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 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 .
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 .
Although shares are pricey, the firm wields a tremendous amount of pricing power, reinforcing its narrow moat, says Morningstar's R.J . Hottovy .
Morningstar's R.J . Hottovy says a key uncertainty ahead of Alibaba's IPO is whether the firm can duplicate its success outside of China.
We’re nevertheless maintaining our fair value estimate as PayPal continued to show good momentum, says Morningstar’s R.J . Hottovy .
The shared services agreement between eBay and PayPal should preserve the synergies between the businesses while allowing management to focus on enhancing their respective network effects, says Morningstar’s R.J . Hottovy .
Apple Pay is clearly a potential disruption to eBay's PayPal, but we don't view mobile payments as a zero-sum game, says 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 .