PesoRama Announces TSXV's Final Approval for Equity FinancingDecember 11, 2025 1:09 PM EST | Source: PesoRama Inc.Toronto, Ontario--(Newsfile Corp. - December 11, 2025) - PesoRama Inc. (TSXV: PESO) (OTC Pink: PSSOF) (FSE: ZE6) ("PesoRama" or the "Company") announced today that final acceptance has been issued by the TSX Venture Exchange ("TSXV") in connection with its equity financings, the closings of which were previously announced on November 21, 2025 (the "First Tranche News Release") and ...

Chewy Inc. (NYSE:CHWY) reported an EPS of $0.14, beating the estimated $0.12, and marking a trend of surpassing consensus EPS estimates.The company's revenue reached $3.12 billion, an 8.1% increase from the previous year, driven by a rise in unit volume and active customer growth to 21.2 million.Despite a disappointing outlook for the fiscal fourth quarter, Chewy's valuation metrics like a P/E ratio of 69.58 and a price-to-sales ratio of 1.14 reflect investor confidence in its future growth.Chewy Inc. (NYSE ...

Core Insights - Instacart has announced a partnership with Pet Supplies Plus to offer same-day delivery from over 700 stores across the US, enhancing convenience for customers [1][2] - The partnership includes access to over 11,000 products from 400 brands at exclusive loyalty member pricing, aiming to provide value without sacrificing convenience [1][2] - Instacart is now the only online marketplace featuring all five of the top US pet retailers, strengthening its position in the pet category [2] Company Overview - Instacart is a leading grocery technology company in North America, partnering with over 1,800 retail banners to facilitate online shopping and delivery services from nearly 100,000 stores [4] - The company enables approximately 600,000 shoppers to earn income by picking, packing, and delivering orders on a flexible schedule [4] - Instacart also offers enterprise-grade technology products and services to retailers, enhancing their e-commerce capabilities and providing advertising services [4] Pet Supplies Plus Overview - Pet Supplies Plus is the largest pet retail franchise in the US, with over 725 locations, focusing on making pet ownership easier [5] - The company ranked No. 20 in Entrepreneur's Annual Franchise 500 list and No. 33 on Forbes' list of 'Best Customer Service' brands in 2025 [5] Wag N' Wash Overview - Wag N' Wash is a sister brand of Pet Supplies Plus, specializing in self-wash and grooming services, along with natural pet food [6] - The franchise has 27 locations across the nation and has received recognition in various franchise rankings [6]

Core Insights - PesoRama Inc. is set to open two new stores in Mexico, expanding its footprint in the dollar store market [1][4] - The new locations are strategically positioned in high-traffic areas to enhance accessibility for consumers [4] Store Details - Store 29 is located in Roma Norte, covering 6,340 square feet, and is expected to open in November 2025 [2] - Store 30 will be situated approximately 1 km from Zócalo in downtown Mexico City, with a size of 6,620 square feet, also targeting a November 2025 opening [3] Company Overview - PesoRama operates under the JOi Dollar Plus brand and has been active since 2019, focusing on high-density, high-traffic locations in Mexico [7] - The company currently has 28 stores, with the upcoming openings bringing the total to 30, offering a variety of merchandise including household goods, pet supplies, and snack items [7]

Core Viewpoint - Chewy's stock fell 12.6% despite meeting analyst forecasts for adjusted earnings and sales, indicating investor disappointment with the company's financial performance [1][9]. Financial Performance - Chewy reported Q2 sales of $3.1 billion, a year-over-year increase of nearly 9%, with a gross profit margin of 30.4%, up 90 basis points from the previous year [2]. - The company's adjusted earnings per share were $0.33, but GAAP earnings were only $0.14, reflecting a nearly 80% decline in profits year over year [4]. Customer Base and Business Model - A significant portion of Chewy's sales, 83%, came from repeat customers using the Autoship service, indicating a stable customer base [5]. Tax Impact - The decline in profits was primarily due to the reversal of a $253 million income tax credit received in the previous year, with Chewy paying $12 million in taxes this quarter [6]. Valuation Concerns - Chewy's stock is considered expensive, trading at 32 times free cash flow and nearly 100 times trailing earnings, leading to skepticism about its investment attractiveness [7].

