PetMed Express, Inc., together with its subsidiaries, operates as a pet pharmacy in the United States. The company markets prescription and non-prescription pet medications, health products, and other supplies for dogs, cats, and horses. It offers non-prescription medications and supplies, such as flea and tick control products, bone and joint care products, vitamins, treats, nutritional supplements, hygiene products, and supplies; and prescription medications, including heartworm preventatives, flea and tick preventatives, arthritis, dermatitis, thyroid, diabetes, pain medications, heart/blood pressure, and other specialty medications, as well as generic substitutes. The company also sells food, beds, crates, stairs, and other pet supplies. It sells its products through its Internet website; mobile app; customer support center; and direct mail/print, which includes brochures and postcards, as well as television advertising under the 1-800-PetMeds, PetCare Rx, and PetMeds brands. The company was incorporated in 1996 and is headquartered in Delray Beach, Florida.

PetMed Express appears to be a company with a very cheap valuation, but fundamentally that cheapness is largely explained by a weak operating base. The P/S multiple at 0.23 is noticeably below the industry median, which formally points to undervaluation; however, P/E and P/FCF are both zero because of unstable or negative earnings and cash flow, so they cannot be interpreted as a reliable signal of quality. P/B at around 1.73 looks close to the industry level, meaning the market is not pricing in a premium for the assets, but it is also not applying a strong discount to book value. Liquidity is deteriorating: the current ratio of 0.84 and quick ratio of 0.47 are below comfortable levels, and their trend over recent periods is declining, which increases the risk of working-capital pressure. Debt burden as measured by debt/equity and long-term debt looks low, which is a positive, but this advantage is partly offset by weak liquidity and shrinking equity. Equity has fallen from 52 million to 23 million, and net worth remains materially below the industry median, indicating erosion of the financial cushion. Revenue declined from 51 million to 43 million, which is one of the key negative signals because the business is not demonstrating sustainable scale growth. Gross margin of 27.22% remains acceptable, but it is below the industry and worse than in earlier stages of the series, indicating pressure on pricing or cost structure. Profitability at the levels of net margin, operating margin, ROE, ROA, and ROI is effectively absent, and EPS remains negative, so earnings quality is still weak. At the same time, forecast EPS has turned positive, and EBITDA looks better than during the weaker periods in the past, which provides a cautious hint of possible stabilization. Dividend yield of 2.39% supports the investment case, but on its own it does not offset the deterioration in revenue, liquidity, and capital. Overall, the picture is more defensive value than growth-oriented: the stock looks inexpensive, but the market is rightly discounting operating risks. For the target valuation, this implies a moderately negative adjustment, since the fundamentals do not yet confirm a sustainable business recovery.

PetMed Express, Inc.

Сильный индекс, без изменений. Быки крепко уверены в своих позициях.

Strong index, flat. The bulls are very confident in their positions.

Сильный индекс, без изменений. Рынок не поддерживает быков.

Strong index, flat. The market does not support the bulls.

Сильный индекс, без изменений. Отток средств из лонгов на высоком уровне.

Strong index, flat. Outflow of funds from longs at a high level.

The stock looks cheap on revenue and balance sheet metrics, but weak liquidity, declining revenue, and near-zero profitability limit its revaluation potential.

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PetMed Express (PETS) Q1 2027 Earnings Call Transcript

