這間互聯網公司將在2025年進入「猛獸模式」：Mizuho
Mizuho在周五的一份報告中將Chewy（NYSE:CHWY）的評級從中性上調至優於大市，並將其目標價格從每股24美元上調至42美元，原因是該公司在2025年的增長潛力強勁。該公司被視為消費互聯網領域的首選，並強調其在復甦方面的堅實地位。
分析師對Chewy的商業模式持特別樂觀的態度，並指出該公司正因多個關鍵因素而「進入2025年的猛獸模式」。
Mizuho的樂觀預測基於Chewy擴大其EBITDA利潤率的能力，預計增長幅度將在高個位數到雙位數百分比之間，這主要得益於多個內部推動因素。
報告指出：「Chewy是我們的首選，無論是在整體還是在消費互聯網領域內。」
Mizuho認為，Chewy的移動應用程式是一個尚未充分開發的增長機會，推動下載的策略已顯示出良好的初步效果。「推動下載的策略帶來了早期的順風，包括更高的平均訂單價、自動配送附加服務及Chewy+高級會員計劃。」他們預測，隨著應用滲透率的提高，該公司將迎來顯著的上行潛力。
此外，Chewy的廣告策略也受到支持，據說其效果顯著。Mizuho指出，儘管該公司曾經減少廣告支出，但在第四季度增加了對上層渠道的投入，已經帶來了令人印象深刻的結果，尤其是在黑色星期五和12月的表現。
這些好處預計將持續到2025年初至中期。
Mizuho還強調了Chewy不斷增長的零售媒體業務以及其獸醫診所的潛力。分析師預計，這些診所的單位經濟學揭示後將成為近期的催化劑，並預測強勁的收入增長和健康的EBITDA利潤率。
Mizuho對該股票的牛市預測顯示，目標價格為54美元，這代表著50%的上行潛力。
評論：這篇報導突顯了Chewy在消費互聯網界的潛在增長，尤其是當前市場對於電子商務和消費者行為的轉變。隨著越來越多的消費者轉向線上購物，Chewy的增長策略顯然抓住了這一趨勢。值得注意的是，移動應用的增長潛力以及有效的廣告策略是當前市場的關鍵因素。未來，Chewy如何進一步利用這些優勢來擴大市場份額，將是投資者關注的焦點。同時，獸醫診所業務的潛力也顯示出Chewy不僅僅是一個電子商務平台，而是一個多元化的服務提供者，這將進一步增強其在市場上的競爭力。
以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂
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