Stocks & Sanity: February’s Picks

Right. So, February. The month of resolutions, questionable dating choices, and, apparently, trying to figure out where to put your money before it evaporates. Honestly, the whole stock market thing feels a bit like online dating – lots of profiles, a lot of hype, and the constant fear of being catfished. But, needs must. I’ve been looking at a couple of options that aren’t completely terrifying, and, surprisingly, don’t involve cryptocurrency. (Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24.)

Chewy: The Pet Food Fortress

Chewy. It’s… comforting, isn’t it? Like a warm blanket and a slightly judgmental cat. It’s an e-commerce retailer selling pet food and supplies. Which, let’s face it, is a remarkably stable business. People love their pets, and they’re not going to skip feeding Fluffy just because the market is having a wobble. (Current Level of Financial Responsibility: Questionable.) The stock is currently trading at a forward P/E of 18.5x for fiscal 2026, which, in this climate, feels almost…reasonable.

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What’s really interesting is the auto-ship program. Over 80% of sales come from customers who have pet food automatically delivered. It’s genius, really. It’s like a subscription to happiness (for the pet, at least). Revenue is up over 8.5% through the first nine months of the year, which is… encouraging. And they’re expanding into high-margin areas like sponsored ads, paid memberships, and private label brands. Private label can boost gross margins by up to 700 basis points. It’s a small miracle, really. A small, potentially profitable miracle.

Dutch Bros: Caffeine & Chaos

Okay, so I recently ventured out West (purely for research purposes, obviously). And Dutch Bros. is… a phenomenon. Long lines, ridiculously cheerful staff, and drinks with names I can’t pronounce. It’s like a caffeine-fueled carnival. (Personal Tolerance for Cheerful People: Decreasing.) But, seriously, it’s doing something right. The service is surprisingly quick, and the drinks are… addictive. They’re innovating with the menu and introducing mobile ordering, which is good. Because waiting in line is so 2023.

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They saw a 5.7% increase in same-store sales in Q3, which is impressive. And they’re now rolling out hot food items, which apparently boosted comparable-store sales by 4% in early pilots. It’s a simple idea, really. People like coffee and food. Who knew? The big story, though, is expansion. They plan to more than double their locations by 2029, and believe they can support around 7,000 locations across the US. It’s ambitious, but they’re funding it with free cash flow, which is… responsible. (Current Level of Self-Congratulation: Alarmingly High.)

So, there you have it. Two companies that, while not guaranteed to make me a millionaire, at least don’t feel like a complete gamble. Now, if you’ll excuse me, I need to go lie down. All this financial analysis is exhausting. (Number of Grey Hairs Acquired Today: Estimated 7.)

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2026-02-04 09:32