Chewy (CHWY) Aperçu de l'action
Chewy, Inc. et ses filiales exercent des activités de commerce électronique aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 4/6 |
| Performances passées | 3/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
CHWY Community Fair Values
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Analyst Price Targets
Chewy, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$19.42 |
| Plus haut sur 52 semaines | US$43.50 |
| Plus bas sur 52 semaines | US$17.40 |
| Bêta | 1.43 |
| Variation sur 1 mois | -13.84% |
| Variation sur 3 mois | -28.07% |
| Variation sur 1 an | -54.43% |
| Variation sur 3 ans | -49.43% |
| Variation sur 5 ans | -75.89% |
| Évolution depuis l'introduction en bourse | -44.50% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jun 29
CHWY: Vet Clinics And Autoship Recurring Revenue Will Support Future Upside
The analyst price target for Chewy has been reduced from $39.85 to $31.05, as analysts factor in softer revenue growth assumptions, slightly lower profit margin expectations, and a reset to future P/E multiples following recent Q1 guidance and sector-wide target cuts. Analyst Commentary Recent Street research on Chewy highlights a split view, with several firms cutting price targets after Q1 guidance while still pointing to areas of execution strength, margin progress, and potential for the stock's valuation to re-rate over time.Article d’analyse • Jun 16
Chewy (CHWY) Stock Could Be 51.5% Undervalued as Growth Narrative Meets P E Doubts
Chewy (CHWY) is back in focus for investors after a period of pressure on the stock, with returns down over the past month and past 3 months, prompting closer attention to current fundamentals. See our latest analysis for Chewy. Over the past year, Chewy’s share price has come under sustained pressure, with the latest close at $19.34 and year to date share price return down 42.25%, while the 1 year total shareholder return has declined 53.58%, pointing to fading momentum as investors reassess...
Mise à jour du récit • Jun 15
CHWY: Margin Strength And Pet Health Expansion Will Reframe 2026 Outlook
Chewy's updated analyst price target has moved lower from about $50 to roughly $42, as analysts factor in softer revenue growth expectations, slightly thinner profit margins, and lower future P/E assumptions following recent Q1 results and guidance resets. Analyst Commentary Across the Street, most recent research on Chewy points to a reset in expectations rather than a collapse in confidence.Recent updates
Mise à jour du récit • Jun 29
CHWY: Vet Clinics And Autoship Recurring Revenue Will Support Future Upside
The analyst price target for Chewy has been reduced from $39.85 to $31.05, as analysts factor in softer revenue growth assumptions, slightly lower profit margin expectations, and a reset to future P/E multiples following recent Q1 guidance and sector-wide target cuts. Analyst Commentary Recent Street research on Chewy highlights a split view, with several firms cutting price targets after Q1 guidance while still pointing to areas of execution strength, margin progress, and potential for the stock's valuation to re-rate over time.Article d’analyse • Jun 16
Chewy (CHWY) Stock Could Be 51.5% Undervalued as Growth Narrative Meets P E Doubts
Chewy (CHWY) is back in focus for investors after a period of pressure on the stock, with returns down over the past month and past 3 months, prompting closer attention to current fundamentals. See our latest analysis for Chewy. Over the past year, Chewy’s share price has come under sustained pressure, with the latest close at $19.34 and year to date share price return down 42.25%, while the 1 year total shareholder return has declined 53.58%, pointing to fading momentum as investors reassess...Mise à jour du récit • Jun 15
CHWY: Margin Strength And Pet Health Expansion Will Reframe 2026 Outlook
Chewy's updated analyst price target has moved lower from about $50 to roughly $42, as analysts factor in softer revenue growth expectations, slightly thinner profit margins, and lower future P/E assumptions following recent Q1 results and guidance resets. Analyst Commentary Across the Street, most recent research on Chewy points to a reset in expectations rather than a collapse in confidence.Seeking Alpha • Jun 12
Chewy: Top Value Near 52-Week Lows
Summary Chewy maintains a 'Strong Buy' rating despite lowering FY revenue guidance by $200M, citing macroeconomic headwinds. CHWY's acquisition of Modern Animal rapidly expanded its veterinary clinic footprint, positioning the pet health segment as a key growth and margin driver. Net sales per active customer rose 2.4% Y/Y to $597, with veterinary clinic expansion providing a catalyst for NSPAC and EBITDA margin growth. At 10X forward earnings, CHWY offers exposure to a diversified, margin-expanding pet retail platform with accelerating organic growth. Read the full article on Seeking AlphaMise à jour du récit • Jun 01
CHWY: Vet Services Expansion And Autoship Recurring Revenue Will Drive Future Upside
Narrative Update Analysts have trimmed the blended Chewy price target by about $1, reflecting a series of recent target cuts into the $39 to $50 range as they factor in softer macro conditions, weaker alternative data and slightly lower revenue expectations, partly balanced by continued Overweight and Buy ratings that highlight perceived risk/reward potential. Analyst Commentary Recent research on Chewy shows a mixed picture, with most firms trimming price targets but keeping positive ratings, while a few highlight growing execution risks tied to softer macro trends and more cautious revenue and EBITDA expectations.Mise à jour du récit • May 16
CHWY: Margin Reset And New CFO Appointment Seen Reframing 2026 Outlook
Analysts have adjusted Chewy's price targets in both directions, with the average implied fair value steady at $50.00. Updated models reflect slightly lower discount rates, marginally higher revenue growth and profit margin assumptions, and a small reset in future P/E expectations following mixed target changes tied to industry growth estimates, customer trends, and views on Chewy's long term opportunity.Mise à jour du récit • Apr 28
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.
