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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| EBAY | 8-K | mixed | 6/10 | eBay announced a restructuring plan cutting ~9% of its global workforce, with estimated pre-tax charges of $130M-$150M, | Oct 22, 2026 |
| LYFT | 8-K | mixed | 6/10 | Lyft reached a $272.5 million settlement with California plaintiffs to resolve driver misclassification claims covering | Oct 1, 2026 |
| AMZN | 8-K | neutral | 3/10 | No summary provided | Sep 14, 2026 |
| MELI | 8-K | neutral | 4/10 | MercadoLibre has priced and entered into an underwriting agreement for $1 billion of 5.850% senior unsecured notes due 2 | Sep 10, 2026 |
| AMZN | 8-K, 3 | neutral | 2/10 | Amazon elected Kevin R. Mandia as a new director on September 8, 2026, appointing him to the Audit and Security Committe | Sep 9, 2026 |
| CHWY | 8-K | bullish | 6/10 | Chewy reported fiscal Q2 2026 (Aug 2, 2026) results that were in line with consensus on both revenue ($3.33B vs $3.32B e | Sep 9, 2026 |
| LYFT | 8-K | neutral | 3/10 | Lyft announced the retirement of CFO Erin Brewer and the appointment of Michael Brous as her successor, effective Septem | Sep 9, 2026 |
| ABNB | 8-K | bullish | 7/10 | Airbnb reported Q2 2026 results that substantially exceeded expectations across all key metrics, with revenue of $3.6B ( | Aug 6, 2026 |
| MELI | 8-K | mixed | 6/10 | MercadoLibre reported Q2 2026 revenue of $10.17B (beat consensus by 4.2%) with 50% YoY growth, but GAAP EPS of $9.19 (be | Aug 5, 2026 |
| SHOP | 8-K | bullish | 6/10 | Shopify reported Q2 2026 revenue of $3.583B (+34% YoY), beating consensus of $3.44B, with EPS of $0.42 beating $0.40 est | Aug 5, 2026 |
| UBER | 8-K | bullish | 7/10 | Uber reported Q2 2026 results with Non-GAAP EPS of $0.81 (35% YoY growth) and revenue of $14.2B (+12% YoY), while guidin | Aug 5, 2026 |
| CPNG | 8-K | bearish | 6/10 | Coupang reported Q2 2026 net revenues of $8.9B, up 4% YoY (10% constant currency), but GAAP net loss attributable to sto | Aug 4, 2026 |
| AMZN | 8-K | bullish | 7/10 | Amazon reported Q2 2026 results with net sales of $200.6B (+20% YoY), operating income of $27.5B (+43% YoY), and GAAP di | Jul 30, 2026 |
| UBER | 8-K | neutral | 7/10 | Uber announced a voluntary public takeover offer for Delivery Hero SE at €41.50 per share, representing an equity value | Jul 16, 2026 |
| ETSY | 8-K | bullish | 7/10 | Etsy and eBay entered a Second Amendment to the Depop sale agreement after the UK CMA cleared the transaction on July 15 | Jul 16, 2026 |
| AMZN | 8-K | neutral | 4/10 | Amazon.com closed a $25.0 billion multi-tranche senior unsecured note offering on July 9, 2026, consisting of eight tran | Jul 9, 2026 |
| SHOP | 8-K | neutral | 2/10 | Shopify disclosed the resignation of board member and Audit Committee Chair Prashanth Mahendra-Rajah, effective immediat | Jul 2, 2026 |
| CHWY | 8-K | mixed | 6/10 | Chewy entered into a $600 million term loan credit agreement on June 23, 2026, with JPMorgan as administrative agent, ma | Jun 24, 2026 |
| SHOP | 8-K | neutral | 2/10 | Shopify held its 2026 annual meeting of shareholders on June 16, 2026, with all director nominees elected, PwC reappoint | Jun 16, 2026 |
| CPNG | 8-K | bearish | 7/10 | The Korean PIPC announced ~$410M in total administrative fines against Coupang's Korean subsidiary: ~$278M related to th | Jun 11, 2026 |
| AMZN | 8-K | neutral | 3/10 | Amazon entered into a $17.5 billion senior unsecured delayed draw term loan facility (DDTL Facility) with Citibank as ad | Jun 10, 2026 |
| SHOP | PRESS-RELEASE, 8-K | bullish | 6/10 | Shopify announced a $3 billion increase to its share repurchase program, bringing total authorization to $5 billion. The | Jun 2, 2026 |
| ETSY | 8-K, DEFA14A | neutral | 5/10 | Etsy entered into a letter agreement with eBay providing for escalating termination fees (up to $136M) if the Depop sale | May 28, 2026 |
| UBER | 8-K | neutral | 2/10 | Uber's Chief People Officer Nikki Krishnamurthy stepped down; Jill Hazelbaker, previously CMO and SVP of Communications | May 11, 2026 |
| SHOP | 8-K | neutral | 2/10 | Shopify filed its Notice of 2026 Annual General Meeting and Management Information Circular, setting the meeting for Jun | May 8, 2026 |
| MELI | 8-K | mixed | 6/10 | MercadoLibre's Q1 2026 revenue grew 49% YoY to $8.845B, but operating income fell 20% to $611M and EPS of $8.23 missed c | May 7, 2026 |
| ABNB | 8-K | mixed | 6/10 | Airbnb Q1 2026 revenue of $2.678B beat high end of guidance ($2.59-2.63B) and grew 18% YoY, while GAAP diluted EPS of $0 | May 7, 2026 |
| CVNA | 8-K | neutral | 2/10 | Carvana held its 2026 Annual Meeting, where stockholders approved a 5-for-1 forward stock split (effective May 7, 2026), | May 6, 2026 |
| EBAY | 8-K | mixed | 7/10 | eBay confirmed receipt of an unsolicited, non-binding acquisition proposal from GameStop Corp. The Board will review the | May 5, 2026 |
| SHOP | 8-K | bullish | 8/10 | Shopify reported Q1 2026 revenue of $3.17B, up 34% YoY, and operating income of $382M, up 88% YoY, driven by broad-based | May 5, 2026 |
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