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2021-08-17

E commerce

3 Top E-Commerce Stocks to Buy in August<blockquote>8月份最值得买入的3只电子商务股票</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":839552349,"tweetId":"839552349","gmtCreate":1629168467081,"gmtModify":1633686857756,"author":{"id":3576666633879960,"idStr":"3576666633879960","authorId":3576666633879960,"authorIdStr":"3576666633879960","name":"Xefox","avatar":"https://static.tigerbbs.com/9c33252a326873b6dcd39a7dca1a4a78","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>E commerce</body></html>","htmlText":"<html><head></head><body>E commerce</body></html>","text":"E commerce","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/839552349","repostId":1128183681,"repostType":4,"repost":{"id":"1128183681","kind":"news","pubTimestamp":1629167604,"share":"https://www.laohu8.com/m/news/1128183681?lang=zh_CN&edition=full","pubTime":"2021-08-17 10:33","market":"us","language":"en","title":"3 Top E-Commerce Stocks to Buy in August<blockquote>8月份最值得买入的3只电子商务股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128183681","media":"Motley Fool","summary":"These three stocks are \"on sale\" after Q2 2021 earnings.","content":"Key Points<blockquote>要点</blockquote> <ul> <li>Etsy is becoming a \"house of brands\" with its recent acquisition of Elo7 and Depop.</li> <li>Pinterest is reporting growth in all the right metrics, most notably mobile users and ARPU.</li> <li>The market erased 30% of Wix's valuation even though it modestly downgraded its full-year outlook.</li> </ul> <blockquote><ul><li>Etsy最近收购了Elo7和Depop，正在成为“品牌之家”。</li><li>Pinterest报告了所有正确指标的增长，最明显的是移动用户和ARPU。</li><li>尽管Wix小幅下调了全年前景，但市场仍将其估值下调了30%。</li></ul></blockquote> As they start to lap the initial effects of the pandemic last spring, many smaller e-commerce stocks have been getting beaten up. 2020 was a banner year for digital businesses, and year-ago comparable financial figures have been tough, leading to a \"slowdown\" for many digital commerce companies' growth rates.<blockquote>去年春天，当许多规模较小的电子商务股票开始受到疫情的初步影响时，它们受到了重创。2020年对于数字企业来说是辉煌的一年，去年同期的可比财务数据一直很艰难，导致许多数字商务公司的增长率“放缓”。</blockquote> But that doesn't mean these companies should be relegated to \"pandemic stock\" status and forgotten going forward. While they may not be growing at the torrid pace they were before, they're still growing at double-digit percentages and compounding their long-term expansion track records.<blockquote>但这并不意味着这些公司应该被降级为“流行病股票”并被遗忘。虽然他们的增长速度可能没有以前那么快，但他们仍然以两位数的百分比增长，并巩固了他们的长期扩张记录。</blockquote> Three that look like great buys in August after Q2 2021 earnings updates are&nbsp;Etsy(NASDAQ:ETSY),Pinterest(NYSE:PINS), and&nbsp;Wix.com(NASDAQ:WIX).<blockquote>2021年第二季度收益更新后，8月份值得买入的三项股票是Etsy（纳斯达克：ETSY），Pinterest（纽约证券交易所代码：PINS），以及Wix.com（纳斯达克：WIX）。</blockquote> <img src=\"https://static.tigerbbs.com/cdf1598d84618dcc32cc77a570181b47\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote> 1. Etsy: Building on momentum to become a \"house of brands\"<blockquote>1.Etsy：蓄势成为“品牌之家”</blockquote> Etsy reported 23% year-over-year growth in revenue in Q2 2021 to $529 million, quite the slowdown from the triple-digit percentage pace the company was still notching just a quarter ago (though Etsy was still lapping pre-pandemic figures in Q1 before the massive surge in online spending). However, better illustrating Etsy's incredible momentum and compound growth, Q2 revenue was 192% higher than the same period in 2019.<blockquote>Etsy报告称，2021年第二季度收入同比增长23%，达到5.29亿美元，与该公司仅在一个季度前仍保持的三位数百分比速度相比大幅放缓（尽管Etsy仍在超越大流行前的数据）在线支出大幅激增之前的第一季度）。然而，更好地说明了Etsy令人难以置信的势头和复合增长，Q2收入比2019年同期增长了192%。