Watch Coupang, Vertex, and Disney

Investors are worried about the impact of tariffs on e-commerce firms. To diversify away from Amazon (AMZN), Walmart (WMT), and Costco (COST), consider South Korea’s Coupang (CPNG).In the first quarter, Coupang posted revenue growing by 11.3% Y/Y to $7.91 billion. Net income was $154 million, while diluted EPS was $0.06. On the conference call, CEO Bom Kim said that the business did not see any impact from tariffs. Macro and customer behavior did not change. To increase investor returns, the firm’s board approved a $1 billion buyback program.In the drug sector, Vertex Pharmaceuticals (VRTX) slumped from $500 to close at below $425 last week. Vertex increased revenue by 3.0% Y/Y to $2.77 billion. For the fiscal year, it is expecting revenue of up to $12.0 billion. This is above analyst estimates. Investors may take advantage of the weak VRTX stock performance by accumulating shares.Disney (DIS) traded sharply higher last week after posting fiscal second-quarter results. The streaming service benefited from Hulu embedded in the user experience. Engagement rose while churn fell.Disney views technology as a growth pillar. Looking ahead, the ad-tech side will benefit from personalization and customization. As Disney implements its roadmap, the streaming platform business will grow in the next few years.In the movie business, Avengers, Mandalorian, Toy Story, and Moana will lift next year’s revenues.