PetMed Express, Inc. (NASDAQ:PETS)

CAPS Rating: 4 out of 5

A nationwide pet pharmacy, that markets prescription and non-prescription pet medications, and other health products for dogs, cats, and horses direct to the consumer.

PETS News and Commentary

Caps

How do you think PETS will perform against the market?

Add Stock to CAPS Watchlist

All Players

890 Outperform
32 Underperform
 

All-Star Players

218 Outperform
4 Underperform
 

Wall Street

7 Outperform
2 Underperform
 

Top PETS Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

MaestroFool (90.93)
Submitted September 21, 2017

We love our pets more than ever and the money flowing into pet health care is only going to send stocks like PetMed Express higher. Strong past price appreciation on this one.

zharriott (63.68)
Submitted August 04, 2014

The company operates in a growing industry, has some decent branding ability, and could potentially grow to be a household name for medication for pets.Sadly, this most likely will not be happening.I don't understand how in 2014 management believes… More

PETS VS S&P 500 (SPY)

Fools bullish on PETS are also bullish on:

Fools bearish on PETS are also bearish on:

Recent Community Commentary

Read the most recent pitches from players about PETS.

Recs

0
Member Avatar ROEoutshinesGOLD (99.82) Submitted: 9/29/2017 9:33:41 AM : Outperform Start Price: $37.69 PETS Score: +20.37

Why PetMed Express Inc.'s Shares Plunged in August - The Motley Fool

https://www.fool.com/investing/2017/09/05/why-petmed-express-incs-shares-plunged-in-august.aspx
or (iOS News app):
https://apple.news/Aicbd1PO3MDKPfTjQ8kRiSg
Travis Hoium (TMFFlushDraw) Sep 5, 2017:
‘‘‘
• Shares of PetMed Express Inc. (NASDAQ:PETS) fell 23.7% in August

• The big plunge happened on Aug. 23 when short seller Aurelius Value issued a report raising concerns about how the "new generation of medications" PetMed has credited for its recent sales gains were in fact opioids that were being prescribed to pet, but being used by human addicts.
• Among the most concerning pieces of evidence in the report were screenshots of Google searches that showed 1-800-PetMeds as a top sponsored shopping result for those searching to buy opiates online for personal drug use.

[ Aurelius Value: http://aureliusvalue.com/research/petmed-exploiting-americas-opioid-epidemic/ ]

• Shortly after the report came out, management said that opiates Tramadol and Gabapentin were not targeting human opioid users, and weren't the growth products they had been talking about in conference calls. They said the new generation of products were a "new generation flea, tick, and heartworm control products", which would have been easy to disclose earlier.

• We still don't know whether the short seller's thesis is correct, but right now, the market sees too much risk to start buying the stock again. It's at least concerning that PetMed shows up as an opiate for humans in sponsored Google search results; that's something management needs to address quickly.
„„„

_________________________________________________________________________________

Why Gilead Sciences, Pier 1 Imports, and PetMed Express Slumped Today - The Motley Fool
https://www.fool.com/investing/2017/09/28/why-gilead-sciences-pier-1-imports-and-petmed-expr.aspx
or (iOS News app):
https://apple.news/AqlRc-yJ6M-mZnkkOt3LXXw
Dan Caplinger (TMFGalagan) Sep 28, 2017:
‘‘‘
• shares of PetMed Express finished 7% lower

• The home delivery service for veterinary prescriptions faces new competition from industry rival PetSmart, which started offering online ordering, automatic refills, and home delivery of its own for prescriptions and other pet products.

• PetSmart, which went private back in 2015, clearly wants to grab a piece of the lucrative e-commerce business, and investors fear that the alternative option could hit PetMed's share of the market.

• Coming off a scandal last month involving alleged improper marketing of opioid-based medications for pets, PetMed will need to show it can fight back against PetSmart and retain its leadership position in the pet retail industry.
„„„

_________________________________________________________________________________

These Healthcare Stocks Are for the Dogs -- but They're Barking Up the Right Tree for Investors - The Motley Fool
https://www.fool.com/investing/2017/08/25/these-healthcare-stocks-are-for-the-dogs-but-theyr.aspx
or (iOS News):
https://apple.news/AG_B4hogdMeqe_FRIceoO7w
‘‘‘
Over the past decade, the number of households with pets grew at a faster rate than the overall number of households.
This should continue into the future for multiple reasons:

• For one thing, the number of U.S. households with more than one pet is growing. The two largest generations in U.S. history — baby boomers and millennials — both view pet ownership positively overall.
• Baby boomers are more likely than previous generations to have a pet, in part because of the greater recognition of the health benefits of older individuals owning pets.
• Research shows that millennials see owning pets as good practice for having a family.
• China and India have expanding middle classes.

PetMed Express has been accused by short-seller Aurelius Value of marketing opioid drugs intended for animals in ways that appeal to humans addicted to opioid painkillers. Aurelius Value alleged that some addicts are even maiming their pets in order to obtain opioid drugs for themselves.

