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WeShop Expands Retail Partnerships with Top Brands, Bringing More Choices to Shoppers
Globenewswire· 2025-12-17 13:54
NEW YORK, Dec. 17, 2025 (GLOBE NEWSWIRE) -- WeShop Holdings Limited (“WeShop” or the “Company”) (NASDAQ: WSHP), the world’s first community-owned social commerce platform, today announced the addition of several major retail partners, enhancing its offerings and providing shoppers with even more ways to save and shop. The platform now features Dicks Sporting Goods, GNC, Gilt, and JTV Jewelry, alongside other leading brands. With these additions, WeShop continues to broaden its retail network, offering custo ...
We've got a pretty durable 'set of levers', says Chewy CEO Sumit Singh
CNBC Television· 2025-12-11 00:48
And I think it's important. When I went out very positive, never since been positive, all I ever hear about is, "Well, Jim, do you understand that Petco's got something like that? Do you understand that Amazon's got something like that? Do you understand that Walmart's got something like that? From what I can tell, you're beating all those guys." >> Yeah. Jim, you know, pets, as you and I have always appreciated, is a super emotive category.And in an emotive category like this, when you show up with, you kn ...
X @TechCrunch
TechCrunch· 2025-12-10 13:41
Petco takes down Vetco website after exposing customers’ personal information https://t.co/a6X9t5bdlQ ...
Chewy Inc. (NYSE:CHWY) Quarterly Earnings Insight
Financial Modeling Prep· 2025-12-09 12:00
Core Insights - Chewy Inc. is a leading online retailer in the pet industry, set to release quarterly earnings on December 10, 2025, with an estimated EPS of $0.31 and projected revenue of approximately $3.1 billion [1] Financial Performance - For the quarter ended October 2025, Chewy is expected to report an EPS of $0.30, reflecting a significant 50% increase year-over-year, supported by a 7.5% revenue increase to approximately $3.09 billion [2] - The consensus EPS estimate has been revised upward by 9.7% over the past 30 days, indicating positive analyst sentiment [2] Valuation Metrics - Chewy's price-to-earnings (P/E) ratio is approximately 94.89, suggesting strong investor confidence in the company's future growth prospects [3][6] - The price-to-sales ratio stands at about 1.16, reflecting the market's valuation of the company at 1.16 times its annual sales [3] - The enterprise value to sales ratio is approximately 1.15, indicating the company's total valuation relative to its sales [4] Cash Flow and Debt Management - The enterprise value to operating cash flow ratio is around 23.33, showing how many times the operating cash flow can cover the enterprise value [4] - Chewy's earnings yield is about 1.05%, representing the return on investment for shareholders [4] - The debt-to-equity ratio is approximately 1.27, highlighting the company's reliance on debt compared to its equity [5][6] - The current ratio is approximately 0.81, suggesting potential challenges in covering short-term liabilities with short-term assets [5]
X @TechCrunch
TechCrunch· 2025-12-08 16:58
Petco’s security lapse affected customers’ SSNs, drivers’ licenses and more https://t.co/Vfik0ZUauA ...
X @TechCrunch
TechCrunch· 2025-12-05 14:55
Petco confirms security lapse exposed customers’ personal data https://t.co/N4ZPR4lLLj ...
Yankee Candle is closing stores, joins list of retail chains reducing their physical footprint in 2025
Fastcompany· 2025-12-04 14:55
Its parent company, Newell Brands, has announced that it will lay off over 900 employees worldwide—about 10% of its professional and clerical workforce. Candles and lights are typically a festive part of the holiday season but, this year, Yankee Candle has little reason to celebrate. Some Yankee Candle stores will shutter by January 2026 Newell Brands is also closing approximately 20 Yankee Candle stores across the U.S. and Canada. According to Newell Brands, these stores make up about 1% of Yankee Candle's ...
X @Bloomberg
Bloomberg· 2025-11-25 21:57
Petco climbed after raising its full-year earnings guidance, signaling progress in its turnaround https://t.co/UeQxubMMqX ...
SPS(SPSC) - 2025 Q3 - Earnings Call Transcript
2025-10-30 21:30
Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $189.9 million, representing a 16% increase year-over-year, marking the 99th consecutive quarter of revenue growth [12] - Recurring revenue grew 18% year-over-year, with approximately 54,950 recurring revenue customers, an increase of 450 from the previous quarter [12] - Adjusted EBITDA increased 25% to $60.5 million compared to $48.4 million in Q3 of the previous year [12] - Total cash and investments at the end of the quarter were $134 million, with a share repurchase of $30 million [12] Business Line Data and Key Metrics Changes - The fulfillment business grew 20% year-over-year, while revenue recovery was approximately $3 million below expectations due to seasonality and changes in Amazon's inventory policy [4][5] - The company completed its combined go-to-market strategy ahead of schedule, positioning itself to unlock the potential of the revenue recovery product category [5] Market Data and Key Metrics Changes - The company reported a net increase of 450 customers in Q3, driven by strong retail relationship management programs [4] - The revenue recovery business represents a $750 million addressable market across 1P U.S. sellers, indicating significant cross-selling opportunities [5] Company Strategy and Development Direction - SPS Commerce aims to capitalize on long-term growth opportunities driven by an evolving retail ecosystem, with strategic acquisitions made over the past two years to expand its product portfolio [6][7] - The company is focused on enhancing trading partner collaboration to improve supply chain efficiencies, positioning itself as the industry's most broadly adopted retail cloud services platform [9] Management's Comments on Operating Environment and Future Outlook - Management acknowledged ongoing macroeconomic uncertainty and spend scrutiny affecting customer groups, but remains optimistic about the evolving retail ecosystem driving supply chain efficiencies [9] - For Q4 2025, the company expects revenue in the range of $192.7 million to $194.7 million, representing approximately 13% to 14% year-over-year growth [14] Other Important Information - Dan Juknis, the Chief Revenue Officer, will retire at the end of the year, with Eduardo Rossini joining as Chief Commercial Officer to enhance customer relationships and lifecycle management [10][11] Q&A Session Summary Question: Insights on revenue recovery seasonality and impact on fiscal 2026 guidance - Management noted that visibility on shipment volumes into Amazon warehouses became apparent late in Q3, leading to lower-than-expected revenue recovery [20] - The impact of revenue recovery on Q4 guidance was similar to Q3, with ongoing invoice scrutiny and delayed purchases also affecting revenue [21][22] Question: Expectations for the new Chief Commercial Officer - The new CCO is expected to refine the go-to-market strategy and enhance cross-selling opportunities, leveraging his experience with mid-market ERPs [24][25] Question: Impact of invoice scrutiny on customer spending - Management indicated that spend scrutiny is primarily driven by suppliers absorbing costs and seeking cost savings, affecting customer sentiment [44] Question: Performance comparison between SupplyPike and Carbon6 - Management expressed confidence in the long-term potential of the revenue recovery opportunity, with strong interest from fulfillment customers [46] Question: Initial guidance for 2026 and macro environment assumptions - The initial guidance reflects current dynamics, with optimism for business opportunities in 2026 despite challenges faced in 2025 [50] Question: Customer acquisition and churn rates - The company reported a net increase of 1,100 customers in the first three quarters, with expectations for flat to slightly down net customer adds in Q4 due to timing [58]
X @Bloomberg
Bloomberg· 2025-10-24 18:50
Financial Restructuring - Goldman Sachs评估投资者对债务融资方案的兴趣,该方案旨在为Petco约16亿美元的定期贷款进行再融资 [1] - Petco的财务状况有所改善 [1]