. shares declined 4.4% to $16.05 during Wednesday's early session. The drop after earnings placed the stock below some other e-commerce peers.
Shopify (NASDAQ:SHOP) Shares Rally Nearly 25% After Q3 Forecast Boosts Valuation
Shares of Shopify Inc. jumped about 25% ahead of the open on Wednesday. The company issued a third-quarter revenue forecast that topped analyst expectations. The rally wiped out the valuation gap cited just a day prior.
Amazon (NASDAQ:AMZN) Loses $71 Billion as Bezos’ Stock Sale Challenges AWS Momentum
Amazon.com, Inc. saw approximately $71.2 billion wiped from its market capitalization on Tuesday after a founder-share sale filing halted an earnings-driven surge. The stock declined $6.60, or 2.32%, finishing at $277.42. Shares were priced 0.5% higher at $278.75 as of 05:45 EDT Wednesday.
Wayfair Inc. (NYSE:W) shares surge 27% after Q2 cost leverage boosts cash flow
Wayfair stock jumped after the online furniture retailer surpassed quarterly expectations. The key takeaway was improved operating leverage, as revenue increased while fixed costs did not climb proportionally.
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