View Financial HealthChewy 配当と自社株買い配当金 基準チェック /06Chewy配当金を支払った記録がありません。主要情報n/a配当利回り3.0%バイバック利回り総株主利回り3.0%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新お知らせ • Jun 24+ 2 more updatesChewy, Inc. (NYSE:CHWY) announces an Equity Buyback for $100 million worth of its shares.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the company will repurchase up to $100 million of Class A common stock from the selling stockholder Buddy Chester Sub LLC at a price per share equal to the per share purchase price to be paid by the underwriters in the Offering. The repurchased shares will be cancelled. The program is expected to be consummated concurrently with the Offering.お知らせ • Sep 20Chewy, Inc. (NYSE:CHWY) announces an Equity Buyback for $300 million worth of its shares.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the program, the company will repurchase up to $300 million of Class A common stock at a price per share equal to the per share purchase price to be paid by the underwriters in the Offering. The shares will be repurchased from Buddy Chester Sub LLC (the Selling Stockholder). The repurchased shares will be cancelled. The program is expected to be consummated concurrently with the Offering.お知らせ • Jun 27Chewy, Inc. (NYSE:CHWY) announces an Equity Buyback for 17,550,000 shares, representing 4.03% for $500 million.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the program, the company will repurchase up to 17,550,000 Class A common shares, representing 4.03% of its issued share capital for approximately $500 million. The shares will be repurchased at a price of $28.49 per share. The shares will be repurchased from Buddy Chester Sub LLC. The repurchased shares will be cancelled and retired. The program is expected to expire on June 27, 2024. As of June 26, 2024, the company has approximately 436,000,000 shares of class A common stock and class B common stock outstanding.お知らせ • May 31Chewy, Inc. (NYSE:CHWY) announces an Equity Buyback for $500 million worth of its shares.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the program, the company will repurchase up to $500 million worth of its common stock. The program has no expiration date.すべての更新を表示Recent updatesお知らせ • May 18Chewy, Inc. to Report Q1, 2027 Results on Jun 10, 2026Chewy, Inc. announced that they will report Q1, 2027 results Pre-Market on Jun 10, 2026お知らせ • Apr 09Chewy, Inc. (NYSE:CHWY) entered into a definitive agreement to acquire Modern Animal, Inc.Chewy, Inc. (NYSE:CHWY) entered into a definitive agreement to acquire Modern Animal, Inc. on April 8, 2026. The transaction is subject to customary closing conditions, including regulatory approval. Closing is expected to occur in Chewy’s second quarter of fiscal year 2026. The acquisition is expected to be accretive to earnings per share (EPS) within the first year following close, with increasing contribution starting year 2. It is also expected to increase annualized run rate revenue, and is expected to be EBITDA-dollar neutral in 2026 on a pro forma basis.お知らせ • Mar 02Chewy, Inc. to Report Q4, 2026 Results on Mar 25, 2026Chewy, Inc. announced that they will report Q4, 2026 results Pre-Market on Mar 25, 2026お知らせ • Feb 25Chewy, Inc. Appoints Christopher S. Deppe as Principal Financial Officer, Effective as of February 23, 2026On February 23, 2026, the Board of Directors of Chewy, Inc. approved the appointment of Christopher S. Deppe as the Company’s principal financial officer, effective as of February 23, 2026. Deppe, aged 46, is a seasoned finance and operations leader with more than 20 years of experience. He joined Chewy in 2022 as the Vice President of Supply Chain and Operations Finance, and most recently served as the Head of all Corporate and Commercial Finance Functions. During his tenure, he has played a key role in advancing the company’s financial strategy, enhancing operational rigor, and supporting strong business performance aligned with Chewy’s long-term strategic priorities. Prior to joining Chewy, Deppe spent more than 16 years at Amazon in senior finance leadership roles across Global Transportation Services, Global Mile, and U.S. Fulfillment Center Operations. In these roles, he led large-scale cost optimization initiatives and strategic planning efforts across complex, global operations. From 2001 to 2005, Mr. Deppe served as Operations Manager at Intel Corporation, a global technology company. Deppe holds a Bachelor of Science in Chemical Engineering from Colorado State University and both a Master of Science in Finance and a Master of Business Administration from the Kelley School of Business at Indiana University.お知らせ • Feb 24Chewy, Inc. Announces Chief Financial Officer Changes, Effective as of February 23, 2026Chewy, Inc. announced William Billings, Chief Accounting Officer and principal accounting officer had been appointed principal financial officer on an interim basis while the Company continued its previously announced search for a Chief Financial Officer. On February 23, 2026, the Board of Directors of the Company approved the appointment of Christopher S. Deppe as the Company’s CFO and principal financial officer, effective as of February 23, 2026. Also, on February 23, 2026, the Board removed Mr. Billings as the interim principal financial officer, effective as of the CFO Employment Date. Deppe, aged 46, is a seasoned finance and operations leader with more than 20 years of experience. He joined Chewy in 2022 as the Vice President of Supply Chain and Operations Finance, and most recently served as the Head of all Corporate and Commercial Finance Functions. During his tenure, he has played a key role in advancing the company’s financial strategy, enhancing operational rigor, and supporting strong business performance aligned with Chewy’s long-term strategic priorities. Prior to joining Chewy, Deppe spent more than 16 years at Amazon in senior finance leadership roles across Global Transportation Services, Global Mile, and U.S. Fulfillment Center Operations. In these roles, he led large-scale cost optimization initiatives and strategic planning efforts across complex, global operations. From 2001 to 2005, Mr. Deppe served as Operations Manager at Intel Corporation, a global technology company. Deppe holds a Bachelor of Science in Chemical Engineering from Colorado State University and both a Master of Science in Finance and a Master of Business Administration from the Kelley School of Business at Indiana University.