异动解读｜Chewy盘中下跌5.12%，Q2财报后多家投行下调评级及目标价

行情直击09-11

9月11日，Chewy盘中下跌5.12%，报20.0美元/股，成交额1980.38万美元。

消息面上，Chewy于9月9日公布第二财季业绩后持续承压：调整后每股收益0.36美元，符合预期；净销售额33.3亿美元，同比增长7.4%，但低于部分机构预估的33.61亿美元。此后多家投行集中调整评级：Evercore ISI将评级从"跑赢"下调至"持平"，目标价从33美元大幅削减至25美元；美银证券将目标价从31美元下调至27美元；RBC指出公司虽在获取市场份额，但行业动态限制了后续催化剂空间。宠物行业正面临消费降级压力，消费者在零食等可选消费品类上明显缩减支出，叠加公司此前已下调全年销售指引至134亿至135.5亿美元，市场对下半年增长前景的疑虑进一步加深。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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