Ex-Google DeepMind Researcher Warns AI Could Pose Existential Threat 
MediaTek Unveils 2nm Dimensity 9600 Pro AI Chip 
Berkshire Hathaway Eyes Bigger Stakes in Japan’s Top Trading Houses 
Nvidia CEO Jensen Huang Expected at Trump-Xi State Dinner 
Z.AI Shares Slide 7% After $5 Billion Fundraising 
BHP Port Hedland Wage Dispute Heads to Arbitration 
France Urges Faster AI Push Despite Safety Risks 
Samsung Heavy Wins $1.22 Billion LNG Carrier and Tanker Deal 
Qualcomm Gains on $60B Amazon AI Chip Deal 
Bill Gates Warns Governments Are Unprepared for AI Disruption 
Volvo Cars Plans 13 New Models by 2030 to Boost Sales 
Meta CEO Zuckerberg Backs Independent AI Safety Reviews Over Development Slowdown 
Trip.com Shares Rise as Q2 Earnings Beat Estimates 
American Airlines Eyes Capacity Cuts as High Fuel Prices Persist 
China’s Global Times Slams Anthropic CEO’s AI Slowdown Plan as ‘Cold War’ Strategy 
Ares Names James Garforth Principal for Asia Direct Lending 
Add as a preferred source on Google
Polish e-commerce giant Allegro raised its full-year 2026 guidance on Thursday after strong growth in Poland and rapidly expanding sales across its international marketplaces.
Allegro now expects group gross merchandise value (GMV) to increase 13%-15% this year, while Adjusted EBITDA is projected to rise 13%-17%. The upgraded outlook follows international GMV growth of about 100% year-on-year during the first 10 weeks of the third quarter.
The company also continues to outperform in its core Polish market. Poland GMV increased 12% year-on-year in the second quarter, more than three times the growth rate of nominal retail sales. Year-to-date performance has already exceeded the upper end of Allegro's previous guidance, lifting group GMV growth to nearly 15%.
Second-quarter consolidated GMV climbed 14.4%, while Adjusted EBITDA increased 11.5% from a year earlier. Polish revenue advanced 14.4% and Adjusted EBITDA rose 11.3%, supported by logistics, financial services, advertising and pricing initiatives.
Allegro consequently upgraded its 2026 Poland forecast to GMV growth of 11%-13% and Adjusted EBITDA growth of 11%-14%.
International expansion remains a major growth driver. GMV across Allegro's Czech, Slovak and Hungarian marketplaces surged 85% year-on-year during the second quarter. The platforms now reach more than a quarter of e-commerce customers in those markets and list over 40 million active products.
Allegro expects international GMV to finish 2026 about 2 billion zlotys above 2025 levels, while the international business is targeted to reach break-even in 2029.
The company's financial and logistics services also expanded. Allegro Pay accounted for 16.4% of second-quarter GMV, with loan generation rising 35% to 4.5 billion zlotys. Allegro Smart! surpassed 9 million users, while Allegro Delivery expanded to more than 40,000 parcel lockers and nearly 35,000 pickup locations.
CEO Marcin Kuśmierz said Polish GMV continues to accelerate while international marketplace GMV has doubled year-on-year early in the third quarter.
Allegro also announced that CFO Jon Eastick will be succeeded next month by Katarzyna Ostap-Tomann.
