This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter. Stephanie Lewis | Forbes Stephanie Lewis was promoted to the finance chief of Forbes. Lewis joined the media company in 2008 as a financial analyst and has held several leadership roles throughout her tenure, including director of financial reporting and controller. She has been in her most recent role of senior vice president of finance since 2023. Before that, she worked at ...

Market Analysis by covering: S&P 500, MercadoLibre Inc, Chewy Inc, On Holding AG. Read 's Market Analysis on Investing.com ...

Key Takeaways Ross Stores expects Q4 FY25 revenues of $6.37B, marking a 7.8% increase from last year.ROST's earnings are projected at $1.87 per share, up 4.5% YoY, with consistent upside in past quarters.The off-price model, micro-merchandising and store expansion likely boosted traffic, sales and profitability.Ross Stores, Inc. (ROST) is likely to post year-over-year top and bottom line growth when it reports fourth-quarter fiscal 2025 earnings on March 3, after market close. The Zacks Consensus Estimate f ...

大公司： 英伟达黄仁勋：年内将寻机进行资本运作 美东时间周三盘后，在英伟达财报电话会上，公司CEO黄仁勋表示，公司仍在持续开展股票回购和股息 分红，并将在年内寻找合适的时机，把握独特的投资机会，推进相关资本运作。他还指出，生态系统投 资将始终是公司资本配置的核心环节，同时我们也会持续推进战略投资。（智通财经） 消息称三星电子将停产2DNAND 闪存，原有产线用于1c nm DRAM内存制程 据TheElec，三星电子最早将在今年3月停止在华城园区12号生产线制造2D NAND闪存，该企业的2D NAND闪存时代也将随之正式结束。三星电子早在2013年就实现了3D NAND (V-NAND) 的量产，不过 三星还是保留了小规模的2D NAND产能以应对特殊利基市场的需求。华城12号生产线未来将服务于1c nm DRAM内存制造，负责后端的金属布线和表面处理工艺。（智通财经） PingPong成为美国最大宠物零售平台Chewy的官方合作伙伴 36氪获悉，近日，全球支付平台PingPong正式宣布成为美国最大宠物零售平台Chewy的官方合作伙伴， 并全面支持商家跨境收款。 章源钨业：因钨原材料价格持续上涨，2月26 ...

Key Takeaways CHWY Q3 adjusted EBITDA grew 30% to $180.9M, with margin up 100 basis points to 5.8%.CHWY targets a 10% EBITDA margin, with gains split between gross margin and expense leverage.CHWY expects FY25 EBITDA margin of 5.6%-5.7%, backed by Autoship and ad revenue strength.Chewy, Inc. (CHWY) posted a steady year-over-year profitability improvement in the third quarter of 2025 and remains firmly on course to achieve its long-term target of a 10% adjusted EBITDA margin. Third-quarter performance built ...

Key Takeaways Lowe's is set to report Q4 results on Feb. 25, with revenues seen rising 9.8% to $20.36B.Lowe's Total Home Strategy and Pro segment expansion likely supported sales and engagement.High rates and weak housing turnover may have curbed demand for big-ticket projects.As Lowe's Companies, Inc. (LOW) prepares to unveil its fourth-quarter fiscal 2025 earnings on Feb. 25, before the opening bell, investors are eager to see if the company can beat market expectations. The Zacks Consensus Estimate for r ...

Core Viewpoint - Ryan Cohen criticizes a new class of corporate bureaucrats he terms "Risk-Free Insiders," advocating for an "owner's mentality" among corporate leaders to ensure accountability and align their interests with shareholders [1][7][14] Group 1: Criticism of Corporate Practices - Cohen condemns independent directors who prioritize job security over accountability, suggesting they are complicit in corporate mismanagement [1][2] - He highlights corporate executives who benefit from stock price increases without facing consequences for poor performance, receiving large bonuses or payouts regardless of their company's success [2][6] - Cohen also criticizes managers who evade responsibility by hiring expensive consultants, thereby shifting blame away from themselves [6][7] Group 2: Call for Change - Cohen emphasizes the need for corporate leaders to treat shareholders' money as their own, arguing that personal financial risk is essential for maintaining business integrity [7][8] - He warns that failure to adopt this mentality could lead to the deterioration of iconic American companies, benefiting only the insiders while shareholders suffer [8] Group 3: Parallels with Warren Buffett - Cohen's approach draws comparisons to Warren Buffett, who has similarly criticized overpaid executives and compliant directors, advocating for an owner's mentality [10][11] - Buffett's philosophy emphasizes that directors should have personal financial stakes in the companies they oversee, contrasting with the current trend of high fees incentivizing compliance [10][12] - While Cohen diverges from Buffett in some strategies, such as cryptocurrency investments, he shares a commitment to frugality and has built a significant stake in GameStop [13][14]

