Parkev Tatevosian, CFA发布 2026-08-31
《Chewy Stock Investors Celebrate as the Company Boasts 22 Million Customers》
$CHWY看涨
CHWY被低估；公允价值为34美元，而当前价格约为23美元，意味着未来12-18个月约有45%的上涨空间。
6月10日，Chewy告知投资者其拥有超过2150万客户，同比增长3.6%。每位活跃客户的净销售额增至597美元。
On June 10th, Chewy informed investors it boasted over 21.5 million customers. That was up 3.6% year-over-year. And the net sales per active customer increased to $597.
Chewy多次告知投资者，客户在平台上留存时间越长，消费越多。这可以理解，因为他们对平台及其提供的产品和服务的熟悉度提高。
Chewy has multiple times informed investors that the longer Chewy keeps a customer, the more they spend on the platform. And that's understandable because they become more familiar with the platform and the products and services that's being offered.
此外，Chewy正在扩展兽医护理业务，这是一个高利润、高消费且宠物主人忠诚度高的品类。
Additionally, Chewy is expanding into veterinary care, which is a high-margin, high-spend category with high loyalty from pet parents.