FlowBank

1197 days ago

Chewy has cracked the code

Chewy is an online retailer of pet food. They have ravaged the pet food business and made billions. Tailwinds from the covid-19 push to e-commerce adoption has bolstered the demand for large size orders of pet food. Revenue and profit margin have hockey-sticked. Its customer retention rate has spiked 600 basis points so far in 2020. The company doesn't expect to incur additional spending on customer retention in 2021 because the new customers it has acquired this year are likely to continue purchasing in a post-pandemic scenario, as the increase in the average order value suggests. source: Motley Fool

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ANIMAL FOOD AND CHEWY UP

1197 days ago

Twilio stock rocks

Twilio is doing wonders since Q3 2018. They recently bought Segment a customer data provider for $3.2bn and seeks to open up cross selling opportunities for the company. Segment could boost Twilio's market opportunity by $17 bn because Segment is growing very quickly. Customer accounts have increase once again in each quarter since 2018 and the net expansion rate, the metric that increases when customers spend more dollars at the same firm, is off the chart. Source: Motley Fool

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TWILIO

1197 days ago

Not your regular lemonade stand: Lemonade up 93.8% since July IPO.

Lemonade leverages artificial intelligence for insurance sign ups and claim management. They get rid of the actual human behind the phone selling you an insurance policy. The firm passes on the cost savings of its all digital platform to customers in the form of lower insurance premiums. Source: Motley Fool

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LEMONADE

1198 days ago

Is Disney really a money machine?
Disney was one of those great buying opportunities of April. They've adapted very quickly to covid-19 by streaming content in order to compete more directly against Netflix. Some figures for you; $173.78 market price as of right now, $308.6B Market Cap, Net income is down $2.4 billion in 2020 but revenues are stable around $65 billion, P/E remains above industry average. Park closures is a big hit for the firm but brand value is still high and Disney+ is a big win. Streaming space is saturated, Disney relies a lot on media networks division and TV fees and the movie industry is hit or miss business. Worth it ? https://www.flowbank.com/hubfs/disney.png
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DISNEY MONEY MACHINE OR NOT

1198 days ago

E-sports audience increases

E-sports continue to attract viewers from around the globe in record numbers. The growth is steady in both dedicated e-sports viewers and also occasional viewers. Spurred by the likes of YouTube, and Twitch, 2023 could prove to surpass the 600 million viewers (currently around 500 million) and position the industry for further growth think Nvidia, Unity, Logitech, and potentially Netflix too who could find extra earnings in streaming this business. 

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