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Mercari is telegraphing growth deceleration with its implied Q4 FY6/2021 guidance, and we feel this trend will continue with high hurdles YoY. The US operation saw monthly profitability in March 2021. However, FY6/2021 consensus OP forecasts look too high. With a decelerating grow...
ThredUp has filed proposed terms for a $156 million IPO. The firm operates an online consumer marketplace for buying and selling secondhand apparel and related goods. TDUP has grown revenue and gross profit during the pandemic, but its operating results have worsened, so I'll watc...
Mercari operates a strong domestic marketplace app, but its US operation is making loss and in our view, will not generate meaningful returns. Poshmark's fashion-related GMV is roughly over three times the size of Mercari's US equivalent operations, highlighting Mercari's weakness. ...
Base is the domestic leader in online shop solutions in Japan, driving the shift to direct-to-consumer sales channel and disrupting the ecommerce market. Providing a free set-up service to new customers and a take-rate lower than its peers are its key attractions. The shares are a...
Poshmark has filed to raise $100 million in a U.S. IPO, although the final figure may differ. The firm has developed a popular online marketplace for buying and selling apparel and related products. POSH has grown quickly, is producing profits and free cash flow and the IPO will l...
Overview Japan-based Mercari (TYO: 4385) (MCARY) is one of the companies that continue to benefit from the shelter-in-place tailwind. It operates an Etsy ( ETSY )-like C2C (Customer-to-customer) eCommerce marketplace service in Japan and the US. Mercari is one of the fastest-growing tec...