Chewy Stock Discussion

• 104712493 : When comparing the earnings prospects of Lululemon, Salesforce, and Chewy, the outlook for each varies based on sector performance and company fundamentals:
  Lululemon: The athletic apparel company has shown resilience, with expected earnings growth of 7.5% next year. The company anticipates revenue growth of 8-9% in fiscal 2024, driven by strong brand loyalty and international expansion. However, challenges include high valuation and slowing momentum in some key markets​
  Salesforce: The cloud computing leader has raised its full-year earnings guidance, reflecting strong performance amid continued digital transformation. Its expected annual earnings per share (EPS) range of $10.03-$10.11 demonstrates robust growth, supported by strategic shifts to improve profitability, including a focus on artificial intelligence​
  Chewy: The pet e-commerce giant has rebounded from profitability challenges and expects steady demand in its niche market. While its growth is attractive, its earnings depend on maintaining competitive pricing and managing logistics costs effectively​
  Conclusion:
  Salesforce offers the strongest earnings growth potential due to its leadership in a high-growth sector and strategic focus on AI.
  Lululemon has solid fundamentals but faces valuation concerns.
  Chewy shows promise but operates in a more volatile niche.

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• Lucas Cheah : $Salesforce (CRM.US)$  
  Salesforce’s earnings prospects are strong due to its leadership in cloud-based customer relationship management (CRM) solutions. Its focus on AI-driven tools, like Einstein AI, and its Slack integration enhance customer engagement and productivity, driving upselling opportunities. Growing demand for digital transformation across industries supports subscription revenue growth. However, cost-cutting efforts may pressure innovation.
  $Lululemon Athletica (LULU.US)$  
  Lululemon continues to expand its product lines (e.g., men’s wear and Mirror home fitness) while benefiting from global brand recognition and direct-to-consumer channels. Growth in international markets, especially in China, adds significant upside. The women’s activewear category remains a key revenue driver, supported by premium pricing and loyal customers. Supply chain challenges could pose short-term risks.
  $Chewy (CHWY.US)$  
  Chewy’s subscription-based model (e.g., Autoship) drives consistent revenue, supported by strong demand for pet products. Its expansion into high-margin categories like pet healthcare services (Chewy Health) boosts growth potential. The increasing number of pet owners post-pandemic supports revenue growth, though rising logistics costs and consumer spending pressures remain challenges.
  In summary:
  • Salesforce: Strong in cloud CRM and AI integration, with solid subscription growth potential.
  • Lululemon: Expansion in men’s wear and international markets enhances growth despite supply chain risks.
  • Chewy: Consistent revenue from subscriptions and healthcare services, though costs may weigh on margins.

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• musang queen :

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• redevilgiggs :

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• Coach Donnie : Happy Thanksgiving today and everyday. Attitude of Gratitude 365
  Daily

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• Stock_Drift OP Coach Donnie : To You and Yours, today.

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• Stock_Drift OP Coach Donnie : Got it.

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• Simon 5183 : This is not a rumor, Xiaogan Naidi tends to support the legalization of natural anesthetics, which means that the current policy is that the use of natural anesthetics is illegal, but synthetic anesthetics can be legally used, this policy is clearly helping big pharmaceutical companies make money!

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• 温水煮青蛙 : Is it safe to enter 1.42?

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• 27182818 : Trump can't legalize cannabis.  Only congress can. Trump can try to corral congress but he might as well herd cats. At best he can sign the bill.
  Alternatively SCOTUS could (and probably should) throw out most federal drug laws on constitutional grounds and leave them to the states. We know that won't happen.
  Most likely the feds will do nothing, more and more individual states will legalize it, and the federal laws will be ignored. Unless you piss off the wrong person.

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• rennymc 27182818 : I said this in another post. Everyone thinks trump is going to make their lives better. He doesn’t have the sole power to pass whatever he wants. The bill must coincide with a republican majority congress and republican majority SCOTUS (even though trump’s SCOTUS majority is supposed to remain impartial to party lines). This is the SCOTUS that threw us back 50 years by overturning Roe v. Wade. They want to tighten the laws on anything and everything that people would enjoy and/or benefit from.
  Also, Walmart and other retailers, car manufacturers, etc. have already announced that they will increase prices for the consumer for the tariffs on imported goods. If people think prices are high now they’ll long for the current economy that Biden cleaned up from trumps first disaster in office and his horrible handling of the epidemic.

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• JOHNWAYNE rennymc : your right he doesn't have the sole power but now that the Republicans controol the white house, the sennet,  and the house so now the democrats can not block all of the bills like legislation of cannabis due to the fact that they don't controol the majority any more and that being said the current SEC director stepping down and his last day is January 20th at 1201 am so there as alot of good that could come from all of these change of events

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• Rusty Shackleford 1 : Lol take a look at that sell wall

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