CHWY CASYBEARISHFLIPPEDMOTLEY FOOL MONEY · BULLISH IN SEPTEMBER → BEARISH IN SEPTEMBER

Earnings season theme: okay results, big sell-offs

The hosts identified a recurring theme this earnings season: companies posting results between okay and good are seeing precipitous stock declines as high expectations meet signs of consumer spending pullback.

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MOTLEY FOOL MONEY CHANGED ITS VIEW

BULLISH FOR 0 DAYS, THEN THE TURN

THEN10 SEP · BULLISHA relative preference was argued: Chewy was framed as the better buy between the two, based on the perceived greater resilience of pet-related discretionary spending versus convenience store discretionary items.NOW10 SEP · BEARISHThe hosts identified a recurring theme this earnings season: companies posting results between okay and good are seeing precipitous stock declines as high expectations meet signs of consumer spending pullback.

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