</blockquote> Etsy is a highly profitable online marketplace these days. It generated a&nbsp;free cash flow&nbsp;of $261 million during the first half of this year, good for a free cash flow profit margin of 24%. The company is using its strength to double down on the unique and handmade items segment of the e-commerce industry. A couple of years ago, it acquired online music equipment selling platform Reverb to great success and is now going to try and&nbsp;duplicate the strategy&nbsp;with the purchase of Elo7 (the \"Etsy of Brazil\") and Depop (a luxury goods reseller popular with 20-somethings in the U.S., U.K., and Australia).<blockquote>如今，Etsy是一个利润丰厚的在线市场。今年上半年，该公司产生了2.61亿美元的自由现金流，自由现金流利润率为24%。该公司正在利用其优势，在电子商务行业的独特手工产品领域加倍下注。几年前，它收购了在线音乐设备销售平台Reverb，取得了巨大成功，现在它将尝试复制这一战略，收购Elo7（“巴西的Etsy”）和Depop（一家在美国、英国和澳大利亚深受20多岁年轻人欢迎的奢侈品经销商）。</blockquote> Given Etsy's strong position in its e-commerce niche and enduring growth (Q3 outlook is calling for about 13.5% year-over-year revenue growth, another slowdown that factors in the lapping of the online buying boom last summer), I like its move to build on its momentum in fashion and other vintage items. Elo7 and Depop will open the door to new customer acquisition opportunities, and the two companies are worthy uses of some of the nearly $2.6 billion in cash and investments the company had on its balance sheet at the end of June.<blockquote>鉴于Etsy在电子商务领域的强势地位和持久的增长（第三季度展望预计收入同比增长约13.5%，这是去年夏天在线购买热潮的另一个放缓因素），我喜欢它的举动巩固其在时尚和其他复古单品方面的势头。Elo7和Depop将为新的客户获取机会打开大门，这两家公司值得利用该公司截至6月底资产负债表上近26亿美元的现金和投资。</blockquote> Etsy's stock price is still more than 20% below the all-time highs reached early in 2021, and currently trades for 40 times trailing 12-month free cash flow. Given the massive opportunity it just created for itself with the purchase of Elo7 and Depop, this looks like a great long-term value right now.<blockquote>Etsy的股价仍比2021年初达到的历史高点低20%以上，目前的交易价格是过去12个月自由现金流的40倍。考虑到它刚刚通过购买Elo7和Depop为自己创造了巨大的机会，这现在看起来是一个巨大的长期价值。</blockquote> 2. Pinterest: Don't worry about a decline in users<blockquote>2.Pinterest：不用担心用户下滑</blockquote> A loss of users is bad news for an&nbsp;internet-based business model, and that's just what Pinterest reported in Q2. U.S. monthly average users (MAUs) fell 5% year over year to 91 million, although the global total rose 9% year over year to 454 million from an increase in international MAUs. Worse still, Pinterest said MAUs in the U.S. had fallen 9% in the month of July, leading to a global MAU slowdown to just up 5% year over year.<blockquote>对于基于互联网的商业模式来说，用户流失是个坏消息，这正是Pinterest在第二季度报告的情况。美国月平均用户(MAU)同比下降5%至9100万，但由于国际MAU的增加，全球总数同比增长9%至4.54亿。更糟糕的是，Pinterest表示，7月份美国的月活跃用户数下降了9%，导致全球月活跃用户数同比放缓至仅增长5%。</blockquote> As a result of these dismal-looking figures, the stock price cratered after the last earnings update, and it is sporting a year-to-date return of negative 14% as of this writing. But I say it's a great buying opportunity.<blockquote>由于这些令人沮丧的数据，该公司的股价在上次财报更新后暴跌，截至撰写本文时，该公司今年迄今的回报率为负14%。但我说这是一个很好的买入机会。</blockquote> There are a few reasons why. For one thing, management believes most of the MAU declines are due to the loss of less engaged and less profitable desktop computer users. Highly coveted mobile users -- which skew to younger demographics that spend tons of time on their mobile devices -- actually increased in the U.S. during Q2 and grew 20% year over year internationally.<blockquote>有几个原因。一方面，管理层认为MAU下降的大部分原因是参与度较低、利润较低的台式电脑用户的流失。令人垂涎的移动用户（偏向于在移动设备上花费大量时间的年轻人群）实际上在第二季度在美国有所增加，在国际上同比增长20%。