1Anno·

Is anyone here also pet lovers and has $CHWY (-1,12%) 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 ?


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11 Commenti

immagine del profilo
I rather assume that most people here are yield lovers, regardless of the investment. :)
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immagine del profilo
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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immagine del profilo
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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immagine del profilo
Been on the WL for a long time, but didn't want to get in at va 15/16 🤷‍♂️🤫😅
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