…tch Group MTCH MTCH US Nat Schindler Netflix, Inc. NFLX NFLX US Nat Schindler OnDeck Capital ONDK ONDK US Nat Schindler priceline.com PCLN PCLN US Justin Post Take-Two Interactive TTWO TTWO US Justin Post Wix.com WIX WIX US Nat Schindler Yahoo! YHOO YHOO US Justin Post Zillow ZG...
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Expedia (Buy, $146 PO) Stock view: 1Q faces tough comps, but should clear way for strength into ‘18 We think 1Q expectations are somewhat muted as Expedia has highlighted several earnings headwinds in early 2017, including incremental cloud migration spend, higher marketing spe...
¢ StubHub trends as StubHub GMV comps are tough in 1H’17 (32% y/y growth in 1H’16). « Marketing expenses are expected to increase, putting pressure on margins and could raise concerns that GMV growth is being “bought”. Early 1Q traffic data points mixed comScore’s eBay desktop...
… 571 GrubHub GRUB 33.27 LendingTree TREE 117.8 Match Group MTCH 16.45 Netflix nflx 143.62 ONDK ONDK 462 Pandora P 11.82 priceline.com PCLN 1761.77 Quotient QUOT 94 Snap SNAP 20.7 TripAdvisor TRIP 41.76 Trivago TRVG 12.81 Twitter TWTR 14.53 Wayfair W 40.21 Yahoo! YHOO 46.38 Yelp Y...