Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Petco (WOOF) To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Petco between January 14, 2021 and June 5, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. NEW YORK, July 24, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized stockholder ri ...

PHILADELPHIA, July 24, 2025 /PRNewswire/ -- Berger Montague, a national securities litigation law firm announces it is investigating potential securities fraud claims involving Petco Health and Wellness Company, Inc. ("Petco" or the "Company") (NASDAQ: WOOF), following the recent filing of a federal securities class action lawsuit.The complaint alleges that Petco made false and misleading statements about the sustainability of its pandemic-driven growth and premium product strategy. These alleged misstateme ...

NEW YORK, July 24, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Petco Health and Wellness Company, Inc. (NASDAQ: WOOF). Shareholders who purchased shares of WOOF during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/petco-loss-submission-form/?id=157778&from=3 CLASS PERIOD: ...

Key Takeaways CHWY's Autoship hit $2.56B in Q1, 82% of sales, with 14.8% y/y growth and rising customer retention.CENT's adjusted gross margin rose 200 bps to 33.3% in Q2, reflecting strong cost and supply-chain execution.CENT's e-commerce made up 27% of Pet segment sales, boosted by new products and digital retail strategies.Chewy, Inc. (CHWY) and Central Garden & Pet Company (CENT) are two prominent names in the pet care industry, each with a distinct operating model and growth strategy. Chewy operates as ...

纪要涉及的行业或者公司 - 行业：中国宠物食品行业 - 公司：Gambol、China Pet Foods（CPF）、Petpal 纪要提到的核心观点和论据 股价下跌原因 - 核心观点：过去一周宠物板块股价普遍回调，Gambol股价下跌超15%，China Pet Foods下跌超10% [2] - 论据：一是关税导致海外销售减速，4 - 5月中国宠物食品出口美国同比下降42%；二是618期间国内竞争加剧，促销力度同比加深LSD - MSD个百分点，意味着利润率承压和获客成本上升 [2] Q225业绩展望 - **Gambol** - 核心观点：预计海外销售同比下降25%，国内销售同比增长30 - 35%，净利润同比基本持平为1.62亿元 [3] - 论据：海外受关税影响，国内主要由Fregate品牌（同比增长超100%）带动；整体GPM可能略有收缩，国内因产品组合更有利GPM应扩大，但会被海外市场关税压力导致的利润率压缩抵消；SG&A费用率预计同比上升0.5个百分点，反映营销和激励费用增加 [3] - **China Pet Foods（CPF）** - 核心观点：预计销售增长13.5%，净利润同比增长33%至1.15亿元 [4] - 论据：国内销售同比增长30%，海外销售同比增长10%，受北美工厂扩张支持；净利润增长主要由更有利的产品组合带来的GPM扩张驱动，部分被销售费用上升抵消 [4] - **Petpal** - 核心观点：预计销售下降9%，净利润下降11%至5000万元 [5] - 论据：国内销售下降11%主要因代理品牌贡献减少，海外销售下降8%因关税；运营利润率收缩源于关税影响和营销费用增加 [5] 盈利预测调整 - **Gambol**：下调2025 - 2027年营收预测3.8 - 4.3%，GPM下调0.7 - 1.1个百分点，EPS下调13 - 14%，基于DCF的目标价降至96.5元（原113.1元），对应2025年PE为53.5倍 [6] - **Petpal**：下调2025 - 2027年EPS预测6 - 7%，基于DCF的目标价降至17.0元（原18.5元），对应2025年PE为30倍 [6] 估值与评级 - 核心观点：重申China Pet Foods（CPF）为首选，维持Gambol和Petpal中性评级 [7] - 论据：CPF有强大的自有品牌增长和北美产能扩张，有助于减轻关税风险；Gambol和Petpal估值合理，但美国关税仍存在不确定性 [7] 其他重要但是可能被忽略的内容 潜在风险 - 中国宠物行业：国内品牌扩张慢于预期、宠物食品安全问题、竞争加剧导致价格战使盈利能力恶化、鸡肉和谷物等原材料价格大幅上涨、人民币兑美元升值导致外汇损失、对美销售的关税影响 [23] - China Pet Foods：自有品牌发展不及预期、因海外业务占比大人民币升值导致外汇损失、原材料成本上升、关税风险 [24] - Petpal：中国市场扩张令人失望、国内市场亏损期长于预期、人民币兑美元升值导致外汇损失、原材料成本上升、关税风险 [25] - Gambol：扩张慢于预期、激进营销支出侵蚀利润、人民币升值导致外汇损失、原材料成本上升、关税风险 [26] 估值方法 - China Pet Foods和Gambol的目标价基于DCF方法，并通过SOTP方法进行交叉验证 [24][26] - Petpal的目标价基于DCF方法 [25]

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $75,000 In Petco To Contact Him Directly To Discuss Their OptionsIf you suffered losses exceeding $75,000 in Petco between January 14, 2021 and June 5, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).[You may also click here for additional information]NEW YORK, July 23, 2025 /PRNewswire/ -- Fa ...

