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WeShop Helps Pet Lovers Turn Everyday Pet Spending into Ownership with Chewy and PetSmart
Globenewswire· 2026-02-25 12:00
NEW YORK, Feb. 25, 2026 (GLOBE NEWSWIRE) -- WeShop Holdings Limited (“WeShop” or the “Company”) (NASDAQ: WSHP), the world’s first community-owned social commerce platform, allows shoppers to earn equity while they shop at leading pet retailers including Chewy and PetSmart, giving the over 94 million pet owners in the U.S. even more ways to save while caring for their animals. Within the WeShop app, members can shop a curated selection of pet essentials, including premium pet food, treats, toys, grooming pro ...
Stocks to watch as Trump's new tariffs spell more uncertainty
Reuters· 2026-02-23 17:21
Stocks to watch as Trump's new tariffs spell more uncertainty | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A trader works on the floor, as a screen displays U.S. President Donald Trump during a press briefing at the White House following the Supreme Court's ruling on tariffs, at the New York Stock... [Purchase Licensing Rights, opens new tab] Read more- Companies[Alcoa Corp]Follow[Alibaba Group Holding Ltd]Follow[Best Buy Co Inc ...
Don't Be Fooled by Chewy's Most-Cited Statistic
The Motley Fool· 2026-02-22 11:20
Core Viewpoint - Chewy's Autoship program, while highlighted as a significant revenue source, does not accurately reflect the company's recurring revenue potential, as the metric used is misleading and includes non-Autoship sales [2][5][11] Revenue and Financial Performance - Chewy generated $3.1 billion in revenue during the latest quarter, with nearly 84% attributed to what it calls Autoship customer sales [1][10] - Revenue growth was modest at 8.3% in the third quarter of 2025, and the core business operates with a low GAAP operating margin of 2.1% [10] Customer Metrics - The number of active customers reached 21.2 million in the latest quarter, indicating an increase in customer engagement and spending [7][8] - Chewy's definition of an Autoship customer includes any customer who has had an order shipped through the Autoship program in the past 364 days, which may inflate the perceived value of the Autoship metric [5][6] Valuation and Market Position - Chewy's stock has seen a significant decline, dropping over 40% from its 52-week high and nearly 80% from its all-time high during the pandemic [9] - The stock currently trades at approximately 20 times the average analyst estimate for 2026 adjusted earnings per share, making it more attractive compared to previous valuations [9][10] Future Growth Potential - Chewy's expansion into veterinary care could serve as a future growth driver, although the current financial metrics present challenges [8][11]
CMRC vs. CHWY: Which Stock Should Value Investors Buy Now?
ZACKS· 2026-02-20 17:41
Investors looking for stocks in the Internet - Commerce sector might want to consider either Commerce.com (CMRC) or Chewy (CHWY) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our S ...
Got $5,000? Here's the Ultimate Pick-and-Shovel Pet Stock (Spoiler: It's Not Chewy)
Yahoo Finance· 2026-02-20 16:05
Core Viewpoint - Idexx Laboratories is highlighted as a promising investment opportunity in the pet industry, particularly due to its innovative products and strong recurring revenue model [1][2]. Group 1: Company Overview - Idexx Labs is a leading provider of diagnostic tests and Software-as-a-Service offerings for the animal health industry, significantly aiding veterinarians [2]. - The company has achieved total returns of 20% annually since 1994, transforming an initial investment of $5,000 into $1.6 million today [2]. Group 2: Revenue Model - Idexx's business model is characterized by recurring revenue streams from its medical instruments and veterinary services, with 92% of its consumer animal group's sales being recurring in the most recent quarter [4][5]. - The company has over 164,500 medical instruments installed globally, generating consistent cash flow through VetLab consumables and reference lab diagnostics [4]. Group 3: Product Innovation - The recent launch of the InVue DX instrument is noted as one of the most successful product launches in Idexx's history, with nearly 6,400 placements in its first year [6]. - InVue DX has the potential to test for various cancer types in pets, with capabilities already being tested for canine lymphoma in the U.S. and planned international rollout [6].
