Digital Payments, Food Delivery, and Luxury Parkas!
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 4 February 2021
⏱️ 16 minutes
🧾️ Download transcript
Summary
PayPal hits a new high on strong 4th-quarter results and 2021 guidance. Ebay’s story (in terms of results, guidance, and stock movement) is similar to PayPal’s. GrubHub falls on a disappointing 4th quarter, while shares of Canada Goose rise more than 25%. Bill Barker analyzes those stories and ponders the relative merits of a $125 face mask.
Transcript
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| 0:00.0 | It's Thursday, February 4th, welcome to Market Foolery. |
| 0:05.1 | I'm Chris Hill with me today, the one and only Bill Barker. |
| 0:08.4 | Good to see you. |
| 0:09.4 | Good to be here. |
| 0:12.1 | We've got delivery, apparel, e-commerce. |
| 0:15.9 | We're going to start today with digital payments. |
| 0:18.6 | PayPal closed out the best year in the company's history. |
| 0:22.4 | Fourth quarter profits and revenue came in higher than expected. |
| 0:25.2 | Their guidance for 2021 was strong, shares of PayPal up around 5% and hitting a new high. |
| 0:34.0 | Yeah, pretty much sort of 20%-ish growth year-to-year and really I think that more than anything |
| 0:45.0 | what is part of today's move is a reiteration that this is sort of very much the middle |
| 0:52.6 | of the game. |
| 0:53.6 | This is not particularly pandemic-related growth, it's sort of the growth that you expect |
| 1:01.0 | here. |
| 1:02.0 | It's the growth that the guidance is continuing to provide. |
| 1:04.9 | They've got an investor day, I think, next week and PayPal and eBay, two great tastes |
| 1:13.1 | that weren't so great together, but have been pretty good, separated. |
| 1:19.7 | They have been good, separate. |
| 1:20.9 | I'll get to eBay in a second, but this is interesting because one of the things that |
| 1:26.7 | has come up over the past few weeks on this show has been guidance, the degree to which |
| 1:32.4 | some companies are comfortable sharing it for 2021, the degree to which others are saying, |
| 1:39.2 | now we're not doing guidance right now. |
... |
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