Chewy

Earnings next week 🗓️

$ZS (+1,51 %)

$CRM (+0,69 %)

$OKTA (+0,68 %)

$LULU (+1,1 %)

$MRVL (+1,19 %)

$CHWY (+3,71 %)

$PATH (+3,5 %)

$ULTA (+0,22 %)

$S (+0 %)

$FL (-2 %)

$DOCU (-0,55 %)

$DLTR (+4,98 %)

$GTLB (+6,98 %)

$HPE (+2,55 %)

$IOT

$DG (+1,64 %)

$CRDO

$PSTG (+2,39 %)

$VEEV (+0,84 %)

$AEO

$BOX (-0,1 %)

$FIVE (-2,19 %)

$TD (+0,26 %)

$CURV

$BNS (-0,23 %)

$SNPS (-1,06 %)

$RY (+0,23 %)

$CNM

$ASAN (-3,69 %)

$WOOF (-0,76 %)

$BBW (+1,69 %)

$DCI

$CHPT (+5,41 %)

$BASE (+0 %)

$VSCO (+5,06 %)

$CSIQ (+5,93 %)

$THO (+0,41 %)

$GWRE (+1,69 %)

$SIG (+1,47 %)

$CBRL (+1,99 %)

$COO

$CPB (-1,32 %)

$BMO (-0,68 %)

$DSGT

$DOO (+0,4 %)

$CAL

$SMAR (-0,54 %)

$REX (+0,52 %)

$PVH (+1,8 %)

$PEAK (+1,31 %)

Earnings next week

$LI (+0,44 %)

$CHWY (+3,71 %)

$NVDA (+2,01 %)

$CRM (+0,69 %)

$CRWD (+2,85 %)

$HPQ (+0,51 %)

$OKTA (+0,68 %)

$AFRM (+3,63 %)

$IREN (+2,25 %)

$DG (+1,64 %)

$DELL (+2,56 %)

$LULU (+1,1 %)

$MDB (-0,58 %)

$ULTA (+0,22 %)

Which two companies would be unstoppable the next few years if they merged? Let me start:

$MCD (-0,31 %) with their brand and number of restaurants, but with the quality of $SHAK (-1,18 %) burgers.

or

$COIN (+0,27 %) and $CHWY (+3,71 %) - the two already have the same logo anyway - plus Tier products are easy to pay for with the crypto wallet. Simply Meta.

Here is an overview for next week:

Monday

• Confidence of the house builders (February)
• Launch of Nvidia ($NVDA (+2,01 %) ) GTC (Global Processing Unit Technology Conference) with a keynote speech by founder and CEO Jensen Huang
• Quarterly report from Science Applications International Corp. ($SAIC (+0 %) )

tuesday

• Quarterly reports from HealthEquity
  Inc. ($HQY (-0,55 %) ) and Xpeng ($9868 (-1,14 %) )

Wednesday

• Interest rate decision of the Federal Open Market Committee (FOMC)
• Press conference by Federal Reserve Chair Jerome Powell
• Quarterly reports
  from Micron Technology ($MU (+2,58 %) ), General Mills ($GIS (-1,28 %) ), Five Below Inc. ($FIVE (-2,19 %) )
  , Chewy Inc. ($CHWY (+3,71 %) ), KB Home ($KBH (-0,79 %) ) and Ollie's Bargain Outlet Holdings Inc. ($OLLI (+0 %) )

Thursday,

• Initial claims for unemployment benefits (end of the week ending March 15)
• Philadelphia Fed Manufacturing Index (March)
• US Services Purchasing Managers' Index
  (PMI) the S&P (March)
• 
  US Manufacturing PMI the S&P (March)
• Existing home sales (February)
• Quarterly reports from Accenture PLC ($ACN (-1,66 %) ), Nike ($NKE (-6,85 %) ), FedEx ($FDX (-8,08 %) ) and Lululemon Athletica Inc. ($LULU (+1,1 %) )

Friday

• Deadline for budget billsto avoid a partial shutdown

Is anyone here also pet lovers and has $CHWY (+3,71 %) in the depot or on the watchlist or is considering an entry?

I believe through their small Automated warehouses , automated packaging, the variety of offerings and opportunities in the insurance/healthcare space, a very exciting company.

The industry is currently suffering very strongly from high inflation and consumer behavior, also the strong competition from Amazon and Walmart is an issue, but also believe that this offers opportunities and will clean up the market somewhat.

The $900 million in liquidity should also help.

Expansion Canada starts, costs, but is certainly good for growth.

After the sharp decline, I will probably double my position soon.

And if that's not exciting enough, the company name alone is worth buying 🤣.

How do you see it ? Who is also invested ?

1 installment - long live the pet 😁