ECOMMERCE News & Analysis

Signs of slowing e-commerce sales and decelerating Amazon Web Services may continue to spell trouble.

Australia's best known conglomerate has spent more on ecommerce but the stock market is possibly overestimating its growth potential, says Johannes...

The bank’s new ecommerce platform and its energy retailer aim to widen switching costs and help differentiate its offering, writes Nathan Zaia.

The pure-play online retailer’s inventory overload has prompted more promotions and lower gross profit margins, says Morningstar.  

We expect it to continue to dominate its served markets, writes Morningstar equity analyst Dan Romanoff.

Despite regulatory uncertainties, the Chinese internet behemoth is still attractive, writes Morningstar analysts Chelsey Tam and Iris Tan.

The impact of the pandemic on electronic payment providers has been far from even, writes Morningstar analyst Brett Horn.

Morningstar's Preston Caldwell examines how habits, fear, and sunk costs can reshape economic behaviour.

Consumer habits will likely change, fear may cause us to interact differently and unrecoverable costs could reset business models, say Morningstar...

But the BNPL star is overvalued in the eyes of Morningstar's Shaun Ler because it remains a finance company and must be valued like one.