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MRMRCIF

Mercari, Inc.

$MRCIF·$2.6B·Specialty Retail·Consumer Cyclical
$30.57+38.6%
Mentions · last 7 days
2026-07-30: 0 posts2026-07-31: 0 posts2026-08-01: 0 posts2026-08-02: 0 posts2026-08-03: 0 posts2026-08-04: 0 posts2026-08-05: 0 posts0
Price updated 13m ago·X counts updated 22h ago
MRMRCIF
$MRCIFMercari, Inc.
$30.57+38.64%0 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Mercari, Inc. focuses on the entire process, from conceptualization to continuous management, of its Mercari digital marketplace applications, which are active in both Japan and the United States. The company was established in 2013 and operates primarily from its headquarters located in Tokyo, Japan.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $MRCIF.

Specialty Retail · Consumer Cyclical

No material change from last week — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+14.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
21.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
31.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
73.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.59$0.46+30.1%
Q1 2026May 11, 2026$0.34$0.28+22.6%
Q4 2025Feb 9, 2026$0.22$0.22+0.7%
Q3 2025Nov 7, 2025$0.20$0.19+7.3%
Next earningsWed, Nov 4

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$61.4B+23.1%74.8%24.0%$54.33$-18.4B
Q2 FY26$56.9B+15.5%73.7%19.2%$34.01$-20.1B
Q1 FY26$50.1B+11.6%72.7%18.9%$30.73$18.3B
Q4 FY25$48.6B+4.4%72.0%15.9%$87.45$-20.1B

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$224.0B$220.2B – $226.7B$173.87$155.58 – $193.2113
FY27$260.4B$239.3B – $282.6B$226.38$202.56 – $251.5613
FY28$286.2B$263.0B – $310.7B$262.02$234.46 – $291.175
FY29$312.5B$287.2B – $339.2B$272.10$243.48 – $302.379
FY30$338.1B$310.8B – $367.1B$292.75$261.95 – $325.3112

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.0%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-0.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 103.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.075-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

More in Specialty Retail

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Voices on X · last 7 days

No standout posts about $MRCIF on X in the last 7 days.

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