Lemonade shifts agreement with Chewy, addresses data leak

Published 09/04/2025, 22:17
Updated 11/04/2025, 21:44
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Lemonade, Inc. (NYSE:LMND), a prominent insurance company with a market capitalization of $2.16 billion and impressive revenue growth of 22.5% over the last twelve months, has officially terminated its Warrant Agreement with Chewy Insurance Services, LLC, as of Monday. The company also concluded an Omnibus Agreement with Chewy, which had been in place since October 14, 2022. Despite the terminations, their existing agency agreements will continue.

In a separate event, Lemonade disclosed a technical issue in its car insurance quote process that led to the unintended exposure of personal data. The vulnerability resulted in approximately 190,000 individuals’ driver’s license numbers being transmitted unencrypted. Lemonade has confirmed that it has taken steps to rectify the issue and will be informing affected individuals and regulators, in line with its legal obligations. InvestingPro analysis shows the stock has experienced significant price volatility recently, with a beta of 2.13, highlighting the importance of monitoring such operational risks.

The company has assessed that its operations were not compromised and that there was no targeted attempt to access Lemonade customer data. Based on current knowledge, the incident is not considered material to the company’s operations.

This information is based on a press release statement filed with the SEC.

In other recent news, Lemonade Inc . reported its fourth-quarter 2024 earnings with a notable increase in revenue and a narrowed net loss compared to the previous year. The company achieved a revenue of $149 million, surpassing the projected $145.02 million, and reported an earnings per share (EPS) of -$0.42, which was better than the expected -$0.61. Despite these positive results, Lemonade’s stock experienced a decline, reflecting investor concerns over future profitability. The company reported its first cash flow positive year, with $48 million in positive cash flow, and aims to achieve EBITDA positive by 2026 and GAAP net income positive by 2027.

Additionally, Lemonade’s strategic focus on expanding its car insurance product, now available in eight states, contributed to the revenue growth. However, Morgan Stanley (NYSE:MS) recently downgraded Lemonade’s stock rating from Equalweight to Underweight, citing increased risks in the competitive auto insurance market and broader macroeconomic uncertainties. The firm also reduced the price target for Lemonade stock from $35.00 to $24.00. Morgan Stanley expressed concerns about Lemonade’s strategic moves into new markets, which they believe may not be as promising as previously anticipated.

These recent developments highlight the challenges and opportunities Lemonade faces as it continues to expand its market share in the insurance industry.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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