</blockquote> Second, Pinterest's usefulness as a shopping tool is also on the rise. Merchant catalog uploads grew 50% from Q1 2021 to Q2 alone, benefiting from the company's integration with e-commerce software giant&nbsp;Shopify. As a result of this extra monetization of its user base, average revenue per user (ARPU) surged 89% year over year, including a 163% rise in international ARPU. And at just $0.36 of ARPU outside of the U.S., this metric is barely getting rolling for Pinterest.<blockquote>其次，Pinterest作为购物工具的有用性也在上升。仅从2021年第一季度到第二季度，商家目录上传量就增长了50%，这得益于公司与电子商务软件巨头的整合Shopify由于其用户群的额外货币化，每用户平均收入(ARPU)同比飙升89%，其中国际ARPU增长163%。美国以外的ARPU仅为0.36美元，这一指标在Pinterest几乎没有发挥作用。</blockquote> Pinterest's revenue also exploded 125% higher year over year in Q2 to $613 million, and the outlook calls for a low-40% increase in Q3. The stock trades for 96 times trailing 12-month free cash flow, but that's a long-term bargain considering how fast this company's bottom line is rising right now.<blockquote>Pinterest第二季度的收入也同比增长125%，达到6.13亿美元，预计第三季度将增长40%。该股的交易价格是过去12个月自由现金流的96倍，但考虑到该公司目前利润增长的速度，这是一个长期的讨价还价。</blockquote> <img src=\"https://static.tigerbbs.com/ed8e55d0762e8af662d63352d8ed96be\" tg-width=\"720\" tg-height=\"463\" width=\"100%\" height=\"auto\">DATA BY YCHARTS.<blockquote>数据由YCHARTS提供。</blockquote> 3. Wix: Delta variant uncertainty takes an unfair bite out of Wix<blockquote>3.Wix：德尔塔变异毒株的不确定性对Wix造成了不公平的影响</blockquote> Share prices of Wix took a dramatic turn for the worse after the company released its Q2 update. The stock fell more than 30% from its late-July levels and is now down 28% so far in 2021. All of this is in spite of the company reporting a 34% year-over-year increase in revenue to $316 million, $2 million more than the guidance it provided just a few months ago.<blockquote>Wix发布第二季度更新后，其股价急剧恶化。该股较7月底的水平下跌了30%以上，目前2021年迄今已下跌28%。尽管该公司报告收入同比增长34%，达到3.16亿美元，比几个月前提供的指导高出200万美元，但所有这些都发生了。</blockquote> What gives? Wix is blaming the delta variant of COVID-19 that is now spreading around the world. The uncertainty this has created for the global economy led management to downgrade its full-year 2021 forecast, reducing its revenue outlook by as much as $25 million to a range of $1.26 billion to $1.27 billion. Full-year free cash flow was also reduced down to a range of $35 million to $40 million (previously $62 million to $72 million) reflecting ongoing investments to promote long-term growth.<blockquote>什么给？Wix将其归咎于目前正在全球蔓延的新冠肺炎德尔塔变异毒株。这给全球经济带来的不确定性导致管理层下调了2021年全年预测，将收入前景下调了2500万美元，至12.6亿至12.7亿美元。全年自由现金流也减少至3500万美元至4000万美元（之前为6200万美元至7200万美元），反映了促进长期增长的持续投资。</blockquote> However, the renewed worry over the pandemic is creating a buying opportunity for this growth stock. Wix is a leader in no-code web development and is rolling out loads of new features to its platform. The latest, Branded App By Wix, allows users to easily create their own mobile-native applications. Given how incredibly important it is to engage with consumers via mobile devices these days, this is a huge feature drop for Wix. The strength of its offerings underscores why it's outgrowing even its small peers.Squarespace, for example, grew its Q2 revenue just 31% year over year to $196 million.<blockquote>然而，对疫情的新担忧正在为这只成长型股票创造买入机会。Wix是无代码web开发领域的领导者，正在为其平台推出大量新功能。Wix最新的品牌应用程序允许用户轻松创建自己的移动原生应用程序。鉴于如今通过移动设备与消费者互动是多么重要，这对Wix来说是一个巨大的功能下降。其产品的实力凸显了为什么它的增长甚至超过了小型同行。Squarespace例如，其第二季度收入同比仅增长31%，达到1.96亿美元。</blockquote> Wix trades for 113 times trailing 12-month free cash flow after Q2, a metric that could get worse through the second half of this year as the company spends heavily to foster its full long-term potential. But even factoring in the temporary reduction in profitability, this is&nbsp;as cheap as Wix stock has been this year, and the prospects for this leading web creation software firm are better than ever. I plan to buy more shares this month.