Earnings news and trends

Paysafe Digital Wallet Users Grow 6% to 7.8 Million in 4Q
Earnings // March 03, 2026

Growth in eCommerce, iGaming and digital wallets shaped Paysafe’s fourth quarter, offering a counterweight to some softness in its SMB channel and setting an optimistic tone from management on the Tuesday (March 3) conference call as the company moves into 2026. Get the Full Story...

ThredUp AI Tools Drive 30% Buyer Surge
Earnings // March 02, 2026

ThredUp credited artificial intelligence (AI) with boosting its results in the fourth quarter by reducing the friction involved in shopping for secondhand goods. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no...

Duolingo Bets on User Growth to Outpace AI Disruption
Earnings // February 27, 2026

Duolingo said Thursday (Feb. 27) that it plans to shift its focus from financial growth to user growth amid a challenge posed by artificial intelligence. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content...

The RealReal Expands AI Push as Luxury Buyers Spend More
Retail // February 26, 2026

The RealReal’s latest earnings message is less about a single quarter’s sales tally and more about how the luxury reseller thinks artificial intelligence can rewire the work behind every listing, from deciding which sellers to pursue to getting more items authenticated, described and priced fast...

Interviews & Exclusives
Walmart Highlights Higher-Income Growth as Lower-Income Shoppers Face Pressure

February 19, 2026
Talk about raining on the parade. New Walmart CEO John Furner’s first earnings call was dampened by the news Thursday morning (Feb. 19) that it had been surpassed by Amazon in terms of total sales. That and a tepid forecast led to a lackluster start to Furner’s first showing with Wall Street analysts. And while […]

CPG CEOs Say Consumers Keep Buying Despite Affordability Pressures

February 13, 2026
If one theme connected fourth-quarter earnings calls across consumer packaged goods companies and discretionary brands, such as toymakers, it was the emergence of a consumer economy defined by prioritization rather...

Coinbase’s $667 Million Loss Snaps Eight-Quarter Profitability Streak

February 12, 2026
The digital asset economy’s early growth was driven primarily by speculative trading. It still is today. Get the Full Story Complete the form to unlock this article and enjoy unlimited...

Shopify Leans Into AI Commerce as Profit Pressure Mounts

February 11, 2026
The eCommerce landscape is changing, and infrastructure platforms like Shopify are at the center of this shift. Get the Full Story Complete the form to unlock this article and enjoy...

Quick Reads
Best Buy Bets on AI as Consumers Avoid Big-Ticket Items

March 03, 2026
Best Buy is focused on digital innovation as shoppers continue to show caution. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, PYMNTS Today. By completing this form, you agree to receive marketing communications […]

ThredUp AI Tools Drive 30% Buyer Surge

March 02, 2026
ThredUp credited artificial intelligence (AI) with boosting its results in the fourth quarter by reducing the friction involved in shopping for secondhand goods. Get the Full Story Complete the form...

Duolingo Bets on User Growth to Outpace AI Disruption

February 27, 2026
Duolingo said Thursday (Feb. 27) that it plans to shift its focus from financial growth to user growth amid a challenge posed by artificial intelligence. Get the Full Story Complete...

TD Bank Scales AI to Fix AML Program

February 26, 2026
Artificial intelligence (AI) and machine learning are playing a key role in TD Bank Group’s “No. 1 priority,” its U.S. anti-money laundering (AML) remediation program, an executive said Thursday (Feb....