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 .
Chipotle’s phenomenal 17.3% comp increase during a tepid quarter for restaurant operators is a testament to the firm’s business model, but valuation levels remain a concern, 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 .
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.
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 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 .
Although shares are pricey, the firm wields a tremendous amount of pricing power, reinforcing its narrow moat, says Morningstar's R.J . Hottovy .