Mise à jour du récit • Apr 14
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.Mise à jour du récit • Mar 30
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.Mise à jour du récit • Mar 16
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.Mise à jour du récit • Mar 02
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.Mise à jour du récit • Feb 16
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.Article d’analyse • Feb 13
Why We're Not Concerned Yet About Chewy, Inc.'s (NYSE:CHWY) 27% Share Price Plunge
The Chewy, Inc. ( NYSE:CHWY ) share price has fared very poorly over the last month, falling by a substantial 27%. The...Mise à jour du récit • Feb 02
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.Mise à jour du récit • Jan 19
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.Mise à jour du récit • Jan 05
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+.Mise à jour du récit • Dec 17
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.Mise à jour du récit • Dec 03
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.Mise à jour du récit • Sep 12
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.Article d’analyse • Jul 01
At US$42.62, Is Chewy, Inc. (NYSE:CHWY) Worth Looking At Closely?
Today we're going to take a look at the well-established Chewy, Inc. ( NYSE:CHWY ). The company's stock saw a...Seeking Alpha • Mar 27
Chewy Is Inching Closer To A Buy After Its Sales Acceleration
Summary Chewy posted strong Q4 results that showed revenue growth accelerating for the third straight quarter, alongside the first return to active customer growth in eight quarters. The company is expecting 6-7% revenue growth in FY25 (adjusted for a 53-week year in FY24), which is a stronger growth rate than in FY24. At the same time, we have yet to see how the latest macroeconomic turmoil will impact Chewy's sales. Pet owners may decide to trade down to cheaper brands. At ~18x adjusted EBITDA, Chewy isn't trading at a low enough multiple for safety. Though I'm inching more positive on this stock, I remain neutral for now. Read the full article on Seeking AlphaSeeking Alpha • Feb 23
Chewy: No Reason To Expect Outperformance
Summary Chewy's revenue and cash flows are rising, but the stock remains expensive, justifying a continued 'hold' rating. Despite a decline in active customers, increased spending per customer and growth in Autoship revenue highlights strong recurring revenue streams. The company's robust balance sheet, with no debt and significant net cash, reduces risk but doesn't offset the high valuation. The pet market's significant size and expected growth, along with Chewy's digital sales stake, support a more generous but cautious investment outlook. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
Chewy: Momentum In Autoship, Vet Clinics, And Mobile Engagement
Summary Chewy's strong demand momentum and growing Autoship sales indicate a robust value proposition, driving predictable, recurring revenue and enhancing customer retention despite a challenging macroenvironment. Investments in the mobile app are yielding high engagement, with app users showing higher retention, cross-category engagement, and Autoship adoption, creating a virtuous cycle of growth. The veterinary clinic venture is exceeding expectations, driving cross-category shopping and long-term customer relationships. Read the full article on Seeking AlphaSeeking Alpha • Jan 10
Chewy: Renewed Sales Momentum Gives Me Hope (Upgrade)
Summary I'm upgrading Chewy to a neutral rating after its recent Q3 results showed a re-acceleration in growth rates, particularly in autoship orders. The company re-hauled its mobile app, which has led to double-digit y/y growth in active users (MAUs). Management is also driving significant adjusted EBITDA expansion, in part driven by growing revenue contribution from services like Chewy Vet Care. At $36 per share, Chewy trades at a 20.1x EV/FY25 adjusted EBITDA, a premium multiple. I'd suggest waiting for a dip before buying in. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Chewy Q3: Cautiously Optimistic On A 22% Upside Potential (Rating Upgrade)
