How the Death of an $800 Tariff Loophole Erased 70% of Shein’s Value
A single line in U.S. customs law quietly bankrolled the ultra-cheap fashion giants shipping from Guangzhou to your door. Now that the loophole is closed, the bill is coming due and investors are only beginning to count the damage.
Yahoo2 days agoPDD
Shein Stock Waited Years to IPO Only to Flop. Blame Trump.
Shein stock had a trading debut to forget on Tuesday, summing up the waning fortunes of a company that was at one point expected to upend the entire fast-fashion market. There have been plenty of stellar IPOs in China this year—the most notable being memory-chip maker CXMT which surged 466% on its trading debut in July to become the country’s most valuable company. Shein never looked likely to join the club.
Yahoo3 days agoPDD
MarketBeat Week in Review – 08/24 - 08/28
MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.
Yahoo6 days agoPDD
Hayden Capital: Deconstructing PDD Holdings (PDD) Investment Thesis and Exit
Hayden Capital, an investment management firm, released its second-quarter 2026 investment letter. The letter can be downloaded here. In the second quarter, the portfolio gained 6.9%, compared to the S&P 500’s 15.2%. Overall, approximately 34% of the portfolio is in Asia, 43% in North America, and the rest spread across other regions. Hayden Capital remains […]
Yahoo7 days agoPDD
PDD (PDD) Grew Revenue 8% but GAAP Net Income Fell 12%. Are Merchant Investments Producing Enough Growth?
PDD Holdings Inc. (NASDAQ:PDD) reported second-quarter revenue of RMB112.4 billion, up 8% year over year but below the RMB116.35 billion consensus estimate. GAAP net income attributable to ordinary shareholders declined 12% to RMB27.2 billion, while total operating expenses increased 13% to RMB36.6 billion. Shares gained approximately 3% in premarket trading following the results. However, PDD […]
Yahoo7 days agoPDD
China E-Commerce Stocks Sink While Baidu Climbs 4%: Alibaba Falls 4%, PDD Holdings Declines 3%
China's biggest internet stocks are moving in opposite directions Thursday, and the split points to a fault line running straight through the group that could reshape how investors position across the entire sector.
Yahoo7 days agoPDD
PDD Beat Earnings—So Why Did the Stock Still Fall?
PDD Holdings beat earnings estimates but missed on revenue, with net income falling as spending on subsidies and AI rises, leaving shares lower despite the profit beat.
Yahoo9 days agoPDD
PDD Holdings: Core Ad Deceleration And 1P Pivot Cloud Risk-Reward (Rating Downgrade)
PDD Holdings is downgraded to Hold after the Q2 miss; ad growth slows, and costs and regulatory risks rise as Temu expands. Click for this PDD stock update.
SeekingAlpha9 days agoPDD
Benchmark Maintains Buy on PDD Holdings, Lowers Price Target to $114
Benchmark analyst Fawne Jiang maintains PDD Holdings (NASDAQ:PDD) with a Buy and lowers the price target from $127 to $114.
Benzinga10 days agoPDD
PDD Holdings Inc. (PDD) Q2 2026 Earnings Call Transcript
PDD Holdings Inc. (PDD) Q2 2026 Earnings Call August 24, 2026 7:30 AM EDTCompany ParticipantsJiazhen Zhao - Co-CEO & Co-Chairman of the BoardLei Chen -...
SeekingAlpha11 days agoPDD
EU Tariffs Threaten Temu Margins After US Trade Squeeze
PDD says new EU tariffs will raise Temu's costs and slow cross-border orders as the company adapts after U.S. trade changes.
Benzinga11 days agoPDD
PDD Holdings: 50%+ Of Market Cap Is Cash
PDD Holdings Inc.âs Q2 revenue beat shows strong e-commerce growth, steady 25% margins, and AI investments to boost conversionsâclick for why PDD may be a Buy now.
SeekingAlpha11 days agoPDD
Alibaba Sinks 7% as a 75% Capex Surge Swallows 45% Cloud Growth; Baidu Ticks Up
Alibaba's cloud business just posted a 22-quarter high in growth, yet the stock is sinking while rival Baidu climbs. The reason comes down to a single line in the earnings report that rewrote the entire narrative.
