CHWY logo

Chewy, Inc. Stock Price

NYSE:CHWY Community·US$8.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 159 Fair Values set on narratives written by author
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CHWY Share Price Performance

US$20.44
-16.51 (-44.68%)
​
US$31.05
Fair Value
US$20.44
-16.51 (-44.68%)
34.2% undervalued intrinsic discount
US$31.05
Fair Value
Price US$20.44
AnalystConsensusTarget US$31.05
AnalystLowTarget US$21.00
AnalystHighTarget US$39.92

CHWY Community Narratives

Fair Value
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Fair Value US$31.05 34.2% undervalued intrinsic discount

Vet Care Clinics And New Ad Platform Will Drive Success

1users have liked this narrative
0users have commented on this narrative
74users have followed this narrative
Fair Value
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Fair Value US$21 2.7% undervalued intrinsic discount

Flat Pet Adoption Trends And High Costs Will Hamper Prospects

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
Fair Value
·
Fair Value US$39.92 48.8% undervalued intrinsic discount

Digital Subscription And Telehealth Models Will Expand Pet Care Options

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
CHWY logo
Chewy
34.2% undervalued intrinsic discount

Vet Care Clinics And New Ad Platform Will Drive Success

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Updated 29 Jun
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CHWY logo
Chewy
2.7% undervalued intrinsic discount
Updated

Flat Pet Adoption Trends And High Costs Will Hamper Prospects

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Updated 9 Sep
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CHWY logo
Chewy
48.8% undervalued intrinsic discount

Digital Subscription And Telehealth Models Will Expand Pet Care Options

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Updated 26 Aug
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Trending Discussion

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Updated Narratives

CHWY logo

CHWY: Slower Organic Demand And Margin Progress Will Shape Risk Reward Profile

Fair Value: US$21 2.7% undervalued intrinsic discount
5 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 Execution And Pet Health Expansion Will Support 2026 Repricing

Fair Value: US$39.92 48.8% 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: Vet Clinics And Autoship Recurring Revenue Will Support Future Upside

Fair Value: US$31.05 34.2% undervalued intrinsic discount
74 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative

Snowflake Analysis

Solid track record with reasonable growth potential.

0 Risks
4 Rewards
View Full Analysis

Chewy, Inc. Key Details

US$13.1b

Revenue

US$9.2b

Cost of Revenue

US$3.9b

Gross Profit

US$3.6b

Other Expenses

US$273.7m

Earnings

Last Reported Earnings
Aug 02, 2026
Next Reporting Earnings
n/a
0.68
29.85%
2.09%
159.7%
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

Seeking Alpha • Sep 10

Chewy Drops 10%, Then Rebounds 3%: What's Happening After Earnings?

Summary Chewy remains a buy with a $25 price target, supported by margin inflection and resilient performance despite recent volatility. Q2 net sales grew 7.3% YoY to $3.33B, with Autoship sales comprising 84.6% of total revenue, though growth rates are decelerating. Gross margin was boosted by $15M in one-off benefits; adjusted margins would have declined YoY, raising caution on profitability trends. Recent acquisitions and share buybacks reduced net cash to $20.5M and added $600M in debt, impacting valuation and future interest expense. Read the full article on Seeking Alpha
Narrative Update • Sep 09

CHWY: Slower Organic Demand And Margin Progress Will Shape Risk Reward Profile

The analyst price target for Chewy has been trimmed by $1 to $21 as analysts weigh slower organic growth expectations against firmer margin assumptions and a lower future P/E multiple, following a series of mixed rating changes and target resets across the Street. Analyst Commentary Street research on Chewy points to a more cautious tone as analysts balance slower organic growth against margins and current valuation.

Recent updates

No updates

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