View ValuationChewy 将来の成長Future 基準チェック /56Chewy利益と収益がそれぞれ年間24.2%と7.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に73.1% 23.4%なると予測されています。主要情報24.2%収益成長率23.42%EPS成長率Specialty Retail 収益成長14.9%収益成長率7.4%将来の株主資本利益率73.08%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報お知らせ • 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 • 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.Breakeven Date Change • Sep 01Forecast breakeven date moved forward to 2024The 21 analysts covering Chewy previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 33% to 2023. The company is expected to make a profit of US$22.0m in 2024. Average annual earnings growth of 91% is required to achieve expected profit on schedule.お知らせ • Aug 31Chewy, Inc. Provides Sales Guidance for the Third Quarter and Full Year of 2022Chewy, Inc. provided sales guidance for the third quarter and full year of 2022. For the third quarter, the company expects net sales to be between $2.44 billion and $2.46 billion, representing year-over-year growth of 10% to 11%. For the full year 2022, the company expects net sales to be between $9.9 billion and $10 billion, representing year-over-year growth of 11% to 12% or $1 billion to $1.1 billion in absolute dollar growth over 2021.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.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Mex$487, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Specialty Retail industry in South America. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$846 per share.Reported Earnings • Mar 26Full year 2026 earnings released: EPS: US$0.54 (vs US$0.93 in FY 2025)Full year 2026 results: EPS: US$0.54 (down from US$0.93 in FY 2025). Revenue: US$12.6b (up 6.2% from FY 2025). Net income: US$222.8m (down 43% from FY 2025). Profit margin: 1.8% (down from 3.3% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.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.Reported Earnings • Dec 12Third quarter 2026 earnings released: EPS: US$0.14 (vs US$0.009 in 3Q 2025)Third quarter 2026 results: EPS: US$0.14 (up from US$0.009 in 3Q 2025). Revenue: US$3.12b (up 8.3% from 3Q 2025). Net income: US$59.2m (up US$55.3m from 3Q 2025). Profit margin: 1.9% (up from 0.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.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.Buy Or Sell Opportunity • Oct 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to Mex$670. The fair value is estimated to be Mex$845, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.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.Reported Earnings • Sep 11Second quarter 2026 earnings released: EPS: US$0.15 (vs US$0.70 in 2Q 2025)Second quarter 2026 results: EPS: US$0.15 (down from US$0.70 in 2Q 2025). Revenue: US$3.10b (up 8.6% from 2Q 2025). Net income: US$62.0m (down 79% from 2Q 2025). Profit margin: 2.0% (down from 11% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Sep 10Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to Mex$644. The fair value is estimated to be Mex$847, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Meanwhile, the company has become profitable.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.Reported Earnings • Jun 13First quarter 2026 earnings released: EPS: US$0.15 (vs US$0.15 in 1Q 2025)First quarter 2026 results: EPS: US$0.15 (down from US$0.15 in 1Q 2025). Revenue: US$3.12b (up 8.3% from 1Q 2025). Net income: US$62.4m (down 6.7% from 1Q 2025). Profit margin: 2.0% (down from 2.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to Mex$760, the stock trades at a forward P/E ratio of 79x. Average forward P/E is 11x in the Specialty Retail industry in South America. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$863 per share.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, 2025Reported Earnings • Mar 27Full year 2025 earnings released: EPS: US$0.93 (vs US$0.092 in FY 2024)Full year 2025 results: EPS: US$0.93 (up from US$0.092 in FY 2024). Revenue: US$11.9b (up 6.4% from FY 2024). Net income: US$392.7m (up US$353.2m from FY 2024). Profit margin: 3.3% (up from 0.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Mar 12Now 26% undervaluedOver the last 90 days, the stock has risen 3.9% to Mex$670. The fair value is estimated to be Mex$909, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 122%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period.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.Buy Or Sell Opportunity • Feb 21Now 22% undervaluedOver the last 90 days, the stock has risen 5.8% to Mex$751. The fair value is estimated to be Mex$960, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 122%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.Board Change • Jan 03Less 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.