PetMed Express, Inc. PETS reported first-quarter fiscal 2027 results, with both the top and bottom lines missing the Zacks Consensus Estimate. Sales also declined year over year, while loss per share narrowed.
PETS’ Q1 Key Performance Metrics
PetMed Express reported a loss of 28 cents per share compared with $1.65 per share in the prior-year quarter. The improvement in net loss was primarily driven by the absence of the prior-year goodwill and trade name impairment charges, along with lower general and administrative and advertising expenses. These benefits were partly offset by lower gross profit.
PetMed Express, Inc. Price, Consensus and EPS Surprise
Net sales declined 19.9% year over year to $41 million from $51.2 million, primarily due to continued softness in prescription medication sales, partly offset by lower consumer promotional usage.
Recurring net sales, which include AutoShip and membership-related revenue, accounted for 61.5% of total gross sales, up from 57.6% in the prior-year quarter. The company acquired approximately 70,000 new customers during the quarter while lowering its customer acquisition cost by 15% year over year to $60 from $71. The improvement reflected more efficient advertising and media spending, including the elimination of unproductive media programs.
PetMed Express’ Margin & Cost Performance
Gross profit declined 21.3% year over year to $11.3 million from $14.4 million, mainly due to lower manufacturer rebates as a percentage of sales, partly offset by lower net freight costs per order.
General and administrative expenses decreased 13.5% year over year to $11.2 million from $12.9 million, reflecting lower professional fees, share-based compensation and severance costs. Advertising expenses fell 30.2% year over year to $4.2 million from $6 million, primarily due to lower gross media spending and the elimination of unproductive media.
Total operating expenses declined 63.8% year over year to $17.6 million from $48.5 million, largely because the prior-year period included a $27.3 million goodwill and intangible-asset impairment charge.
The company reported an operating loss of $6.2 million compared with $34.1 million in the year-ago quarter. Adjusted EBITDA loss widened to $3.4 million from $2.7 million in the prior-year period.
PetMed Express’ Growth Initiatives
PetMeds continues to focus on improving customer acquisition while lowering acquisition costs. In July, the company launched its co-branded online pharmacy offering with Rural King, giving customers across more than 150 stores in 17 states access to pet medications, prescription food, preventatives and AutoShip services through a platform powered by PetMeds.
As its first large-scale white-label pharmacy program, the partnership is designed to broaden PetMeds’ customer reach, bring in-store shoppers online and create additional revenue streams by utilizing its pharmacy infrastructure, licensed pharmacists and e-commerce capabilities. Management also said it expects to extend the white-label offering to additional partners in the near future.
PETS’ Financial Position & Capital Allocation
PetMed Express ended the quarter with cash and cash equivalents of $13.1 million compared with $21.4 million at March 31, 2026. The company had no debt as of June 30, 2026.
Net cash used in operating activities was $7.7 million compared with $12.3 million in the prior-year period. Capital expenditures totaled roughly $0.6 million, down from $1.3 million a year earlier.
The company entered into a definitive agreement to sell its headquarters and distribution center buildings in Delray Beach, FL, through a sale-leaseback transaction valued at $37 million. It will lease back the portion of the property housing its offices and Florida distribution center under a 10-year lease with renewal options. The transaction is expected to close within approximately 120 days from the date of the definitive agreement, subject to due diligence, lease negotiations and other customary closing conditions.
What to Expect From PetMed Express in the Future?
This Zacks Rank #3 (Hold) company has strengthened its operating foundation through financial, operational and commercial improvements implemented over the past 12 months, along with strategic partnerships and a more disciplined approach to expense management and capital allocation. Management plans to build on these improvements as the company works toward sustainable profitability and long-term shareholder value.
By leveraging its modernized technology and operational initiatives, the company aims to build on its service capabilities while improving customer retention. It is also leveraging its pet pharmacy expertise and infrastructure to strengthen B2B relationships through membership programs and white-label fulfillment services, helping extend its reach to more customers.
The company’s shares have lost 9.5% over the past three months against the industry’s growth of 2.8%.
Stocks to Consider
Some better-ranked stocks have been discussed below:
Central Garden & Pet Company CENT produces and distributes various products for the lawn and garden and pet supplies markets in the United States. It currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for CENT’s current financial-year sales implies a decline of 4.8%, and the same for earnings implies growth of 7% from the year-ago reported numbers. CENT delivered a trailing four-quarter earnings surprise of 41.8%, on average.
Globe E-Online Ltd. GLBE provides a direct-to-consumer cross-border e-commerce platform in Israel, the United Kingdom, the United States and internationally. At present, GLBE carries a Zacks Rank of 2.
The Zacks Consensus Estimate for GLBE’s current fiscal-year sales and earnings indicates growth of 29.8% and 187.2%, respectively, from the year-ago figures. GLBE delivered a trailing four-quarter earnings surprise of 12.6%, on average.
Amazon.com Inc. AMZN engages in the retail sale of consumer products, advertising, and subscription services through online and physical stores in North America and internationally. At present, Amazon carries a Zacks Rank of 2.
The consensus estimate for Amazon’s current fiscal-year sales and earnings implies growth of 15.7% and 82.2%, respectively, from the year-ago figures. AMZN delivered a trailing four-quarter earnings surprise of 5.5%, on average.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