Yahoo14 days agoPDD
Top Wall Street Forecasters Revamp PDD Expectations Ahead Of Q2 Earnings
PDD Holdings Inc. (NASDAQ: PDD) to release Q2 earnings on Aug. 24. Analysts expect $2.77 EPS and $17.13B revenue.
Benzinga14 days agoPDD
10 Consumer Discretionary Stocks Whale Activity In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders often
Benzinga15 days agoPDD
JD.com Beat Expectations, Investors Still Sold The Stock
The e-commerce giant has reduced the pain from its entry to food delivery, but weak retail sales and crowded new battlefields show its next growth engine remains elusive image credit: Bamboo Works Key
Benzinga17 days agoPDD
Shein Is Said to Target Up to $27 Billion Valuation in HK IPO
Fast-fashion retailer Shein Global Holdings Ltd. is targeting a valuation in the range of $26 billion to $27 billion in its initial public offering in Hong Kong, according to people familiar with the matter, a sharp drop from its peak value.
Yahoo18 days agoPDD
PDD Holdings to Report Second Quarter 2026 Unaudited Financial Results on August 24, 2026
DUBLIN and SHANGHAI, Aug. 17, 2026 (GLOBE NEWSWIRE) -- PDD Holdings Inc. (“PDD Holdings” or the “Company”) (NASDAQ: PDD) today announced that it will report its unaudited financial results for the second quarter ended June 30, 2026, before U.S. markets open on Monday, August 24, 2026. The Company’s management will hold an earnings conference call at 7:30 AM ET on August 24, 2026 (12:30 PM IST and 7:30 PM HKT on the same day). The conference call will be webcast live at https://investor.pddholdin
Yahoo18 days agoPDD
David Tepper Gets More Selective on China With Alibaba Cut, Baidu Boost
David Tepper trimmed Alibaba, exited JD.com and PDD, while increasing his Baidu stake in Q2, signaling a more selective approach to China.
Benzinga18 days agoPDD
David Tepper's Latest AI Bet Is CoreWeave
Billionaire investor David Tepper initiated a new CoreWeave stake in Q2 while adding to Nvidia, Amazon and TSMC.
Benzinga18 days agoPDD
Reuters Reported Shein Valuation Seen At $25B-$28B In Hong Kong IPO, Down From Potential $100B Valuation Seen Four Years Ago
https://www.reuters.com/legal/transactional/shein-eyes-company-valuation-around-25-billion-hong-kong-ipo-sources-say-2026-08-17/
Benzinga18 days agoPDD
Z.ai Aims to Catch Anthropic, OpenAI in Coding With New AI Model
Z.ai Co. is set to upgrade its flagship AI model, adding to a series of Chinese open-weight offerings seeking to outcompete Anthropic PBC and OpenAI.
Yahoo21 days agoPDD
PetMed (PETS) Reports Q1 Loss, Misses Revenue Estimates
PetMed (PETS) delivered earnings and revenue surprises of -333.33% and -20.64%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Yahoo21 days agoPDD
Shein Is Said to Consider Aug. 28 for Hong Kong Trading Debut
Shein Global Holdings Ltd. plans to start taking investor orders for its long-awaited Hong Kong initial public offering as soon as Aug. 20 and debut in the city around Aug. 28, according to people familiar with the matter.
Yahoo22 days agoPDD
Sea Bets Shopee Can Hit $1 Billion in Profit As E-Commerce Growth Roars
Sea (NYSE: SE) stock jumps on 48% Q2 revenue growth to $7.79B, beating estimates and raising Shopee's full-year profit outlook.
Benzinga24 days agoPDD
PDD Holdings Inc. Sponsored ADR (PDD) Rises As Market Takes a Dip: Key Facts
PDD Holdings Inc. Sponsored ADR (PDD) reached $93 at the closing of the latest trading day, reflecting a +1.35% change compared to its last close.
Yahoo24 days agoPDD
PDD: Cheap, But Regulatory Risk Makes The Discount Deserved
PDD Holdings looks undervalued and profitable, but Chinaâs âghost takeoutâ crackdown raises regulatory and reputation risks. Click to see why itâs rated Hold.
SeekingAlpha27 days agoPDD
