美东时间12:30——Chewy公司首席执行官苏米特·辛格在与分析师举行电话会议时指出，公司所处的行业具备独特吸引力，其主要特征包括宠物拟人化趋势深化、高端产品渗透率提升以及单户生命周期价值持续扩张。他进一步强调：“该领域的消费行为由情感纽带及周期性刚性需求驱动，这使行业需求在经济周期波动中展现出非凡韧性。”
辛格表示，2026年全行业动态预计将基本延续2025年的发展轨迹。回顾2025年，Chewy实现了销售额增长、利润率扩张及市场份额提升的三重突破。对于今年，他持同样乐观预期，指出公司将持续受益于用户参与度深化与自有品牌业务拓展的双重驱动力。
受此积极展望提振，Chewy股价当日大涨13%。
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