消息面上,RBC Capital Markets于8月26日发布Q2业绩前瞻报告,指出网站流量数据及同行指引显示宠物品类持续疲软,预计Chewy第二季度净销售额增速约6.8%,环比出现温和放缓;活跃客户数预计约2167万,略低于市场一致预期的2175万。此外,公司全年净销售额增速指引已从此前的8%-9%下调至6.5%-7.5%,反映出消费环境趋弱对增长前景的制约。同期,Rosenblatt Securities以中性评级首次覆盖该股,市场均价目标为31.09美元,进一步加重了投资者对估值上行空间有限的担忧。
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