$Petco Health and Wellness(WOOF.US)$拜登結構性地在摧毀美國的中產。這批人是woof的主要消費者。實體店的優勢是給貓狗增值服務。高稅收高物價,還會說去店裏給貓狗洗澡剪毛做造型嗎?Biden must be fired。 拜登定義的中等收入哈,是chewy的客戶,買點貓糧狗糧玩具。是三口之家收入4.5萬到10萬(首先這就不是中產,也就是勞工階層,比吃福利的好點)。反正紐約10萬的家庭是純屌絲,不存401K,靠小孩退稅大概7萬到手。住3萬,吃用2萬,小孩1萬。存滿2個人的401K,到手5萬,可以吃福利,但吃了福利還是月月虧空。受限於福利的要求,往往會棄養貓狗。
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. $嘉年華郵輪(CCL.US)$and$皇家加勒比郵輪(RCL.US)$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 : 這是人工智能選擇還害怕
White_Shadow樓主 : 不擔心任何事兒子...
White_Shadow樓主 Tommie Mcilwain: