异动解读｜Chewy盘中下跌5.06%，Q2营收不及预期叠加多家投行下调目标价持续承压

行情直击09-24 01:43

9月24日，Chewy盘中下跌5.06%，报18.665美元/股，成交额1.17亿美元。

消息面上，Chewy此前公布的第二财季业绩显示，营收33.30亿美元，低于市场预期的33.61亿美元；调整后每股收益0.36美元持平预期。尽管公司上调了全年营收及利润率指引，但多家投行随即下调目标价：Evercore ISI将评级从"跑赢大盘"下调至"持平"，目标价由33美元大幅砍至25美元；美银证券将目标价由31美元下调至27美元。分析师普遍指出，宠物消费者在零食等非必需品支出上持续收缩，宠物品类整体增长疲软限制了公司近期催化剂空间。RBC亦表示，尽管Chewy市占率仍在提升，但品类动态制约了向上弹性。

Chewy是美国最大的纯宠物电子零售商，与超过3500个品牌合作，通过网站和移动应用提供逾11万种宠物产品。

（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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