《Chewy Stock Investors Celebrate as the Company Boasts 22 Million Customers》
CHWY被低估;公允价值为34美元,而当前价格约为23美元,意味着未来12-18个月约有45%的上涨空间。
6月10日,Chewy告知投资者其拥有超过2150万客户,同比增长3.6%。每位活跃客户的净销售额增至597美元。
On June 10th, Chewy informed investors it boasted over 21.5 million customers. That was up 3.6% year-over-year. And the net sales per active customer increased to $597.
Chewy多次告知投资者,客户在平台上留存时间越长,消费越多。这可以理解,因为他们对平台及其提供的产品和服务的熟悉度提高。
Chewy has multiple times informed investors that the longer Chewy keeps a customer, the more they spend on the platform. And that's understandable because they become more familiar with the platform and the products and services that's being offered.