Welcome back. Airbus saying it's confident it can increase deliveries in the second half of the year with a strengthened supply chain. The US and the EU coming to some terms on tariff exemptions for aerospace.Joining us this morning, Phil Leau, along with the CEO of Airbus. Hey Phil. Hey Carl.Yay, CEO of Airbus. Thank you for joining us today. Carl sent us up there talking about your expectations to deliver around 820 aircraft this year.you've got to really hit the gas in the second really the remainder of ...

The consensus price target for Chewy, Inc. (NYSE:CHWY) remains stable at $50, indicating steady confidence from analysts.Over the past year, the average price target for Chewy has increased from $41.33 to $50, reflecting growing optimism about the company's performance.Analyst Stephanie Wissink from Jefferies has set a higher price target of $60, suggesting a more bullish outlook on Chewy's financial future.Chewy, Inc. (NYSE:CHWY) is a leading e-commerce company in the United States, specializing in pet-rel ...

Chewy, Inc. CHWY will release earnings results for the second quarter before the opening bell on Wednesday, Sept. 10.Analysts expect the Plantation, Florida-based company to report quarterly earnings at 33 cents per share, up from 24 cents per share in the year-ago period. Chewy projects to report quarterly revenue of $3.08 billion, compared to $2.86 billion a year earlier, according to data from Benzinga Pro.On June 23, Chewy priced upsized 23.95 million share offering by BC Partners Affiliate at $41.95, w ...

Company Overview - Chewy has expanded its offerings from basic pet supplies to include veterinary and pet pharmaceutical care, with clinics located in South Florida, Atlanta, Denver, and Texas [1] - The company provides a wide range of products and services for various pets, including livestock, through its organized online retail site [2] - Chewy was founded in 2011, went public in 2019, and currently has a market cap of approximately $17.6 billion [3] Financial Performance - In fiscal 1Q25, Chewy reported revenue of $3.12 billion, an increase of 8.3% year-over-year, exceeding forecasts by over $40 million [7] - The non-GAAP EPS for the same quarter was 35 cents, up 4 cents from the previous year, and also beat expectations by one penny [7] - Chewy had approximately 20.5 million active customers at the end of fiscal 2024 [6] Analyst Insights - Morgan Stanley's Nathan Feather anticipates a high likelihood of revenue guidance increase for FY25, citing improving web traffic and potential for pet household formation [8] - The stock is rated as Overweight (Buy) with a price target of $50, indicating an 18% upside potential [8] - Chewy has a Strong Buy consensus rating based on 22 recent analyst reviews, with 17 Buys and 5 Holds, and a current stock price of $42.33 [9] Market Context - The overall market outlook is positive, with major indexes near record highs, and the S&P 500 and NASDAQ showing year-to-date increases of 10% and 12.5%, respectively [5] - The potential for Federal Reserve rate cuts is seen as a catalyst for market resilience, which could benefit equities [4]

Retail investors are gearing up for another week of financial reports. Here's a look at the most notable stocks set to report company earnings this week. PL stock is soaring after earnings. See the chart here. Monday, Sept. 8 Before Market Open: Planet Labs PBC PL kicked off the week by beating analyst estimates on the top and bottom lines. Shares soared more than 35% following the print. After Market Close: Caseys General Stores, Inc. CASY will report its Q1 results after Monday's closing bell and host its ...

[Music] Welcome back to Trade 360. I'm Diane King Hall. Time now for the big three.Three stocks, three charts, and three trades. Rick Dukat will take us through the charts. And here to take us through the trades is Scott Bower, CEO of Prosper Trading Academy.It is good to see both of you. All right, Scott, I want to get your big picture take on the market this week, especially as we gear up for inflation and look at inflation. What's your expectation for this week.Okay. >> Boy, the market has been so resili ...