<blockquote>第二季度之后，Wix的市盈率是过去12个月自由现金流的113倍，随着该公司投入巨资来培养其全部长期潜力，这一指标在今年下半年可能会变得更糟。但即使考虑到盈利能力的暂时下降，这也与Wix股票今年的价格一样便宜，而且这家领先的网络创建软件公司的前景比以往任何时候都好。我计划这个月购买更多股票。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top E-Commerce Stocks to Buy in August<blockquote>8月份最值得买入的3只电子商务股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top E-Commerce Stocks to Buy in August<blockquote>8月份最值得买入的3只电子商务股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-08-17 10:33\n\n</h4>\n</header>\n<article>\nKey Points<blockquote>要点</blockquote> <ul> <li>Etsy is becoming a \"house of brands\" with its recent acquisition of Elo7 and Depop.</li> <li>Pinterest is reporting growth in all the right metrics, most notably mobile users and ARPU.</li> <li>The market erased 30% of Wix's valuation even though it modestly downgraded its full-year outlook.</li> </ul> <blockquote><ul><li>Etsy最近收购了Elo7和Depop，正在成为“品牌之家”。</li><li>Pinterest报告了所有正确指标的增长，最明显的是移动用户和ARPU。</li><li>尽管Wix小幅下调了全年前景，但市场仍将其估值下调了30%。</li></ul></blockquote> As they start to lap the initial effects of the pandemic last spring, many smaller e-commerce stocks have been getting beaten up. 2020 was a banner year for digital businesses, and year-ago comparable financial figures have been tough, leading to a \"slowdown\" for many digital commerce companies' growth rates.<blockquote>去年春天，当许多规模较小的电子商务股票开始受到疫情的初步影响时，它们受到了重创。2020年对于数字企业来说是辉煌的一年，去年同期的可比财务数据一直很艰难，导致许多数字商务公司的增长率“放缓”。</blockquote> But that doesn't mean these companies should be relegated to \"pandemic stock\" status and forgotten going forward. While they may not be growing at the torrid pace they were before, they're still growing at double-digit percentages and compounding their long-term expansion track records.<blockquote>但这并不意味着这些公司应该被降级为“流行病股票”并被遗忘。虽然他们的增长速度可能没有以前那么快，但他们仍然以两位数的百分比增长，并巩固了他们的长期扩张记录。</blockquote> Three that look like great buys in August after Q2 2021 earnings updates are&nbsp;Etsy(NASDAQ:ETSY),Pinterest(NYSE:PINS), and&nbsp;Wix.com(NASDAQ:WIX).<blockquote>2021年第二季度收益更新后，8月份值得买入的三项股票是Etsy（纳斯达克：ETSY），Pinterest（纽约证券交易所代码：PINS），以及Wix.com（纳斯达克：WIX）。</blockquote> <img src=\"https://static.tigerbbs.com/cdf1598d84618dcc32cc77a570181b47\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote> 1. Etsy: Building on momentum to become a \"house of brands\"<blockquote>1.Etsy：蓄势成为“品牌之家”</blockquote> Etsy reported 23% year-over-year growth in revenue in Q2 2021 to $529 million, quite the slowdown from the triple-digit percentage pace the company was still notching just a quarter ago (though Etsy was still lapping pre-pandemic figures in Q1 before the massive surge in online spending). However, better illustrating Etsy's incredible momentum and compound growth, Q2 revenue was 192% higher than the same period in 2019.<blockquote>Etsy报告称，2021年第二季度收入同比增长23%，达到5.29亿美元，与该公司仅在一个季度前仍保持的三位数百分比速度相比大幅放缓（尽管Etsy仍在超越大流行前的数据）在线支出大幅激增之前的第一季度）。然而，更好地说明了Etsy令人难以置信的势头和复合增长，Q2收入比2019年同期增长了192%。</blockquote> Etsy is a highly profitable online marketplace these days. It generated a&nbsp;free cash flow&nbsp;of $261 million during the first half of this year, good for a free cash flow profit margin of 24%. The company is using its strength to double down on the unique and handmade items segment of the e-commerce industry. A couple of years ago, it acquired online music equipment selling platform Reverb to great success and is now going to try and&nbsp;duplicate the strategy&nbsp;with the purchase of Elo7 (the \"Etsy of Brazil\") and Depop (a luxury goods reseller popular with 20-somethings in the U.S., U.K., and Australia).