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 StockReported Earnings • Dec 05Third quarter 2025 earnings released: EPS: US$0.009 (vs US$0.082 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.009 (up from US$0.082 loss in 3Q 2024). Revenue: US$2.88b (up 4.8% from 3Q 2024). Net income: US$3.93m (up US$39.3m from 3Q 2024). Profit margin: 0.1% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Dec 04Now 23% undervaluedOver the last 90 days, the stock has risen 26% to Mex$647. The fair value is estimated to be Mex$845, 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 6.5% per annum. Earnings are also forecast to grow by 2.1% per annum over the same time period.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 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$630, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 9x in the Specialty Retail industry in South America. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$610 per share.New Risk • Oct 24New 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future.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 Mex$599, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$445 per share.Buy Or Sell Opportunity • Sep 12Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 41% to Mex$590. The fair value is estimated to be Mex$464, however this is not to be taken as a sell 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.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 2.7% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Aug 14Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 71% to Mex$481. The fair value is estimated to be Mex$384, 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 29% per annum over the same time period.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, 2024New 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. This is currently the only risk that has been identified for the company.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.Buy Or Sell Opportunity • May 30Now 27% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$319. The fair value is estimated to be Mex$251, 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 5.7% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.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. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (2.1% increase in shares outstanding).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 • May 09Less 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.Board Change • Mar 08Less 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.お知らせ • Feb 29Chewy, Inc. to Report Q4, 2024 Results on Mar 20, 2024Chewy, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Mar 20, 2024Board Change • Feb 12Less 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.Recent Insider Transactions • Dec 17Independent Director recently bought Mex$5.2m worth of stockOn the 12th of December, James Star bought around 15k shares on-market at roughly Mex$339 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$95m more in shares than they bought in the last 12 months.New Risk • Dec 07New 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. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (2.1% increase in shares outstanding).Reported Earnings • Dec 07Third quarter 2024 earnings released: US$0.083 loss per share (vs US$0.053 profit in 3Q 2023)Third quarter 2024 results: US$0.083 loss per share (down from US$0.053 profit in 3Q 2023). Revenue: US$2.74b (up 13% from 3Q 2023). Net loss: US$35.8m (down 260% from profit in 3Q 2023). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.お知らせ • Dec 07Chewy, Inc. Announces Chief Financial Officer ChangesChewy, Inc. announced the appointment of David Reeder as Chief Financial Officer (CFO), effective February 14, 2024. David joins Chewy from GlobalFoundries, Inc., a leading semiconductor manufacturer, where he has served as CFO since 2020 and led their financial strategy, including their 2021 initial public offering. David previously served as Chief Executive Officer (CEO) of Tower Hill Insurance Group, as well as President and CEO of Lexmark International Inc. Earlier in his career, David was CFO at Electronics for Imaging, Inc., and he also held executive roles at Cisco Systems, Inc., Broadcom Inc., and Texas Instruments Inc. David is currently a member of the board of directors of Alphawave IP Group plc. He holds a Bachelor of Science degree in Chemical Engineering from University of Arkansas and a Master of Business Administration degree from Southern Methodist University. Upon David’s arrival, interim CFO Stacy Bowman will continue serving as Chewy’s Chief Accounting Officer.Board Change • Nov 24Less 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.お知らせ • Oct 27Chewy, Inc. to Report Q3, 2024 Results on Dec 06, 2023Chewy, Inc. announced that they will report Q3, 2024 results After-Market on Dec 06, 2023Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: US$0.044 (vs US$0.053 in 2Q 2023)Second quarter 2024 results: EPS: US$0.044 (down from US$0.053 in 2Q 2023). Revenue: US$2.78b (up 14% from 2Q 2023). Net income: US$18.9m (down 15% from 2Q 2023). Profit margin: 0.7% (down from 0.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in South America.