$Petco Health and Wellness(WOOF.US)$拜登结构性地在摧毁美国的中产。这批人是woof的主要消费者。实体店的优势是给猫狗增值服务。高税收高物价,还会说去店里给猫狗洗澡剪毛做造型吗?Biden must be fired。 拜登定义的中等收入哈,是chewy的客户,买点猫粮狗粮玩具。是三口之家收入4.5万到10万(首先这就不是中产,也就是劳工阶层,比吃福利的好点)。反正纽约10万的家庭是纯屌丝,不存401K,靠小孩退税大概7万到手。住3万,吃用2万,小孩1万。存满2个人的401K,到手5万,可以吃福利,但吃了福利还是月月亏空。受限于福利的要求,往往会弃养猫狗。
The stock appears fairly valued now, with its positive outlook already factored in by the market. Its high beta suggests potential for future price fluctuations, offering another buying opportunity. The company's promising future earnings growth could result in stronger cash flows, boosting share value.
Morning Movers Gapping up $Petco Health and Wellness(WOOF.US)$shares added 3.5% after the pet retailer reported a revenue beat for the fourth quarter. The company's adjusted earnings per share was 2 cents on revenues of $1.67 billion, aligning with analysts' expectations. $嘉年华邮轮(CCL.US)$and$皇家加勒比邮轮(RCL.US)$saw their shares increase by 1.7% and 1.8%, respectively, following Goldman Sachs initiating coverage of the...
Jefferies signals growth potential for Chewy, given its allure to affluent clients. It notes challenges for Petco stemming from market stresses and conflicting premium and mainstream product strategies. Improvement in Petco's financial performance deemed crucial before integrating services like pet care.
Petco Health and Wellness Company's weaker revenue outlook compared to its industry may suggest a risk for declining share price. The low revenue growth could negatively impact investor sentiment and share price.
Goldman Sachs and Wells Fargo exude bearish sentiment on Petco following its uninspiring Q3 earnings. They see a tougher financial future and welcome the management's steps for operational reset and cost-saving.
Petco admitted their performance didn't meet expectations due to a difficult consumer environment. CEO Ron Coughlin, however, remains confident in their long-term growth strategies, including financial management, customer appeal expansion, enhanced omni-channel capabilities, and a focus on premium products.
Company's low ROCE and stagnant growth might imply it's past its growth phase, making investors hesitant. Underwhelming trends suggest better opportunities might be elsewhere.
Tommie Mcilwain : This is AI picked still scared
White_Shadow楼主 : not worried about ne thing son...
White_Shadow楼主 Tommie Mcilwain: