Chewy, Inc.

NYSE:CHWY 주식 리포트

시가총액: US$9.6b

Chewy 향후 성장

Future 기준 점검 4/6

Chewy (는) 각각 연간 24.2% 및 7.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 23.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 73.1% 로 예상됩니다.

핵심 정보

24.2%

이익 성장률

23.42%

EPS 성장률

Specialty Retail 이익 성장9.8%
매출 성장률7.4%
향후 자기자본이익률73.08%
애널리스트 커버리지

Good

마지막 업데이트01 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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+.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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새 내러티브 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

이익 및 매출 성장 예측

NYSE:CHWY - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
1/31/202915,8936229781,31811
1/31/202814,7585089011,08723
1/31/202713,68137371789123
2/1/202612,602223562692N/A
11/2/202512,584206487636N/A
8/3/202512,345151463611N/A
5/4/202512,100388449601N/A
2/2/202511,861393453596N/A
10/27/202411,440402363488N/A
7/28/202411,308363259384N/A
4/28/202411,23584268419N/A
1/28/202411,14840343486N/A
10/29/202311,04914318487N/A
7/30/202310,83652340525N/A
4/30/202310,48154240416N/A
1/29/202310,11950119350N/A
10/30/20229,780-20-46183N/A
7/31/20229,460-55-114140N/A
5/1/20229,184-94-55176N/A
1/30/20228,967-75-2192N/A
10/31/20218,54511169335N/A
8/1/20218,11510200324N/A
5/2/20217,660-683210N/A
1/31/20217,146-922133N/A
11/1/20206,458-17419130N/A
8/2/20205,906-221-2668N/A
5/3/20205,359-27139118N/A
2/2/20204,847-252-247N/A
11/3/20194,580-258N/A51N/A
8/4/20194,226-257N/A6N/A
5/5/20193,878-238N/A-19N/A
2/3/20193,533-268N/A-13N/A
1/28/20182,104-700N/A-80N/A
1/31/20171,438-1,252N/A-113N/A
12/31/2016901-333N/A7N/A

애널리스트 향후 성장 전망

수입 대 저축률: CHWY 의 연간 예상 수익 증가율(24.2%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: CHWY 의 연간 수익(24.2%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: CHWY 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: CHWY 의 수익(연간 7.4%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: CHWY 의 수익(연간 7.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CHWY의 자본 수익률은 3년 후 73.1%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 20:02
종가2026/05/11 00:00
수익2026/02/01
연간 수익2026/02/01

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분석가 소스

Chewy, Inc.는 40명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Peter BenedictBaird
Justin KleberBaird
Trevor YoungBarclays