<blockquote>如今，Etsy是一个利润丰厚的在线市场。今年上半年，该公司产生了2.61亿美元的自由现金流，自由现金流利润率为24%。该公司正在利用其优势，在电子商务行业的独特手工产品领域加倍下注。几年前，它收购了在线音乐设备销售平台Reverb，取得了巨大成功，现在它将尝试复制这一战略，收购Elo7（“巴西的Etsy”）和Depop（一家在美国、英国和澳大利亚深受20多岁年轻人欢迎的奢侈品经销商）。</blockquote> Given Etsy's strong position in its e-commerce niche and enduring growth (Q3 outlook is calling for about 13.5% year-over-year revenue growth, another slowdown that factors in the lapping of the online buying boom last summer), I like its move to build on its momentum in fashion and other vintage items. Elo7 and Depop will open the door to new customer acquisition opportunities, and the two companies are worthy uses of some of the nearly $2.6 billion in cash and investments the company had on its balance sheet at the end of June.<blockquote>鉴于Etsy在电子商务领域的强势地位和持久的增长（第三季度展望预计收入同比增长约13.5%，这是去年夏天在线购买热潮的另一个放缓因素），我喜欢它的举动巩固其在时尚和其他复古单品方面的势头。Elo7和Depop将为新的客户获取机会打开大门，这两家公司值得利用该公司截至6月底资产负债表上近26亿美元的现金和投资。</blockquote> Etsy's stock price is still more than 20% below the all-time highs reached early in 2021, and currently trades for 40 times trailing 12-month free cash flow. Given the massive opportunity it just created for itself with the purchase of Elo7 and Depop, this looks like a great long-term value right now.<blockquote>Etsy的股价仍比2021年初达到的历史高点低20%以上，目前的交易价格是过去12个月自由现金流的40倍。考虑到它刚刚通过购买Elo7和Depop为自己创造了巨大的机会，这现在看起来是一个巨大的长期价值。</blockquote> 2. Pinterest: Don't worry about a decline in users<blockquote>2.Pinterest：不用担心用户下滑</blockquote> A loss of users is bad news for an&nbsp;internet-based business model, and that's just what Pinterest reported in Q2. U.S. monthly average users (MAUs) fell 5% year over year to 91 million, although the global total rose 9% year over year to 454 million from an increase in international MAUs. Worse still, Pinterest said MAUs in the U.S. had fallen 9% in the month of July, leading to a global MAU slowdown to just up 5% year over year.<blockquote>对于基于互联网的商业模式来说，用户流失是个坏消息，这正是Pinterest在第二季度报告的情况。美国月平均用户(MAU)同比下降5%至9100万，但由于国际MAU的增加，全球总数同比增长9%至4.54亿。更糟糕的是，Pinterest表示，7月份美国的月活跃用户数下降了9%，导致全球月活跃用户数同比放缓至仅增长5%。</blockquote> As a result of these dismal-looking figures, the stock price cratered after the last earnings update, and it is sporting a year-to-date return of negative 14% as of this writing. But I say it's a great buying opportunity.<blockquote>由于这些令人沮丧的数据，该公司的股价在上次财报更新后暴跌，截至撰写本文时，该公司今年迄今的回报率为负14%。但我说这是一个很好的买入机会。</blockquote> There are a few reasons why. For one thing, management believes most of the MAU declines are due to the loss of less engaged and less profitable desktop computer users. Highly coveted mobile users -- which skew to younger demographics that spend tons of time on their mobile devices -- actually increased in the U.S. during Q2 and grew 20% year over year internationally.<blockquote>有几个原因。一方面，管理层认为MAU下降的大部分原因是参与度较低、利润较低的台式电脑用户的流失。令人垂涎的移动用户（偏向于在移动设备上花费大量时间的年轻人群）实际上在第二季度在美国有所增加，在国际上同比增长20%。</blockquote> Second, Pinterest's usefulness as a shopping tool is also on the rise. Merchant catalog uploads grew 50% from Q1 2021 to Q2 alone, benefiting from the company's integration with e-commerce software giant&nbsp;Shopify. As a result of this extra monetization of its user base, average revenue per user (ARPU) surged 89% year over year, including a 163% rise in international ARPU. And at just $0.36 of ARPU outside of the U.S., this metric is barely getting rolling for Pinterest.<blockquote>其次，Pinterest作为购物工具的有用性也在上升。仅从2021年第一季度到第二季度，商家目录上传量就增长了50%，这得益于公司与电子商务软件巨头的整合Shopify由于其用户群的额外货币化，每用户平均收入(ARPU)同比飙升89%，其中国际ARPU增长163%。