Chewy（CHWY）株式概要
Chewy, Inc.はその子会社とともに、米国でeコマース事業を行っている。 詳細
CHWY Community Fair Values
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Analyst Price Targets
Chewy, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$21.48 |
| 52週高値 | US$48.62 |
| 52週安値 | US$21.17 |
| ベータ | 1.5 |
| 1ヶ月の変化 | -17.03% |
| 3ヶ月変化 | -11.35% |
| 1年変化 | -48.20% |
| 3年間の変化 | -36.41% |
| 5年間の変化 | -69.14% |
| IPOからの変化 | -38.61% |
最新ニュース
ナラティブの更新 • Apr 28
CHWY: Margin Upside And New CFO Seen Reshaping 2026 Narrative
Chewy's analyst price target has been revised modestly lower from $52 to $50 as analysts factor in slightly softer revenue growth and a higher discount rate, partially offset by improved margin expectations and a lower assumed future P/E multiple. Analyst Commentary Recent research on Chewy shows a mix of caution on near term estimates alongside several constructive updates, with some firms trimming price targets while others reiterate or raise upside scenarios based on valuation, execution and growth opportunities.Seeking Alpha • Apr 24
Chewy: Durable Demand And Consistent Earnings Growth
Summary Chewy offers a compelling "Buy" opportunity after a 20% YTD decline, trading at nearly half its 52-week highs. CHWY demonstrates macro resilience, maintaining high single-digit growth and expanding both active shoppers and average order sizes. 84% of CHWY's revenue now comes from autoship orders, enhancing top-line stability and customer stickiness. Margin expansion is supported by proprietary brands and a growing vet care segment, positioning CHWY for continued share gains. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 14
CHWY: Margin Reset And New CFO Appointment Will Shape 2026 Profit Outlook
Analysts have reduced the Chewy fair value estimate to $28.00, citing a reset in margin expectations and a wider range of Street price target changes following recent industry and company updates. Analyst Commentary Recent research shows a wide gap in how Wall Street values Chewy, with multiple price target cuts clustering around the same time as a handful of more constructive updates.Recent updates
ナラティブの更新 • Apr 28
CHWY: Margin Upside And New CFO Seen Reshaping 2026 Narrative
Chewy's analyst price target has been revised modestly lower from $52 to $50 as analysts factor in slightly softer revenue growth and a higher discount rate, partially offset by improved margin expectations and a lower assumed future P/E multiple. Analyst Commentary Recent research on Chewy shows a mix of caution on near term estimates alongside several constructive updates, with some firms trimming price targets while others reiterate or raise upside scenarios based on valuation, execution and growth opportunities.Seeking Alpha • Apr 24
Chewy: Durable Demand And Consistent Earnings Growth
Summary Chewy offers a compelling "Buy" opportunity after a 20% YTD decline, trading at nearly half its 52-week highs. CHWY demonstrates macro resilience, maintaining high single-digit growth and expanding both active shoppers and average order sizes. 84% of CHWY's revenue now comes from autoship orders, enhancing top-line stability and customer stickiness. Margin expansion is supported by proprietary brands and a growing vet care segment, positioning CHWY for continued share gains. Read the full article on Seeking Alphaナラティブの更新 • Apr 14
CHWY: Margin Reset And New CFO Appointment Will Shape 2026 Profit Outlook
Analysts have reduced the Chewy fair value estimate to $28.00, citing a reset in margin expectations and a wider range of Street price target changes following recent industry and company updates. Analyst Commentary Recent research shows a wide gap in how Wall Street values Chewy, with multiple price target cuts clustering around the same time as a handful of more constructive updates.
ナラティブの更新 • Mar 30
CHWY: 2026 Margin Execution And E Commerce Share Gains Will Drive Upside
Chewy's updated analyst price target has moved lower to reflect a reduced assumed future P/E multiple, even as analysts collectively point to steadier revenue growth and margins supported by recent research that includes several cuts alongside a few price target increases, such as RBC's $4 raise and TD Cowen's $3 hike. Analyst Commentary Street research on Chewy has become more divided, with several firms trimming price targets while a smaller group is leaning more constructive.