お知らせ • Jan 20Chewy, Inc. Announces Retirement of Satish Mehta as Chief Technology Officer, Effective February 6, 2026Chewy, Inc. announced that Satish Mehta, Chief Technology Officer, notified the Company of his intention to retire from the Company effective February 6, 2026. The Company intends to conduct a search for his successor.お知らせ • Dec 11+ 1 more updateChewy, Inc. Narrows Earnings Guidance for the Full Year 2025Chewy, Inc. narrowed earnings guidance for the full year 2025. For the period, the company expects net sales outlook to between $12.58 billion and $12.6 billion or approximately 8% year-over-year growth when adjusted to exclude the impact of the 53rd week in fiscal year 2024.お知らせ • Nov 19Chewy, Inc. to Report Q3, 2026 Results on Dec 10, 2025Chewy, Inc. announced that they will report Q3, 2026 results Pre-Market on Dec 10, 2025お知らせ • Oct 31Chewy, Inc. (NYSE:CHWY) entered into a definitive agreement to acquire SmartPak Equine, LLC from Covetrus, Inc.Chewy, Inc. (NYSE:CHWY) entered into a definitive agreement to acquire SmartPak Equine, LLC from Covetrus, Inc. on October 30, 2025. The deal is an all-cash transaction that Chewy anticipates financing through its existing balance sheet. The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in Chewy’s fourth quarter of fiscal year 2025. Lincoln International LLC is serving as financial advisor to Covetrus. Benjamin Goodchild of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to Chewy, Inc.お知らせ • Sep 12+ 1 more updateChewy, Inc. Raises Earnings Guidance for the Full Year 2025Chewy, Inc. raised earnings guidance for the full year 2025. For the period, the company raising and narrowing full year 2025 net sales outlook to between $12.5 billion and $12.6 billion or approximately 7% to 8% year-over-year growth when adjusted to exclude the impact of the 53rd week in fiscal year 2024. This represents $175 million increase to the midpoint of guidance range.お知らせ • Sep 10Chewy Launches "Get Real™?," A New Healthy Fresh Food for DogsChewy, Inc. announced the launch of Get RealTM, a new line of minimally processed, fresh dog food available only at Chewy. The high-quality food comes in three different pup-approved recipes including Chicken & Brussels Sprouts, Beef & Sweet Potato and Turkey & Cranberry - all available as both full meals and meal toppers, made with 10 or fewer ingredients plus vitamins and minerals. Consumer demand for fresh dog food has never been higher; in fact, the fresh segment's growth is outpacing all other companion pet food categories. Chewy seamlessly integrated Get Real into its existing operations, strategically broadening its assortment for pet parents. Get Real makes it easy for customers by delivering smart, straightforward solutions, such as: Expert-created healthy recipes: Created by certified pet nutritionists, Get Real features human-grade recipes with real meat, fruit and veggies. Gently cooked to retain nutrients and then frozen to lock in freshness. Mealtimes made easy and joyful: Ready-to-serve, pre-portioned meals are delivered to your door-- just thaw and serve. A variety of recipes created for easy rotation without contamination stomachs that will keep pets excited. Un unparalleled convenience: Customizable plans that make it simple to adjust delivery frequency and accommodatezer space. 24/7 customer care: Pet parents can count on Chewy's customer care team with dedicated experts ready to support and answer any questions. Get Real is tailored to a variety of dogs' unique needs, considering their weight, breed, age, and activity level to provide the recommended ideal feeding amount for each meal. The recipes are also formulated to meet the nutritional levels established by the AAFCO (Ass Association of American Feed Control Officials) and are suitable for all life stages, from puppy to senior and even nursing or pregnant dogs. Available in select markets.お知らせ • Aug 20Chewy, Inc. to Report Q2, 2026 Results on Sep 10, 2025Chewy, Inc. announced that they will report Q2, 2026 results Pre-Market on Sep 10, 2025お知らせ • Jul 10Chewy, Inc. Announces CFO Changes, Effective July 3, 2025Chewy, Inc. announced that David Reeder would be resigning from his position as the Chief Financial Officer and principal financial officer, effective as of a date to be determined, to return to the semiconductor industry as a Chief Executive Officer. Mr. Reeder notified the Company that his resignation will be effective as of July 3, 2025. On July 3, 2025, the Board of Directors of the Company approved the appointment of William Billings as the Company’s principal financial officer on an interim basis, effective as of the same date. Mr. Billings will also continue to serve as the Company’s Chief Accounting Officer and principal accounting officer. Mr. Billings, age 49, serves as the Company’s Chief Accounting Officer and principal accounting officer, a position he has held since August 2024. Previously, Mr. Billings served as the Vice President of Finance and Chief Accounting Officer of GlobalFoundries, Inc., a semiconductor manufacturer, from November 2021 until July 