美国以外的ARPU仅为0.36美元，这一指标在Pinterest几乎没有发挥作用。</blockquote> Pinterest's revenue also exploded 125% higher year over year in Q2 to $613 million, and the outlook calls for a low-40% increase in Q3. The stock trades for 96 times trailing 12-month free cash flow, but that's a long-term bargain considering how fast this company's bottom line is rising right now.<blockquote>Pinterest第二季度的收入也同比增长125%，达到6.13亿美元，预计第三季度将增长40%。该股的交易价格是过去12个月自由现金流的96倍，但考虑到该公司目前利润增长的速度，这是一个长期的讨价还价。</blockquote> <img src=\"https://static.tigerbbs.com/ed8e55d0762e8af662d63352d8ed96be\" tg-width=\"720\" tg-height=\"463\" width=\"100%\" height=\"auto\">DATA BY YCHARTS.<blockquote>数据由YCHARTS提供。</blockquote> 3. Wix: Delta variant uncertainty takes an unfair bite out of Wix<blockquote>3.Wix：德尔塔变异毒株的不确定性对Wix造成了不公平的影响</blockquote> Share prices of Wix took a dramatic turn for the worse after the company released its Q2 update. The stock fell more than 30% from its late-July levels and is now down 28% so far in 2021. All of this is in spite of the company reporting a 34% year-over-year increase in revenue to $316 million, $2 million more than the guidance it provided just a few months ago.<blockquote>Wix发布第二季度更新后，其股价急剧恶化。该股较7月底的水平下跌了30%以上，目前2021年迄今已下跌28%。尽管该公司报告收入同比增长34%，达到3.16亿美元，比几个月前提供的指导高出200万美元，但所有这些都发生了。</blockquote> What gives? Wix is blaming the delta variant of COVID-19 that is now spreading around the world. The uncertainty this has created for the global economy led management to downgrade its full-year 2021 forecast, reducing its revenue outlook by as much as $25 million to a range of $1.26 billion to $1.27 billion. Full-year free cash flow was also reduced down to a range of $35 million to $40 million (previously $62 million to $72 million) reflecting ongoing investments to promote long-term growth.<blockquote>什么给？Wix将其归咎于目前正在全球蔓延的新冠肺炎德尔塔变异毒株。这给全球经济带来的不确定性导致管理层下调了2021年全年预测，将收入前景下调了2500万美元，至12.6亿至12.7亿美元。全年自由现金流也减少至3500万美元至4000万美元（之前为6200万美元至7200万美元），反映了促进长期增长的持续投资。</blockquote> However, the renewed worry over the pandemic is creating a buying opportunity for this growth stock. Wix is a leader in no-code web development and is rolling out loads of new features to its platform. The latest, Branded App By Wix, allows users to easily create their own mobile-native applications. Given how incredibly important it is to engage with consumers via mobile devices these days, this is a huge feature drop for Wix. The strength of its offerings underscores why it's outgrowing even its small peers.Squarespace, for example, grew its Q2 revenue just 31% year over year to $196 million.<blockquote>然而，对疫情的新担忧正在为这只成长型股票创造买入机会。Wix是无代码web开发领域的领导者，正在为其平台推出大量新功能。Wix最新的品牌应用程序允许用户轻松创建自己的移动原生应用程序。鉴于如今通过移动设备与消费者互动是多么重要，这对Wix来说是一个巨大的功能下降。其产品的实力凸显了为什么它的增长甚至超过了小型同行。Squarespace例如，其第二季度收入同比仅增长31%，达到1.96亿美元。</blockquote> Wix trades for 113 times trailing 12-month free cash flow after Q2, a metric that could get worse through the second half of this year as the company spends heavily to foster its full long-term potential. But even factoring in the temporary reduction in profitability, this is&nbsp;as cheap as Wix stock has been this year, and the prospects for this leading web creation software firm are better than ever. I plan to buy more shares this month.<blockquote>第二季度之后，Wix的市盈率是过去12个月自由现金流的113倍，随着该公司投入巨资来培养其全部长期潜力，这一指标在今年下半年可能会变得更糟。但即使考虑到盈利能力的暂时下降，这也与Wix股票今年的价格一样便宜，而且这家领先的网络创建软件公司的前景比以往任何时候都好。我计划这个月购买更多股票。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/08/16/3-top-e-commerce-stocks-to-buy-in-august/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WIX":"Wix.Com Ltd","PINS":"Pinterest, Inc.","ETSY":"Etsy, Inc."