Latest ideas and analyses related to pet adoption

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CHWY

+10 pts





By irenyang.to on Nov. 25, 2021, 3:18 p.m.
Tagged topics: eCommerce , JP Morgan , Morgan Stanley , Barclays , earnings miss , pet adoption , growth deceleration

Views: 3, Votes: 1, Responses: 0, Attachments: 0
CHWY

+5 pts





By irenyang.to on Nov. 14, 2021, 2:34 p.m.
Tagged topics: growth stock , eCommerce , Needham , pet adoption , large TAM , fully valued

Views: 2, Votes: 1, Responses: 0, Attachments: 0
CHWY

+10 pts





By irenyang.to on Nov. 14, 2021, 2:31 p.m.
Tagged topics: eCommerce , JP Morgan , Morgan Stanley , Barclays , earnings miss , pet adoption , growth deceleration

Views: 1, Votes: 1, Responses: 0, Attachments: 0
CHWY

+1 pts





By lukemanderson12 on Nov. 1, 2021, 10:54 p.m.
Tagged topics: eCommerce , deep dive , JP Morgan , initiation report , pet adoption , bullish report

Views: 2, Votes: 1, Responses: 0, Attachments: 0
PETS

+31 pts



$PETS - Jefferies sees intensifying competition and rising customer acquisition costs after a temporary COVID boost

By phenphen on Oct. 2, 2021, 5:17 p.m.
Tagged topics: growing competition , deep dive , Jefferies , pet adoption , pet medication

Views: 138, Votes: 1, Responses: 0, Attachments: 2
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
CHWY

+5 pts



GOOD STUFF

By Profiteer on March 20, 2021, 12:24 a.m.
Tagged topics: eCommerce , deep dive , JP Morgan , initiation report , pet adoption , bullish report

Views: 2, Votes: 1, Responses: 0, Attachments: 0
CHWY

+5 pts



JPM

By Profiteer on March 20, 2021, 12:20 a.m.
Tagged topics: eCommerce , deep dive , JP Morgan , initiation report , pet adoption , bullish report

Views: 5, Votes: 1, Responses: 0, Attachments: 0
CHWY

+5 pts



This was helpful

By beat_the_street on March 19, 2021, 8:55 p.m.
Tagged topics: eCommerce , deep dive , JP Morgan , initiation report , pet adoption , bullish report

Views: 4, Votes: 1, Responses: 0, Attachments: 0
CHWY

+5 pts



Yea, but would wait for a more attractive price

By beat_the_street on March 19, 2021, 8:52 p.m.
Tagged topics: eCommerce , earnings preview , Piper Sandler , strong demand , pet adoption , food inflation

Views: 4, Votes: 1, Responses: 0, Attachments: 0
CHWY

+10 pts



Posted!

By mooreideas on March 19, 2021, 2:21 p.m.
Tagged topics: eCommerce , earnings preview , Piper Sandler , strong demand , pet adoption , food inflation

Views: 9, Votes: 1, Responses: 1, Attachments: 0
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

+10 pts



Preferably from JP or Barclays

By beat_the_street on March 19, 2021, 12:42 p.m.
Tagged topics: eCommerce , earnings preview , Piper Sandler , strong demand , pet adoption , food inflation

Views: 12, Votes: 1, Responses: 2, Attachments: 0
CHWY

+10 pts



Let me ask around to see if my friends might have one

By mooreideas on March 19, 2021, 12:38 p.m.
Tagged topics: eCommerce , earnings preview , Piper Sandler , strong demand , pet adoption , food inflation

Views: 10, Votes: 1, Responses: 3, Attachments: 0
CHWY

+11 pts



This comes in timely!

By beat_the_street on March 19, 2021, 12:35 p.m.
Tagged topics: eCommerce , earnings preview , Piper Sandler , strong demand , pet adoption , food inflation

Views: 6, Votes: 2, Responses: 4, Attachments: 0
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