お知らせ • Aug 10Chewy, Inc. to Report Q2, 2024 Results on Aug 30, 2023Chewy, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 30, 2023お知らせ • Jul 23Chewy, Inc. Announces Chief Financial Officer ChangesChewy, Inc. announced that Mario Marte has decided to retire from the Company, effective as of July 28, 2023. As part of the transition process, Stacy Bowman, Chief Accounting Officer, has been appointed interim CFO while the Company continues its previously announced search for a permanent CFO.Board Change • Jul 06Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Jun 03Chewy, Inc., Annual General Meeting, Jul 14, 2023Chewy, Inc., Annual General Meeting, Jul 14, 2023, at 10:00 US Eastern Standard Time. Agenda: To discuss elect to Board of Directors four director nominees for three-year terms; to discuss ratify the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending January 28, 2024; to discuss approve, on a non-binding, advisory basis, the compensation of named executive officers; to discuss approve an amendment to the Amended and Restated Certificate of Incorporation to require that claims under the Securities Act of 1933, as amended; and to transact such other business.Reported Earnings • Jun 02First quarter 2024 earnings released: EPS: US$0.052 (vs US$0.044 in 1Q 2023)First quarter 2024 results: EPS: US$0.052 (up from US$0.044 in 1Q 2023). Revenue: US$2.78b (up 15% from 1Q 2023). Net income: US$22.2m (up 20% from 1Q 2023). Profit margin: 0.8% (in line with 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in South America.お知らせ • May 11Chewy, Inc. to Report Q1, 2024 Results on May 31, 2023Chewy, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 31, 2023Board Change • May 10Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • May 06Chewy, Inc. Announces the Retirement of Susan Helfrick as General Counsel and Secretary, Effective as of June 20, 2023On May 2, 2023, Susan Helfrick, General Counsel and Secretary of Chewy, Inc., notified theCompany of her decision to retire from her position effective as of June 20, 2023. Ms. Helfrick is also anamed executive officer of the Company.Reported Earnings • Mar 24Full year 2023 earnings releasedFull year 2023 results: Net income: (up US$73.8m from FY 2022).Board Change • Mar 23Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Recent Insider Transactions • Jan 19Chief Financial Officer recently sold Mex$32m worth of stockOn the 13th of January, Mario Marte sold around 39k shares on-market at roughly Mex$823 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$144m. Mario has been a net seller over the last 12 months, reducing personal holdings by Mex$136m.Board Change • Jan 17Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Recent Insider Transactions • Dec 17General Counsel & Secretary recently sold Mex$63m worth of stockOn the 14th of December, Susan Helfrick sold around 71k shares on-market at roughly Mex$893 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$212m more than they bought in the last 12 months.Reported Earnings • Dec 09Third quarter 2023 earnings released: EPS: US$0.005 (vs US$0.077 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.005 (up from US$0.077 loss in 3Q 2022). Revenue: US$2.53b (up 14% from 3Q 2022). Net income: US$2.31m (up US$34.6m from 3Q 2022). Profit margin: 0.1% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Online Retail industry in South America.Board Change • Dec 05Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Nov 18Chewy, Inc. to Report Q3, 2023 Results on Dec 08, 2022Chewy, Inc. announced that they will report Q3, 2023 results After-Market on Dec 08, 2022Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Buying Opportunity • Sep 21Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be Mex$834, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 12% in a year. Earnings is forecast to grow by 77% in the next year.お知らせ • Sep 17Chewy, Inc. Announces Board ChangesOn September 13, 2022, Mr. James Kim resigned from the board of directors of Chewy, Inc., effective as of September 13, 2022. On September 14, 2022, the Board appointed Mr. Mathieu Bigand to fill the vacancy on the Board created by the resignation of Mr. Kim. Mr. Bigand will serve on the Board as a Class III director with a term expiring at the Company’s annual meeting of stockholders in 2025. Mr. Bigand currently serves as a Principal at BC Partners. Before joining BC Partners in 2019, Mr. Bigand served in the Investment Banking division at Goldman Sachs Group, Inc. from 2014 to 2019, where he focused on the technology, media and telecommunications spaces. Mr. Bigand also currently serves on the board of Women’s Care Enterprises, LLC. Mr. Bigand holds a Master in Management degree from HEC Paris and Bachelor in Mathematics degree from Paris 1 Panthéon-Sorbonne University.Board Change • Sep 08Less 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.Breakeven Date Change • Sep 01Forecast breakeven date moved forward to 2024The 21 analysts covering Chewy previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 33% to 2023. The company is expected to make a profit of US$22.0m in 2024. Average annual earnings growth of 91% is required to achieve expected profit on schedule.