Jefferies views the acquisition as positive for Grocery Outlet, forecasting that it will accelerate the company's unit growth to 11% to 12% year-over-year in 2024, slightly above the company's long-term unit growth target of 10%.
Ramesh Chikkala's appointment, with his vast leadership and operational experience in supply chain and technology, is a major milestone for Grocery Outlet as it scales its business. This new position signifies continued investment in business operations, crucial for delivering the company's value proposition and supporting future revenue and profit growth.
Grocery Outlet's high P/E ratio may worry some, indicating investors are more bullish than analysts. With a weaker growth outlook, the share price may drop, leading to a lower P/E ratio, potentially disappointing investors unwilling to sell.
Impressive earnings growth due to efficient management and profit reinvestment positions the company for potential long-term stock rise. Investors should consider future growth potential and business management.
Zoom Video Downgraded to Neutral From Buy at BTIG BTIG analyst Matt VanVliet downgraded$Zoom视频通讯(ZM.US)$to Neutral from Buy without a price target following last night's Q2 results. The report was "muted" with sales coming in below expectations as currency and online overshadowed another solid enterprise quarter, even while margins and earnings were well above Street estimates, VanVliet tells investors in a research note....
16
1
2
举报
72924722 :
so Dennys can be a good invertion today?
There are some good looking charts to play next week. Especially after then end of last week where we had a very green day on friday. Most of these are bullish plays and most of these plays are short term. Remember there are thousands of potential plays. There is money to be made all over the markets every day. Here are a few I will be watching for some short term momentum. The US futures opened on the green side so these short term bullish plays are loo...
+11
8
6
1
举报
iamiam :
Good post! I like the food industry plays as a hedge to rising grocery costs and i always like energy. I think your right about playing others as quick bumps is wise. GO has some recession issues mainly they rely on overbought items from chain retailers, with shortages its becoming difficult for them to find sufficient products. TWNK and MKC are solid - spices sell well when people try to save money and eat at home more. And Hostess is like cigarettes and booze in a recession Twinkies, Ding Dongs, HoHos, Donettes - will always hold up, (Woody Harrelson's obsession with finding twinkies in the movie Zombieland is a real view of America no matter how bad it gets those things release endorphins)
SpyderCall楼主iamiam:
Lol. Love that movie. Woody Harrelson is one of my favorites…. I didn’t know that about GO. They are a solid company. Didn’t know they were having troubles. The chart looks like a little dip is in the works very soon. We shall see. Maybe if tech outperforms next week then these value stocks that have been rallying might take a breather. Who knows
Grocery Outlet股票讨论区
2023Q1营收增长16.1%,营业利润增长68.9%,净利润则增长了18.5%。
目前市盈率50,市盈率TTM降到了48.6,由于快速增长仅一个季度,可以多观察几份财报再做判断。
great entry point
$SPDR 标普500指数ETF(SPY.US)$$纳指100ETF-Invesco QQQ Trust(QQQ.US)$$迪士尼(DIS.US)$$SPDR道琼斯指数ETF(DIA.US)$$iShares罗素2000指数ETF(IWM.US)$$联邦快递(FDX.US)$$Astrotech(ASTC.US)$$道明尼资源(D.US)$$苹果(AAPL.US)$$iPath彭博咖啡分类指数总回报ETN(JO.US)$$摩根大通持仓(BK2622.US)$$美国银行(BAC.US)$$沃尔玛(WMT.US)$$CHRSTOPHR BNK CP(CBKC.US)$$谷歌-A(GOOGL.US)$$Grocery Outlet(GO.US)$$AT&T(T.US)$$Unity Software(U.US)$$Realty Income(O.US)$$甲骨文(ORCL.US)$$PGT Innovations(PGTI.US)$
专栏Today's Pre-Market Stock Movers: PANW, NDSN, ZM, M and More
In reaction to earnings/guidance:
• $Palo Alto Networks(PANW.US)$ +9.4% (also declares 3-for-l stock split, increases share repurchase auth to $1 bln), $Nordson(NDSN.US)$ +4.7%,$京东(JD.US)$ +4.1%,$贝壳(BEKE.US)$ +3.9%,$都乐食品(DOLE.US)$ +2.9%,$万国数据(GDS.US)$ +2.3%, M +2.1%,$斯马克(SJM.US)$ +1.8%,$美敦力(MDT.US)$ +1.2%
Other news:
• $Aerie Pharmaceuticals(AERI.US)$ +35.4% (to be acquired by Alcon (ALC) ...
专栏US Top Rating Updates on 8/23: ZM, BIDU, IQ, AN and more
BTIG analyst Matt VanVliet downgraded $Zoom视频通讯(ZM.US)$ to Neutral from Buy without a price target following last night's Q2 results. The report was "muted" with sales coming in below expectations as currency and online overshadowed another solid enterprise quarter, even while margins and earnings were well above Street estimates, VanVliet tells investors in a research note....
专栏This Week's Possible Plays 5/16 - 5/20
暂无评论