Wayfair's (W) first-quarter 2024 results reflect the positive impact of a growing active customer base. However, lower net revenues per active customer is a concern.
MercadoLibre's (MELI) first-quarter 2024 results benefit from increasing total payments volume, courtesy of the robust Mercado Pago.
Booking Holdings' (BKNG) first-quarter 2024 results reflect a rising bookings trend. However, geopolitical tensions in the Middle East region have been concerning.