MELI's logistics shift from cost drag to margin driver as scale, robotics and faster shipping boost efficiency and profitability outlook.

MELI's Q4 shows explosive growth in payments, ads and credit, but margin pressure and a profit miss temper the strong top-line beat.

MELI's Q4 shows explosive growth in payments, ads and credit, but margin pressure and a profit miss temper the strong top-line beat.

Lumentum sees CPO shift to contracted backlog, eyeing late-2027 scale-up as AI optics demand drives record revenue outlook.

Lumentum sees CPO shift to contracted backlog, eyeing late-2027 scale-up as AI optics demand drives record revenue outlook.

APP's 84% EBITDA margin and 66% net margin highlight an efficiency edge despite 28% stock drop, shifting focus from ad cycles to durable...

APP's 84% EBITDA margin and 66% net margin highlight an efficiency edge despite 28% stock drop, shifting focus from ad cycles to durable...

Ralph Lauren's Q3 margin surge shows that full-price demand and brand strength are fueling profitability despite tariffs and cost pressures.

Ralph Lauren's Q3 margin surge shows that full-price demand and brand strength are fueling profitability despite tariffs and cost pressures.

GXO Logistics' Lucas O'Brien. Image: Transaid.Contract logistics provider, GXO Logistics, and international development organisation, Transaid, are...