CHWY logo

Chewy, Inc. Stock Price

NYSE:CHWY Community·US$10.2b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 144 Fair Values set on narratives written by author

CHWY Share Price Performance

US$24.59
-13.76 (-35.88%)
US$40.77
Fair Value
US$24.59
-13.76 (-35.88%)
39.7% undervalued intrinsic discount
US$40.77
Fair Value
Price US$24.59
AnalystConsensusTarget US$40.77
AnalystHighTarget US$50.00
AnalystLowTarget US$28.00

CHWY Community Narratives

·
Fair Value US$40.77 39.7% undervalued intrinsic discount

Vet Care Clinics And New Ad Platform Will Drive Success

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70users have followed this narrative
·
Fair Value US$50 50.8% undervalued intrinsic discount

Digital Subscription And Telehealth Models Will Expand Pet Care Options

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4users have followed this narrative
·
Fair Value US$28 12.2% undervalued intrinsic discount

Flat Pet Adoption Trends And High Costs Will Hamper Prospects

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3users have followed this narrative
US$50
50.8% undervalued intrinsic discount
Revenue
10.02% p.a.
Profit Margin
4.64%
Future PE
34.51x
Price in 2029
US$63.81
US$28
12.2% undervalued intrinsic discount
Revenue
6.67% p.a.
Profit Margin
2.86%
Future PE
34.24x
Price in 2029
US$35.6
US$40.77
39.7% undervalued intrinsic discount
Revenue
8.09% p.a.
Profit Margin
3.92%
Future PE
34.91x
Price in 2029
US$51.68

Trending Discussion

Updated Narratives

CHWY logo

CHWY: Margin Upside And New CFO Seen Reshaping 2026 Narrative

Fair Value: US$50 50.8% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CHWY logo

CHWY: Margin Reset And New CFO Appointment Will Shape 2026 Profit Outlook

Fair Value: US$28 12.2% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CHWY logo

CHWY: 2026 Margin Execution And E Commerce Share Gains Will Drive Upside

Fair Value: US$40.77 39.7% undervalued intrinsic discount
70 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

1 Risk
2 Rewards

Chewy, Inc. Key Details

US$12.6b

Revenue

US$8.8b

Cost of Revenue

US$3.8b

Gross Profit

US$3.5b

Other Expenses

US$222.8m

Earnings

Last Reported Earnings
Feb 01, 2026
Next Reporting Earnings
n/a
0.53
29.79%
1.77%
0%
View Full Analysis

About CHWY

Founded
2010
Employees
18000
CEO
Sumit Singh
WebsiteView website
www.chewy.com

Chewy, Inc., together with its subsidiaries, engages in the e-commerce business in the United States. It offers pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services. The company serves its customer through its retail websites and mobile applications, including Autoship subscription program. Chewy, Inc. was founded in 2010 and is based in Plantation, Florida.

Recent CHWY News & Updates

Narrative Update 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
Narrative Update 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

No updates