Chewy Resultados de beneficios anteriores
Pasado controles de criterios 3/6
Chewy ha aumentado sus beneficios a una tasa media anual de 62.8%, mientras que los beneficios de la industria de Specialty Retail han experimentado un descenso de 2.2% anual. Los ingresos han ido creciendo a una tasa media de 10% al año. La rentabilidad financiera de Chewy es de 44.7%, y sus márgenes netos son de 1.8%.
Información clave
62.83%
Tasa de crecimiento de los beneficios
63.19%
Tasa de crecimiento del BPA
| Crecimiento de la industria Specialty Retail | 26.64% |
| Tasa de crecimiento de los ingresos | 10.03% |
| Rentabilidad financiera | 44.75% |
| Margen neto | 1.77% |
| Última actualización de beneficios | 01 Feb 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
CHWY: Margin Upside And New CFO Seen Reshaping 2026 Narrative
Chewy's analyst price target has been revised modestly lower from $52 to $50 as analysts factor in slightly softer revenue growth and a higher discount rate, partially offset by improved margin expectations and a lower assumed future P/E multiple. Analyst Commentary Recent research on Chewy shows a mix of caution on near term estimates alongside several constructive updates, with some firms trimming price targets while others reiterate or raise upside scenarios based on valuation, execution and growth opportunities.Chewy: Durable Demand And Consistent Earnings Growth
Apr 24
CHWY: Margin Reset And New CFO Appointment Will Shape 2026 Profit Outlook
Analysts have reduced the Chewy fair value estimate to $28.00, citing a reset in margin expectations and a wider range of Street price target changes following recent industry and company updates. Analyst Commentary Recent research shows a wide gap in how Wall Street values Chewy, with multiple price target cuts clustering around the same time as a handful of more constructive updates.
CHWY: 2026 Margin Execution And E Commerce Share Gains Will Drive Upside
Chewy's updated analyst price target has moved lower to reflect a reduced assumed future P/E multiple, even as analysts collectively point to steadier revenue growth and margins supported by recent research that includes several cuts alongside a few price target increases, such as RBC's $4 raise and TD Cowen's $3 hike. Analyst Commentary Street research on Chewy has become more divided, with several firms trimming price targets while a smaller group is leaning more constructive.
Chewy Inc. (CHWY): The "Autoship" Moat vs. the Pet Adoption Trough
Chewy (CHWY) finds itself in a period of consolidation today, March 19, 2026, as the market prepares for its upcoming fiscal fourth-quarter results. The stock closed the session at $24.27 USD , down a marginal 0.25% , reflecting a broader "wait-and-see" approach from institutional investors.CHWY: 2026 Margin Execution And E Commerce Share Gains Will Unlock Upside
The analyst price target for Chewy has been trimmed by a modest amount, with analysts pointing to slightly softer industry growth assumptions. At the same time, they highlight Chewy's potential to gain share and benefit from improved messaging, auto-ship trends, and longer term sales and margin opportunities into 2026.CHWY: 2026 Margin Execution And GenAI ROIC Gains Will Unlock Upside
Analysts have trimmed their fair value estimate for Chewy by about $0.50 per share to $44.45. This reflects a mix of slightly higher long term growth and margin expectations, alongside lower assumed future P/E multiples and a spread of Street views that now range from $28 to $51 on valuation and 2026 sales and margin opportunities.CHWY: GenAI And GPU Efficiencies Will Reshape Profit Margins By 2026
Chewy's updated analyst price targets show a mixed but generally constructive reset, with changes such as a shift from $48 to $51 at one firm and from $46 to $44 at another. Analysts highlight potential upside from GenAI, GPU enabled efficiencies, AI related product catalysts, capital allocation, and selective multiple re rating potential into 2026.Why We're Not Concerned Yet About Chewy, Inc.'s (NYSE:CHWY) 27% Share Price Plunge
Feb 13
CHWY: Membership Price Increases And AI Efficiencies Will Reshape Profit Margins
Analysts recently adjusted their price targets on Chewy into the mid to high $40s, citing expectations for slightly stronger revenue growth, improved profit margins, a lower future P/E multiple, and growing confidence in the Chewy+ membership program and potential AI driven efficiencies. Analyst Commentary Recent research on Chewy reflects a mix of optimism around membership and AI driven efficiencies, alongside some caution on valuation, growth expectations, and margin assumptions.CHWY: Membership Pricing And AI Efficiencies Will Shape Margins And Engagement
Analysts now place Chewy's fair value at about $36.52, a small move from roughly $36.74, as they weigh a modest shift in discount rate and P/E assumptions against ongoing optimism around AI related efficiencies and the Chewy+ membership price increase. Analyst Commentary Street research paints a mixed picture for Chewy right now.CHWY: Membership Price Hike Will Shape Margins And Engagement Outlook
Analysts have nudged their price target on Chewy slightly higher to about $36.74 from roughly $36.46, citing improving long term revenue growth and margin prospects supported by the early success and planned price increase of the Chewy+ membership program. Analyst Commentary While the modest price target increase reflects growing confidence in Chewy’s long term profit potential, some bearish analysts remain cautious on the durability of member engagement and the pace of monetization from Chewy+.CHWY: Chewy+ Price Hike Will Test Margins And Membership Durability
Analysts have modestly trimmed their price target on Chewy, cutting fair value by about $0.22 per share as they balance slightly softer revenue growth expectations and a higher discount rate against improving profit margin forecasts and the long term upside they see from the successful Chewy+ membership price increase to $79. Analyst Commentary Bearish analysts acknowledge that the Chewy+ price increase to $79 underscores healthy early adoption of the membership program and a potentially meaningful incremental revenue stream into FY26.CHWY: Chewy+ Membership Price Increase Will Expand Long-Term Profit Potential
Analysts have nudged our fair value estimate for Chewy slightly lower, from approximately $45.45 to $44.95 per share. This reflects a modestly higher discount rate and only incremental improvements to revenue growth and long term profitability, despite generally supportive price targets tied to the Chewy+ membership opportunity and reinvestment driven share gains.Vet Care Clinics And New Ad Platform Will Drive Success
Analysts have modestly trimmed Chewy’s price target to $45.45, balancing near-term margin and earnings pressures tied to growth investments against confidence in resilient customer growth, market share gains, and the company’s long-term revenue upside. Analyst Commentary Bullish analysts point to Chewy’s ongoing investments in growth and new categories as building blocks for future market share gains, with several citing these reinvestments as potentially expediting revenue upside in 2026 and beyond.At US$42.62, Is Chewy, Inc. (NYSE:CHWY) Worth Looking At Closely?