新しいナラティブ • Mar 20
Chewy Inc. (CHWY): The "Autoship" Moat vs. the Pet Adoption Trough
Chewy (CHWY) finds itself in a period of consolidation today, March 19, 2026, as the market prepares for its upcoming fiscal fourth-quarter results. The stock closed the session at $24.27 USD , down a marginal 0.25% , reflecting a broader "wait-and-see" approach from institutional investors.ナラティブの更新 • Mar 16
CHWY: 2026 Margin Execution And E Commerce Share Gains Will Unlock Upside
The analyst price target for Chewy has been trimmed by a modest amount, with analysts pointing to slightly softer industry growth assumptions. At the same time, they highlight Chewy's potential to gain share and benefit from improved messaging, auto-ship trends, and longer term sales and margin opportunities into 2026.ナラティブの更新 • Mar 02
CHWY: 2026 Margin Execution And GenAI ROIC Gains Will Unlock Upside
Analysts have trimmed their fair value estimate for Chewy by about $0.50 per share to $44.45. This reflects a mix of slightly higher long term growth and margin expectations, alongside lower assumed future P/E multiples and a spread of Street views that now range from $28 to $51 on valuation and 2026 sales and margin opportunities.ナラティブの更新 • Feb 16
CHWY: GenAI And GPU Efficiencies Will Reshape Profit Margins By 2026
Chewy's updated analyst price targets show a mixed but generally constructive reset, with changes such as a shift from $48 to $51 at one firm and from $46 to $44 at another. Analysts highlight potential upside from GenAI, GPU enabled efficiencies, AI related product catalysts, capital allocation, and selective multiple re rating potential into 2026.分析記事 • Feb 13
Why We're Not Concerned Yet About Chewy, Inc.'s (NYSE:CHWY) 27% Share Price Plunge
The Chewy, Inc. ( NYSE:CHWY ) share price has fared very poorly over the last month, falling by a substantial 27%. The...ナラティブの更新 • Feb 02
CHWY: Membership Price Increases And AI Efficiencies Will Reshape Profit Margins
Analysts recently adjusted their price targets on Chewy into the mid to high $40s, citing expectations for slightly stronger revenue growth, improved profit margins, a lower future P/E multiple, and growing confidence in the Chewy+ membership program and potential AI driven efficiencies. Analyst Commentary Recent research on Chewy reflects a mix of optimism around membership and AI driven efficiencies, alongside some caution on valuation, growth expectations, and margin assumptions.ナラティブの更新 • Jan 19
CHWY: Membership Pricing And AI Efficiencies Will Shape Margins And Engagement
Analysts now place Chewy's fair value at about $36.52, a small move from roughly $36.74, as they weigh a modest shift in discount rate and P/E assumptions against ongoing optimism around AI related efficiencies and the Chewy+ membership price increase. Analyst Commentary Street research paints a mixed picture for Chewy right now.ナラティブの更新 • Jan 05
CHWY: Membership Price Hike Will Shape Margins And Engagement Outlook
Analysts have nudged their price target on Chewy slightly higher to about $36.74 from roughly $36.46, citing improving long term revenue growth and margin prospects supported by the early success and planned price increase of the Chewy+ membership program. Analyst Commentary While the modest price target increase reflects growing confidence in Chewy’s long term profit potential, some bearish analysts remain cautious on the durability of member engagement and the pace of monetization from Chewy+.ナラティブの更新 • Dec 17
CHWY: Chewy+ Price Hike Will Test Margins And Membership Durability
Analysts have modestly trimmed their price target on Chewy, cutting fair value by about $0.22 per share as they balance slightly softer revenue growth expectations and a higher discount rate against improving profit margin forecasts and the long term upside they see from the successful Chewy+ membership price increase to $79. Analyst Commentary Bearish analysts acknowledge that the Chewy+ price increase to $79 underscores healthy early adoption of the membership program and a potentially meaningful incremental revenue stream into FY26.ナラティブの更新 • Dec 03
CHWY: Chewy+ Membership Price Increase Will Expand Long-Term Profit Potential
Analysts have nudged our fair value estimate for Chewy slightly lower, from approximately $45.45 to $44.95 per share. This reflects a modestly higher discount rate and only incremental improvements to revenue growth and long term profitability, despite generally supportive price targets tied to the Chewy+ membership opportunity and reinvestment driven share gains.ナラティブの更新 • Sep 12
Vet Care Clinics And New Ad Platform Will Drive Success
Analysts have modestly trimmed Chewy’s price target to $45.45, balancing near-term margin and earnings pressures tied to growth investments against confidence in resilient customer growth, market share gains, and the company’s long-term revenue upside. Analyst Commentary Bullish analysts point to Chewy’s ongoing investments in growth and new categories as building blocks for future market share gains, with several citing these reinvestments as potentially expediting revenue upside in 2026 and beyond.分析記事 • Jul 01
At US$42.62, Is Chewy, Inc. (NYSE:CHWY) Worth Looking At Closely?
