Salesforce Stock Discussion

• 104712493 : Salesforce's positive earnings prospects are driven by several key factors:
  Strong Demand for Cloud Solutions: Salesforce continues to benefit from the growing demand for cloud-based customer relationship management (CRM) solutions. As businesses increasingly shift to digital operations, Salesforce's diverse product suite positions it well to capture market share.
  Expanding AI Integration: The company has been integrating artificial intelligence (AI) into its platforms, particularly with its "Einstein" AI tools, which enhances its CRM solutions with automation, analytics, and predictive capabilities. This positions Salesforce as a leader in innovation.
  Strategic Acquisitions: Salesforce’s acquisitions, such as Tableau and Slack, are boosting its product offerings and customer base, expanding its reach in areas like data analytics, collaboration, and workflow automation.
  Strong Customer Retention: The company boasts a high rate of customer retention, driven by the scalability and flexibility of its platform. This contributes to recurring revenue, which is a key factor in Salesforce's financial stability.
  Revenue Growth: Salesforce continues to report strong revenue growth, with cloud-based subscriptions and services remaining its largest and fastest-growing segment. Its diversification across industries further supports this positive outlook.

  Report

  Reply
  Cancel Reply

• musang queen :

  Report

  Reply
  Cancel Reply

• redevilgiggs :

  Report

  Reply
  Cancel Reply

• 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.

  Report

  Reply
  Cancel Reply

• 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.

  Report

  Reply
  Cancel Reply

• musang queen :

  Report

  Reply
  Cancel Reply

• redevilgiggs :

  Report

  Reply
  Cancel Reply

• cashcow1 : i’m new! were should i put my money and how much?

  Report

  Reply
  Cancel Reply

• Cow Moo-ney OP cashcow1 : Hello, that’s a tough and generic question to answer without knowing your background haha. Anyway most of us are not qualified to offer financial advice. Do read up a bit more and you will be able to form your decision

  Report

  Reply
  Cancel Reply

• Blessed4Eva cashcow1 : Don't be so eager to put your money somewhere and especially taking advice from people you don't know regardless of their investing experience. Do your due diligence first and be confident in what you choose to do.

  Report

  Reply
  Cancel Reply

• 102124711 : .

  Report

  Reply
  Cancel Reply

• 103185773 :

  Report

  Reply
  Cancel Reply

• Zulhamizan 103185773 : hallo

  Report

  Reply
  Cancel Reply

• Adrianlim90 : 1

  Report

  Reply
  Cancel Reply

• Adrianlim90 : 1

  Report

  Reply
  Cancel Reply

View more comments...

• Pascal Bernier : moo live yes moi Pascal Bernier

  Report

  Reply
  Cancel Reply