2024, where he was responsible for overseeing global finance and accounting operations. Prior to that, Mr. Billings was Vice President of Accounting and Chief Accounting Officer at Coursera, Inc., an online course provider, from August 2021 to November 2021. Mr. Billings previously served as the Global Corporate Controller of Airbnb, Inc., an online marketplace for lodging and tourism activities, from July 2019 to August 2021 and the Vice President of Finance and Global Controller at World Fuel Services Corporation, an energy, commodities and services company, from November 2015 to July 2019. Mr. Billings also served in controllership roles for both General Electric Company from November 2013 to October 2015 and McDermott International Ltd. from June 2010 to November 2013. Mr. Billings has served as a director of Knightscope, Inc. since February 2024, and of Sucro Sourcing LLC since May 2024. Mr. Billings is a certified public accountant and holds a Bachelor of Science degree in accounting from Southern University A&M and a Master of Business Administration degree from Rice University.お知らせ • Jun 24+ 2 more updatesChewy, Inc. (NYSE:CHWY) announces an Equity Buyback for $100 million worth of its shares.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the company will repurchase up to $100 million of Class A common stock from the selling stockholder Buddy Chester Sub LLC at a price per share equal to the per share purchase price to be paid by the underwriters in the Offering. The repurchased shares will be cancelled. The program is expected to be consummated concurrently with the Offering.お知らせ • May 26Chewy, Inc., Annual General Meeting, Jul 10, 2025Chewy, Inc., Annual General Meeting, Jul 10, 2025.お知らせ • May 12Chewy, Inc. Announces David Reeder to Depart as Chief Financial OfficerChewy, Inc. announced on May 12, 2025 that the Company’s Chief Financial Officer, David Reeder, will be departing in several months to return to the semiconductor industry as a Chief Executive Officer. David will remain as CFO through the next earnings announcement in June and assist with an orderly transition as Chewy undertakes a search for his successor.お知らせ • May 09Chewy, Inc. to Report Q1, 2026 Results on Jun 11, 2025Chewy, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Jun 11, 2025お知らせ • Mar 04Chewy, Inc. to Report Q4, 2025 Results on Mar 26, 2025Chewy, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 26, 2025お知らせ • Feb 26Chewy, Inc. Appoints Deborah Ellinger as a Class II DirectorOn February 21, 2025, the board of directors of Chewy, Inc. increased the size of the Board from twelve to thirteen directors and filled the newly created vacancy by appointing Ms. Deborah Ellinger as a Class II director, with a term expiring at the Company’s annual meeting of stockholders in 2027. The Board has determined that Ms. Ellinger is independent for purposes of serving on the Board under the applicable rules of the Securities and Exchange Commission (the “SEC”) and the New York Stock Exchange (“NYSE”). Ms. Ellinger is a former CEO and experienced board member with extensive experience in the consumer products and solutions industry, including Pet. Ms. Ellinger is currently a Senior Advisor with Boston Consulting Group (“BCG”), a global consulting firm, where she works primarily with private equity clients investing in consumer and retail companies. She has held that position since 2018. Ms. Ellinger was previously the CEO and/or President of four private-equity backed companies from 2004 to 2018: Ideal Image, a MedSpa chain; The Princeton Review, a test prep company; Restoration Hardware, a home products retailer; and Wellness Pet Food, a pet food manufacturer. From 2001 to 2003, Ms. Ellinger was an Executive Vice President at CVS Pharmacy. From 1999 to 2001, Ms. Ellinger was a Senior Vice President at Staples. From 1990 to 1999, Ms. Ellinger was a Managing Director and Partner at BCG. Ms. Ellinger started her career in banking at Mellon Financial Corporation. Ms. Ellinger has served on several public and private boards, including: Tupperware, a manufacturer of home goods, from 2021 to 2023; iRobot, a manufacturer of consumer robots, from 2011 to 2023; Covetrus, a distributor of software and products for veterinarians, from 2019 to 2022; Interpublic from 2015 to 2017; National Life Group, a life insurance company, from 2007 to 2014; Sealy, a bedding manufacturer, from 2013 to 2020; and Malden Mills, a textile manufacturer, from 2003 to 2006. Ms. Ellinger holds a Bachelor of Arts and Master of Arts from the University of Cambridge, UK, and is a non-practicing Barrister-at-Law.お知らせ • Dec 13Chewy, Inc. has completed a Follow-on Equity Offering in the amount of $496.51239 million.Chewy, Inc. has completed a Follow-on Equity Offering in the amount of $496.51239 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 15,852,886 Price\Range: $31.32お知らせ • Dec 12+ 1 more updateChewy, Inc. has filed a Follow-on Equity Offering in the amount of $500 million.Chewy, Inc. has filed a Follow-on Equity Offering in the amount of $500 million. Security Name: Class A Common Stock Security Type: Common Stockお知らせ • Nov 14Chewy, Inc. to Report Q3, 2025 Results on Dec 04, 2024Chewy, Inc. announced that they will report Q3, 2025 results Pre-Market on Dec 04, 2024Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €28.92, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total returns to shareholders of 57% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €43.75 per share.New Risk • Oct 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (9.7% average weekly change).