Summary I am upgrading Chewy to "buy" as its revenue should re-accelerate over the next few years from a combination of the Autoship program and progress on its strategic initiatives. During Q3 FY24, Chewy continued to see its NSPAC expand as it drives deeper adoption of its Autoship program while diversifying its revenue from Sponsored Ads, Chewy Health, and Chewy+ program. Although management raised its FY24 guidance, investor sentiment was dampened by the sequential decline in its gross and adjusted EBITDA margins, along with a miss on its Q3 adjusted EPS. Assessing both the “good” and the “bad”, I believe that long-term investors can initiate a small position in the company, as the upside looks attractive at current levels. Read the full article on Seeking AlphaSeeking Alpha • Oct 17
Chewy's Autoship, Other Growth Catalysts Not Enough To Boost Revenue Guidance
Summary I have upgraded my rating on Chewy to a "hold” with a price target of $28 due to improving underlying fundamentals, but will remain on the sidelines as the upside is limited. Chewy reported Q2 FY24 earnings where revenue and Adjusted EBITDA exceeded expectations, with strength in Active customers and NSPAC from its Autoship program and Chewy Health. However, the management kept its FY24 revenue guidance unchanged while raising its target for Adjusted EBITDA margin due to improving operating leverage. Assessing both the “good” and the “bad”, I believe that the stock is not trading at an attractive level from a risk-reward perspective, with little to no upside potential at current levels. Read the full article on Seeking Alpha
Nouveau récit • Aug 29
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.Seeking Alpha • Aug 28
Chewy: No Longer A Dog
Summary Chewy is showing signs of recovery post-COVID, but at 19x forward EBITDA, the stock appears fairly priced, leading me to a neutral stance. Despite a solid Q2 and growing customer spending, Chewy's stagnant active customer base raises concerns about its long-term growth prospects. Chewy's revenue growth rates are expected to accelerate after Q3 2024, marking the first time in over five quarters. Chewy's profitability and strong balance sheet are commendable, but the stock's current valuation leaves little room for significant upside. Read the full article on Seeking AlphaRendement pour les actionnaires
| CHWY | US Specialty Retail | US Marché | |
|---|---|---|---|
| 7D | 10.9% | 0.06% | 0.3% |
| 1Y | -54.4% | 4.5% | 19.9% |
Rendement vs Industrie: CHWY a sous-performé le secteur US Specialty Retail qui a rapporté 4.5 % au cours de l'année écoulée.
Rendement vs marché: CHWY a sous-performé le marché US qui a rapporté 19.9 % au cours de l'année écoulée.
Volatilité des prix
| CHWY volatility | |
|---|---|
| CHWY Average Weekly Movement | 7.0% |
| Specialty Retail Industry Average Movement | 7.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: CHWY n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de CHWY ( 7% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2010 | 18,000 | Sumit Singh | www.chewy.com |
Chewy, Inc. et ses filiales exercent des activités de commerce électronique aux États-Unis. Elle propose des aliments et des friandises pour animaux de compagnie, des fournitures et des médicaments pour animaux de compagnie, d'autres produits de santé pour animaux de compagnie, ainsi que des services pour animaux de compagnie. L'entreprise sert ses clients par l'intermédiaire de ses sites web de vente au détail et de ses applications mobiles, y compris le programme d'abonnement Autoship.
Chewy, Inc. Résumé des fondamentaux
| CHWY statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$7.59b |
| Bénéfices(TTM) | US$255.20m |
| Recettes(TTM) | US$12.84b |
31.2x
Ratio P/E0.6x
Ratio P/SLe site CHWY est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| CHWY compte de résultat (TTM) | |
|---|---|
| Recettes | US$12.84b |
| Coût des recettes | US$9.00b |
| Marge brute | US$3.84b |
| Autres dépenses | US$3.59b |
| Les revenus | US$255.20m |
Derniers bénéfices déclarés
May 03, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.62 |
| Marge brute | 29.91% |
| Marge bénéficiaire nette | 1.99% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de CHWY?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/29 07:20 |
| Cours de l'action en fin de journée | 2026/06/29 00:00 |
| Les revenus | 2026/05/03 |
| Revenus annuels | 2026/02/01 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Chewy, Inc. est couverte par 42 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Peter Benedict | Baird |
| Justin Kleber | Baird |
| Ross Sandler | Barclays |