However, the company has taken the right steps in response to the recent allegations, in my view. PetMed came out with a strongly worded denial of the allegations and has asked Alphabet to remove all Google search engine ads for Tramadol and Gabapentin to avoid the appearance of marketing to opioid addicts.
„„„

Recs

1
Member Avatar MaestroFool (90.93) Submitted: 9/20/2017 11:04:56 PM : Outperform Start Price: $35.29 PETS Score: +32.28

We love our pets more than ever and the money flowing into pet health care is only going to send stocks like PetMed Express higher. Strong past price appreciation on this one.

Recs

0
Member Avatar EnigmaDude (50.86) Submitted: 7/24/2017 11:57:24 AM : Outperform Start Price: $47.54 PETS Score: -6.37

yet another blowout quarter, and pays a dividend.

Leaderboard

Find the members with the highest scoring picks in PETS.

Score Leader

oman33

oman33 (89.54) Score: +577.49

The Score Leader is the player with the highest score across all their picks in PETS.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
oman33 89.54 9/11/2006 Outperform 3M $6.30 +707.03% +129.54% +577.49 0 Comment
Fanjiemeng 94.82 12/6/2011 10/27/2017 Outperform 5Y $6.51 +681.75% +121.54% +560.20 0 Comment
JM80 22.24 11/23/2011 Outperform 5Y $6.47 +686.91% +138.45% +548.46 0 Comment
taylor2123 < 20 10/19/2011 Outperform 5Y $6.55 +676.39% +128.48% +547.91 0 Comment
soncho53 75.30 10/3/2006 Outperform 1Y $6.61 +670.14% +123.34% +546.80 0 Comment
laqny121 < 20 10/3/2006 Outperform 1Y $6.61 +670.14% +123.34% +546.80 0 Comment
ValueMsn 82.94 12/5/2011 Outperform 5Y $6.64 +666.68% +120.44% +546.24 0 Comment
creditimpress < 20 7/26/2012 Outperform 5Y $6.81 +646.67% +105.74% +540.93 0 Comment
Ericleder3000 34.15 9/13/2006 Outperform 1Y $6.67 +662.53% +126.50% +536.03 0 Comment
wgillen 86.50 9/13/2006 Outperform 5Y $6.67 +662.53% +126.50% +536.03 1 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJGreenblatt 63.82 4/25/2014 Outperform 5Y $12.20 +36.03% +13.60% +22.43 5/28/2015 @ $16.60 1 Comment
TrackJGreenblatt 63.82 8/20/2012 Outperform 1Y $8.63 +80.28% +17.34% +62.94 8/16/2013 @ $15.55 1 Comment
TrackPoisedTo < 20 8/20/2012 Outperform 5Y $7.34 +593.60% +96.94% +496.67 0 Comment
TrackZacks < 20 1/20/2012 Outperform 3M $10.99 +5.30% +3.09% +2.21 5/11/2012 @ $11.57 1 Comment
TrackUltraLong < 20 11/2/2011 Outperform NS $6.87 +640.70% +125.80% +514.90 1 Comment
TrackZacks < 20 10/19/2010 Underperform 3M $14.89 -33.16% +7.50% +40.66 11/4/2011 @ $9.95 1 Comment
TrackWedbush 87.32 5/25/2010 Underperform NS $13.19 +285.62% +164.38% -121.24 0 Comment
TrackJimCramer 85.34 3/12/2010 Outperform 3W $13.97 +264.12% +142.17% +121.95 0 Comment
TrackPiperJaff 85.28 7/21/2009 Outperform NS $17.15 +26.84% +22.12% +4.72 3/18/2010 @ $21.75 0 Comment
TrackCLKing 68.15 1/7/2009 Outperform NS $11.82 +330.42% +211.06% +119.35 0 Comment
TrackZacks < 20 10/22/2008 Outperform 3M $16.29 -1.17% -13.07% +11.91 3/30/2009 @ $16.10 1 Comment
TrackLongbow 95.84 9/5/2008 Outperform NS $9.93 +412.42% +133.58% +278.84 0 Comment
TrackCanaccord < 20 3/20/2008 Underperform NS $7.76 +556.03% +120.85% -435.19 0 Comment
TrackPiperJaff 85.28 2/21/2008 Underperform NS $12.08 +17.05% -8.28% -25.33 7/22/2008 @ $14.14 0 Comment
TrackSoros 87.38 9/30/2007 Outperform NS $9.20 +453.00% +92.00% +361.00 1 Comment
TrackRothCapital 72.30 1/24/2007 Outperform NS $11.88 +6.48% -0.89% +7.37 2/28/2007 @ $12.65 0 Comment
TrackJimCramer 85.34 12/1/2006 Underperform 3W $12.75 +64.05% -17.61% -81.66 3/13/2010 @ $20.92 0 Comment
TrackBroadpointAmTech < 20 11/21/2006 Underperform NS $13.27 -9.12% +1.77% +10.89 1/24/2007 @ $12.06 0 Comment
TrackJMP 83.25 9/6/2006 Outperform NS $6.82 +645.69% +127.75% +517.94 0 Comment
TrackJimCramer 85.34 6/7/2006 Outperform 3W $13.45 -3.57% +11.19% -14.76 12/2/2006 @ $12.97 0 Comment

Featured Broker Partners