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BamBamInvest · 2023-09-20T10:36:13.769564Z

Ist hier jemand auch Haustierlieber und hat $CHWY im Depot bzw. auf der Watchlist oder überlegt einen Einstieg ? Ich glaube durch ihre kleinen Automatisierten Lager , automatischen Verpackungen, die Vielzahl an Angeboten und Möglichkeiten im Versicherungs-/ Gesundheitsbereich, ein sehr spannendes Unternehmen. Die Branche leidet derzeit sehr stark an der hohen Inflation und dem Konsumverhalten der Verbraucher, auch die starke Konkurrenz durch Amazon und Walmart ist ein Thema , glaube aber auch das dies Chancen bietet und den Markt etwas bereinigen wird. Die 900 Millionen $ Liquidität dürften auch helfen. Expansion Kanada startet, kostet, aber ist sicher gut für das Wachstum. Nach dem starken Rückgang, werde ich meine Position wohl bald verdoppeln. Und wem das noch nicht spannend genug ist, ist bereits der Firmenname einen Kauf wert 🤣 Wie seht ihr das ? Wer ist auch investiert ?

BamBamInvest

@BamBamInvest

1Année·

Is anyone here also pet lovers and has $CHWY (+1,63 %) 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 ?

11 Commentaires

Golden B.@Buffalo

1Année

I rather assume that most people here are yield lovers, regardless of the investment. :)

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BamBamInvest@BamBamInvest

1Année

@renditenbulle absolutely right, but could have been different and what is not, can still be. But I agree with you, there are certainly better investments currently and you should not fall in love with an investment. 😊 But I assume that chewy will prevail.

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Dennis@GordonGekko83

1Année

I don't see it as bad as most here! The numbers are going in the right direction, but at the moment the share is not cheap, although it seems. Very high P/E ratio as well as very measly margins! However, a lot of negative should be priced in by now, as the board has warned that customers are turning to cheaper products. Conclusion: If the figures continue in the right direction, then 🚀, otherwise 📉 with total loss risk! Hot Zock, instead of solid investment!

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BamBamInvest@BamBamInvest

1Année

@GordonGekko83 I see it similarly. They are already very heavily oversold. They have 70% subscription revenue and strong cash flow. However, I don't see the risk of total loss, because they are profitable and have strong customer loyalty. Rather Petco and co will get problems because of their costs/ business and the margin. Growth will come back in my opinion also because of the development of new markets. Anyway I am curious. Thanks for your comment 😊

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Dennis@GordonGekko83

1Année

@BamBam84 sure! Was quite interesting for me and I had not the value on the note, but because of the many negative factors eingepreist du d I bought a small tranche with small leverage. The next figures will show it! 🚀 or 📉

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BamBamInvest@BamBamInvest

1Année

@GordonGekko83 😊 about the entry point can be argued and you can say what you want about analyst estimates, but the targets are much higher, it is very much oversold, so a counterreaction more than overdue. Interest rate environment of course not positive for the share / consumers, but better now than if I had entered at 120 dollars 🤣

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Smudo@Smudeo

1Année

Puhh no moat, all companies can make pet food from food scraps. So if there were returns here, big food manufacturers would make the sales themselves. Definitely not InVeSt

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BamBamInvest@BamBamInvest

1Année

@Smudeo justified doubts, but is also a little too short thought and not every investment must have a moat . is not only about pet food, but in the future also about drugs, insurance, animal accessories, veterinarians, etc. yes the margin is very low here, but it creates chewy by the small automated warehouse to work profitably and has higher margins than other providers. In my opinion, one or the other competitor will soon disappear from the market and Chewy has a very good customer loyalty / satisfaction and will benefit from it. The market should also continue to grow very strongly here. I believe in the long term in chewy, the platform is good and it is not only about dog or cat from the supermarket but also larger and smaller animals 😊

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Smudo@Smudeo

1Année

@BamBam84 if you believe in it, research the figures correctly and also have no doubts about the other businesses (Medi, Insurance, etc --> no maverick here either) then invest. For me, due to the business model and price trend (falling 🗡️) no InVeSt.

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BamBamInvest@BamBamInvest

1Année

@Smudeo I already am and I have, since it is not a hype stock and the situation is currently difficult, I wanted to find people who cite other aspects for a purchase / against a purchase except the common arguments , no barrier to entry, no moat etc, (which is not entirely true ) one has not without reason 25% market share growing and taking market share from Petco, because of automation and own logistics, can offer better prices and still has the best margins / margins increased. 😊

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S.A.U.@SAUgut77

6Mo

Been on the WL for a long time, but didn't want to get in at va 15/16 🤷‍♂️🤫😅

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