WTF
PayPal Up nearly 17% in pre-market trading, but closed the day up just 4%.
But seriously—maybe reconsider changing the woman CFO in the earnings call. She said consumers' spending outlook is expected to weaken.
On Consumer Spending & Macroeconomic Headwinds
"PayPal saw a slowdown in payments activity in September that continued into October across both the U.S. and Europe, as consumers became more selective in their purchases... We're seeing basket sizes just trade down. Average order value being down, particularly in retail where you know consumers are just being more selective, and that behavior has continued into October."
While the price action was underwhelming, it’s hard not to stay optimistic after a strong Q3 beat, raised guidance, and new partnerships with Google and ChatGPT.
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