Consumer Discretionary
Broadline Retail
2 companies under coverage.
Coverage
Broadline Retail
Equity Research
Amazon.com (AMZN)
The bull case — 'Ads + AWS Inflection' (10% weight) — targets $370, +55% vs spot. It needs the multiple to hold or expand.
Equity Research
eBay Inc (EBAY)
The bull case — 'Bull — Platform Re-Rate' (8% weight) — targets $223, +99% vs spot. It needs the multiple to hold or expand.