お知らせ • Sep 21+ 1 more updateChewy, Inc. has completed a Follow-on Equity Offering in the amount of $500.00001 million.Chewy, Inc. has completed a Follow-on Equity Offering in the amount of $500.00001 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 16,666,667 Price\Range: $30 Discount Per Security: $0.6お知らせ • Sep 20Chewy, Inc. (NYSE:CHWY) announces an Equity Buyback for $300 million worth of its shares.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the program, the company will repurchase up to $300 million of Class A common stock at a price per share equal to the per share purchase price to be paid by the underwriters in the Offering. The shares will be repurchased from Buddy Chester Sub LLC (the Selling Stockholder). The repurchased shares will be cancelled. The program is expected to be consummated concurrently with the Offering.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €27.89, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 6x in the Specialty Retail industry in Germany. Total returns to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €30.38 per share.Buy Or Sell Opportunity • Sep 07Now 22% undervaluedOver the last 90 days, the stock has risen 9.4% to €23.34. The fair value is estimated to be €30.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 110%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are forecast to decline by 3.1% per annum over the same time period.New Risk • Aug 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings are forecast to decline by an average of 1.4% per year for the foreseeable future.Reported Earnings • Aug 29Second quarter 2025 earnings released: EPS: US$0.70 (vs US$0.044 in 2Q 2024)Second quarter 2025 results: EPS: US$0.70 (up from US$0.044 in 2Q 2024). Revenue: US$2.86b (up 2.9% from 2Q 2024). Net income: US$299.1m (up US$280.2m from 2Q 2024). Profit margin: 11% (up from 0.7% in 2Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany.お知らせ • Aug 08Chewy, Inc. to Report Q2, 2025 Results on Aug 28, 2024Chewy, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 28, 2024Buy Or Sell Opportunity • Aug 03Now 23% undervaluedOver the last 90 days, the stock has risen 38% to €20.35. The fair value is estimated to be €26.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Buy Or Sell Opportunity • Jul 01Now 4.8% overvalued after recent price riseOver the last 90 days, the stock has risen 80% to €25.98. The fair value is estimated to be €24.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.New Risk • Jun 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Shareholders have been diluted in the past year (2.0% increase in shares outstanding).お知らせ • Jun 27Chewy, Inc. (NYSE:CHWY) announces an Equity Buyback for 17,550,000 shares, representing 4.03% for $500 million.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the program, the company will repurchase up to 17,550,000 Class A common shares, representing 4.03% of its issued share capital for approximately $500 million. The shares will be repurchased at a price of $28.49 per share. The shares will be repurchased from Buddy Chester Sub LLC. The repurchased shares will be cancelled and retired. The program is expected to expire on June 27, 2024. As of June 26, 2024, the company has approximately 436,000,000 shares of class A common stock and class B common stock outstanding.Buy Or Sell Opportunity • Jun 26Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 94% to €27.51. The fair value is estimated to be €22.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.お知らせ • May 31Chewy, Inc. (NYSE:CHWY) announces an Equity Buyback for $500 million worth of its shares.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the program, the company will repurchase up to $500 million worth of its common stock. The program has no expiration date.Reported Earnings • May 30First quarter 2025 earnings released: EPS: US$0.15 (vs US$0.052 in 1Q 2024)First quarter 2025 results: EPS: US$0.15 (up from US$0.052 in 1Q 2024). Revenue: US$2.88b (up 3.3% from 1Q 2024). Net income: US$66.9m (up 202% from 1Q 2024). Profit margin: 2.3% (up from 0.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Germany.お知らせ • May 17Chewy, Inc., Annual General Meeting, Jul 11, 2024Chewy, Inc., Annual General Meeting, Jul 11, 2024.New Risk • May 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.お知らせ • May 10Chewy, Inc. to Report Q1, 2025 Results on May 29, 2024Chewy, Inc. announced that they will report Q1, 2025 results Pre-Market on May 29, 2024Board Change • Mar 29Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Jim Nelson was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.決済の安定と成長配当データの取得安定した配当: 3HHの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: 3HHの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Chewy 配当利回り対市場3HH 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (3HH)n/a市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (Specialty Retail)2.6%アナリスト予想 (3HH) (最長3年)0%注目すべき配当: 3HHは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: 3HHは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: 3HHの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: 3HHが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 16:00終値2026/05/22 00:00収益2026/02/01年間収益2026/02/01データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Chewy, Inc. 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40 アナリスト機関Peter BenedictBairdJustin KleberBairdTrevor YoungBarclays37 その他のアナリストを表示
お知らせ • Jun 24+ 2 more updatesChewy, Inc. (NYSE:CHWY) announces an Equity Buyback for $100 million worth of its shares.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the company will repurchase up to $100 million of Class A common stock from the selling stockholder Buddy Chester Sub LLC at a price per share equal to the per share purchase price to be paid by the underwriters in the Offering. The repurchased shares will be cancelled. The program is expected to be consummated concurrently with the Offering.
