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cover of episode Exploring CoreWeave: An NVIDIA-Backed AI Play

Exploring CoreWeave: An NVIDIA-Backed AI Play

2025/6/11
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Motley Fool Money
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L
Lou Whiteman
R
Rick Munarriz
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Lou Whiteman: 作为一名宠物主人，我自然关注Chewy的财报。我认为Chewy的季度表现实际上非常稳健，尽管股价有所下跌。他们的每股收益略高于预期，营收同比增长8%，也略高于华尔街的预期。活跃客户数量同比增长近4%，客户的年度消费额也在增长，达到约583美元，同比增长3.7%。我认为Chewy面临的挑战更多是宏观经济的不确定性，而非公司自身的问题。尽管Chewy的股票并不便宜，市盈率为未来收益的33倍，但其增长故事依然完整，这正是投资者所期待的。 Rick Munarriz: 我也认为Chewy的财报好于市场的反应。过去几年，Chewy的活跃客户数量一直在下滑，这令人沮丧。但现在，他们的活跃客户数量已经从2021年的2070万下降到2023年的2010万后反弹，去年年底回升至2050万，目前已超过2070万。这是一个积极的信号。我认为Chewy的股价在财报发布前已经大幅上涨，可能已经反映了市场对其的高度期望。

Deep Dive

Chapters
Chewy's recent earnings report showed solid results with increased revenue and active customers. However, the forecast for slower growth in the current quarter caused a stock price decline. Despite this, the analysts believe that the slowdown is due to macroeconomic factors rather than company-specific issues. The stock's valuation and the company's growth story are also discussed.
  • Chewy's earnings per share were above expectations.
  • Revenue up 8% year-over-year.
  • Active customers grew by almost 4%.
  • Guidance for slower revenue growth in the current quarter.
  • Stock trading at 33X future earnings.

Shownotes Transcript

Would you be interested in a stock that’s quadrupled in less than three months?

(00:21) Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss:

  • Chewy earnings

  • Hype Meter: CoreWeave

  • Sezzle vs. Shopify

Companies discussed: CHWY, CRWV, SEZL, SHOP

Host: Anand Chokkavelu

Guests: Lou Whiteman, Rick Munarriz

Engineer: Dan Boyd

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