Core Insights - Chewy Inc. reported better-than-expected earnings for Q1, with adjusted earnings of 35 cents per share, a 12.9% increase year-over-year, surpassing the consensus of 34 cents and management guidance of 30-35 cents [1] - The company achieved sales of $3.12 billion, reflecting an 8.3% year-over-year growth, exceeding the consensus of $3.08 billion and management guidance of $3.06 billion-$3.09 billion [1] Financial Outlook - For fiscal year 2025, Chewy anticipates sales between $12.30 billion and $12.45 billion, slightly below Wall Street's estimate of $12.54 billion [2] - The expected adjusted EBITDA margin for 2025 is projected to be between 5.4% and 5.7%, compared to 4.8% for fiscal year 2024 [2] - For Q2 2025, Chewy forecasts sales of $3.06 billion to $3.09 billion, above the consensus of $3.03 billion, and adjusted earnings of 30-35 cents per share versus a consensus of 31 cents [2] Stock Performance - Following the earnings announcement, Chewy shares increased by 2.5%, trading at $41.79 [3] Analyst Ratings and Price Targets - JP Morgan analyst Doug Anmuth maintained an Overweight rating and raised the price target from $36 to $47 [6] - Mizuho analyst David Bellinger maintained a Neutral rating and lowered the price target from $47 to $44 [6] - Wedbush analyst Scott Devitt maintained an Outperform rating and raised the price target from $39 to $45 [6] - Evercore ISI Group analyst Mark Mahaney maintained an Outperform rating and raised the price target from $47 to $52 [6] - Citigroup analyst Steven Zaccone maintained a Buy rating and raised the price target from $42 to $49 [6] - Guggenheim analyst Steven Forbes maintained a Buy rating and raised the price target from $42 to $45 [6]

Core Insights - The stock market has recently experienced a decline, with the S&P 500 index down 3.3% over the last month, and growth stocks losing 4.5% during the same period [1] - Chewy's share price has fallen more than 3.7% over the last month, but the company's long-term prospects remain positive [2] Industry Growth - The U.S. pet market has seen sales increase by approximately 5% in 2024, reaching $151 billion, with projections of 4% annual growth through 2028 [5] - Online sales in the pet market have grown significantly, capturing a 37% market share in 2023, up from 20% in 2018 [5] Company Performance - Chewy has experienced a notable increase in sales growth, with a 14.9% rise to $3.2 billion in its fiscal fourth quarter [7] - The number of active customers for Chewy reached 20.5 million, reflecting over a 2% increase year-over-year, and sales per active customer rose from $555 to $578 [7] - Sales to Autoship customers increased over 21% to $2.6 billion, contributing to a gross margin expansion of 0.3 percentage points to 28.5% in the fourth quarter [8] Growth Opportunities - Chewy's management is actively pursuing growth by increasing advertising and marketing spending by over 8% last year and enhancing the site and app experience [9] - The company has launched in-person veterinary clinics, which represent a natural extension of its existing business [9] Valuation - The recent drop in Chewy's stock price has resulted in a more attractive valuation, with a price-to-earnings (P/E) ratio of 37, down from over 42 at the beginning of February [10] - Despite the lower P/E ratio, Chewy's growth prospects justify a higher valuation compared to the overall market P/E of 29 [11] Long-term Outlook - Although Chewy's stock has experienced volatility since the pandemic, the company is now on a stronger footing with growth opportunities ahead, making it an appealing option for long-term investors [12]

Group 1: Chewy - Chewy is the leading online brand for pet supplies, experiencing a rebound in stock price due to improving sales trends, with a recent upgrade to an outperform rating and a price target of $47, indicating a 49% upside from $31.50 [2] - Sales growth stabilized at 5% year-over-year in the fiscal third quarter, with potential for margin improvement through higher-margin offerings like pet pharmacy and private-label products [2] - Analysts predict free cash flow could double in the next three years, serving as a strong catalyst for the stock [2] - Risks include reliance on suppliers in China, which could be affected by tariffs, and Chewy's growth and valuation metrics compared unfavorably to competitors like Coupang [3][4] - For Chewy to reach the analyst's price target, it needs to demonstrate accelerating top-line momentum, which may be challenging in the current economic environment [5] Group 2: Peloton Interactive - Peloton has seen fluctuating demand, with a significant rebound from its 52-week low, and an analyst upgrade to a buy rating with a price target of $15, suggesting a 128% upside from $6.58 [6] - Financial results are improving, with a 15% quarter-over-quarter revenue growth despite a 9% year-over-year decline, and a notable 385% year-over-year increase in free cash flow [7] - The new CEO is implementing better cost discipline, focusing on premium products and reducing discounting, which is positively impacting financial performance [8] - Despite improvements, Peloton faces challenges as membership numbers are declining, with a 4% year-over-year drop, indicating a need for top-line growth to sustain shareholder returns [9] - The stock trades at a price-to-free cash flow multiple of 16, with potential upside if free cash flow continues to grow, but uncertainty remains regarding the sustainability of this growth [10] - Peloton's subscription business, which has higher gross margins than hardware sales, is crucial for profitable growth, but the recent decline in memberships suggests a limited market for its products [11]