Tag Archives: PYPL

[PYPL] BUSINESS MODEL AND COMPETITION

(2,182 words) PayPal has moved far beyond its roots as an online auctions payment facilitator in the late 1990s/early 2000s (serving eBay, mostly), broadening and deepening its 2-sided network, expanding its reach to mobile (2006), offline transactions (2012), and increasingly, “contextual commerce” (i.e., consumers buying directly on Facebook rather than being redirected to the retailers site).  PayPal’s central […]
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QUICK BLURBS [DLTR, EQC, PYPL, RUSHA, SQ]

(1,427 words) [DLTR: 3/1/17] Respectable quarter with positive comps and margin expansion at both Dollar Tree (+2.4% ex. fx, positive comps each month) and Family Dollar (+0.2%, avg ticket +30bps, traffic down, particular strength in the West and Northeast) driving total sales to the mid of the guided range and EPS above the top-end.  As expected, […]
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QUICK BLURBS [PYPL, MA, V]

(1,232 words) 10/20/2016: PYPL (Earnings Call) Currently, PYPL is 10% of e-commerce and e-commerce is just 10% of retail, so there’s a huge addressable market of which co. only has 1% share.  [The strategy to capture value is to nurture and cross-feed both the merchant and consumer sides of the platform].  So, for merchants, PYPL […]
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QUICK BLURBS [PYPL, V]

[PYPL: 7/22/16] Visa partnership: gives co. long-term fee certainty, volume-based incentives on Visa transactions, the ability to access Visa’s tokenization service for in-store transactions in the US via Visa cards inside customer PayPal wallets in “millions of retail locations” w/ contactless PoS, while retailers pay fees comparable to other contactless transactions.  In turn, PayPal will give […]
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QUICK BLURBS [BAC, JPM, PYPL, SQ]

[SQ: 8/3/16] Continues to see net new customer growth and positive dollar based retention rate….so, by cohort, the revenue and gross profit dollars are showing growth, including the earliest 2010 cohort.  Contactless + chip card reader seeing good momentum among small and large sellers – it works over Bluetooth.  Co. is in the process of transitioning […]
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