#이커머스 Analysis Reports
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Amazon closed at $233.66 on 2026-07-23, down -4.57% from the prior close of $244.85, with trading volume of 47,465,337 shares (Toss Securities Open API, as of 2026-07-23). FY2025 (fiscal year ended 2025-12-31) consolidated revenue was $716,924 million, up +12% year-over-year, and AWS revenue was $128,725 million, up +20% (Amazon 10-K, accession 0001018724-26-000004). Multiple media outlets cited a combination of factors behind the decline: Alphabet's and Tesla's 2026-07-22 announcements of expanded 2026 capital expenditure plans, a report that the US Senate Committee on Small Business had launched an investigation into allegations of Chinese influence over Amazon's Marketplace, and news of layoffs affecting part of the AGI organization. Q2 2026 earnings are scheduled for release on 2026-07-30 and remain unreported as of the analysis date (2026-07-24).
Polibeli Group Ltd (PLBL) is a digital supply chain and distribution platform for small and medium-sized retailers (SMEs), headquartered in Jakarta, Indonesia, and listed on the Nasdaq Global Market on 2025-08-08 via a SPAC merger with Chenghe Acquisition II Co. (deal size US$3.6B). FY2025 (ended 2025-12-31) revenue was $26.42 million, down from the prior year ($30.23 million), while net loss narrowed to $5.97 million from $10.98 million in the prior year (Form 20-F, filed 2026-04-24). The company disclosed non-binding MOUs for preliminary feasibility studies of AI computing centers/data centers with Thailand's Authaikam Co. on 2026-06-30 and Indonesia's PT Grosirone Prima Nusantara on 2026-07-01, respectively (Form 6-K). Majority shareholder Xingyun International Company Limited holds 98.26% of total issued shares and 99.19% of voting rights, making the company a 'controlled company' under Nasdaq rules (Form 20-F Item 7, filed 2026-04-24).
Wayfair Inc. reported Q2 2026 (period ended June 30) results before market open on 2026-08-04: total net revenue of $3,519 million (+7.5% YoY), US net revenue of $3,125 million (+8.7%, the strongest growth since the pandemic), adjusted EBITDA of $242 million, and adjusted EPS of $0.95, with revenue, EBITDA, and EPS all beating market consensus. Active customers totaled 21.7 million (+3.3%), delivered orders totaled 10.6 million (+6.0%), and free cash flow was $301 million, the highest level since 2020. The same-day closing price was $116.08, up +29.97% from the previous close of $89.31, on volume of 14,568,088 shares.
NAVER reported record-high Q1 2026 results with consolidated revenue of KRW 3.2411 trillion (+16.3% YoY) and operating profit of KRW 541.8 billion (+7.2% YoY), the best first quarter on record. For FY2025, the company posted all-time-high annual revenue of KRW 12.035 trillion (+12.1%) and operating profit of KRW 2.2081 trillion (+11.6%). Starting in January 2026, NAVER reorganized its business segments into a three-segment structure — Naver Platform, Financial Platform, and Global Challenge — and is pursuing a plan, in partnership with Nvidia, to build a 200MW AI factory by 2028.