Core Viewpoint - Chewy has demonstrated strong earnings growth and stock performance, outperforming the S&P 500, making it a potential investment opportunity [2][14]. Company Overview - Chewy is an online retailer specializing in pet supplies and veterinary care, offering a wide range of products including treats, toys, food, and prescription drugs [4]. - The company has expanded its revenue streams by opening veterinary clinics, which also helps introduce its e-commerce platform to new customers [4]. Financial Performance - In the first quarter of fiscal 2025, Chewy reported an 8% increase in sales to $3.1 billion, exceeding its guidance [6]. - The company achieved over $192 million in adjusted EBITDA, which is $29.8 million higher than the previous year [6]. - Chewy maintains a strong financial position with $616 million in cash and no debt [5]. Customer Engagement - Chewy's AutoShip service, which allows customers to set up automatic reorders, accounts for 82% of its net sales, indicating strong customer loyalty [8]. - The introduction of sponsored ads in 2023 has contributed significantly to gross margin gains, enhancing revenue growth [9]. Growth Strategy - Chewy aims to increase its adjusted EBITDA margin from 6.2% to a long-term goal of 10% through initiatives like AutoShip and sponsored ads [9]. - The company is actively repurchasing shares, using approximately $23 million of its free cash flow for this purpose [7]. Stock Valuation - Chewy's stock is currently trading at 32 times forward earnings estimates, which is higher than earlier in the year [10]. - Despite the increased valuation, the long-term prospects for Chewy remain positive, suggesting that the stock may still be a reasonable investment [12].

Group 1 - Analysts project Chewy (CHWY) will announce quarterly earnings of $0.33 per share, a 37.5% increase year over year [1] - Revenues are expected to reach $3.08 billion, reflecting a 7.8% increase from the same quarter last year [1] - There has been no revision in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Group 2 - The estimated 'Net Sales- Consumables' is projected at $2.14 billion, representing a 6.3% year-over-year change [4] - 'Net Sales- Other' is expected to reach $612.40 million, indicating a 13% increase year over year [4] - The consensus estimate for 'Net Sales- Hardgoods' stands at $328.46 million, suggesting a 9.3% year-over-year change [4] Group 3 - Analysts expect 'Active Customers' to total 20,821, up from 20,002 in the same quarter last year [5] - 'Net sales per active customer' is projected to reach $588.68, compared to $565.00 a year ago [5] - Chewy shares have returned +15% over the past month, outperforming the Zacks S&P 500 composite's +2.8% change [5]

Core Viewpoint - Chewy, Inc. is expected to report growth in both revenue and earnings for the second quarter of fiscal 2025, with sales estimated at $3.1 billion, reflecting a 7.8% increase year-over-year, and earnings per share projected at 33 cents, indicating a 37.5% growth from the previous year [1][3]. Group 1: Financial Performance - The Zacks Consensus Estimate for Chewy's quarterly sales is $3.1 billion, representing a 7.8% increase from the same quarter last year [1]. - The consensus estimate for earnings per share has remained stable at 33 cents, reflecting a year-over-year growth of 37.5% [1]. - Chewy has delivered an average earnings surprise of 8.1% over the last four quarters, with a recent surprise of 2.9% [2]. Group 2: Factors Influencing Performance - Chewy's performance is likely bolstered by its digital capabilities, product assortments, and expansion efforts, including technology upgrades to its online platforms [3]. - Increased product demand, strong consumer engagement, and growth in active customers have positively impacted results, alongside the expansion of Autoship subscriptions and healthcare services [4]. - The estimated net sales per active customer is $589, which is a 4.2% increase from the previous year [5][9]. Group 3: Challenges - The company faces challenges from a tough macroeconomic environment, including inflationary pressures and tariffs, which may have negatively impacted performance [6].

Core Insights - Roborock, the leading global brand in robot vacuums, has partnered with Chewy to offer discounted robotic vacuums and mops, specifically targeting pet owners [1][2][3] Company Overview - Roborock is recognized for its innovative smart cleaning solutions, with a focus on user-centric design and R&D, serving over 15 million homes in more than 170 countries [5][7] - The company aims to enhance its global market presence, with headquarters in Beijing and subsidiaries in key markets including the United States, Japan, and the Netherlands [5][7] Product Offerings - The partnership includes exclusive deals on various models such as: - **Roborock Q8 Max**: Features 5,500Pa suction power, removing 20% more hair from carpets, with a sale price of $259.99 from an MSRP of $599.99 [6] - **Roborock F25**: A handheld vacuum and mop combo with 20,000Pa suction power, priced at $349.99 from an MSRP of $399.99 [6] - **Roborock Q10 X5 Series**: Offers 10,000Pa suction power, with prices ranging from $299.99 to $319.99 [6] - **Roborock QV 35A**: Features 8,000Pa suction power and an all-in-one docking station, available for $439.99 from an MSRP of $649.99 [6] - **Roborock Qrevo Curv S5X**: With 17,000Pa suction power, priced at $949.99 from an MSRP of $1,149.99 [6] Market Strategy - The collaboration with Chewy is aimed at tapping into the growing demand for hands-free cleaning solutions among pet owners, enhancing customer convenience and satisfaction [3][4]