お知らせ • Sep 20Chewy, Inc. (NYSE:CHWY) announces an Equity Buyback for $300 million worth of its shares.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the program, the company will repurchase up to $300 million of Class A common stock at a price per share equal to the per share purchase price to be paid by the underwriters in the Offering. The shares will be repurchased from Buddy Chester Sub LLC (the Selling Stockholder). The repurchased shares will be cancelled. The program is expected to be consummated concurrently with the Offering.
お知らせ • Jun 27Chewy, Inc. (NYSE:CHWY) announces an Equity Buyback for 17,550,000 shares, representing 4.03% for $500 million.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the program, the company will repurchase up to 17,550,000 Class A common shares, representing 4.03% of its issued share capital for approximately $500 million. The shares will be repurchased at a price of $28.49 per share. The shares will be repurchased from Buddy Chester Sub LLC. The repurchased shares will be cancelled and retired. The program is expected to expire on June 27, 2024. As of June 26, 2024, the company has approximately 436,000,000 shares of class A common stock and class B common stock outstanding.
お知らせ • May 31Chewy, Inc. (NYSE:CHWY) announces an Equity Buyback for $500 million worth of its shares.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the program, the company will repurchase up to $500 million worth of its common stock. The program has no expiration date.
お知らせ • May 18Chewy, Inc. to Report Q1, 2027 Results on Jun 10, 2026Chewy, Inc. announced that they will report Q1, 2027 results Pre-Market on Jun 10, 2026
お知らせ • Apr 09Chewy, Inc. (NYSE:CHWY) entered into a definitive agreement to acquire Modern Animal, Inc.Chewy, Inc. (NYSE:CHWY) entered into a definitive agreement to acquire Modern Animal, Inc. on April 8, 2026. The transaction is subject to customary closing conditions, including regulatory approval. Closing is expected to occur in Chewy’s second quarter of fiscal year 2026. The acquisition is expected to be accretive to earnings per share (EPS) within the first year following close, with increasing contribution starting year 2. It is also expected to increase annualized run rate revenue, and is expected to be EBITDA-dollar neutral in 2026 on a pro forma basis.
お知らせ • Mar 02Chewy, Inc. to Report Q4, 2026 Results on Mar 25, 2026Chewy, Inc. announced that they will report Q4, 2026 results Pre-Market on Mar 25, 2026
お知らせ • Feb 25Chewy, Inc. Appoints Christopher S. Deppe as Principal Financial Officer, Effective as of February 23, 2026On February 23, 2026, the Board of Directors of Chewy, Inc. approved the appointment of Christopher S. Deppe as the Company’s principal financial officer, effective as of February 23, 2026. Deppe, aged 46, is a seasoned finance and operations leader with more than 20 years of experience. He joined Chewy in 2022 as the Vice President of Supply Chain and Operations Finance, and most recently served as the Head of all Corporate and Commercial Finance Functions. During his tenure, he has played a key role in advancing the company’s financial strategy, enhancing operational rigor, and supporting strong business performance aligned with Chewy’s long-term strategic priorities. Prior to joining Chewy, Deppe spent more than 16 years at Amazon in senior finance leadership roles across Global Transportation Services, Global Mile, and U.S. Fulfillment Center Operations. In these roles, he led large-scale cost optimization initiatives and strategic planning efforts across complex, global operations. From 2001 to 2005, Mr. Deppe served as Operations Manager at Intel Corporation, a global technology company. Deppe holds a Bachelor of Science in Chemical Engineering from Colorado State University and both a Master of Science in Finance and a Master of Business Administration from the Kelley School of Business at Indiana University.
