Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. While many investors like to look for momen ...

文章核心观点 - 宠物行业正在快速增长,2023年美国消费者在宠物行业的支出达到1470亿美元,较5年前增加60% [1] - 年轻一代更倾向于选择宠物而非生育孩子,这推动了宠物消费的增长 [2] - 宠物主人将宠物视为家庭成员,愿意为宠物的健康和福祉支付更多费用 [2] 行业和公司总结 IDEXX Laboratories (IDXX) - IDEXX是一家在全球175个国家销售产品的美国公司,主要提供宠物诊断工具和服务 [4] - 随着宠物主人更愿意为延长宠物生命而支付费用,IDEXX的专业诊断工具需求不断增加 [5] - IDEXX的全球业务布局使其免受任何单一市场的影响,并有机会拓展到更多应用领域 [6] - 2022年第一季度,IDEXX的收益和销售额同比分别增长10%和7% [7] Freshpet Inc (FRPT) - Freshpet专注于销售新鲜冷藏宠物食品,产品在超市、宠物店和大型零售商有销售 [9] - 随着宠物主人越来越溺爱宠物,对高品质宠物食品的消费支出增加 [9] - Freshpet有机会在国际市场进一步扩张 [9] - 2022年第一季度,Freshpet的销售额同比增长33.6%,净利润由亏转盈 [10] Trupanion (TRUP) - Trupanion在美国、加拿大和波多黎各提供猫狗保险服务 [11] - 宠物保险行业正快速增长,作为领先的宠物保险提供商,Trupanion有望从中受益 [14] - Trupanion的月度订阅模式使其收入具有高度可预测性,平均客户生命周期也较长 [14] - 2022年第一季度,Trupanion的订阅收入同比增长22%,总收入增长19% [15]

SECAUCUS, N.J., May 21, 2024 (GLOBE NEWSWIRE) -- Freshpet, Inc. (“Freshpet” or the “Company”) (Nasdaq: FRPT) today announced that members of the executive management team will participate in the Deutsche Bank Global Consumer Conference in Paris, France. The presentation will be on Tuesday, June 4, 2024 at 12:00 p.m. CEST / 6:00 a.m. EDT. A live webcast and replay will be available on the "Investors" section of the Company's website at www.freshpet.com. About Freshpet Freshpet’s mission is to improve the liv ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. While many investors like to look for momen ...

Key Points Freshpet continues to build momentum and is on track for sustained profitability. Analysts are raising their targets and leading the market higher. The price action has entered a complete reversal and may gain 50% in the next 12 to 18 months. 5 stocks we like better than Freshpet Freshpet’s NASDAQ: FRPT Q1 results led the market to a 10% gain, and more fresh highs are coming. The primary takeaway is that volume gains underpin growth and provide significant leverage for this business. Headwinds re ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-36729 FRESHPET, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 20-1884894 (State or other jurisdiction of (I.R.S. Employer incorporation or organization ...

财务数据和关键指标变化 - 第一季度净销售额为2.238亿美元,同比增长34%,主要由于销量增长31%和价格/组合贡献3% [21] - 第一季度经调整毛利率为45.3%,较上一季度的41.1%和上年同期的38.5%大幅提升 [21][22] - 第一季度经调整EBITDA为3060万美元,同比增加约2800万美元 [21][22] - 每股摊薄收益为0.37美元,剔除股权投资价值上升的影响后为0.17美元 [23] 各条业务线数据和关键指标变化 - 公司正在将Freshpet品牌定位为主流主餐,提高其在消费者中的使用频率和地位 [28][29] - 截至3月31日,Freshpet产品在27,097家门店有售,其中23%的门店有多个冰箱 [24] - 根据尼尔森全渠道数据,宠物食品总市场规模为530亿美元,公司在380亿美元的狗粮细分市场仅占3%份额,有很大增长空间 [25][26] - 公司家庭渗透率达1236.7万户,同比增长24%,高利润宠物主家庭(HIPPO)增长34% [27] 各个市场数据和关键指标变化 - 未测量渠道(如电商)销售同比增长超过100% [100][101] - 公司正在不断拓展新的广告投放渠道,如高尔夫等体育赛事,提高广告效率 [180][181][182] 公司战略和发展方向及行业竞争 - 公司正在通过提高生产效率、降低成本等措施来提升盈利能力,并投资新技术以提高产能和产品质量 [16][35][36] - 公司在Ennis工厂的第四条生产线将于第三季度投产,为公司增加产能 [34] - 公司正在简化产品组合,优化产品结构以提高盈利 [129][130][131] - 公司认为制造能力是其核心竞争力,将持续投资以保持领先地位 [165][166] 管理层对经营环境和未来前景的评论 - 公司对未来保持谨慎乐观,将专注于保持当前业绩水平的可持续性 [12][19][43] - 公司认为,如能持续交付当前的盈利水平,有望超越或达成原定的2027年目标 [37][40][41] - 公司将谨慎管理增长速度,以确保产能和组织能力的匹配 [54][55][59] 问答环节重要的提问和回答 问题1 **Ken Goldman 提问** 公司是否在收入和利润指引中保持谨慎态度 [67] **Billy Cyr 和 Todd Cunfer 回答** 公司在收入方面保持谨慎,主要考虑产能限制;在利润方面,公司第一季度业绩大幅超预期,但仍需要证明可持续交付 [68][69] 问题2 **Mark Astrachan 提问** 公司如何看待零售渠道的扩张机会 [81] **Billy Cyr 回答** 公司将继续推动二三冰箱的铺设,提高品牌曝光和产品组合展示,以推动销售增长 [82][83] 问题3 **Peter Benedict 提问** 公司在组织能力建设方面的计划 [91] **Billy Cyr 和 Scott Morris 回答** 公司在过去18个月内引进了多名高管,未来将继续加强组织能力建设,以支持业务快速增长 [92][93]

Freshpet (FRPT) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of a loss of $0.22 per share. This compares to loss of $0.52 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 195.45%. A quarter ago, it was expected that this seller of refrigerated fresh pet food would post earnings of $0.09 per share when it actually produced earnings of $0.31, delivering a surprise of 244.44%. Over the ...

Exhibit 99.1 Freshpet, Inc. Reports First Quarter 2024 Financial Results Company Updates 2024 Outlook; Raises Adjusted EBITDA Guidance Net Sales Driven by Volume-Based Growth Profitability Improvement Driven by Lower Input, Quality and Logistics Costs SECAUCUS, N.J. – May 6, 2024 – Freshpet, Inc. (“Freshpet” or the “Company”) (Nasdaq: FRPT) today reported financial results for its first quarter ended March 31, 2024. First Quarter 2024 Financial Highlights Compared to Prior Year Period ● Net sales of $223.8 ...

SECAUCUS, N.J., April 16, 2024 (GLOBE NEWSWIRE) -- Freshpet, Inc. (NASDAQ:FRPT) ("Freshpet" or the "Company") today announced it will report results for the first quarter ended March 31, 2024 on Monday, May 6, 2024 before market open. The Company will host a conference call with members of the executive management team to discuss these results with additional comments and details. The conference call is scheduled to begin at 8:00 a.m. ET on Monday, May 6, 2024. To participate on the live call, listeners in ...