Jul 01Are Investors Undervaluing Chewy, Inc. (NYSE:CHWY) By 31%?
May 19Chewy Is Inching Closer To A Buy After Its Sales Acceleration
Mar 27Chewy: No Reason To Expect Outperformance
Feb 23Chewy: Momentum In Autoship, Vet Clinics, And Mobile Engagement
Jan 24Chewy: Renewed Sales Momentum Gives Me Hope (Upgrade)
Jan 10Chewy Q3: Cautiously Optimistic On A 22% Upside Potential (Rating Upgrade)
Dec 06Chewy's Autoship, Other Growth Catalysts Not Enough To Boost Revenue Guidance
Oct 17
How Calculated Investments And Customer Loyalty Propel Growth In Pet Care Industry
Chewy's efficient scaling and business model promise enhanced margins through leveraging high-margin ventures and fixed cost benefits, positively affecting net margins.Chewy: No Longer A Dog
Aug 28Chewy: Failing To Compete With Peers
Aug 13Chewy: This Rally Will Fade
Jun 30Chewy's Q1: A Game-Changing Quarter (Rating Upgrade)
Jun 07Desglose de ingresos y gastos
Cómo gana y gasta dinero Chewy. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 01 Feb 26 | 12,602 | 223 | 3,500 | 0 |
| 02 Nov 25 | 12,584 | 206 | 3,518 | 0 |
| 03 Aug 25 | 12,345 | 151 | 3,473 | 0 |
| 04 May 25 | 12,100 | 388 | 3,413 | 0 |
| 02 Feb 25 | 11,861 | 393 | 3,355 | 0 |
| 27 Oct 24 | 11,440 | 402 | 3,239 | 0 |
| 28 Jul 24 | 11,308 | 363 | 3,213 | 0 |
| 28 Apr 24 | 11,235 | 84 | 3,206 | 0 |
| 28 Jan 24 | 11,148 | 40 | 3,185 | 0 |
| 29 Oct 23 | 11,049 | 14 | 3,112 | 0 |
| 30 Jul 23 | 10,836 | 52 | 3,041 | 0 |
| 30 Apr 23 | 10,481 | 54 | 2,897 | 0 |
| 29 Jan 23 | 10,119 | 50 | 2,778 | 0 |
| 30 Oct 22 | 9,780 | -20 | 2,699 | 0 |
| 31 Jul 22 | 9,460 | -55 | 2,596 | 0 |
| 01 May 22 | 9,184 | -94 | 2,544 | 0 |
| 30 Jan 22 | 8,967 | -75 | 2,459 | 0 |
| 31 Oct 21 | 8,545 | 11 | 2,310 | 0 |
| 01 Aug 21 | 8,115 | 10 | 2,180 | 0 |
| 02 May 21 | 7,660 | -6 | 2,036 | 0 |
| 31 Jan 21 | 7,146 | -92 | 1,911 | 0 |
| 01 Nov 20 | 6,458 | -174 | 1,765 | 0 |
| 02 Aug 20 | 5,906 | -221 | 1,649 | 0 |
| 03 May 20 | 5,359 | -271 | 1,539 | 0 |
| 02 Feb 20 | 4,847 | -252 | 1,397 | 0 |
| 03 Nov 19 | 4,580 | -258 | 1,303 | 0 |
| 04 Aug 19 | 4,226 | -257 | 1,183 | 0 |
| 05 May 19 | 3,878 | -238 | 1,057 | 0 |
| 03 Feb 19 | 3,533 | -268 | 983 | 0 |
| 28 Jan 18 | 2,104 | -700 | 643 | 0 |
| 31 Jan 17 | 1,438 | -1,252 | 418 | 0 |
| 31 Dec 16 | 901 | -333 | 257 | 0 |
Ingresos de calidad: CHWY tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(1.8%) de CHWY son inferiores a los del año pasado (3.3%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: CHWY ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 62.8% al año.
Acelerando crecimiento: CHWY ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: CHWY tuvo un crecimiento negativo de los beneficios (-43.3%) durante el año pasado, lo que dificulta la comparación con la media de la industria Specialty Retail (-1.9%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera (44.7%) de CHWY se considera excepcional.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/01 21:40 |
| Precio de las acciones al final del día | 2026/05/01 00:00 |
| Beneficios | 2026/02/01 |
| Ingresos anuales | 2026/02/01 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Chewy, Inc. está cubierta por 40 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Peter Benedict | Baird |
| Justin Kleber | Baird |
| Trevor Young | Barclays |