Earnings, Earnings, and (You Guessed it) More Earnings

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 19 February 2026

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Earnings results are flooding in from companies across numerous industries Some look great, some look ok, and some the market didn’t like one bit. Today, we break down earnings results from several consumer companies to see spending trends, the gang gets into a spirited back and forth about insurance company Lemonade, and we try to figure out what spooked the market about Klarna’s results. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Earnings results from Walmart, Booking Holdings, Etsy, and Ebay - Ebay’s acquisition of Etsy’s Depop business. - The bull and bear case on Lemonade - Klarna’s big stock drop Companies discussed: WMT, BKNG, ETSY, EBAY, AMZN, LMND, PGR, KLAR Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's an earnings extravaganza this time on Motley Fool Money.
0:20.7	Welcome to Motley Full Money. I'm Tyler Crow, and today I'm joined by longtime full contributors, Matt Frankel and John Quast.
0:27.4	We're deep into earnings season with really far too many companies to kind of cover in our 20 or so minutes that we do these daily podcasts.
0:35.9	But we're going to do our best today with a pretty
0:39.4	quick round-robin look at a lot of companies. We'll get into Lemonade and Klarna, who both
0:44.2	reported today. But before we do that, we're going to do a quick lightning round with a group of
0:48.9	companies that I'm kind of penning here like the pulse of the consumer. We're going to look at
0:53.6	Walmart, booking holdings, Etsy, and eBay. We're going to look at Walmart, booking holdings,
0:55.4	Etsy, and eBay. We're going to go as quick as we can. Let's start with Walmart. As the company
1:01.2	is want to do, it beat earnings expectations with earnings at 74 cents a share. That doesn't include
1:07.0	some like equity investment stuff that, you know, always makes the bottom line a little
1:11.7	wonky. And the company offered what most of the time is tepid guidance for the upcoming year.
1:17.5	But that's pretty part for the course. It's done kind of conservative guidance, if you will,
1:21.9	for many years in the past. And then just kind of raised it over the years and typically exceeds it.
1:27.7	Anything, did I miss anything?
1:29.5	Was there anything interesting that you guys saw on this one?
1:31.7	Yeah, I have a few things to add.
1:33.1	So Walmart, they've really become a master of Omni Channel Commerce, and it's really exceeded
1:37.6	even my expectations, and I like the company a lot.
1:40.9	The CFO specifically called out the speed of the delivery platform as a big driver of
1:45.7	their growth. And I can tell you firsthand, Walmart's delivery is fantastic. And it surprises me how
1:50.8	efficient it is. But one particular point from the earnings call that I found interesting is that
	...

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