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: US$0.053 (vs US$0.04 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.053 (up from US$0.04 loss in 2Q 2022). Revenue: US$2.43b (up 13% from 2Q 2022). Net income: US$22.3m (up US$39.0m from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 21% growth forecast for the Online Retail industry in Mexico.お知らせ • Aug 31Chewy, Inc. Provides Sales Guidance for the Third Quarter and Full Year of 2022Chewy, Inc. provided sales guidance for the third quarter and full year of 2022. For the third quarter, the company expects net sales to be between $2.44 billion and $2.46 billion, representing year-over-year growth of 10% to 11%. For the full year 2022, the company expects net sales to be between $9.9 billion and $10 billion, representing year-over-year growth of 11% to 12% or $1 billion to $1.1 billion in absolute dollar growth over 2021.お知らせ • Aug 10Chewy, Inc. to Report Q2, 2023 Results on Aug 30, 2022Chewy, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 30, 2022お知らせ • Aug 06Chewy Launches Careplus, Making Wellness and Insurance Plans Available to Millions of Pet ParentsChewy, Inc. announces the expansion of its Insurance and Wellness offering. CarePlus is an exclusive suite of pet-first wellness and insurance plans that are now available in 31 states and will expand nationwide by late 2022. CarePlus is the latest addition to Chewy's growing health and wellness portfolio that is increasing access to affordable and high-quality pet healthcare. Benefits of CarePlus include 24/7 access to Chewy's customer care team for those seeking education on insurance, the ability to instantly connect with licensed veterinarians through Chewy's telehealth service, Connect with a Vet, and 100% of costs covered for eligible prescription medication, supplement and veterinary diet food purchases on Chewy.com. All these features were intentionally blended together to enable customers to provide more comprehensive healthcare for their pets. CarePlus also delivers a seamless end-to-end user experience for veterinary and client interactions with the option for direct payments at participating clinics via Trupanion's patented software, reducing out-of-pocket expenses and enhancing access to care. Ultimately, CarePlus is well-positioned to increase the percentage of insured pets that walk through the doors of veterinary hospitals and ensure that they receive the best care possible. The wellness plans start at $20 a month and cover preventative care such as annual exams, vaccines and parasiticides. Insurance plans start at $20, $60 or $100 a month and provide pet parents with financial ease and peace of mind from accidents, unexpected illnesses and surgeries.Board Change • Jul 18Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Buying Opportunity • Jun 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 38%. The fair value is estimated to be Mex$718, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 64%. Revenue is forecast to grow by 32% in 2 years. Earnings is forecast to grow by 85% in the next 2 years.Recent Insider Transactions • Jun 18CEO & Director recently sold Mex$96m worth of stockOn the 14th of June, Sumit Singh sold around 170k shares on-market at roughly Mex$562 per share. This was the largest sale by an insider in the last 3 months. Sumit has been a seller over the last 12 months, reducing personal holdings by Mex$273m.業績と収益の成長予測BMV:CHWY * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数1/31/202915,8896229781,318111/31/202814,7565089011,087231/31/202713,680373717891232/1/202612,602223562692N/A11/2/202512,584206487636N/A8/3/202512,345151463611N/A5/4/202512,100388449601N/A2/2/202511,861393453596N/A10/27/202411,440402363488N/A7/28/202411,308363259384N/A4/28/202411,23584268419N/A1/28/202411,14840343486N/A10/29/202311,04914318487N/A7/30/202310,83652340525N/A4/30/202310,48154240416N/A1/29/202310,11950119350N/A10/30/20229,780-20-46183N/A7/31/20229,460-55-114140N/A5/1/20229,184-94-55176N/A1/30/20228,967-75-2192N/A10/31/20218,54511169335N/A8/1/20218,11510200324N/A5/2/20217,660-683210N/A1/31/20217,146-922133N/A11/1/20206,458-17419130N/A8/2/20205,906-221-2668N/A5/3/20205,359-27139118N/A2/2/20204,847-252-247N/A11/3/20194,580-258N/A51N/A8/4/20194,226-257N/A6N/A5/5/20193,878-238N/A-19N/A2/3/20193,533-268N/A-13N/A1/28/20182,104-700N/A-80N/A1/31/20171,438-1,252N/A-113N/A12/31/2016901-333N/A7N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: CHWY *の予測収益成長率 (年間24.2% ) は 貯蓄率 ( 9% ) を上回っています。収益対市場: CHWY *の収益 ( 24.2% ) はMX市場 ( 9% ) よりも速いペースで成長すると予測されています。高成長収益: CHWY *の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: CHWY *の収益 ( 7.4% ) MX市場 ( 6.2% ) よりも速いペースで成長すると予測されています。高い収益成長: CHWY *の収益 ( 7.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CHWY *の 自己資本利益率 は、3年後には非常に高くなると予測されています ( 73.1 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance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2026/05/23 20:56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 • 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 • 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.
