Online luxury consignment marketplace The RealReal’s “breakout performance” in the second quarter of 2025 signaled that discretionary spending by consumers amid economic worries remains strong. It’s one signal of how consumers are navigating uncertainty: On the day many of President Donald Trump’s global tariffs went...
The momentum of buy now, pay later (BNPL) remains unabated, Sezzle management said on the company’s conference call on Thursday (Aug. 7), marked by double-digit growth in revenues, strong uptake in subscriptions and in-store purchases and active consumers. But investors sent the shares down sharply,...
Block, owner of Square and Cash App, is betting that the future of money won’t look a lot like its past. Per its executive remarks during Thursday’s (Aug. 7) second-quarter 2025 earnings call, the FinTech platform’s ambitions are larger than payments. The company wants to be the...
Expedia Group is embedding artificial intelligence (AI) across its business, using the technology to sharpen personalized travel recommendations, improve customer service and boost operational efficiency. “We’re using AI everywhere,” CEO Ariane Gorin said during the company’s second-quarter earnings call with analysts. “It touches every function...
While both Uber and Lyft showed healthy top-line growth and improving fundamentals, their underlying narratives — shared during their Q2 2025 earnings calls — revealed a deeper divergence when it comes to owning the mobility platform layer. Uber is tightening the feedback loop between ride‑hailing...
Growth in small to medium-sized business (SMB) acquiring, B2B payables management and enterprise payments helped boost Priority Technology Holdings’ second-quarter results, while management also increased guidance for its near-term results. The stock popped 6% in early trading on Thursday (Aug. 7) after results were announced....
Peloton is repositioning itself as a holistic wellness brand, expanding beyond its origins in connected fitness as part of a broader turnaround strategy to return to growth and sustainable profitability. “We are coming to understand better the importance of strength, stress management, sleep and nutrition...
In a perfect world, profitability and innovation go hand-in-hand. For DraftKings, which is currently live in 25 U.S. states and Washington, D.C., covering 49% of the U.S. population, that was the story the company’s executives shared with investors during Thursday’s (Aug. 7) second-quarter 2025 earnings...
Marqeta’s second-quarter results, released after the market closed on Wednesday (Aug. 6), took note of expansion opportunities in buy now, pay later (BNPL) markets, flexible credentials and embedded finance. Total processing volumes of $91 billion were up 29% from a year ago. Net revenues gathered...