The one thing we can count on each earnings season is a dramatic reaction to Stamps.com’s (STMP) results and outlook. In a seeming repeat of last quarter, the company posted another significant beat across the board highlighted by continued strength in new customer acquisition.
Read MoreStamps.com (STMP) delivered Q4 ’20 results ahead of expectations, capping a year of resurgent growth fueled by the COVID-19 pandemic. Most surprising (and impressive) from our perspective was further acceleration in the company’s paid customer growth rate to 35% and a corresponding decline of 15% in the cost per acquired customer.
Read MoreCTG, Inc. (CTG) reports Q4 ’20 results on Tuesday, February 23. Our estimates are generally in line with consensus, and we expect the company to meet or exceed our projections.
Read MoreStamps.com (STMP) reports Q4 ’20 results on Wednesday, February 17. As we have consistently opined since the release of the United States Postal Service’s (USPS) monthly data for November, Stamps.com is poised to meaningfully outperform its guidance once again.
Read MoreMetapack, a subsidiary of Stamps.com (STMP), hosted its annual ecommerce event, The Delivery Conference, last week. The two-day affair was held virtually for the first time, providing us with an opportunity to hear from a cadre of Metapack executives, retailers and carriers.
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