Shares of leading pet e-commerce behemoth Chewy (CHWY 5.58%) were up 5% as of 12:45 p.m. ET on Friday, according to data provided by S&P Global Market Intelligence.Following five separate price target increases from analysts in December, Chewy received its first upgrade of the new year from Wolfe Research, which named the stock one of its top picks for 2025.Does Chewy still have room to run?Despite Chewy's stock already doubling from its 2024 lows, Wolfe Research (and I) believe the best is yet to come. The ...

公司表现与市场反应 - Chewy Inc (NYSE:CHWY) 股票在盘前交易中上涨1.1%，原因是Wolfe Research发布了一份看涨报告，将该公司股票评级从“peer perform”上调至“outperform”，并将其列为首选股票，理由是收入增长和利润率提升的潜力以及强劲的估值 [1] - 过去九个月中，Chewy股票上涨了近107%，并且较去年同期领先62.2% 自11月初的熊市缺口以来，股价稳步回升，接近6月27日的12个月高点39.10美元 40日均线也在近期提供了支撑 [2] 分析师评级与市场情绪 - 尽管股价表现积极，但覆盖该股的多数券商仍持观望态度 在27位分析师中，有11位给予Chewy股票“持有”评级，这意味着未来可能有更多评级上调，从而推动股价进一步上涨 [3] - 空头挤压可能继续推动股价上涨 尽管空头头寸开始减少，但仍占流通股的7.4%，相当于超过两天的潜在购买力 [3] 期权交易与波动性 - 对于希望参与该股的投资者，期权交易是一个相对低成本的选择 Chewy股票的Schaeffer波动率指数(SVI)为46%，处于其年度范围的4%分位，表明期权交易者预计未来波动性较低 [4]

核心观点 - 文章由一名前对冲基金分析师撰写，专注于分析市场结构、竞争定位和战略催化剂，以发现不同时间跨度的投资机会[3] 分析师背景 - 分析师对在企业战略至关重要的行业中寻找赢家和输家有浓厚兴趣[3]

PLANTATION, FLORIDA - JUNE 01: Exterior view of the Chewy Inc.’s headquarters building on June 01, ... [+] 2023 in Plantation, Florida. (Photo by Joe Raedle/Getty Images)Getty ImagesChewy’s stock (NYSE: CHWY) has experienced a notable 47% surge in the last year to around $32 (Dec 18), garnering significant investor attention. Chewy’s stock has plummeted 73% from its February 2021 peak of approximately $120 and currently trades at a level lower than its June 2019 initial public offering price ($35). The pand ...

核心观点 - 公司宣布在全国范围内扩展Stella & Chewy's产品线，包括冻干生肉饼、餐混合物、狗粮和猫粮，以满足对高端天然宠物食品日益增长的需求 [1][2] - 公司通过提供20%的折扣促销活动，鼓励客户试用新产品，进一步巩固其在高端宠物营养市场的地位 [2] 产品扩展 - 公司扩展了Stella & Chewy's产品线，包括冻干生肉饼、餐混合物、狗粮和猫粮，这些产品旨在模仿宠物的祖先饮食，提供支持健康牙齿和牙龈、最佳消化、皮肤和毛发以及耐力的蛋白质和营养素 [1][3] - 冻干生食以方便的即食格式提供真实的生营养，所有配方均为无谷物且加工最少 [3] 促销活动 - 公司提供20%的折扣，促销活动持续到2024年12月31日，以鼓励客户试用Stella & Chewy's的冻干生狗和猫产品 [2] 市场策略 - 公司专注于其Life Out Here生活方式系列和便捷的购物格式，以吸引客户并扩大市场份额 [5] - 公司的战略基于五个关键支柱：客户、数字化、执行、团队成员和股东总回报 [5] - 公司最近宣布收购Allivet，一家私有的领先在线宠物药店，以增强其伴侣动物、马术和牲畜客户的产品和服务 [6] 忠诚计划 - 公司的Neighbor's Club忠诚计划表现良好，客户数量和客户保留率显著增长 [7] - 公司扩大了Neighbor's Club的优惠，以更快地奖励会员并减少升级所需的消费 [7] 门店扩展 - 公司持续关注其增长计划，包括扩大门店基础和引入技术进步以吸引流量并推动收入增长 [8] - 公司计划长期内将其国内门店数量增加到2500家，并在2024年第三季度开设了16家旗舰店，使年初至今的门店数量达到54家 [8] 股价表现 - 公司股价在过去一年中上涨了26.3%，而行业增长为13.6% [9]

Chewy Inc. (CHWY) has surged an impressive 36.5% year to date, capturing the attention of investors. With this strong run on the bourses, many are wondering whether Chewy stock still has room to run or if it is time to take profits. With its continued dominance in the pet care space and ambitious expansion plans, Chewy presents opportunities and potential risks. As investors look for their next best move, evaluating whether this rally is sustainable or if the stock is primed for a pullback is important.Whil ...

It's not easy to find compelling values on the stock market in normal times -- and these are anything but normal times. The S&P 500 is on track to finish its second consecutive year of 20%-plus gains, ensuring that most popular stocks are already trading near all-time highs.Discounts are available, though, for investors willing to look outside of Wall Street's favorite sectors in the tech and artificial intelligence (AI) industries. With that goal in mind, let's take a look at two stocks that seem unusually ...

Key TakeawaysA firm affiliated with Chewy's biggest shareholder is selling off $500 million in stock.The company said it would also buy $50 million worth of those shares, and cancel and retire them.The $50 million purchase is being executed separately from its current share repurchase program begun in May. Online pet supplies retailer Chewy (CHWY) announced that a firm connected to its biggest shareholder was selling off half a billion dollars in stock. The company said that Buddy Chester Sub LLC, an entity ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.I last wrote on Chewy (NYSE: CHWY ) in October, where I had upgraded the stock from a "sell" to a "buy" as I believed its fundamentals were improving from rigorous cost management and targeted investments. However, I decided to remainAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment ...

Chewy (CHWY -7.17%) stock took another hit on Thursday, a day after getting dinged by investors reacting to the company's third-quarter earnings report. While there was no direct news of note from the company, one analyst tracking its shares downgraded his recommendation. The result was that Chewy's share price fell by 6% across the trading session, a notably steeper decline than the S&P 500 index's 0.2% drop.Rover has not earned a treatWell before market open that day, Exane BNP Paribas' Chris Bottiglieri ...