PetMed Express Q1 Earnings Miss Estimates, Sales Decline Y/Y

eBay (EBAY) came out with quarterly earnings of $1.6 per share, beating the Zacks Consensus Estimate of $1.51 per share. This compares to earnings of $1.37 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.96%. A quarter ago, it was expected that this e-commerce company would post earnings of $1.58 per share when it actually produced earnings of $1.66, delivering a surprise of +5.06%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
eBay, which belongs to the Zacks Internet - Commerce industry, posted revenues of $3.13 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.85%. This compares to year-ago revenues of $2.73 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
eBay shares have added about 25.8% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for eBay?
While eBay has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for eBay was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.43 on $2.99 billion in revenues for the coming quarter and $6.08 on $12.2 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Commerce is currently in the bottom 33% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
PetMed (PETS), another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 13.
This pet pharmacy company is expected to post quarterly earnings of $0.12 per share in its upcoming report, which represents a year-over-year change of +135.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
PetMed's revenues are expected to be $51.68 million, up 1% from the year-ago quarter.
Should You Invest in eBay Inc. (EBAY)?
Before you invest in eBay Inc. (EBAY), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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PetMed Express, Inc. (PETS) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

eBay (EBAY) Q2 Earnings and Revenues Top Estimates

(RTTNews) - PetMed Express, Inc. (PETS), a pet healthcare company, announced on Tuesday the receipt of a cash-only, non-binding, conditional proposal from SilverCape Investments Limited to acquire all outstanding shares of the company at $3.00 per share.
PetMed previously received a similar proposal from SilverCape in December 2025, for the acquisition of the company's common shares at $4.00 per share. However, after extensive discussions, SilverCape announced the withdrawal of the proposal in April 2026, citing a refusal to sign a non-disclosure agreement containing a customary standstill provision.
The company stated that the Board had not reached any conclusion on the latest proposal and remains focused on overseeing core operations and maximizing long-term value for shareholders.
PETS closed Tuesday's trade at $1.92, up 5.49%. In the pre-market, shares are trading down 1.04% to $1.90.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

PetMed Express Receives $3 Per Share Buyout Proposal From SilveCape

(RTTNews) - Monday, Singapore-based SilverCape Investments Limited announced a revised proposal to acquire all outstanding shares of PetMed Express, Inc. (PETS) for $3.00 per share in cash.
In an open letter, SilverCape stated that the revised price reflects PetMed's continued deterioration and represents a superior alternative for PetMed stockholders to the company's current value-destructive course. It further urged the Board to act before the remaining value of the company is eroded and destroyed.
Also, the letter highlighted that as PetMed is no longer viable as a public company due to its dismal quarterly and fiscal year reports, rapidly depleting cash balance, and a lack of effective leadership.
SilverCape ended the letter stating that it also welcomes other third-party alternatives that offer stockholders superior value and would be supportive of PetMed running a structured and independent process to consider those alternatives.
In the pre-market hours, PetMed's stock is trading at $2.3399, up 32.43 percent on the Nasdaq.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

SilverCape Investments Announces Revised Proposal To Buy PetMed Express For $3/Share

