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Microcap & Penny Stocks : Qurate Retail
QVCGA 11.64-0.8%Dec 24 12:59 PM EST

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To: sixty2nds who wrote (89)12/5/2025 8:28:53 AM
From: Sean Collett   of 90
 
Hi 60,

Not sure I am jumping at anything just yet. It is positive, but it's also a retail Q4 and they are spending more to get views and consumers are spending more for holidays. Let's see where we are in Q1-Q2 as I would expect some mean reversion. It's very possible they're spending over $90M in advertising in Q4 combined which eats some margin. One does not go from averaging the transactions they were in Q3 to what they are in Q4 without doing something drastically different and that drastic change costs money.

It is positive if this is sustainable but one should never jump before they can see where they're going to land.

-Sean
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