昨夜,美股普跌!瑞典先买后付平台暴跌超26%
证券时报· 2026-02-20 00:52
Market Overview - On February 19, U.S. stock indices fell collectively due to multiple negative factors, including tightening liquidity in the private credit industry and escalating geopolitical tensions between the U.S. and Iran. The Dow Jones Industrial Average dropped by 267.5 points, a decline of 0.54%, while the S&P 500 and Nasdaq Composite fell by 0.28% and 0.31%, respectively, with the Nasdaq experiencing a cumulative decline of over 2% since 2026 [1][2]. Private Credit Industry - A liquidity crisis in the private credit sector was a core reason for the market's weakness. Blue Owl Capital announced the sale of $1.4 billion in loan assets and tightened investor liquidity, leading to a significant drop in its stock price by 1%. This triggered a collective decline in the private credit sector, with major firms like Blackstone and Apollo Global Management seeing their stock prices fall by over 5% [2][3]. Geopolitical Tensions - The geopolitical tension between the U.S. and Iran has become another major market disturbance. President Trump indicated a decision on potential military action against Iran would be made within ten days, which has heightened investor caution and led to a general sell-off of risk assets [3]. Corporate Earnings and Guidance - Discrepancies in corporate earnings and guidance have intensified market volatility. Walmart's fourth-quarter revenue and profit exceeded expectations, but its annual profit guidance fell short, resulting in a stock price drop of over 1%. In contrast, Amazon surpassed Walmart in projected net sales for 2025, reaching $716.9 billion [4]. Economic Data - Recent economic data showed initial jobless claims in the U.S. fell to 206,000, significantly below expectations, indicating resilience in the labor market. The Philadelphia Fed Manufacturing Index rose to 16.3, the highest since September of the previous year. However, the trade deficit unexpectedly widened to $70.3 billion in December 2025, with the annual goods trade deficit reaching a record $1.2409 trillion, an increase of $25.5 billion or 2.1% from the previous year [4]. Market Sentiment - According to a recent survey by the American Association of Individual Investors, the proportion of bearish retail investors has exceeded bullish investors for the first time since November of the previous year, with bearish, bullish, and neutral sentiments at 36.9%, 34.5%, and 28.5%, respectively. This reflects a growing caution among investors [5]. Sector Rotation - The U.S. stock market is undergoing a rotation in leading sectors. Excluding the top companies, other stocks in the S&P 500 are in urgent need of earnings momentum. Despite a decline in valuations for the "Magnificent Seven," their price-to-sales ratios remain at historical highs, indicating they are not in undervalued territory [5].
Raymond James Says Buy the Dip on Chewy Stock
Schaeffers Investment Research· 2026-02-19 16:01
Pet retailer Chewy Inc (NYSE:CHWY) was last seen up 4.3% to trade at $25.20, after an upgrade from Raymond James to "outperform" from "market perform." The firm noted an "attractive" risk/reward profile after the stock's recent selloff, setting its price target at $28.Chewy stock hit a 52-week low of $23.06 this past Tuesday, but yesterday snapped a six-day losing streak. Since the start of 2026, the shares have already dropped 24.2%. Puts have been much more popular than usual over the past couple weeks, p ...
This Cheesecake Factory Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday - The Cheesecake Factory (NASDAQ:CAKE), Chewy (NYSE:CHWY)
Benzinga· 2026-02-19 15:24
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying CAKE stock? Here’s what analysts think: Photo via Shutterstock ...
Chewy Announces Participation in the Morgan Stanley Technology, Media & Telecom Conference
Businesswire· 2026-02-17 19:30
Core Insights - Chewy, Inc. will have its CEO, Sumit Singh, participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on March 2, 2026 [1] - The event will be accessible via a live audio webcast on the company's investor relations website, with a replay available for 90 days post-event [1]
Could This $24.23 Stock Be Your Ticket to Millionaire Status? (Spoiler: Yes, It Could)
The Motley Fool· 2026-02-17 02:10
Core Viewpoint - Chewy (CHWY) is currently trading at $24.23 per share, making it an attractive option for long-term investors despite recent stock performance challenges [1][4]. Financial Performance - Chewy's stock has seen a decline, with average annual returns of -35.31% over the past year, 18.64% over the past three years, and 27.19% over the past five years [3]. - The company reported a revenue increase of 8.3% year over year in its third-quarter results, with gross profit margins rising by 0.5 percentage points [8]. Market Position - Chewy has a market capitalization of $10 billion and a current price-to-earnings (P/E) ratio of 24, significantly lower than its five-year average of 73 [5][8]. - The price-to-sales ratio stands at 0.82, also below its five-year average of 1.35, indicating a potentially undervalued stock [8]. Customer Loyalty and Revenue Streams - Chewy's Autoship service has been a significant contributor to its revenue, accounting for 84% of total revenue, showcasing strong customer loyalty [5][8]. - Net sales per active customer have been gradually increasing, indicating a positive trend in customer engagement [8]. Investment Potential - If Chewy continues to grow at 8%, an investment of $12,000 annually could yield substantial returns over time, potentially reaching over $3 million in 40 years [5]. - While Chewy is not expected to be the sole driver of wealth accumulation, it is positioned as a promising growth stock within a diversified portfolio [6].