The NASDAQ 100 Pre-Market Indicator is up 244.55 to 29,362.79. The total Pre-Market volume is currently 184,407,727 shares traded.
The following are the most active stocks for the pre-market session:
NN, Inc. (NNBR) is +1.31 at $4.07, with 39,045,126 shares traded. NNBR's current last sale is 67.83% of the target price of $6.
PetMed Express, Inc. (PETS) is +0.5187 at $2.28, with 11,248,104 shares traded. PETS's current last sale is 74.1% of the target price of $3.075.
Comcast Corporation (CMCSA) is +5.38 at $28.55, with 7,275,313 shares traded. CMCSA's current last sale is 89.22% of the target price of $32.
iShares Bitcoin Trust ETF (IBIT) is +0.35 at $34.20, with 5,642,567 shares traded. This represents a 4.14% increase from its 52 Week Low.
Defiance Daily Target 2x Short RKLB ETF (RKLZ) is -0.7895 at $3.22, with 4,971,217 shares traded. This represents a 92.84% increase from its 52 Week Low.
ProShares UltraPro QQQ (TQQQ) is +2.8798 at $74.71, with 3,448,105 shares traded. This represents a 100.19% increase from its 52 Week Low.
Nokia Corporation (NOK) is -0.2 at $12.81, with 3,030,183 shares traded. As reported by Zacks, the current mean recommendation for NOK is in the "buy range".
Redwire Corporation (RDW) is +0.74 at $11.67, with 1,467,467 shares traded. As reported by Zacks, the current mean recommendation for RDW is in the "buy range".
BitMine Immersion Technologies, Inc. (BMNR) is +0.3 at $13.86, with 968,541 shares traded. As reported by Zacks, the current mean recommendation for BMNR is in the "buy range".
BlackBerry Limited (BB) is -0.02 at $11.38, with 864,751 shares traded., following a 52-week high recorded in prior regular session.
Alibaba Group Holding Limited (BABA) is +1.09 at $95.90, with 745,362 shares traded. As reported by Zacks, the current mean recommendation for BABA is in the "buy range".
Virgin Galactic Holdings, Inc. (SPCE) is +0.13 at $3.08, with 687,138 shares traded. SPCE's current last sale is 99.35% of the target price of $3.1.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Most Active for Jun 29, 2026 : NNBR, PETS, CMCSA, IBIT, RKLZ, TQQQ, NOK, RDW, BMNR, BB, BABA, SPCE

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PetMed Express (PETS) Q4 2026 Earnings Transcript

PDD Holdings Inc. Sponsored ADR (PDD) came out with quarterly earnings of $3.08 per share, beating the Zacks Consensus Estimate of $1.91 per share. This compares to earnings of $3.2 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +61.26%. A quarter ago, it was expected that this company would post earnings of $2.49 per share when it actually produced earnings of $1.56, delivering a surprise of -37.35%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
PDD Holdings Inc. Sponsored ADR, which belongs to the Zacks Internet - Commerce industry, posted revenues of $14.52 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.15%. This compares to year-ago revenues of $13.36 billion. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
PDD Holdings Inc. Sponsored ADR shares have added about 31.1% since the beginning of the year versus the S&P 500's gain of 10%.
What's Next for PDD Holdings Inc. Sponsored ADR?
While PDD Holdings Inc. Sponsored ADR has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for PDD Holdings Inc. Sponsored ADR was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.15 on $14.95 billion in revenues for the coming quarter and $8.70 on $59.53 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Commerce is currently in the bottom 36% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, PetMed (PETS), is yet to report results for the quarter ended June 2025.
This pet pharmacy company is expected to post quarterly loss of $0.06 per share in its upcoming report, which represents a year-over-year change of -133.3%. The consensus EPS estimate for the quarter has been revised 42.9% lower over the last 30 days to the current level.
PetMed's revenues are expected to be $58.71 million, down 13.6% from the year-ago quarter.
Should You Invest in PDD Holdings Inc. Sponsored ADR (PDD)?
Before you invest in PDD Holdings Inc. Sponsored ADR (PDD), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

