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AMZN , EBAY , REAL , POSH , W , CHWY , PTON , RVLV

+38 pts



Thanksgiving online sales softer than expected due to pull forward, but overall holiday sales appear on track

By josiebe on Nov. 29, 2021, 3:27 p.m.
Tagged topics: eCommerce

Views: 25, Votes: 6, Responses: 0, Attachments: 1
CHWY , FRPT , WOOF

+35 pts



$CHWY $FRPT $WOOF - Jefferies says rising demand for pets persists

By phenphen on Sept. 24, 2021, 10:59 a.m.
Tagged topics: analyst checks , eCommerce , Jefferies , strong demand , pet adoption

Views: 144, Votes: 2, Responses: 0, Attachments: 2
CHWY

+41 pts



$CHWY - weak customer growth combined with higher costs give analysts pause, as near-term outlook remains challenging

By phenphen on Sept. 2, 2021, 1:28 p.m.
Tagged topics: eCommerce , JP Morgan , Morgan Stanley , Barclays , earnings miss , pet adoption , growth deceleration

Views: 116, Votes: 3, Responses: 2, Attachments: 6
CHWY

+35 pts



$CHWY - Needham says Rx share gains not a slam dunk, and the next leg of growth likely entails partnership with vets

By phenphen on Aug. 23, 2021, 7:44 p.m.
Tagged topics: growing competition , eCommerce , Needham , pet adoption

Views: 148, Votes: 2, Responses: 0, Attachments: 2
CHWY

+40 pts



$CHWY - Needham says Chewy is well-positioned with a large TAM, but the stock is fully valued (deep dive)

By phenphen on July 8, 2021, 12:52 p.m.
Tagged topics: growth stock , eCommerce , Needham , pet adoption , large TAM , fully valued

Views: 134, Votes: 5, Responses: 1, Attachments: 9
KTB , ELF , LOW , FOUR , BBY , YETI , HD , BIG , OSTK , VFC , CMG , WING , WEN , LESL , CHWY , GIS , AXP , ZM , W

+32 pts



Piper Sandler data suggest increased interest in spending on reopening areas (apparel, restaurants), but also continued strength among 'COVID winners' (home, pets, outdoors)

By josiebe on April 12, 2021, 1:22 p.m.
Tagged topics: analyst checks , eCommerce , post-COVID , reopening , fiscal stimulus , pandemic trends , Piper Sandler , stimulus checks

Views: 134, Votes: 2, Responses: 0, Attachments: 94
CHWY

+53 pts



$CHWY - JP Morgan bullish initiation report from July 2019 (as requested)

By mooreideas on March 19, 2021, 2:20 p.m.
Tagged topics: eCommerce , deep dive , JP Morgan , initiation report , pet adoption , bullish report

Views: 112, Votes: 6, Responses: 4, Attachments: 27
CHWY

+37 pts



$CHWY - Piper Sandler says Chewy is set up for a strong 2021, sees pullback as an attractive opportunity (as requested)

By mooreideas on March 19, 2021, 12:27 p.m.
Tagged topics: eCommerce , earnings preview , Piper Sandler , strong demand , pet adoption , food inflation

Views: 181, Votes: 1, Responses: 5, Attachments: 6
AMZN , CHWY , ETSY , EBAY , FTCH , MTCH , SFIX

+50 pts



$AMZN - Morgan Stanley raises target to $3,900 on 'strengthening Prime behavior' (higher spend and retention) and improving fulfilment economics

By phenphen on Jan. 15, 2021, 11:59 a.m.
Tagged topics: analyst checks , eCommerce , post-pandemic , Morgan Stanley

Views: 201, Votes: 12, Responses: 0, Attachments: 95
ETSY , W , AMZN , CHWY , TWTR , FB , GOOGL , PINS , ATVI , ZNGA , MTCH , BKNG

+44 pts



Morgan Stanley outlines 6 key investing debates to wrap 2020 and head into 2021

By phenphen on Oct. 16, 2020, 11:55 a.m.
Tagged topics: analyst checks , digital advertising , regulatory risks , COVID-19 , gaming , eCommerce , post-vaccine

Views: 94, Votes: 4, Responses: 1, Attachments: 22
AMZN , EBAY , W , GRUB , CHWY , CHGG

+43 pts



Data indicates strong eCommerce momentum continued in recent weeks

By cassie on June 2, 2020, 12:58 p.m.
Tagged topics: analyst checks , e-commerce , COVID-19

Views: 229, Votes: 7, Responses: 1, Attachments: 0