Breakeven Date Change • Sep 01Forecast breakeven date moved forward to 2024The 21 analysts covering Chewy previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 33% to 2023. The company is expected to make a profit of US$22.0m in 2024. Average annual earnings growth of 91% is required to achieve expected profit on schedule.
お知らせ • Aug 31Chewy, Inc. Provides Sales Guidance for the Third Quarter and Full Year of 2022Chewy, Inc. provided sales guidance for the third quarter and full year of 2022. For the third quarter, the company expects net sales to be between $2.44 billion and $2.46 billion, representing year-over-year growth of 10% to 11%. For the full year 2022, the company expects net sales to be between $9.9 billion and $10 billion, representing year-over-year growth of 11% to 12% or $1 billion to $1.1 billion in absolute dollar growth over 2021.
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.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Mex$487, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Specialty Retail industry in South America. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$846 per share.
Reported Earnings • Mar 26Full year 2026 earnings released: EPS: US$0.54 (vs US$0.93 in FY 2025)Full year 2026 results: EPS: US$0.54 (down from US$0.93 in FY 2025). Revenue: US$12.6b (up 6.2% from FY 2025). Net income: US$222.8m (down 43% from FY 2025). Profit margin: 1.8% (down from 3.3% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
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.
Reported Earnings • Dec 12Third quarter 2026 earnings released: EPS: US$0.14 (vs US$0.009 in 3Q 2025)Third quarter 2026 results: EPS: US$0.14 (up from US$0.009 in 3Q 2025). Revenue: US$3.12b (up 8.3% from 3Q 2025). Net income: US$59.2m (up US$55.3m from 3Q 2025). Profit margin: 1.9% (up from 0.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
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.
Buy Or Sell Opportunity • Oct 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to Mex$670. The fair value is estimated to be Mex$845, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
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.
Reported Earnings • Sep 11Second quarter 2026 earnings released: EPS: US$0.15 (vs US$0.70 in 2Q 2025)Second quarter 2026 results: EPS: US$0.15 (down from US$0.70 in 2Q 2025). Revenue: US$3.10b (up 8.6% from 2Q 2025). Net income: US$62.0m (down 79% from 2Q 2025). Profit margin: 2.0% (down from 11% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Sep 10Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to Mex$644. The fair value is estimated to be Mex$847, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Meanwhile, the company has become profitable.
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.
Reported Earnings • Jun 13First quarter 2026 earnings released: EPS: US$0.15 (vs US$0.15 in 1Q 2025)First quarter 2026 results: EPS: US$0.15 (down from US$0.15 in 1Q 2025). Revenue: US$3.12b (up 8.3% from 1Q 2025). Net income: US$62.4m (down 6.7% from 1Q 2025). Profit margin: 2.0% (down from 2.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to Mex$760, the stock trades at a forward P/E ratio of 79x. Average forward P/E is 11x in the Specialty Retail industry in South America. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$863 per share.