PDD Holdings Inc. Sponsored ADR (PDD) Q2 Earnings and Revenues Top Estimates

PETMED EXPRESS ($PETS) is expected to release its quarterly earnings data on Monday, May 12th after market close, per Finnhub. Analysts are expecting revenue of $55,080,000 and earnings of -$0.05 per share.
You can see Quiver Quantitative's $PETS stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
PETMED EXPRESS Insider Trading Activity
PETMED EXPRESS insiders have traded $PETS stock on the open market 21 times in the past 6 months. Of those trades, 19 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $PETS stock by insiders over the last 6 months:
CAPITAL HOLDINGS INC. NINA has made 8 purchases buying 372,000 shares for an estimated $1,706,885 and 0 sales.
LESLIE C.G. CAMPBELL has made 11 purchases buying 60,000 shares for an estimated $324,635 and 0 sales.
SANDRA YVETTE CAMPOS (CEO & President) has made 0 purchases and 2 sales selling 60,463 shares for an estimated $200,090.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
PETMED EXPRESS Hedge Fund Activity
We have seen 35 institutional investors add shares of PETMED EXPRESS stock to their portfolio, and 49 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
D. E. SHAW & CO., INC. removed 149,495 shares (-46.5%) from their portfolio in Q4 2024, for an estimated $720,565
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC removed 116,600 shares (-10.7%) from their portfolio in Q4 2024, for an estimated $562,012
METAVASI CAPITAL LP added 111,194 shares (+48.5%) to their portfolio in Q4 2024, for an estimated $535,955
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 107,614 shares (+26.5%) to their portfolio in Q4 2024, for an estimated $518,699
CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 99,186 shares (-90.8%) from their portfolio in Q1 2025, for an estimated $415,589
CUBIST SYSTEMATIC STRATEGIES, LLC removed 95,309 shares (-100.0%) from their portfolio in Q4 2024, for an estimated $459,389
SCHONFELD STRATEGIC ADVISORS LLC removed 90,500 shares (-100.0%) from their portfolio in Q4 2024, for an estimated $436,210
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

PETMED EXPRESS Earnings Preview: Recent $PETS Insider Trading, Hedge Fund Activity, and More