お知らせ • Feb 24Chewy, Inc. Announces Chief Financial Officer Changes, Effective as of February 23, 2026Chewy, Inc. announced William Billings, Chief Accounting Officer and principal accounting officer had been appointed principal financial officer on an interim basis while the Company continued its previously announced search for a Chief Financial Officer. On February 23, 2026, the Board of Directors of the Company approved the appointment of Christopher S. Deppe as the Company’s CFO and principal financial officer, effective as of February 23, 2026. Also, on February 23, 2026, the Board removed Mr. Billings as the interim principal financial officer, effective as of the CFO Employment Date. Deppe, aged 46, is a seasoned finance and operations leader with more than 20 years of experience. He joined Chewy in 2022 as the Vice President of Supply Chain and Operations Finance, and most recently served as the Head of all Corporate and Commercial Finance Functions. During his tenure, he has played a key role in advancing the company’s financial strategy, enhancing operational rigor, and supporting strong business performance aligned with Chewy’s long-term strategic priorities. Prior to joining Chewy, Deppe spent more than 16 years at Amazon in senior finance leadership roles across Global Transportation Services, Global Mile, and U.S. Fulfillment Center Operations. In these roles, he led large-scale cost optimization initiatives and strategic planning efforts across complex, global operations. From 2001 to 2005, Mr. Deppe served as Operations Manager at Intel Corporation, a global technology company. Deppe holds a Bachelor of Science in Chemical Engineering from Colorado State University and both a Master of Science in Finance and a Master of Business Administration from the Kelley School of Business at Indiana University.
お知らせ • Jan 20Chewy, Inc. Announces Retirement of Satish Mehta as Chief Technology Officer, Effective February 6, 2026Chewy, Inc. announced that Satish Mehta, Chief Technology Officer, notified the Company of his intention to retire from the Company effective February 6, 2026. The Company intends to conduct a search for his successor.
お知らせ • Dec 11+ 1 more updateChewy, Inc. Narrows Earnings Guidance for the Full Year 2025Chewy, Inc. narrowed earnings guidance for the full year 2025. For the period, the company expects net sales outlook to between $12.58 billion and $12.6 billion or approximately 8% year-over-year growth when adjusted to exclude the impact of the 53rd week in fiscal year 2024.
お知らせ • Nov 19Chewy, Inc. to Report Q3, 2026 Results on Dec 10, 2025Chewy, Inc. announced that they will report Q3, 2026 results Pre-Market on Dec 10, 2025
お知らせ • Oct 31Chewy, Inc. (NYSE:CHWY) entered into a definitive agreement to acquire SmartPak Equine, LLC from Covetrus, Inc.Chewy, Inc. (NYSE:CHWY) entered into a definitive agreement to acquire SmartPak Equine, LLC from Covetrus, Inc. on October 30, 2025. The deal is an all-cash transaction that Chewy anticipates financing through its existing balance sheet. The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in Chewy’s fourth quarter of fiscal year 2025. Lincoln International LLC is serving as financial advisor to Covetrus. Benjamin Goodchild of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to Chewy, Inc.
お知らせ • Sep 12+ 1 more updateChewy, Inc. Raises Earnings Guidance for the Full Year 2025Chewy, Inc. raised earnings guidance for the full year 2025. For the period, the company raising and narrowing full year 2025 net sales outlook to between $12.5 billion and $12.6 billion or approximately 7% to 8% year-over-year growth when adjusted to exclude the impact of the 53rd week in fiscal year 2024. This represents $175 million increase to the midpoint of guidance range.
お知らせ • Sep 10Chewy Launches "Get Real™?," A New Healthy Fresh Food for DogsChewy, Inc. announced the launch of Get RealTM, a new line of minimally processed, fresh dog food available only at Chewy. The high-quality food comes in three different pup-approved recipes including Chicken & Brussels Sprouts, Beef & Sweet Potato and Turkey & Cranberry - all available as both full meals and meal toppers, made with 10 or fewer ingredients plus vitamins and minerals. Consumer demand for fresh dog food has never been higher; in fact, the fresh segment's growth is outpacing all other companion pet food categories. Chewy seamlessly integrated Get Real into its existing operations, strategically broadening its assortment for pet parents. Get Real makes it easy for customers by delivering smart, straightforward solutions, such as: Expert-created healthy recipes: Created by certified pet nutritionists, Get Real features human-grade recipes with real meat, fruit and veggies. Gently cooked to retain nutrients and then frozen to lock in freshness. Mealtimes made easy and joyful: Ready-to-serve, pre-portioned meals are delivered to your door-- just thaw and serve. A variety of recipes created for easy rotation without contamination stomachs that will keep pets excited. Un unparalleled convenience: Customizable plans that make it simple to adjust delivery frequency and accommodatezer space. 24/7 customer care: Pet parents can count on Chewy's customer care team with dedicated experts ready to support and answer any questions. Get Real is tailored to a variety of dogs' unique needs, considering their weight, breed, age, and activity level to provide the recommended ideal feeding amount for each meal. The recipes are also formulated to meet the nutritional levels established by the AAFCO (Ass Association of American Feed Control Officials) and are suitable for all life stages, from puppy to senior and even nursing or pregnant dogs. Available in select markets.