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
Reported Earnings • Mar 27Full year 2025 earnings released: EPS: US$0.93 (vs US$0.092 in FY 2024)Full year 2025 results: EPS: US$0.93 (up from US$0.092 in FY 2024). Revenue: US$11.9b (up 6.4% from FY 2024). Net income: US$392.7m (up US$353.2m from FY 2024). Profit margin: 3.3% (up from 0.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Mar 12Now 26% undervaluedOver the last 90 days, the stock has risen 3.9% to Mex$670. The fair value is estimated to be Mex$909, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 122%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period.
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.
Buy Or Sell Opportunity • Feb 21Now 22% undervaluedOver the last 90 days, the stock has risen 5.8% to Mex$751. The fair value is estimated to be Mex$960, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 122%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.
Board Change • Jan 03Less 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.
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
Reported Earnings • Dec 05Third quarter 2025 earnings released: EPS: US$0.009 (vs US$0.082 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.009 (up from US$0.082 loss in 3Q 2024). Revenue: US$2.88b (up 4.8% from 3Q 2024). Net income: US$3.93m (up US$39.3m from 3Q 2024). Profit margin: 0.1% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Dec 04Now 23% undervaluedOver the last 90 days, the stock has risen 26% to Mex$647. The fair value is estimated to be Mex$845, 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 6.5% per annum. Earnings are also forecast to grow by 2.1% per annum over the same time period.
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 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$630, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 9x in the Specialty Retail industry in South America. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$610 per share.
New Risk • Oct 24New 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future.
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 Mex$599, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$445 per share.
Buy Or Sell Opportunity • Sep 12Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 41% to Mex$590. The fair value is estimated to be Mex$464, however this is not to be taken as a sell 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.
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 2.7% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Aug 14Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 71% to Mex$481. The fair value is estimated to be Mex$384, 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 29% per annum over the same time period.
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
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. This is currently the only risk that has been identified for the company.
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.
Buy Or Sell Opportunity • May 30Now 27% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$319. The fair value is estimated to be Mex$251, 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 5.7% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
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. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
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 • May 09Less 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.
Board Change • Mar 08Less 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.
お知らせ • Feb 29Chewy, Inc. to Report Q4, 2024 Results on Mar 20, 2024Chewy, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Mar 20, 2024
Board Change • Feb 12Less 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.
Recent Insider Transactions • Dec 17Independent Director recently bought Mex$5.2m worth of stockOn the 12th of December, James Star bought around 15k shares on-market at roughly Mex$339 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$95m more in shares than they bought in the last 12 months.
New Risk • Dec 07New 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. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
Reported Earnings • Dec 07Third quarter 2024 earnings released: US$0.083 loss per share (vs US$0.053 profit in 3Q 2023)Third quarter 2024 results: US$0.083 loss per share (down from US$0.053 profit in 3Q 2023). Revenue: US$2.74b (up 13% from 3Q 2023). Net loss: US$35.8m (down 260% from profit in 3Q 2023). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.
お知らせ • Dec 07Chewy, Inc. Announces Chief Financial Officer ChangesChewy, Inc. announced the appointment of David Reeder as Chief Financial Officer (CFO), effective February 14, 2024. David joins Chewy from GlobalFoundries, Inc., a leading semiconductor manufacturer, where he has served as CFO since 2020 and led their financial strategy, including their 2021 initial public offering. David previously served as Chief Executive Officer (CEO) of Tower Hill Insurance Group, as well as President and CEO of Lexmark International Inc. Earlier in his career, David was CFO at Electronics for Imaging, Inc., and he also held executive roles at Cisco Systems, Inc., Broadcom Inc., and Texas Instruments Inc. David is currently a member of the board of directors of Alphawave IP Group plc. He holds a Bachelor of Science degree in Chemical Engineering from University of Arkansas and a Master of Business Administration degree from Southern Methodist University. Upon David’s arrival, interim CFO Stacy Bowman will continue serving as Chewy’s Chief Accounting Officer.
Board Change • Nov 24Less 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.