Core Viewpoint - Chewy, Inc. (NYSE:CHWY) is currently viewed as a strong investment opportunity despite recent stock performance challenges, with a significant upside potential indicated by analyst ratings and price targets [1][2]. Group 1: Stock Performance - On February 13, Chewy's stock price fell to $24.06, slightly above its 52-week low of $24.02, reflecting a weak performance [1]. - The stock has underperformed by nearly 28% year-to-date, raising concerns among analysts [2]. - Despite the decline, 72% of analysts maintain a bullish outlook, with a consensus 1-year median price target of $46, suggesting an upside potential of 89.85% [1]. Group 2: Analyst Insights - Piper Sandler reaffirmed an Overweight rating for Chewy with a price target of $48, citing optimism despite the stock's recent underperformance [2]. - The firm identified three main concerns affecting the stock: the company's 2026 outlook, pet ownership trends, and ongoing overhang from BC Partners [2]. - Chewy's earnings for 2025 are projected to align closely with consensus estimates, contrasting with previous significant outperformance, as evidenced by a mere 3% EBITDA beat year-to-date compared to an average of 22% in 2024 [3]. Group 3: Company Overview - Chewy, Inc. is a Florida-based company that provides pet food, medications, health products, and services, operating through retail websites and mobile applications [4].

Core Viewpoint - Growth stocks have been a significant driver of market performance over the past three years, but many are now considered overpriced, making it essential to evaluate individual companies for fair valuations [1] Company Overview - Chewy is the leading e-commerce provider for pet supplies, known for its strong customer loyalty [5] - The company has a net sales retention rate exceeding 100%, indicating that customers tend to spend more in subsequent years [6] Financial Performance - Chewy's Autoship program accounted for 84% of its sales in Q3 2025, allowing for predictable sales and improved inventory management [7] - The company achieved a 5.4% adjusted EBITDA margin over the trailing 12 months, with a long-term target of a 10% margin [7] Growth Opportunities - Chewy's expansion into pet healthcare, insurance, and advertising is expected to enhance margin growth and customer loyalty [8] - The integration of these services with core retail operations allows for higher-margin sales without significantly increasing operating expenses [8] Revenue and Earnings Projections - Chewy is expected to achieve solid revenue growth in the high single digits, with earnings projected to grow at 23% year-over-year [9]

Core Insights - Pet insurance can alleviate financial burdens from unexpected veterinary bills, and discounts can make these plans more affordable [1][21] - The analysis of 30 pet insurance plans identified the best discount opportunities available from various insurers [1][21] Group 1: MetLife Pet Insurance - MetLife is rated the highest for pet insurance discounts, offering a multi-pet discount of up to 5% and the ability to combine cats and dogs under one plan with shared deductibles [3][4] - Additional discounts include military, online purchase, first responders, healthcare workers, and affinity group discounts, along with a disappearing deductible that reduces the deductible by $50 for each claim-free year [4][8] - Average costs for coverage are $81.05/month for $5,000 and $128.59/month for $10,000, both with a $500 deductible and 90% reimbursement [8] Group 2: Lemonade Pet Insurance - Lemonade offers a multi-pet discount of up to 10% and a discount for paying the policy premium in full, with average rates being the second-lowest in the analysis [9][11] - Discounts are also available for bundling with other Lemonade insurance policies, such as auto or home insurance [9][11] - Average costs for coverage are $63.96/month for $5,000 and $72.81/month for $15,000, both with a $500 deductible and 90% reimbursement [18] Group 3: Liberty Mutual Pet Insurance - Liberty Mutual provides a multi-pet discount of up to 10% for three or more pets and allows stacking of military and multipolicy discounts [11][13] - The average cost for $5,000 annual coverage is $56.96/month, making it the lowest among the evaluated insurers [13][15] - Discounts are available for annual payments and bundling with other insurance types [13][15] Group 4: Chewy Pet Insurance - Chewy's Lemonade plan offers discounts of up to 10% for multiple pets and a 10% discount for bundling with other Lemonade insurance policies [15][19] - Average costs for $5,000 annual coverage are $63.96/month, with a $500 deductible and 90% reimbursement [18] - Chewy's Trupanion plan received lower ratings due to fewer discount options [15] Group 5: USAA Pet Insurance - USAA offers exclusive discounts for military members, including a 10% discount for service dog owners and a multi-pet discount of up to 10% [20][24] - Average costs for $5,000 annual coverage are $67.05/month, with a $500 deductible and 90% reimbursement [24] - USAA's plans are available only to military members, veterans, and their immediate family [20] Group 6: General Insights on Discounts - Discounts for pet insurance vary widely among insurers, with common types including multi-pet, bundling, and military discounts [21][26] - Many insurers allow stacking of discounts, which can significantly reduce overall premiums [21][26] - The analysis indicates that over one-third of pet owners have multiple pets, making multi-pet discounts a valuable consideration [22][26]