お知らせ • Aug 20Chewy, Inc. to Report Q2, 2026 Results on Sep 10, 2025Chewy, Inc. announced that they will report Q2, 2026 results Pre-Market on Sep 10, 2025
お知らせ • Jul 10Chewy, Inc. Announces CFO Changes, Effective July 3, 2025Chewy, Inc. announced that David Reeder would be resigning from his position as the Chief Financial Officer and principal financial officer, effective as of a date to be determined, to return to the semiconductor industry as a Chief Executive Officer. Mr. Reeder notified the Company that his resignation will be effective as of July 3, 2025. On July 3, 2025, the Board of Directors of the Company approved the appointment of William Billings as the Company’s principal financial officer on an interim basis, effective as of the same date. Mr. Billings will also continue to serve as the Company’s Chief Accounting Officer and principal accounting officer. Mr. Billings, age 49, serves as the Company’s Chief Accounting Officer and principal accounting officer, a position he has held since August 2024. Previously, Mr. Billings served as the Vice President of Finance and Chief Accounting Officer of GlobalFoundries, Inc., a semiconductor manufacturer, from November 2021 until July 2024, where he was responsible for overseeing global finance and accounting operations. Prior to that, Mr. Billings was Vice President of Accounting and Chief Accounting Officer at Coursera, Inc., an online course provider, from August 2021 to November 2021. Mr. Billings previously served as the Global Corporate Controller of Airbnb, Inc., an online marketplace for lodging and tourism activities, from July 2019 to August 2021 and the Vice President of Finance and Global Controller at World Fuel Services Corporation, an energy, commodities and services company, from November 2015 to July 2019. Mr. Billings also served in controllership roles for both General Electric Company from November 2013 to October 2015 and McDermott International Ltd. from June 2010 to November 2013. Mr. Billings has served as a director of Knightscope, Inc. since February 2024, and of Sucro Sourcing LLC since May 2024. Mr. Billings is a certified public accountant and holds a Bachelor of Science degree in accounting from Southern University A&M and a Master of Business Administration degree from Rice University.
お知らせ • Jun 24+ 2 more updatesChewy, Inc. (NYSE:CHWY) announces an Equity Buyback for $100 million worth of its shares.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the company will repurchase up to $100 million of Class A common stock from the selling stockholder Buddy Chester Sub LLC at a price per share equal to the per share purchase price to be paid by the underwriters in the Offering. The repurchased shares will be cancelled. The program is expected to be consummated concurrently with the Offering.
お知らせ • May 26Chewy, Inc., Annual General Meeting, Jul 10, 2025Chewy, Inc., Annual General Meeting, Jul 10, 2025.
お知らせ • May 12Chewy, Inc. Announces David Reeder to Depart as Chief Financial OfficerChewy, Inc. announced on May 12, 2025 that the Company’s Chief Financial Officer, David Reeder, will be departing in several months to return to the semiconductor industry as a Chief Executive Officer. David will remain as CFO through the next earnings announcement in June and assist with an orderly transition as Chewy undertakes a search for his successor.
お知らせ • May 09Chewy, Inc. to Report Q1, 2026 Results on Jun 11, 2025Chewy, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Jun 11, 2025
お知らせ • Mar 04Chewy, Inc. to Report Q4, 2025 Results on Mar 26, 2025Chewy, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 26, 2025
お知らせ • Feb 26Chewy, Inc. Appoints Deborah Ellinger as a Class II DirectorOn February 21, 2025, the board of directors of Chewy, Inc. increased the size of the Board from twelve to thirteen directors and filled the newly created vacancy by appointing Ms. Deborah Ellinger as a Class II director, with a term expiring at the Company’s annual meeting of stockholders in 2027. The Board has determined that Ms. Ellinger is independent for purposes of serving on the Board under the applicable rules of the Securities and Exchange Commission (the “SEC”) and the New York Stock Exchange (“NYSE”). Ms. Ellinger is a former CEO and experienced board member with extensive experience in the consumer products and solutions industry, including Pet. Ms. Ellinger is currently a Senior Advisor with Boston Consulting Group (“BCG”), a global consulting firm, where she works primarily with private equity clients investing in consumer and retail companies. She has held that position since 2018. Ms. Ellinger was previously the CEO and/or President of four private-equity backed companies from 2004 to 2018: Ideal Image, a MedSpa chain; The Princeton Review, a test prep company; Restoration Hardware, a home products retailer; and Wellness Pet Food, a pet food manufacturer. From 2001 to 2003, Ms. Ellinger was an Executive Vice President at CVS Pharmacy. From 1999 to 2001, Ms. Ellinger was a Senior Vice President at Staples. From 1990 to 1999, Ms. Ellinger was a Managing Director and Partner at BCG. Ms. Ellinger started her career in banking at Mellon Financial Corporation. Ms. Ellinger has served on several public and private boards, including: Tupperware, a manufacturer of home goods, from 2021 to 2023; iRobot, a manufacturer of consumer robots, from 2011 to 2023; Covetrus, a distributor of software and products for veterinarians, from 2019 to 2022; Interpublic from 2015 to 2017; National Life Group, a life insurance company, from 2007 to 2014; Sealy, a bedding manufacturer, from 2013 to 2020; and Malden Mills, a textile manufacturer, from 2003 to 2006. Ms. Ellinger holds a Bachelor of Arts and Master of Arts from the University of Cambridge, UK, and is a non-practicing Barrister-at-Law.
