Despite lower revenue, Zumiez's P/S ratio aligns with the industry, hinting at overlooked limited growth expectations. The weaker revenue outlook could lead to a share price and P/S ratio drop. A positive shift is needed to justify the current P/S ratio.
The company's CEO, Rick Brooks, stated that they are reviewing cost-saving strategies which could include closing underperforming stores and reducing labor costs. Despite the downbeat outlook, the company expects to open 10 new stores.
The three-year loss experienced by shareholders may indicate unresolved business challenges. This long-term share price weakness is generally considered a bad sign. However, some contrarian investors might research the stock in hope of a turnaround.
Ark Invest buys more Coinbase shares amid SEC crackdown Cathie Wood's Ark Invest boosted its holdings in$Coinbase(COIN.US)$amidst a crypto industry crackdown by the SEC, driving the stock to nearly five-month lows. Data from Cathie's Ark revealed that three of Wood's funds purchased over 400,000 Coinbase shares, with her main$ARK Innovation ETF(ARKK.US)$acquiring more than 300,000. This occurred as Coinbase's stock pri...
Gapping up $DocuSign(DOCU.US)$+16% (fiscal second-quarter earnings and revenue that topped Wall Street estimates and raised its forecast for fiscal-year billings.) $Zscaler(ZS.US)$+15% (the internet security platform issued a forecast better than Wall Street estimates.) $特斯拉(TSLA.US)$+1.3% (The electric vehicle maker is considering building a lithium refinery for EV battery production in Texas this year, according to an applicati...
$Zumiez(ZUMZ.US)$Even after accounting for negative growth for the next 5 years, and lower margins, on my most conservative estimates this stock should be at least 2x in the coming years.
Gainers: •$Okta(OKTA.US)$+15.8% (In reaction to earnings) •$StoneCo(STNE.US)$+12.9% (In reaction to earnings) •$Turning Point Therapeutics(TPTX.US)$+116.8% (Bristol Myers Squibb (BMY) will acquire Turning Point Therapeutics for $76,00 per share; expected to be accretive to Non-GAAP earnings per share beginningin2025) •$Amylyx Pharmaceuticals(AMLX.US)$+24.9% (receives PDUFA date extension for AMX0035; scheduled for September ...
Zumiez股票讨论区
5 hot insider trades & hedge fund hits: Cathie Wood snaps up more Coinbase
Cathie Wood's Ark Invest boosted its holdings in $Coinbase(COIN.US)$ amidst a crypto industry crackdown by the SEC, driving the stock to nearly five-month lows. Data from Cathie's Ark revealed that three of Wood's funds purchased over 400,000 Coinbase shares, with her main $ARK Innovation ETF(ARKK.US)$ acquiring more than 300,000. This occurred as Coinbase's stock pri...
Gonna try and grab this falling knife and going long. Gonna buy tomorrow likely…..conditions depending.
专栏Today's Pre-Market Stock Movers: DOCU, ZS, DWAC, MARA and More
$DocuSign(DOCU.US)$ +16% (fiscal second-quarter earnings and revenue that topped Wall Street estimates and raised its forecast for fiscal-year billings.)
$Zscaler(ZS.US)$ +15% (the internet security platform issued a forecast better than Wall Street estimates.)
$特斯拉(TSLA.US)$ +1.3% (The electric vehicle maker is considering building a lithium refinery for EV battery production in Texas this year, according to an applicati...
Very undervalued
2022.6.24 复盘,价格26.66
新增数据:2023Q1
营收、营业利润和净利润分别下滑21%,99%和102%,季度净利润亏损。
营收下降的原因是疫情红利结束。营业利润下降主要是由于毛利下降了30%,而费用却增加了4.3%。
疫情红利结束就不会回来,2023财年数据大概率不会改善,如果公司费用依然维持在7200万每季度,即2.9亿每年的话,营收全年假设是2022年的8成,即9.5亿,毛利率按最近季度的33%计算,毛利仅有3.1亿,全年税前净利仅有0.24亿,对应市盈率为22。
公司如果后3季度控费到6000万(理想情况),即全年2.5亿,税前净利可达到6千万,税后4800万,对应市盈率为11,依然不低。
小盘股随经济起伏的幅度确实远超大盘股,要注意这点。
目前看这只股票没有任何吸引力。
专栏Today's pre-market stock movers: TSLA, CHGG, OKTA, TPTX and more
• $Okta(OKTA.US)$ +15.8% (In reaction to earnings)
• $StoneCo(STNE.US)$ +12.9% (In reaction to earnings)
• $Turning Point Therapeutics(TPTX.US)$ +116.8% (Bristol Myers Squibb (BMY) will acquire Turning Point Therapeutics for $76,00 per share; expected to be accretive to Non-GAAP earnings per share beginningin2025)
• $Amylyx Pharmaceuticals(AMLX.US)$ +24.9% (receives PDUFA date extension for AMX0035; scheduled for September ...
专栏寻找美股中服装零售板块的明星股
美股日日研32: 盘点一下服装零售板块
【分析结果在篇尾 👇 】
1
今天是2022年4月25日,周一美股盘前,我们来盘点一下服装零售板块。一共35支股票,市值从1185万到737亿,其中3亿以上的有30只,我们就来研究这30只股票。
从市盈率来看,低于0的有6支,低于8.5的有13支,8.5到25的有8支,25以上的有3只,板块的盈利能力中等,估值中等。
2
先看市盈率8.5以下的13支股票
$富乐客(FL.US)$是我常去的鞋店,在新加坡的Jewel商场有间旗舰店。营收除2021年外保持了缓慢增长,营业利润不争气的下滑了4年,2022年暴涨了147%,净利润则是有两次暴涨,一次是在2019年的90.5%,一次在2022年的176%。注意,公司财年1月29日截止,因此年份上和大部分公司差一年。
利润表解释了营业利润没有随营业额增长的原因,2018年是由于主营业务成本和营业费用占比的增加,2019年和2020年则是主要因为销售和管理费用占比大幅增加。
利润表也解释了净利润在2019年的暴涨是因为2018年“其他特殊费用...
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