お知らせ • Oct 27Chewy, Inc. to Report Q3, 2024 Results on Dec 06, 2023Chewy, Inc. announced that they will report Q3, 2024 results After-Market on Dec 06, 2023
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: US$0.044 (vs US$0.053 in 2Q 2023)Second quarter 2024 results: EPS: US$0.044 (down from US$0.053 in 2Q 2023). Revenue: US$2.78b (up 14% from 2Q 2023). Net income: US$18.9m (down 15% from 2Q 2023). Profit margin: 0.7% (down from 0.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in South America.
お知らせ • Aug 10Chewy, Inc. to Report Q2, 2024 Results on Aug 30, 2023Chewy, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 30, 2023
お知らせ • Jul 23Chewy, Inc. Announces Chief Financial Officer ChangesChewy, Inc. announced that Mario Marte has decided to retire from the Company, effective as of July 28, 2023. As part of the transition process, Stacy Bowman, Chief Accounting Officer, has been appointed interim CFO while the Company continues its previously announced search for a permanent CFO.
Board Change • Jul 06Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Jun 03Chewy, Inc., Annual General Meeting, Jul 14, 2023Chewy, Inc., Annual General Meeting, Jul 14, 2023, at 10:00 US Eastern Standard Time. Agenda: To discuss elect to Board of Directors four director nominees for three-year terms; to discuss ratify the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending January 28, 2024; to discuss approve, on a non-binding, advisory basis, the compensation of named executive officers; to discuss approve an amendment to the Amended and Restated Certificate of Incorporation to require that claims under the Securities Act of 1933, as amended; and to transact such other business.
Reported Earnings • Jun 02First quarter 2024 earnings released: EPS: US$0.052 (vs US$0.044 in 1Q 2023)First quarter 2024 results: EPS: US$0.052 (up from US$0.044 in 1Q 2023). Revenue: US$2.78b (up 15% from 1Q 2023). Net income: US$22.2m (up 20% from 1Q 2023). Profit margin: 0.8% (in line with 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in South America.
お知らせ • May 11Chewy, Inc. to Report Q1, 2024 Results on May 31, 2023Chewy, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 31, 2023
Board Change • May 10Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • May 06Chewy, Inc. Announces the Retirement of Susan Helfrick as General Counsel and Secretary, Effective as of June 20, 2023On May 2, 2023, Susan Helfrick, General Counsel and Secretary of Chewy, Inc., notified theCompany of her decision to retire from her position effective as of June 20, 2023. Ms. Helfrick is also anamed executive officer of the Company.
Reported Earnings • Mar 24Full year 2023 earnings releasedFull year 2023 results: Net income: (up US$73.8m from FY 2022).
Board Change • Mar 23Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Recent Insider Transactions • Jan 19Chief Financial Officer recently sold Mex$32m worth of stockOn the 13th of January, Mario Marte sold around 39k shares on-market at roughly Mex$823 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$144m. Mario has been a net seller over the last 12 months, reducing personal holdings by Mex$136m.
Board Change • Jan 17Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Recent Insider Transactions • Dec 17General Counsel & Secretary recently sold Mex$63m worth of stockOn the 14th of December, Susan Helfrick sold around 71k shares on-market at roughly Mex$893 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$212m more than they bought in the last 12 months.
Reported Earnings • Dec 09Third quarter 2023 earnings released: EPS: US$0.005 (vs US$0.077 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.005 (up from US$0.077 loss in 3Q 2022). Revenue: US$2.53b (up 14% from 3Q 2022). Net income: US$2.31m (up US$34.6m from 3Q 2022). Profit margin: 0.1% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Online Retail industry in South America.
Board Change • Dec 05Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Nov 18Chewy, Inc. to Report Q3, 2023 Results on Dec 08, 2022Chewy, Inc. announced that they will report Q3, 2023 results After-Market on Dec 08, 2022
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Buying Opportunity • Sep 21Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be Mex$834, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 12% in a year. Earnings is forecast to grow by 77% in the next year.
