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citic sec: The resilience and increased penetration of consumer spending accelerate the growth of e-commerce in the usa. Remain bullish on leading e-commerce companies.
In Q2 2024, the total e-commerce sales in the usa reached 282.3 billion dollars (up 6.6% year-on-year), with a penetration rate of 19.6% (up 1.8 percentage points year-on-year), of which csi sws food & beverage, groceries, electronics and home appliances, and non-store retailers grew by 8.0%/ 12.7%/ 7.9%/ 7.2% year-on-year.
The carlyle group established positions in Reddit in Q3 and liquidated Nu, while quidelortho remains its top holding.
According to the Securities and Exchange Commission (SEC) disclosure, the carlyle group submitted the third quarter (Q3) holdings report (Form 13F) as of September 30, 2024.
Forward Air | 10-Q: Q3 2024 Earnings Report
Express News | Air Transport Services Group Inc: Will Not Provide Financial Guidance Going Forward
Forward Air Announces New Chief Commercial Officer
Analysts' Opinions Are Mixed on These Industrial Goods Stocks: Forward Air (FWRD), BWX Technologies (BWXT) and Spire Global (SPIR)
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