},"source_url":"https://www.fool.com/investing/2021/08/16/3-top-e-commerce-stocks-to-buy-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128183681","content_text":"Key Points\n\nEtsy is becoming a \"house of brands\" with its recent acquisition of Elo7 and Depop.\nPinterest is reporting growth in all the right metrics, most notably mobile users and ARPU.\nThe market erased 30% of Wix's valuation even though it modestly downgraded its full-year outlook.\n\n\nAs they start to lap the initial effects of the pandemic last spring, many smaller e-commerce stocks have been getting beaten up. 2020 was a banner year for digital businesses, and year-ago comparable financial figures have been tough, leading to a \"slowdown\" for many digital commerce companies' growth rates.\nBut that doesn't mean these companies should be relegated to \"pandemic stock\" status and forgotten going forward. While they may not be growing at the torrid pace they were before, they're still growing at double-digit percentages and compounding their long-term expansion track records.\nThree that look like great buys in August after Q2 2021 earnings updates are Etsy(NASDAQ:ETSY),Pinterest(NYSE:PINS), and Wix.com(NASDAQ:WIX).\nIMAGE SOURCE: GETTY IMAGES.\n1. Etsy: Building on momentum to become a \"house of brands\"\nEtsy reported 23% year-over-year growth in revenue in Q2 2021 to $529 million, quite the slowdown from the triple-digit percentage pace the company was still notching just a quarter ago (though Etsy was still lapping pre-pandemic figures in Q1 before the massive surge in online spending). However, better illustrating Etsy's incredible momentum and compound growth, Q2 revenue was 192% higher than the same period in 2019.\nEtsy is a highly profitable online marketplace these days. It generated a free cash flow of $261 million during the first half of this year, good for a free cash flow profit margin of 24%. The company is using its strength to double down on the unique and handmade items segment of the e-commerce industry. A couple of years ago, it acquired online music equipment selling platform Reverb to great success and is now going to try and duplicate the strategy with the purchase of Elo7 (the \"Etsy of Brazil\") and Depop (a luxury goods reseller popular with 20-somethings in the U.S., U.K., and Australia).\nGiven Etsy's strong position in its e-commerce niche and enduring growth (Q3 outlook is calling for about 13.5% year-over-year revenue growth, another slowdown that factors in the lapping of the online buying boom last summer), I like its move to build on its momentum in fashion and other vintage items. Elo7 and Depop will open the door to new customer acquisition opportunities, and the two companies are worthy uses of some of the nearly $2.6 billion in cash and investments the company had on its balance sheet at the end of June.\nEtsy's stock price is still more than 20% below the all-time highs reached early in 2021, and currently trades for 40 times trailing 12-month free cash flow. Given the massive opportunity it just created for itself with the purchase of Elo7 and Depop, this looks like a great long-term value right now.\n2. Pinterest: Don't worry about a decline in users\nA loss of users is bad news for an internet-based business model, and that's just what Pinterest reported in Q2. U.S. monthly average users (MAUs) fell 5% year over year to 91 million, although the global total rose 9% year over year to 454 million from an increase in international MAUs. Worse still, Pinterest said MAUs in the U.S. had fallen 9% in the month of July, leading to a global MAU slowdown to just up 5% year over year.