Today we're going to take a look at the well-established Chewy, Inc. ( NYSE:CHWY ). The company's stock saw a...分析記事 • May 19
Are Investors Undervaluing Chewy, Inc. (NYSE:CHWY) By 31%?
Key Insights The projected fair value for Chewy is US$60.46 based on 2 Stage Free Cash Flow to Equity Current share...Seeking Alpha • Mar 27
Chewy Is Inching Closer To A Buy After Its Sales Acceleration
Summary Chewy posted strong Q4 results that showed revenue growth accelerating for the third straight quarter, alongside the first return to active customer growth in eight quarters. The company is expecting 6-7% revenue growth in FY25 (adjusted for a 53-week year in FY24), which is a stronger growth rate than in FY24. At the same time, we have yet to see how the latest macroeconomic turmoil will impact Chewy's sales. Pet owners may decide to trade down to cheaper brands. At ~18x adjusted EBITDA, Chewy isn't trading at a low enough multiple for safety. Though I'm inching more positive on this stock, I remain neutral for now. Read the full article on Seeking AlphaSeeking Alpha • Feb 23
Chewy: No Reason To Expect Outperformance
Summary Chewy's revenue and cash flows are rising, but the stock remains expensive, justifying a continued 'hold' rating. Despite a decline in active customers, increased spending per customer and growth in Autoship revenue highlights strong recurring revenue streams. The company's robust balance sheet, with no debt and significant net cash, reduces risk but doesn't offset the high valuation. The pet market's significant size and expected growth, along with Chewy's digital sales stake, support a more generous but cautious investment outlook. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
Chewy: Momentum In Autoship, Vet Clinics, And Mobile Engagement
Summary Chewy's strong demand momentum and growing Autoship sales indicate a robust value proposition, driving predictable, recurring revenue and enhancing customer retention despite a challenging macroenvironment. Investments in the mobile app are yielding high engagement, with app users showing higher retention, cross-category engagement, and Autoship adoption, creating a virtuous cycle of growth. The veterinary clinic venture is exceeding expectations, driving cross-category shopping and long-term customer relationships. Read the full article on Seeking AlphaSeeking Alpha • Jan 10
Chewy: Renewed Sales Momentum Gives Me Hope (Upgrade)
Summary I'm upgrading Chewy to a neutral rating after its recent Q3 results showed a re-acceleration in growth rates, particularly in autoship orders. The company re-hauled its mobile app, which has led to double-digit y/y growth in active users (MAUs). Management is also driving significant adjusted EBITDA expansion, in part driven by growing revenue contribution from services like Chewy Vet Care. At $36 per share, Chewy trades at a 20.1x EV/FY25 adjusted EBITDA, a premium multiple. I'd suggest waiting for a dip before buying in. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Chewy Q3: Cautiously Optimistic On A 22% Upside Potential (Rating Upgrade)
Summary I am upgrading Chewy to "buy" as its revenue should re-accelerate over the next few years from a combination of the Autoship program and progress on its strategic initiatives. During Q3 FY24, Chewy continued to see its NSPAC expand as it drives deeper adoption of its Autoship program while diversifying its revenue from Sponsored Ads, Chewy Health, and Chewy+ program. Although management raised its FY24 guidance, investor sentiment was dampened by the sequential decline in its gross and adjusted EBITDA margins, along with a miss on its Q3 adjusted EPS. Assessing both the “good” and the “bad”, I believe that long-term investors can initiate a small position in the company, as the upside looks attractive at current levels. Read the full article on Seeking AlphaSeeking Alpha • Oct 17
Chewy's Autoship, Other Growth Catalysts Not Enough To Boost Revenue Guidance
Summary I have upgraded my rating on Chewy to a "hold” with a price target of $28 due to improving underlying fundamentals, but will remain on the sidelines as the upside is limited. Chewy reported Q2 FY24 earnings where revenue and Adjusted EBITDA exceeded expectations, with strength in Active customers and NSPAC from its Autoship program and Chewy Health. However, the management kept its FY24 revenue guidance unchanged while raising its target for Adjusted EBITDA margin due to improving operating leverage. Assessing both the “good” and the “bad”, I believe that the stock is not trading at an attractive level from a risk-reward perspective, with little to no upside potential at current levels. Read the full article on Seeking Alpha