NEW YORK, July 22, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Petco Health and Wellness Company, Inc. ("Petco" or the "Company") (NASDAQ: WOOF) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Petco investors who were adversely affected by alleged securities fraud between January 14, 2021 and June 5, 2025. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/petco-lawsuit-su ...

业务表现 - 在充满挑战的宏观环境下，公司通过自助举措加强基础、增强韧性并缓解全球波动和地缘政治不确定性的影响，预计将实现FY25大部分财务指引，多数业务板块达成产量指引[2] - Secunda Operations和Natref在FY25第四季度遭遇计划外中断，导致产量略低于指引[2] - 南部非洲业务在FY25第三季度战略性地减少自产煤炭并采购更高质量煤炭以提升SO气化炉性能，FY25第四季度性能有所改善[3] - Natref在FY25第四季度生产恢复，但受Eskom计划外停电影响，液体燃料销售增加，南非外部天然气销售因客户需求增长而改善[3] - 化学品非洲业务平均篮子价格较上一季度有所上涨[3] - 国际化学品业务FY25第四季度收入环比增长，主要得益于美国产量提升带来的销量增加，但被美国乙烯市场价格下降和产品组合效应部分抵消[4] - 国际化学品业务收入同比下降，主要由于销量减少，但调整后EBITDA同比改善，反映平均销售篮子价格上涨和积极管理措施的效果[4] 业务更新 - 采矿去石项目进展顺利，预计在FY26上半年完成，成本低于10亿兰特[5] - Sasol Oil于2025年6月30日收到43亿兰特净付款，作为与Transnet法律纠纷的最终和解[5] - Natref少数股东PraxSA的母公司State Oil Limited进入管理阶段，Natref运营未受影响[5] - 2025年4月成功在意大利上线SAP S4/Hana试点，标志着国际化学品业务现代ERP计划的首个实施[5] - 美国Lake Charles的Guerbet工厂和德国Marl的Alkylphenol工厂已按计划停产，美国Texas的Phenolics工厂和意大利Augusta的HF LAB工厂将在FY26上半年关闭或封存[5] 可再生能源进展 - 2025年6月签署额外160MW南非可再生能源购电协议，其中150MW属于与Discovery的Ampli Energy合资项目，预计FY28开始，累计可再生能源接入达920MW[12] - 2025年6月底签署美国虚拟购电协议，获取约93MW可再生能源，预计到FY27年中覆盖Lake Charles设施50%的电力需求[12] - Natref于2025年5月投产首台低碳锅炉，支持蒸汽供应和减排，并生产3万升可再生柴油[12] 财务展望 - 公司保持强劲流动性和严格成本管理以增强财务韧性，并实施积极对冲计划管理风险[6] - 美国政府宣布自2025年8月1日起实施新关税税率，公司正与相关方沟通以确保业务连续性[7] - 预计FY25每股收益(EPS)同比增长超过20%，相比FY24每股亏损69.94兰特，后者包含每股88.13兰特的负重新计量项目[9] - EPS和HEPS可能受FY25财务年度结算调整影响，具体范围将在后续交易声明中公布[10] - 完整财务结果将于2025年8月25日发布[11]

SEATTLE, July 21, 2025 (GLOBE NEWSWIRE) -- Rover, the world’s largest online marketplace for loving pet care, today announced it has entered into a Scheme Implementation Deed (SID) with Mad Paws, under which it is proposed that Rover will acquire 100% of the shares on issue in Mad Paws, by way of scheme of arrangement. Implementation of the scheme would further Rover’s international expansion, enabling Rover Group to offer services in the Australian market for the first time. Founded in 2015, Mad Paws opera ...

NEW YORK, July 21, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Petco Health and Wellness Company, Inc. (NASDAQ: WOOF). Shareholders who purchased shares of WOOF during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/petco-loss-submission-form/?id=157189&from=3 CLASS PERIOD: ...