The Internet giant's network effect, mobile capabilities, and PayPal platform have it positioned for long-term growth, say Morningstar's Matt Coffina and R.J . Hottovy .
As online purchasing becomes the norm among consumers, many retailers are increasing promotional activity and engaging in price wars to drive store traffic, says Morningstar's R.J . Hottovy .
The Chinese e-commerce giant’s first public update shows the power of the firm’s network effect, though shares are slightly overvalued at today’s levels, says Morningstar’s R.J . Hottovy .
Notwithstanding disappointing first-quarter sales, Chipotle can weather a more competitive fast-casual industry in the years to come, writes Morningstar’s R. J . Hottovy .
Chipotle continues to post impressive results, but the market may be underestimating long-term competitive threats, writes Morningstar’s R.J . Hottovy .
The retail giant's results point to longer-term margin potential, but the profitability expansion will be slow and uneven, writes Morningstar's R.J . Hottovy .
Alibaba’s lower-than-expected revenue growth is not a cause for concern as the firm continues to build its network effect, writes Morningstar’s R.J . Hottovy .
The online retail giant's third-quarter outlook draws some concern, but we have conviction in the firm's margin expansion and investments, says Morningstar's R.J . Hottovy .
Concerns over a key supplier to both Yum and McDonald’s in China have hurt sales and stock prices in the short run, but Morningstar's R.J . Hottovy expects the firms to bounce back.
Management’s response to the Marketplaces data breach, the firm’s impressive gains in payment and mobile volumes, and its capital-allocation efforts are reasons why Morningstar’s R.J . Hottovy is maintaining a long-term positive outlook for the firm.