新しいナラティブ • Aug 29
How Calculated Investments And Customer Loyalty Propel Growth In Pet Care Industry
Chewy's efficient scaling and business model promise enhanced margins through leveraging high-margin ventures and fixed cost benefits, positively affecting net margins.Seeking Alpha • Aug 28
Chewy: No Longer A Dog
Summary Chewy is showing signs of recovery post-COVID, but at 19x forward EBITDA, the stock appears fairly priced, leading me to a neutral stance. Despite a solid Q2 and growing customer spending, Chewy's stagnant active customer base raises concerns about its long-term growth prospects. Chewy's revenue growth rates are expected to accelerate after Q3 2024, marking the first time in over five quarters. Chewy's profitability and strong balance sheet are commendable, but the stock's current valuation leaves little room for significant upside. Read the full article on Seeking AlphaSeeking Alpha • Aug 13
Chewy: Failing To Compete With Peers
Summary Stock market conditions in 2024 have seen a rally in growth stocks, a resurgence of meme stocks, and a recent spike in market volatility. Chewy stock has seen significant fluctuations following a slight recovery in its Q1 report and a substantial investment from "Roaring Kitty." Amazon, Walmart, and others appear to have similar prices to CHWY, giving the company no clear competitive advantage in the subscription dog food market. Compared to Amazon, I expect Chewy to face more significant marketing costs per customer and higher fulfillment and shipping expenses, giving Amazon a distinct long-term edge. Chewy's forward "P/E" appears too high, even with bullish long-term income outlooks, particularly given its material equity dilution rate through stock-based compensation. Read the full article on Seeking AlphaSeeking Alpha • Jun 30
Chewy: This Rally Will Fade
Summary Chewy stock has jumped significantly over the past month, driven in part by meme stock hype. It's a good time for investors to de-risk their positions and lock in gains here, as Chewy now trades at >20x current-year adjusted EBITDA. Though margins continue to expand at a healthy pace, Chewy hasn't been able to reverse growth deceleration. Read the full article on Seeking AlphaSeeking Alpha • Jun 07
Chewy's Q1: A Game-Changing Quarter (Rating Upgrade)
Summary Chewy reported better-than-expected earnings for Q1, achieving the highest amount of adjusted EBITDA in its history. The company started rolling out Chewy-branded veterinary clinics and saw double-digit growth in net revenue per active customer. Chewy announced a $500M stock buyback, and shares have revaluation potential. Shares remain attractively valued with a price-to-earnings ratio of 23X. Read the full article on Seeking Alpha株主還元
| CHWY | US Specialty Retail | US 市場 | |
|---|---|---|---|
| 7D | -9.3% | -6.0% | 1.1% |
| 1Y | -48.2% | -4.9% | 26.7% |
業界別リターン: CHWY過去 1 年間で-4.9 % の収益を上げたUS Specialty Retail業界を下回りました。
リターン対市場: CHWYは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| CHWY volatility | |
|---|---|
| CHWY Average Weekly Movement | 7.4% |
| Specialty Retail Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CHWY 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CHWYの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2010 | 18,000 | Sumit Singh | www.chewy.com |
Chewy, Inc.は子会社とともに米国でeコマース事業を展開している。ペットフードやおやつ、ペット用品、ペット薬、その他のペット健康商品、ペットサービスを提供。オートシップ定期購入プログラムなど、小売ウェブサイトやモバイルアプリケーションを通じて顧客にサービスを提供している。は2010年に設立され、フロリダ州プランテーションに本社を置いている。
Chewy, Inc. 基礎のまとめ
| CHWY 基礎統計学 | |
|---|---|
| 時価総額 | US$9.02b |
| 収益（TTM） | US$222.80m |
| 売上高(TTM) | US$12.60b |
40.2x
PER（株価収益率0.7x
P/SレシオCHWY は割高か？
公正価値と評価分析を参照収益と収入
| CHWY 損益計算書（TTM） | |
|---|---|
| 収益 | US$12.60b |
| 売上原価 | US$8.85b |
| 売上総利益 | US$3.75b |
| その他の費用 | US$3.53b |
| 収益 | US$222.80m |
直近の収益報告
Feb 01, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.53 |
| グロス・マージン | 29.79% |
| 純利益率 | 1.77% |
| 有利子負債／自己資本比率 | 0% |
CHWY の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/05/14 19:10 |
| 終値 | 2026/05/14 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Benedict | Baird |
| Justin Kleber | Baird |
| Trevor Young | Barclays |