お知らせ • Sep 17Chewy, Inc. Announces Board ChangesOn September 13, 2022, Mr. James Kim resigned from the board of directors of Chewy, Inc., effective as of September 13, 2022. On September 14, 2022, the Board appointed Mr. Mathieu Bigand to fill the vacancy on the Board created by the resignation of Mr. Kim. Mr. Bigand will serve on the Board as a Class III director with a term expiring at the Company’s annual meeting of stockholders in 2025. Mr. Bigand currently serves as a Principal at BC Partners. Before joining BC Partners in 2019, Mr. Bigand served in the Investment Banking division at Goldman Sachs Group, Inc. from 2014 to 2019, where he focused on the technology, media and telecommunications spaces. Mr. Bigand also currently serves on the board of Women’s Care Enterprises, LLC. Mr. Bigand holds a Master in Management degree from HEC Paris and Bachelor in Mathematics degree from Paris 1 Panthéon-Sorbonne University.
Board Change • Sep 08Less 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.
Breakeven Date Change • Sep 01Forecast breakeven date moved forward to 2024The 21 analysts covering Chewy previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 33% to 2023. The company is expected to make a profit of US$22.0m in 2024. Average annual earnings growth of 91% is required to achieve expected profit on schedule.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: US$0.053 (vs US$0.04 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.053 (up from US$0.04 loss in 2Q 2022). Revenue: US$2.43b (up 13% from 2Q 2022). Net income: US$22.3m (up US$39.0m from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 21% growth forecast for the Online Retail industry in Mexico.
お知らせ • Aug 31Chewy, Inc. Provides Sales Guidance for the Third Quarter and Full Year of 2022Chewy, Inc. provided sales guidance for the third quarter and full year of 2022. For the third quarter, the company expects net sales to be between $2.44 billion and $2.46 billion, representing year-over-year growth of 10% to 11%. For the full year 2022, the company expects net sales to be between $9.9 billion and $10 billion, representing year-over-year growth of 11% to 12% or $1 billion to $1.1 billion in absolute dollar growth over 2021.
お知らせ • Aug 10Chewy, Inc. to Report Q2, 2023 Results on Aug 30, 2022Chewy, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 30, 2022
お知らせ • Aug 06Chewy Launches Careplus, Making Wellness and Insurance Plans Available to Millions of Pet ParentsChewy, Inc. announces the expansion of its Insurance and Wellness offering. CarePlus is an exclusive suite of pet-first wellness and insurance plans that are now available in 31 states and will expand nationwide by late 2022. CarePlus is the latest addition to Chewy's growing health and wellness portfolio that is increasing access to affordable and high-quality pet healthcare. Benefits of CarePlus include 24/7 access to Chewy's customer care team for those seeking education on insurance, the ability to instantly connect with licensed veterinarians through Chewy's telehealth service, Connect with a Vet, and 100% of costs covered for eligible prescription medication, supplement and veterinary diet food purchases on Chewy.com. All these features were intentionally blended together to enable customers to provide more comprehensive healthcare for their pets. CarePlus also delivers a seamless end-to-end user experience for veterinary and client interactions with the option for direct payments at participating clinics via Trupanion's patented software, reducing out-of-pocket expenses and enhancing access to care. Ultimately, CarePlus is well-positioned to increase the percentage of insured pets that walk through the doors of veterinary hospitals and ensure that they receive the best care possible. The wellness plans start at $20 a month and cover preventative care such as annual exams, vaccines and parasiticides. Insurance plans start at $20, $60 or $100 a month and provide pet parents with financial ease and peace of mind from accidents, unexpected illnesses and surgeries.
Board Change • Jul 18Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Buying Opportunity • Jun 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 38%. The fair value is estimated to be Mex$718, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 64%. Revenue is forecast to grow by 32% in 2 years. Earnings is forecast to grow by 85% in the next 2 years.
Recent Insider Transactions • Jun 18CEO & Director recently sold Mex$96m worth of stockOn the 14th of June, Sumit Singh sold around 170k shares on-market at roughly Mex$562 per share. This was the largest sale by an insider in the last 3 months. Sumit has been a seller over the last 12 months, reducing personal holdings by Mex$273m.