Reddit Loves Celsius, Chewy, and Estée Lauder. Does Wall Street Agree?

The post Reddit Loves Celsius, Chewy, and Estée Lauder. Does Wall Street Agree? appeared first on 24/7 Wall St..

Three retail darlings are getting fresh love on Reddit, and the question is whether the analyst community sees the same picture. Celsius Holdings (NASDAQ: CELH), Chewy (NYSE: CHWY), and Estée Lauder (NYSE: EL) are all flashing bullish sentiment on r/wallstreetbets and r/stocks, but only two of the three have Wall Street nodding along.

Celsius Faces a Reddit YOLO Despite a 38% YTD Slide

Sentiment on Celsius has been camped in Very Bullish territory, with scores running 86 to 90 across early June. The driving thread, “CELH is criminally undervalued. My biggest YOLO ever, $95k,” peaked at 191 upvotes and 214 comments. The valuation thesis has merit: Celsius beat Q1 FY26 estimates with adjusted EPS of $0.41 vs. $0.29, and revenue of $782.62 million, up 138% year over year. Yet shares are down about 38% year to date to near $28.

• The combined Celsius/Alani Nu/Rockstar portfolio holds roughly 21% dollar share of the U.S. RTD energy market.
• International revenue grew 55%, expanding the runway beyond the U.S.
• Gross margin compressed to 48% from 52%, a real concern Reddit is largely ignoring.

See the discussion on r/wallstreetbets.

Chewy’s Acquisition Thesis Has Reddit and Analysts Aligned

Chewy sentiment has firmed from 78 in May to a steady 88 in late June, anchored by an r/stocks post titled “$CHWY is an Acquisition Target at these Levels.” The fundamentals back the enthusiasm: Q1 FY27 delivered net sales growth of 8% year over year, Autoship at 84% of net sales, and GAAP net income up 52%. Wall Street agrees, with bullish sentiment and a $31 analyst target well above the current price of $18. Reddit and the sell side are reading the same playbook.

See the discussion on r/stocks.

Where Reddit and Wall Street Part Ways on Estée Lauder

Estée Lauder is the divergence trade. Reddit sentiment whipsawed between 35 and 72. The driver was a viral wallstreetbets thread, “A year ago, Michael Burry sold everything except Estee Lauder,” that drew 2,400 upvotes. Q3 FY26 was strong, with adjusted EPS of $0.91 vs. $0.65 and raised guidance, yet analysts skew cautious, with a $95 target versus today’s $84. Shares are down 20% year to date, and the 10,000-position restructuring and $100 million tariff headwind are why pros want proof before they chase. When retail and analysts disagree this clearly, the burden of proof sits with the louder side.

See the discussion on r/wallstreetbets.

The post Reddit Loves Celsius, Chewy, and Estée Lauder. Does Wall Street Agree? appeared first on 24/7 Wall St..