核心零售数据趋势 - 10月核心零售支出（不包括餐厅、酒吧、加油站和汽车相关账单）环比增长0.6%，逆转了9月份0.5%的下降趋势 [1] - 尽管消费者信心处于历史低位，但消费行为持续强劲，表现出情绪与实际行动之间的脱节 [1] - 全美零售联合会预计今年11月和12月零售支出将同比增长，并在此假日季超过1万亿美元 [4][6] 消费者行为分析 - 消费者在通胀上升、裁员增加以及季节性招聘有望达到15年来最低水平的背景下，仍保持支出 [1] - 许多家庭受益于强劲的股市表现，而面临困难的家庭可能通过减少外出就餐等方式来维持节日传统支出 [4] - 消费者预计将继续优先为所爱的人和家庭进行支出，并在其他领域节省开支 [5] 公司表现与预期 - 宠物产品公司Bark表示其Costco渠道的圣诞日历已售罄 [3] - Ralph Lauren在公布最新季度业绩时提高了整个财年的收入预期 [3] - 电商软件公司Shopify预计第四季度收入将同比增长中高双位数百分比（20%+） [5] - Shopify总裁指出消费需求保持韧性，消费者信心在结账时得到体现 [6]

Key Points Chewy shares sank after earnings, as investors didn't like the higher expenses the company had in the quarter. The company, however, saw strong revenue growth and improving margins. The stock looks attractively valued compared to retail peers. 10 stocks we like better than Chewy › Share prices of Chewy (NYSE: CHWY) plunged after earnings came out last week, despite sales that topped analyst expectations and the company raising its full-year revenue outlook. While some media outlets and ...

One stock that has quietly been a very strong performer over the past year is Chewy (CHWY -1.45%). Shares of the online pet products retailer rose following the release of its fiscal fourth-quarter results on Wednesday, with the stock up more than 120% over the past year as of this writing. Revenue growth has started to pick up for the company, while gross margins have also ticked up. That's a nice combination for a steady business with strong visibility. Let's dig into Chewy's results and guidance to see i ...