Core Insights - Chewy (CHWY), the online pet food and supplies retailer, experienced significant growth during the pandemic but has since returned to more normalized levels of performance [1] Company Overview - Chewy saw a massive jump in sales during the pandemic and stay-at-home period, indicating a surge in demand for pet products [1] - The stock is currently positioned interestingly, suggesting potential for future analysis and investment opportunities [1] Analyst Background - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [1] - The analyst has researched over 1000 companies, providing a broad perspective on market trends and investment opportunities [1] - The focus has shifted to a value investing-oriented platform, with extensive research conducted on numerous companies [1]

Core Insights - Chewy (CHWY) is expected to report quarterly earnings of $0.30 per share, a 50% increase year-over-year, with revenues projected at $3.09 billion, reflecting a 7.5% year-over-year growth [1] Earnings Estimates - The consensus EPS estimate has been revised upward by 9.7% in the last 30 days, indicating a reassessment by analysts [2] - Revisions to earnings estimates are crucial for predicting investor actions, as empirical research shows a strong correlation between earnings estimate trends and short-term stock performance [3] Key Metrics Forecast - Analysts forecast 'Net Sales- Consumables' to reach $2.16 billion, a 5.9% increase from the previous year [4] - 'Net Sales- Other' is estimated to be $609.23 million, showing a year-over-year change of 13.3% [5] - 'Net Sales- Hardgoods' is expected to reach $335.80 million, indicating a 13.2% increase from the prior year [5] - The number of 'Active customers' is projected to be 21,062, up from 20,160 in the previous year [5] - The estimated 'Net sales per active customer' is $596.22, compared to $567.00 a year ago [6] Stock Performance - Over the past month, Chewy shares have returned 1.4%, slightly outperforming the Zacks S&P 500 composite's 1.3% change [6] - Chewy currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6]

Amazon is drawing up plans to expand its own national delivery operations and potentially phase out its long-running reliance on the US Postal Service (USPS), after negotiations over a new shipping agreement stalled, as reported by The Washington Post. The e-commerce giant has been in talks with USPS over so-called “negotiated service agreements” - arrangements that set bespoke prices and delivery commitments for the agency’s largest shipping clients. Amazon had sought a fresh deal that would secure more ...

Core Insights - Emerge Commerce Ltd. is a rapidly growing acquirer and operator of e-commerce brands, focusing on a diversified portfolio that includes subscription and marketplace sites [3] Group 1: Company Overview - Emerge Commerce Ltd. operates a network of e-commerce sites that provide access to various products, including pet products, premium meat, groceries, outdoor gear, and golf experiences [3] - The company's portfolio includes brands such as WholesalePet.com, trulocal.ca, BattlBox.com, UnderPar.com, JustGolfStuff.ca, CarnivoreClub.co, WagJag.com, and BeRightBack.ca [3] Group 2: Leadership Insights - Ghassan Halazon, the Founder and CEO, shares insights about the company's strategy and vision in a recent interview [1]

Market Analysis by covering: JD.com Inc Adr, Alibaba Group Holdings Ltd ADR. Read 's Market Analysis on Investing.com ...

Core Viewpoint - Amazon is contemplating the termination of its contract with the United States Postal Service (USPS) to establish its own nationwide delivery network, with the current agreement set to expire in October 2026 [1] Group 1: Contractual Considerations - The ongoing negotiations between Amazon and USPS regarding the future contract have been complicated by political pressures, particularly President Trump's initiative to privatize USPS [1] - Under the existing contract, Amazon contributes billions of dollars annually to USPS, which represents approximately 7.5% of the agency's revenue projected for 2025 [2] Group 2: Amazon's Delivery Network - Amazon has developed a substantial transportation network that includes airplanes, electric vans from Rivian, and a nascent drone delivery service, although the drone program has encountered challenges, including a Federal Aviation Administration investigation [2] - The company is also working on autonomous vehicles through its subsidiary Zoox [2]

Usually, when a consumer orders from a credible website, they have few concerns about whether the items they purchase will eventually show up at their house. That's a change from the traditional retail model, where the customer does not pay for an item until they actually have it in hand. It's a system that requires a level of trust because you're paying for something you haven't yet taken possession of, and in theory, the company could take your money and never actually send you anything. That, of cours ...

Question-and-Answer SessionSo before we begin, a few quick housekeeping items. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. And with that, let's kick it off. I want to start a little bit higher level. For those in the audience who may be newer to the Revolve story, can you provide some background on Revolve's business model, the strate ...

【12月3日，美国"网络星期一"消费额达142.5亿美元】12月3日消息，Adobe Analytics报告透露，美国消 费者在"网络星期一"消费142.5亿美元，推动感恩节周末在线销售总额达442亿美元，同比增长7.7%，去 年同期升幅为8.2%。 报告指出，美国零售在"网络星期一"的AI相关流量比去年同期增长670%，"黑色 星期五"增长幅度更达805%。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 ...

Core Insights - Cyber Monday 2023 saw record online spending of $14.25 billion, marking a 7.1% increase from the previous year and surpassing Adobe's projection of $14.2 billion [1] - The surge in spending was driven by competitive discounts across various categories, including electronics, toys, and apparel [2] - The overall online spending from November 1 to December 1 reached $137.4 billion, a 7.2% increase year-over-year, with significant contributions from Black Friday and Cyber Monday [8] Discounts and Consumer Behavior - Discounts on electronics reached up to 31%, toys up to 28%, and apparel up to 25%, with specific items like computers, televisions, and furniture seeing discounts of 23%, 22%, and 19% respectively [2][3] - Retailers utilized aggressive discounting strategies to stimulate online demand, leading to earlier shopping patterns and increased competition between Black Friday and Cyber Monday [5] - Adobe forecasts that discounts will continue, albeit at reduced levels, into the first week of December, with toys seeing up to 23% off and electronics and apparel at 20% and 19% respectively [6] Payment Trends - The rise in "buy now, pay later" platforms indicates consumers are seeking flexible payment options to manage their budgets, with this method driving $1.03 billion in online spending on Cyber Monday, a 4.2% increase year-over-year [10]