For Immediate Release
Chicago, IL – March 7, 2025 – Zacks Equity Research shares The Progressive PGR, as the Bull of the Day and PetMed Express PETS as the Bear of the Day. In addition, Zacks Equity Research provides analysis on — Ford F, General Motors GM and Stellantis STLA.
Here is a synopsis of all five stocks:
Bull of the Day:
2025 has already been a challenging year for the market, but one investment factor has outperformed: low volatility. Stocks with historically lower volatility have significantly outperformed, proving to be the market’s strongest segment amid uncertainty.
One of my top picks in this group is The Progressive, a stock I have consistently recommended over the past year and one that remains an attractive investment today. It not only delivers strong returns with lower volatility and defensive positioning but also holds a top Zacks Rank and steady growth forecasts, making it a compelling choice for investors looking for stability and upside.
Analysts Continue to Raise PGR Earnings Estimates
The chart below illustrates exactly why I’ve been highlighting The Progressive stock for more than a year—consistent upward revisions to its earnings estimates. Earnings revisions are the foundation of Zacks’ stock analysis, and PGR is a prime example of why they matter. Analysts began raising estimates in mid-2023, and since then, the stock has more than doubled.
More recently, analysts have unanimously raised their earnings forecasts across multiple timeframes. In just the last two months, estimates have been revised higher by as much as 17.5%, and even in the past week, projections have continued to climb. Not surprisingly, PGR enjoys a Zacks Rank #1 (Strong Buy) rating.
Progressive has also been on an encouraging streak of earnings beats. The company has exceeded analyst expectations for five consecutive quarters, and based on the Zacks Earnings ESP, it is projected to beat again next quarter by 1.27%.
The Progressive has a Reasonable Valuation
The Progressive currently trades at a one-year forward earnings multiple of 18.7x, which is only slightly above its 10-year median of 17.7x. This narrow spread suggests that, despite its strong performance, the stock is not excessively expensive relative to its historical valuation.
Such a reasonable valuation reinforces Progressive’s appeal as a sound investment, offering both attractive returns and growth potential without overpaying.
Should Investors Buy Shares in PGR?
Progressive’s combination of low volatility, strong earnings growth, and reasonable valuation makes it a standout stock in today’s uncertain market. With analysts continuing to raise earnings estimates and the company consistently delivering earnings beats, PGR remains one of the most attractive defensive plays available.
Despite its impressive rally, the stock is not overvalued relative to its historical norms, suggesting there is still room for upside. Add in its top Zacks Rank and strong industry positioning as the nation’s second largest auto insurer, the Progressive offers a compelling mix of stability, steady growth, and resilience in a challenging market environment.
For investors looking to outperform while minimizing risk, PGR remains a top-tier choice.
Bear of the Day:
PetMed Express is built around an appealing concept—capitalizing on the rapidly growing pet ownership trend by offering pet medications and health products through an online platform. In theory, the company is well positioned in a market where pet spending continues to rise. However, its execution has failed to keep pace with industry growth, and the stock’s sharp decline over the past two years reflects a business struggling to maintain momentum.
Sales and earnings have been on a steady decline, and analysts have consistently lowered earnings estimates, signaling deteriorating fundamentals. Despite this weakness, the stock still trades at a surprisingly high relative valuation, making it an even less attractive option for investors. Without a clear turnaround in revenue growth and profitability, PETS remains a stock to avoid until its fundamentals show signs of meaningful improvement.
PETS Struggles with Falling Sales and Earnings Downgrades
PetMed Express has been caught in a multi-year sales decline, and the outlook remains bleak. Annual revenue has been shrinking for the last three years, and analysts expect this trend to continue. Sales are projected to decline by 18.6% this year and another 6.8% next year, indicating persistent weakness in the company’s ability to generate growth.
Earnings expectations have also been consistently revised lower, further underscoring PetMed’s deteriorating fundamentals. In just the past month, analysts have cut their estimates for the current quarter by 20%, while full-year 2025 earnings forecasts have been slashed by 20.8%. The company now holds a Zacks Rank #5 (Strong Sell) rating, reflecting its unfavorable earnings trajectory.
The outlook for profitability is even more concerning, with earnings projected to plummet by 84% over the next year. With sales momentum fading and margins under pressure, the company faces significant hurdles to reversing its downward trajectory.
PetMed Express Valuation May Still Be Too High
Despite its ongoing struggles, PetMed Express continues to trade at a surprisingly high valuation. The stock currently carries a one-year forward earnings multiple of 21.1x, which is in line with the broader market. However, given the company's deteriorating fundamentals this valuation appears difficult to justify and could further increase the downside risk in the stock.
Should Investors Avoid PETS Stock?
With declining sales, shrinking earnings, and ongoing analyst downgrades, PetMed Express faces significant challenges that show no signs of easing. The company’s inability to capitalize on the booming pet care industry raises concerns about its long-term viability, especially as competition intensifies from larger e-commerce players and traditional pet retailers.
