Motley Fool Money Tales of Unexpected Losses: AXON, TREX, WRBY
9 snips
Nov 10, 2025 
In this discussion, guests Jason Hall and Emily Flippen dive deep into disappointing earnings from Axon, Trex, and Warby Parker. Jason breaks down Trex's struggles with competition and seasonal pressures, while Emily highlights Axon's surprising return to operating losses despite strong revenue growth. They also examine Warby Parker's missed guidance amidst strong customer growth. The duo wraps up with insights on whether these stocks are worth buying, selling, or holding, making for a lively investment debate.
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Growth Despite Operating Losses
- Axon returned to operating losses but grew revenue over 30% for the seventh consecutive quarter.
- Emily Flippen says losses reflect heavy investment into rapidly growing segments, not a dead growth story.
Trex Pain From Guidance And Channel Worries
- Trex showed 20% plus revenue growth and improved margins, yet the stock plunged on guidance and inventory/channel concerns.
- Jason Hall highlights seasonality, competitor consolidation, and near-term spending as drivers of market panic.
Trex's Manufacturing Cost Moat
- Trex's durable advantage is a manufacturing cost edge using mostly waste inputs, which supports better margins.
- Jason argues cost advantages matter most in cyclical manufacturing industries.