\nAs a result of these dismal-looking figures, the stock price cratered after the last earnings update, and it is sporting a year-to-date return of negative 14% as of this writing. But I say it's a great buying opportunity.\nThere are a few reasons why. For one thing, management believes most of the MAU declines are due to the loss of less engaged and less profitable desktop computer users. Highly coveted mobile users -- which skew to younger demographics that spend tons of time on their mobile devices -- actually increased in the U.S. during Q2 and grew 20% year over year internationally.\nSecond, Pinterest's usefulness as a shopping tool is also on the rise. Merchant catalog uploads grew 50% from Q1 2021 to Q2 alone, benefiting from the company's integration with e-commerce software giant Shopify. As a result of this extra monetization of its user base, average revenue per user (ARPU) surged 89% year over year, including a 163% rise in international ARPU. And at just $0.36 of ARPU outside of the U.S., this metric is barely getting rolling for Pinterest.\nPinterest's revenue also exploded 125% higher year over year in Q2 to $613 million, and the outlook calls for a low-40% increase in Q3. The stock trades for 96 times trailing 12-month free cash flow, but that's a long-term bargain considering how fast this company's bottom line is rising right now.\nDATA BY YCHARTS.\n3. Wix: Delta variant uncertainty takes an unfair bite out of Wix\nShare prices of Wix took a dramatic turn for the worse after the company released its Q2 update. The stock fell more than 30% from its late-July levels and is now down 28% so far in 2021. All of this is in spite of the company reporting a 34% year-over-year increase in revenue to $316 million, $2 million more than the guidance it provided just a few months ago.\nWhat gives? Wix is blaming the delta variant of COVID-19 that is now spreading around the world. The uncertainty this has created for the global economy led management to downgrade its full-year 2021 forecast, reducing its revenue outlook by as much as $25 million to a range of $1.26 billion to $1.27 billion. Full-year free cash flow was also reduced down to a range of $35 million to $40 million (previously $62 million to $72 million) reflecting ongoing investments to promote long-term growth.\nHowever, the renewed worry over the pandemic is creating a buying opportunity for this growth stock. Wix is a leader in no-code web development and is rolling out loads of new features to its platform. The latest, Branded App By Wix, allows users to easily create their own mobile-native applications. Given how incredibly important it is to engage with consumers via mobile devices these days, this is a huge feature drop for Wix. The strength of its offerings underscores why it's outgrowing even its small peers.Squarespace, for example, grew its Q2 revenue just 31% year over year to $196 million.\nWix trades for 113 times trailing 12-month free cash flow after Q2, a metric that could get worse through the second half of this year as the company spends heavily to foster its full long-term potential. But even factoring in the temporary reduction in profitability, this is as cheap as Wix stock has been this year, and the prospects for this leading web creation software firm are better than ever. I plan to buy more shares this month.","news_type":1,"symbols_score_info":{"ETSY":0.9,"WIX":0.9,"PINS":0.9}},"isVote":1,"tweetType":1,"viewCount":214,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":9,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/839552349"}