お知らせ • Dec 13Chewy, Inc. has completed a Follow-on Equity Offering in the amount of $496.51239 million.Chewy, Inc. has completed a Follow-on Equity Offering in the amount of $496.51239 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 15,852,886 Price\Range: $31.32
お知らせ • Dec 12+ 1 more updateChewy, Inc. has filed a Follow-on Equity Offering in the amount of $500 million.Chewy, Inc. has filed a Follow-on Equity Offering in the amount of $500 million. Security Name: Class A Common Stock Security Type: Common Stock
お知らせ • Nov 14Chewy, Inc. to Report Q3, 2025 Results on Dec 04, 2024Chewy, Inc. announced that they will report Q3, 2025 results Pre-Market on Dec 04, 2024
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €28.92, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total returns to shareholders of 57% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €43.75 per share.
New Risk • Oct 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (9.7% average weekly change).
お知らせ • Sep 21+ 1 more updateChewy, Inc. has completed a Follow-on Equity Offering in the amount of $500.00001 million.Chewy, Inc. has completed a Follow-on Equity Offering in the amount of $500.00001 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 16,666,667 Price\Range: $30 Discount Per Security: $0.6
お知らせ • Sep 20Chewy, Inc. (NYSE:CHWY) announces an Equity Buyback for $300 million worth of its shares.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the program, the company will repurchase up to $300 million of Class A common stock at a price per share equal to the per share purchase price to be paid by the underwriters in the Offering. The shares will be repurchased from Buddy Chester Sub LLC (the Selling Stockholder). The repurchased shares will be cancelled. The program is expected to be consummated concurrently with the Offering.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €27.89, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 6x in the Specialty Retail industry in Germany. Total returns to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €30.38 per share.
Buy Or Sell Opportunity • Sep 07Now 22% undervaluedOver the last 90 days, the stock has risen 9.4% to €23.34. The fair value is estimated to be €30.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 110%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are forecast to decline by 3.1% per annum over the same time period.
New Risk • Aug 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings are forecast to decline by an average of 1.4% per year for the foreseeable future.
Reported Earnings • Aug 29Second quarter 2025 earnings released: EPS: US$0.70 (vs US$0.044 in 2Q 2024)Second quarter 2025 results: EPS: US$0.70 (up from US$0.044 in 2Q 2024). Revenue: US$2.86b (up 2.9% from 2Q 2024). Net income: US$299.1m (up US$280.2m from 2Q 2024). Profit margin: 11% (up from 0.7% in 2Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany.
お知らせ • Aug 08Chewy, Inc. to Report Q2, 2025 Results on Aug 28, 2024Chewy, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 28, 2024
Buy Or Sell Opportunity • Aug 03Now 23% undervaluedOver the last 90 days, the stock has risen 38% to €20.35. The fair value is estimated to be €26.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Buy Or Sell Opportunity • Jul 01Now 4.8% overvalued after recent price riseOver the last 90 days, the stock has risen 80% to €25.98. The fair value is estimated to be €24.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
New Risk • Jun 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Shareholders have been diluted in the past year (2.0% increase in shares outstanding).
お知らせ • Jun 27Chewy, Inc. (NYSE:CHWY) announces an Equity Buyback for 17,550,000 shares, representing 4.03% for $500 million.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the program, the company will repurchase up to 17,550,000 Class A common shares, representing 4.03% of its issued share capital for approximately $500 million. The shares will be repurchased at a price of $28.49 per share. The shares will be repurchased from Buddy Chester Sub LLC. The repurchased shares will be cancelled and retired. The program is expected to expire on June 27, 2024. As of June 26, 2024, the company has approximately 436,000,000 shares of class A common stock and class B common stock outstanding.
Buy Or Sell Opportunity • Jun 26Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 94% to €27.51. The fair value is estimated to be €22.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
お知らせ • May 31Chewy, Inc. (NYSE:CHWY) announces an Equity Buyback for $500 million worth of its shares.Chewy, Inc. (NYSE:CHWY) announces a share repurchase program. Under the program, the program, the company will repurchase up to $500 million worth of its common stock. The program has no expiration date.
Reported Earnings • May 30First quarter 2025 earnings released: EPS: US$0.15 (vs US$0.052 in 1Q 2024)First quarter 2025 results: EPS: US$0.15 (up from US$0.052 in 1Q 2024). Revenue: US$2.88b (up 3.3% from 1Q 2024). Net income: US$66.9m (up 202% from 1Q 2024). Profit margin: 2.3% (up from 0.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Germany.
お知らせ • May 17Chewy, Inc., Annual General Meeting, Jul 11, 2024Chewy, Inc., Annual General Meeting, Jul 11, 2024.
New Risk • May 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
お知らせ • May 10Chewy, Inc. to Report Q1, 2025 Results on May 29, 2024Chewy, Inc. announced that they will report Q1, 2025 results Pre-Market on May 29, 2024
Board Change • Mar 29Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Jim Nelson was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.