Despite these headwinds, PETS continues to trade at a valuation that appears too high given its weak fundamentals, making it even less attractive for investors. Until the company can stabilize its business, improve profitability, and regain earnings momentum, there is little reason to take a chance on this struggling stock. For now, PETS remains a stock to avoid, as further downside risk appears likely.
Additional content:
Will Trump's One-Month Tariff Delay for Automakers Help?
President Donald Trump’s 25% tariff on imported goods from Canada and Mexico took effect on March 4, shaking the automotive industry and sending most auto stocks into the red on Tuesday. However, yesterday, the White House announced a one-month exemption for U.S. automakers that comply with the U.S.-Mexico-Canada Agreement (USMCA). This temporary pause sparked a brief rally in auto stocks, but does it offer real relief, or is it just delaying the inevitable?
A Short-Lived Relief for Automakers
The announcement of the one-month exemption led to a swift recovery in auto stocks. Major players like Ford, General Motors and Stellantis saw their stock prices rebound after Tuesday’s losses. F, GM and STLA rose roughly 6%, 7% and 9%, respectively, reflecting investor optimism, as the exemption eased concerns about immediate cost increases and potential profit declines.
While this temporary exemption offers a brief sigh of relief, it does not erase the uncertainty looming over the industry. The reality is that once the exemption period ends, tariffs would push vehicle prices significantly higher, affecting sales and profitability.
The Impact of Tariffs on Consumers
Some reports suggest that tariffs are expected to increase vehicle prices by as much as $12,000, but only for cars that have not yet been built or imported. This poses a significant challenge for consumers already grappling with high vehicle costs.
According to Kelley Blue Book, Trump’s tariffs could raise the average new car price—already nearing $49,000—by at least $3,000, Full-size pickup trucks, a key segment for U.S. automakers, could see price hikes of up to $10,000.
This means that the current inventory on dealer lots is a temporary hedge against the expected price hikes. According to CarGurus.com, new car inventory is up 12% compared to last year, allowing consumers a short window to purchase vehicles at pre-tariff prices. However, once these cars are sold, prices could rise sharply.
Used cars remain another option, as they are also exempt from tariffs. But availability is tightening. In February, the supply of used cars was 45.2 days, a decline from January’s 49.5 days. As new vehicle prices climb due to tariffs, demand for used cars will likely rise, driving up their prices as well.
Long-Term Industry Consequences
The Big 3 automakers face varying degrees of exposure to the tariffs. GM’s Chevrolet and GMC pickups, along with Stellantis’s Ram, are particularly vulnerable due to their reliance on Mexican manufacturing. In contrast, Ford builds its F-Series trucks in the United States but still sources some key components, such as engines, from Canada.
The complex supply chain that connects the three North American economies means that no automaker is likely to be fully insulated from the impact of tariffs. While the one-month exemption delays the impact of tariffs, it isn’t solving the deeper issues they create.
Vehicles built in the United States often rely on components from Canada and Mexico. Research shows that Mexico supplies up to 40% of components used in U.S. vehicles, while Canada contributes over 20%. Tariffs on these parts will ripple through the entire supply chain, ultimately increasing costs for both manufacturers and consumers. Suppliers, already dealing with high costs, may struggle to absorb these tariffs, potentially leading to job losses and production cuts.
Industry analysts predict that prolonged tariffs could lead to production slowdowns or even shutdowns at some plants. S&P Global Mobility warns that if tariffs persist beyond eight weeks, the industry could face a scenario they call "Tariff Winter." In this case, North American light-vehicle sales could decline by 10% over several years, with Mexico and Canada also seeing significant drops.
Final Thoughts
Trump’s one-month exemption gives automakers a short break, but it doesn’t solve the bigger problems that these tariffs would eventually create. The market saw a quick boost, but the long-term impact is unclear. Once the exemption ends, costs will rise for automakers, suppliers, and consumers. If no deal is reached, higher prices are inevitable. Companies are already figuring out how to handle the extra costs, but the real question is how long the tariffs will last once enacted—and that’s anybody’s guess.
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Ford Motor Company (F) : Free Stock Analysis Report
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General Motors Company (GM) : Free Stock Analysis Report
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Indicator	TTM Median
P/E	0.00 18.27
Price/Sales	0.23 0.68
P/B	1.73 1.73
P/FCF	0.00 13.56

Indicator	TTM Median
ROE	0.00 14.93
ROA	0.00 5.11
ROI	0.00 8.85
Net Worth	0.04 0.84
Quick Ratio	0.47 0.86
Current Ratio	0.84 1.39

Indicator	TTM Median
Net Profit Margin	0.00 5.79
Operating Margin	0.00 8.49
Gross Margin	27.22 39.55
Return on tangible equity	0.00 21.78

Indicator	TTM Median
EPS	-0.28 0.55
EPS Forecast	0.12 0.50
Revenue	43.00M 193.00M
Gross Profit	11.00M —
EBITDA	24.00M —

PetMed Express, Inc.

Recent quarterly and TTM performance

Valuation

Debts

Efficiency

Other ratios

Revenue